http://www.anandtech.com/show/7083/nvidia-to-license-kepler-and-future-gpu-ip-to-3rd-parties
Nvidia so far haven't managed to license the IP out but this could be the open door they've been after. I think Nvidia is 50/50 and AMD 10% chance, safest bet would be PowerVR probably.
Oh, and I forgot about nvidia suing Samsung in court for years which Samsung fought vehemently.
I would also say Power VR, if Apple doesn't force their hand not to. Or in-house (given their monstrous budgets and experience Samsung could allocate more than enough resources if it wants, like they did door their Exynos ) is pretty much what Samsung would consider.