Qualcomm & Apple have some very compelling ARM-based solutions that are primed to tackle AMD & Intel in the AI PC segment in 2024.
We have seen a recent shift in the industry towards ARM-based solutions, especially with its potential adoption by newly emerging competitors. With Apple boosting the share of ARM architectures within the laptop segment, it looks like moving ahead, we might see widespread adoption of the chip architecture within the PC industry as well, mainly since ARM has been able to close the performance gap between the x86 architecture, along with being much more power efficient.
ARM has already seen a dominant position in the mobile industry, with Qualcomm and MediaTek utilizing the standard for quite some time now.
However, the market share of ARM in the PC industry is going to see a rapid rise in the coming years, since Qualcomm has already introduced its own PC SoC, known as the "Snapdragon X Elite", which boasts impressive performance and is expected to hit shelves by mid-2024. Moreover, it is rumored that NVIDIA and AMD might launch ARM-based CPUs by 2025 as well, which means that the x86 architecture will get tough competition.
Currently, the Hexagon processor unit used by Qualcomm in Snapdragon X Elite has reached an astonishing 45 TOPS. Intel, on the other hand, looks like it's struggling to catch up and isn't expected to reach comparable performance levels until the launch of its Lunar Lake platform in 2025.
As OEMs are keen to kick-start AI roadmaps on their devices, PC makers based on ARM processors have an opportunity to carve up a share of this emerging market segment. However, Intel still believes that their current product designs are sufficient to meet user needs for AI tasks in most use
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