Not everyone believes in fate, but I do, at least in terms of smartphones. I think that every handset's destiny is fundamentally determined by its processor. If its processor is unique, a phone can be smarter than any other. But if the processor is shared with rival products, then a phone must come with convincing peripheral features if it's to have any shot at greatness.
Neither Sony nor Nokia have the capability to create unique processors, so they've wisely thrown their weight behind useful extras, such as class-leading camera modules and standout design. These companies are limited in the technologies they can create, but the threat of extinction has forced them to integrate their departments and gather together every bit of technology at their disposal.
Apple, meanwhile, has spent years working on its A7 chip. This allowed it to make core improvements to all areas of the iPhone 5S: a new 64-bit architecture to boost overall performance with no cost to battery life; a new image signal processor to aid the autofocus and multi-exposure performance of the camera; and a new coprocessor that allows the 5S to work as an effective fitness tracker with no need for a separate accessory. Even when Apple has absorbed inventions from outside, it has either acquired the inventor (as in the case of AuthenTec and its fingerprint scanner) or it has established long-term contracts that give it the freedom to tailor a product to its precise needs (as in the case of Imagination Technologies and its GPU).
In the case of the Galaxy S5's processor, however, Samsung simply went shopping. It made sure to buy the best, in the form of a highly overclocked version of Qualcomm's Snapdragon 800 chip (called the MSM8974AC or Snapdragon 801), but ultimately this is just a marginally faster version of the chip inside Sony's Xperia Z2 (the MSM8974AB). In turn, the Z2's chip is just an overclocked version of the original Snapdragon 800 (MSM8974) found in the Galaxy Note 3, Xperia Z1 and Nexus 5.
"In the case of the Galaxy S5's processor, Samsung simply went shopping"
We should therefore expect the GS5 to have great performance and battery life, just like these other Snapdragon-equipped phones, but with no real scope for deep-level integration that could make it stand out from its competitors. As one Qualcomm representative whispered to me: The GS5 has a regular off-the-shelf Snapdragon, largely the same as anybody else's, except with more "bragging rights."
Samsung's reliance on Qualcomm made sense with the Galaxy S4 and American versions of the GS3, because these handsets came in the midst of the disruption caused by LTE. The Snapdragon line quickly gained a reputation as the best value, most reliable and most efficient chip for 4G, and the rest of the mobile silicon industry was caught napping by Qualcomm's adroitness, so it seemed unfair to pick on Samsung's semiconductor business in particular. But as time has gone on, and other silicon players like MediaTek and Intel have started to catch up with their LTE support, Samsung's tardiness has become harder to understand; the only way to find out more is to talk to the Exynos people themselves.
The other Samsung
Far away from the clamor of Samsung Mobile's main stall at MWC, I came across a quiet section that had been reserved for the component side of Samsung's business, which incorporates Exynos. There I met VP Kyushik Hong, from a department called System LSI (LSI stands for "Large Scale Integration"), who gave me a rundown of his team's latest creation: the Exynos 5422, which will power Asian variants of the GS5.
I should mention that I've developed a soft spot for Exynos chips over the years, because they have strong gaming performance and they've tended to be accompanied by audio circuitry that does good things for music playback. But the new Exynos takes things further, by adding features that are ripe for integration. The 5422 supports something called "active hibernation," for example, which can reduce a smartphone's power consumption by 10 percent by not refreshing pixels on the display except when they need to change -- something that only works when the chip is paired with a Samsung-made display panel. For a phone that probably lasts around 10 hours on a charge, even an extra hour of battery life represents a huge improvement, but it's one that will be absent from Western versions of the GS5.
"An extra hour of battery life represents a huge improvement, but it's one that will be absent from Western versions of the GS5"
Hong did his best to explain this predicament without getting himself or his colleagues into trouble. He told me that it's a "misconception" that Exynos-based smartphones are inefficient when it comes to LTE. Instead, the reason Samsung Mobile uses Qualcomm's chips rather than Samsung ones has more to do with price: Snapdragons merge the LTE modem with the main processor, which reduces costs, but also -- Hong believes -- results in "de-featured" chips. Conversely, Exynos is a "high-end premium" chip that deliberately keeps the modem and processor separate for the sake of performance, even if the higher price is a turnoff to Samsung Mobile.
When I asked why Samsung doesn't enforce cooperation between its mobile and processor arms, for the sake of developing a more integrated device, the head of marketing for Samsung Semiconductor, Thomas Arenz, stepped into the conversation to remind me of a crucial fact: Samsung's component business can't engage in any sort of special relationship with Samsung Mobile for fear of losing the trust of other companies that buy Exynos chips or other parts. In other words, it's about as far as you can get from way Apple's various departments work together.
"There's no mechanism to ensure an Exynos chip ends up in a Galaxy phone"
"It's not up to us which hardware ends up in which phone," Arenz said. "There's no guaranteed mechanism to ensure an Exynos chip ends up in a Galaxy phone. It's not always a price issue; sometimes it's an availability issue, but the contract goes to the one who makes the best offer.
"Our friends [inside Samsung] are some of the fiercest customers we have to deal with."
So, why did Samsung play it safe with the Galaxy S5? The first and most obvious answer is that it was incapable of doing anything else, because the entity we call "Samsung" still sees itself as a component maker as much as a phone maker; a conglomerate rather than a unified force. Put differently, the GS5 is made not by Samsung, but by Samsung Mobile: a much smaller organization that is tasked with making the best phone it can using off-the-shelf components. This subsidiary lacks special access to Samsung's other areas of R&D, which means it has no more clout or control than HTC, Nokia or Sony. According to this view, there's little scope for change and we should simply temper our expectations before the next phone launch.
Another, more speculative answer is that Samsung is working toward better integration, but it needs to solve problems with Exynos first. Work may be in progress to improve yields or reduce costs in its semiconductor business, and perhaps this will lead to a more joined-up, homegrown device at a later date, in the form of the Note 4, GS6 or maybe even the rumored premium edition "Galaxy F." As to what such a device might offer, beyond what's currently available, we're certainly not asking for anything gimmicky, like a beyond-HD panel or 4K video recording. On the contrary, it would just be nice if Samsung could gather up its expertise and produce a subtle but fundamental improvement in battery life, or equally some other useful feature that we didn't expect and that no other Android manufacturer could have accomplished.