Until now, computer chips developed by Qualcomm have not really found their customers. The version of Windows for ARM has not become a must, despite the Snapdragon 8cx range unveiled in December 2018. And the joint work with Microsoft on the SQ1 and SQ2 chips for the Surface X has not yielded the expected fruits.
Despite everything, Qualcomm intends to walk on Apple’s flower beds with a chip that could show the overpowered SoCs of the Cupertino manufacturer. During the day dedicated to shareholders, the founder gave an update on the development of the future system-on-chip, which aims to become the benchmark in terms of performance for Windows PCs.
Qualcomm wants to wrest leadership in battery life and performance over the long haul, which sounds like a declaration of war against Apple and the M1 chips that have been proven to work in both areas. The company is so confident that the innovations integrated into this SoC will also benefit mobile devices, the automotive sector and data centers.
The first copies of this miraculous chip will be delivered within nine months, while the first equipped computers will be available in 2023. If Qualcomm is so optimistic, it is because it is based on technology developed by Apple alumni who founded Nuvia. This start-up had started to develop chips for servers, before Qualcomm puts its hand in the wallet.
Qualcomm promises chip as powerful as Mac’s M1, with help from old Apple
An acquisition that did not make everyone happy at Apple, the manufacturer having filed a complaint against Nuvia for breaches of non-competition clauses. The tone is quickly mounted in the towers between the two companies.
In the meantime, Qualcomm and Apple continue to work together, with the former providing its 5G chips to the latter. A contract that could end in 2024, when Apple can use its own modem and only this one. Qualcomm’s deliveries could, however, be reduced more quickly as the in-house chip develops: the group anticipates that by 2023 (i.e. the iPhone 15?), It will only supply 20% of the total number of Apple smartphones.
The gradual loss of this large customer means that in the long term, Apple will only represent a percentage ” single digit Of Qualcomm’s “chips” business by the end of fiscal year 2024 (it weighed $ 27 billion in 2021). The founder can however rely on other manufacturers who continue to use its modems, such as Xiaomi, Oppo and Vivo.
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