In a previous interviewQualcomm CEO Cristiano Amon stated that laptops powered by the Snapdragon X-series computing platform, designed with the company's proprietary Oryon architecture and partnered with numerous brands, have successfully captured significant market share over the past year. Qualcomm also continues to collaborate with Microsoft to improve software compatibility and leverage its accumulated security expertise to position itself for commercial use. Alex Katouzian, general manager of Qualcomm's Mobile, Computing, and XR divisions, also revealed the company's upcoming market development plans in a subsequent interview.
Artificial intelligence will change the way existing hardware interacts
Alex Katouzian pointed out that, as Cristiano Amon recently mentioned, future device interactions will use artificial intelligence as an interface to create a new user experience. He expects that artificial intelligence agent services, which are gradually becoming mainstream applications in the market, and agent artificial intelligence technology will change the way existing hardware is used.
For example, in the past, users would still obtain information and complete various tasks through devices such as mobile phones and laptops, but the main interaction in the future may gradually shift to smart glasses, watches or headphones. Through artificial intelligence agent services, users can understand what the objects in front of them are, which direction to navigate, or listen to the key points of letter summaries. Users will no longer need to frequently open their mobile phones or laptops to check the content as they do now.
However, this development does not mean that smart glasses, watches, and headphones will replace mobile phones or laptops in the future. Instead, they will be connected through artificial intelligence. Users will even more frequently connect with more services through cloud collaboration, such as using personal information across different services through personal accounts and continuously connecting with the device at hand.
At the same time, Alex Katouzian also explained that Qualcomm has invested in the development of perception artificial intelligence technology for a long time and is therefore no stranger to the integration and application of artificial intelligence technology. Therefore, it is expected that Qualcomm will continue to play the role of providing better computing platforms and continue to work closely with the market ecosystem and supply chain to enable more agent artificial intelligence services to be connected and operated across different devices, thereby building a new interactive experience.
2nm process technology will also be introduced, but it will be more cautious
Regarding MediaTek's announcement that it will launch its first processor designed using TSMC's 2nm process, Alex Katouzian stated that the company is currently maintaining in-depth cooperation with TSMC and will therefore also adopt its 2nm process technology, but he also stated that they will be more cautious in applying the more advanced process technology.
The reason is that while advanced processes can lead to higher performance and lower power consumption, they also increase production costs. Therefore, in conjunction with Qualcomm's proprietary architecture design, the computing performance per watt advantage will be highlighted as much as possible, thereby significantly improving the benefits of advanced processes.
Qualcomm has confirmed that it will hold its next Snapdragon Summit technology conference in late September, where it is expected to unveil a new flagship computing platform and perhaps also introduce advanced process designs. However, specific details will be subject to subsequent announcements.
Collaboration with NVIDIA on Oryon architecture CPU
Regarding NVIDIA's proposalNVLink Fusion SolutionQualcomm is also one of the partners. Alex Katouzian explained that Qualcomm's main focus in this collaboration is the design of its Oryon architecture CPU, which will be used to provide higher computing power for server market applications. This is different from the collaboration with MediaTek, which uses ASIC application-specific integrated circuit design.
Furthermore, if Qualcomm can bring its long-standing focus on high-performance, low-power computing to the server market, it is expected to further reduce overall cost of ownership, providing greater momentum for AI growth and generating greater market benefits for Qualcomm.
As for the basis of technical cooperation with NVIDIA, market rumorsMediaTek and NVIDIA to collaborate on new Windows on Arm computing platformIs it possible for Qualcomm to collaborate with NVIDIA on computing designs for the PC market? Kedar Kondap, Qualcomm's senior vice president and general manager of the computing and gaming division, said he couldn't comment on this at the moment, but that it wasn't a technical issue.
