Group 1 - Qualcomm is advancing its market presence as a core processor for personal computers with its new X2 Plus processor, which is a streamlined version of its existing product line aimed at more affordable laptops [1] - The new processor will be available in two versions, one with 10 computing cores and another with 6, utilizing the updated third-generation Oryon design [1] - A key selling point of the new processor is its integrated powerful neural processing unit, which accelerates AI software response without excessive battery consumption [1] Group 2 - Qualcomm currently offers Snapdragon X2 Elite and Elite Extreme chips, typically used in laptops priced at $1,000 or above, providing AI computing capabilities and longer battery life compared to competitors [1] - Qualcomm is launching its new products at the International Consumer Electronics Show in Las Vegas, positioning them against existing products from Intel and AMD [1] - Qualcomm and Apple are leading the application of Arm Holdings' technology in the computer market, which is believed to be more suitable for battery-powered devices [2] Group 3 - As of the end of Q3, Arm-based chips hold nearly 14% of the PC market share, showing a slight increase from the previous period [2] - Qualcomm is expanding into other business areas such as laptops and automotive, while it has been a long-time supplier for Apple, which is expected to shift to self-developed modem chips [2] - Following a recovery in smartphone demand, Qualcomm provided better-than-expected revenue and profit guidance, projecting adjusted earnings per share of $3.30-$3.50 for Q1 of fiscal 2025, with revenue expected between $11.8 billion and $12.6 billion [2]
高通(QCOM.US)进军中端PC市场:发布骁龙X2 Plus处理器 挑战英特尔与AMD