Qualcomm Looking to Combat Apple Silicon With New Generation of PC Chips

[Romain_H]

"3-4x"? It's nowhere near that even now with AMD's and Intel's node disadvantage.

It's not Apple that achieves process improvements, it's TSMC. At the moment Apple happen to be the first to use TSMC's 5nm process for a computer CPU, but that won't last.

correct …Its evidentially 5-6x right now all things considered.

Yes, its probably going to last for the next couple of years. Apple purchases exclusive as it seems. Once Intel/AMD are on 5nm, Apple is on the next gen node, very likely exclusively for quite a while

 

[Rigby]

correct …Its evidentially 5-6x right now all things considered.

LOL.

 

[bobcomer]

Good. I would like to see the whole PC industry transition to ARM.

You have trillians of dollars to fund that change world-wide? Heck, the company I work for doesn't even want to spend in the 5 and 6 figures for new software, and I don't blame them -- it gains them absolutely NOTHING.

And just why do *you* want it to transition? Just because Apple did?

 

[bobcomer]

How big of a market is the PC gamer group? Enough to sustain an entire infrastructure?

Small businesses up to mega Corporations that have their own software too, and they are a big enough market segment to sustain x86 for a very very very long time.

 

[rukia]

You have trillians of dollars to fund that change world-wide? Heck, the company I work for doesn't even want to spend in the 5 and 6 figures for new software, and I don't blame them -- it gains them absolutely NOTHING.

And just why do *you* want it to transition? Just because Apple did?

It takes a company IT team a great deal of time to validate that software will run glitch free. The problem is compounded when that app has to run on 100K+ corporate computers with many variations. Then they have to do this for every app the company requires. When they the have worked out all the compatibility glitches they also have to consider numerous security issues. This is why corporations usually use very old tech. Microsoft had to force corporations to change their ancient version of Windows by cutting off support and security patches. Asking a corporation to move to a new CPU architecture where all the validation has to be done from scratch is a massive barrier. When people on forums evaluate the appeal of upgrading to the latest tech they are thinking of doing it for one personal device used for non mission critical tasks like browsing the web or gaming. That's why it seems like changing CPU architectures is so easy as there's zero risk.

 

[bobcomer]

It takes a company IT team a great deal of time to validate that software will run glitch free. The problem is compounded when that app has to run on 100K+ corporate computers with many variations. Then they have to do this for every app the company requires. When they the have worked out all the compatibility glitches they also have to consider numerous security issues. This is why corporations usually use very old tech. Microsoft had to force corporations to change their ancient version of Windows by cutting off support and security patches. Asking a corporation to move to a new CPU architecture where all the validation has to be done from scratch is a massive barrier. When people on forums evaluate the appeal of upgrading to the latest tech they are thinking of doing it for one personal device used for non mission critical tasks like browsing the web or gaming. That's why it seems like changing CPU architectures is so easy as there's zero risk.

Well said. It irks me no end when I see comments about ARM taking over the world next year. I work in a corporate environment (not big corporate, but corporate) and I know it's just not going to happen, and then I start to think about how much it would cost and what budget I have to work with, and then I get a brain cramp. I've seen 5 and 7 figure projects go away because of no ROI when it gets to the real power in the corporation and all it does is frustrate me.

I *like* new, I always want new, but I have to eat and pay for that new, just like everyone else...

 

[rukia]

Well said. It irks me no end when I see comments about ARM taking over the world next year. I work in a corporate environment (not big corporate, but corporate) and I know it's just not going to happen, and then I start to think about how much it would cost and what budget I have to work with, and then I get a brain cramp. I've seen 5 and 7 figure projects go away because of no ROI when it gets to the real power in the corporation and all it does is frustrate me.

I *like* new, I always want new, but I have to eat and pay for that new, just like everyone else...

Yep. Forget about corporations migrating IT infrastructure to Arm, Windows on Arm, and new apps for Arm. It will be 10+ years before there's even any meaningful corporate adoption of Windows 11 running on x86. MS has LTSC for Windows because companies would prefer to never change anything that's not broken. No CIO will volunteer to move the company to Windows 11 unless Microsoft starts applying some pressure. All this applies equally, if not more, to government IT systems. The only viable addressable PC market for QCOM, for many years, are the niche tech enthusiasts and perhaps the low end content consumption segment (ie public education, etc) currently served by chromebooks.

 

[Romain_H]

LOL.

Laugh all you want, in terms of performance per watt that‘s how it is

 

[grandM]

Time to ditch Intel stock...

 

[grandM]

Yep. Forget about corporations migrating IT infrastructure to Arm, Windows on Arm, and new apps for Arm. It will be 10+ years before there's even any meaningful corporate adoption of Windows 11 running on x86. MS has LTSC for Windows because companies would prefer to never change anything that's not broken. No CIO will volunteer to move the company to Windows 11 unless Microsoft starts applying some pressure. All this applies equally, if not more, to government IT systems. The only viable addressable PC market for QCOM, for many years, are the niche tech enthusiasts and perhaps the low end content consumption segment (ie public education, etc) currently served by chromebooks.

Thus climate change?