Qualcomm declares to develop 'Arm-based next-generation SoC comparable to Apple's M series' by 2023

by Kārlis Dambrāns

Semiconductor maker Qualcomm announced at an investor event ' Investor Day 2021 ' that it will develop an SoC for Windows to compete with Apple's proprietary M series by 2023. The stock market has been positive about Qualcomm's announcement, with Qualcomm's share price rising 7.9% to a new high.

Qualcomm's next-gen CPU for PCs will take on Apple's M-series chips in 2023 --The Verge
https://www.theverge.com/2021/11/16/22785181/qualcomm-next-gen-cpu-pc-apple-m1-competitor-2023

Qualcomm Expecting to Supply Just 20% of 2023 iPhone Modems As Apple Prepares to Launch Its Own Chips --MacRumors
https://www.macrumors.com/2021/11/16/qualcomm-2023-modem-chips-iphone/

Qualcomm stock hits record high after it says it will grow without Apple
https://www.cnbc.com/2021/11/16/qualcomm-stock-hits-record-high-after-it-says-it-will-grow-without-apple.html

James Thompson, Qualcomm's chief technical officer, admitted that the Snapdragon 8cx released against the Apple M1 did not outperform the Apple M1 and is working harder on processors for PCs than ever before. It has been strengthened and announced that it will release 'an Arm-based next-generation SoC that focuses on the performance of Windows PCs by directly competing with Apple's M series.'

Mr. Thompson said that the next-generation SoC will be released in 2023, but it will be designed and developed in about 9 months and will be released to some customers in advance. Qualcomm is in the start-up 'NUVIA' which was established by the original semiconductor division executive of Apple in 2019 1.4 billion US dollars (about 145 billion yen at the time of rate) acquisition has been, design and development of next-generation SoC is in charge of this NUVIA And that.

Qualcomm just promised an Apple M series competitor PC chipset in 'nine months' or so. Acknowledge they have weakness in CPU and are using Nuvia acquisition to fix that. #qualcomm pic.twitter.com/CdBsHhKQKr

— Sascha Segan (@saschasegan) November 16, 2021

And Qualcomm manufactures the 5G modem chip installed in the iPhone, but predicts that the 5G modem chip installed in the iPhone will be replaced by Apple's original development by 2023, '2023 Will supply only 20% of the modem chips installed in Apple devices. ' Minchey Kuo, an analyst known for making highly accurate predictions about Apple products, also predicted that 'the iPhone released in 2023 will be equipped with Apple's proprietary 5G modem chip.' I am announcing.

Apple acquired Intel's smartphone modem business for $ 1 billion in 2019 and is working on developing its own 5G technology, but it is unknown whether it is developing a modem chip. is.

Apple announces acquisition of Intel's modem chip business for smartphones-GIGAZINE

Qualcomm CEO Cristiano Amon said, 'Qualcomm is no longer defined by a single market or end user,' reducing its reliance on the smartphone market, including automotive, home wireless and industrial sectors. He said he would also look to the market.

Qualcomm's chief financial officer, Akash Parkiwala, also reported that Qualcomm's total chip division sales in 2021 were $ 27 billion, and the chip business itself will be at least by 2024. It is expected to grow by 12%. 'Qualcomm's main strategy in the smartphone market is to focus on high-end Android devices,' said Parkiwara, showing a move away from Apple.

Qualcomm's Investor Day 2021 can be seen below.

Qualcomm Investor Day 2021 Livestream: CEO Cristiano Amon looks ahead --YouTube