Qualcomm rumored to be considering Intel’s design divisions in its pursuit of leadership in the AI PC sector
According to Scott Dylan, the founder of NexaTech Ventures, if Qualcomm decides to proceed with this strategy, it could signify a notable change in the dynamics of the PC chipset industry.
According to Scott Dylan, the founder of NexaTech Ventures, if Qualcomm decides to proceed with this strategy, it could signify a notable change in the dynamics of the PC chipset industry. This move has the potential to shape a more fiercely contested market environment fueled by innovation centered around AI.
He mentioned that this development would align with Qualcomm’s plan to expand its scope beyond mobile processors, emphasizing that it might also indicate Intel stepping back from its historically commanding position in the semiconductor market.
Turning away from a ‘saturated’ smartphone market
While Qualcomm is primarily recognized for its chips in smartphones, catering to major players like Samsung, the company has been making significant strides in the AI PC chip sector, directly challenging Intel, which is currently facing challenges. In contrast to Intel and AMD, who utilize x86-based designs, Qualcomm leverages ARM-based processors renowned for their enhanced energy efficiency and longer battery lifespan — estimated at around 18 to 20 hours.
