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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: waitwatchwander who wrote (184724)	2/14/2024 12:01:07 PM
From: Jim Mullens	5 Recommendations Recommended By Greg13605 JeffreyHF Jon Koplik manning18 VinnieBagOfDonuts Read Replies (2) \| Respond to of 196412

WWW, Jeffrey, Curious ; re: Win on Arm – exclusivity. As Jeffrey writes- Until the X Elite machines appear mid-year, all that happened during "exclusivity" was foreplay... >>>>>>>>>> Further, we have no solid info as to the details of the “exclusivity” arrangement, only speculation from XDA-Developers / ARM CEO who may have a bias in perpetuating such messaging. In using Bing and Bard (better IMO) searches, the sole source of this rumor came from Arm CEO Haas and disseminated by XDA-Developers, Further queries revealed no info as the Haas’ sources. Could it be in Arm’s benefit to disparage QCOM given their ongoing litigation? Could Arm be in cahoots with AAPL to damage QCOM? MediaTek, AMD, NVDA, and INTC have all been mentioned as having a dog in this race. How far along are they? Have they named a specific SOC as QCOM has (SD X Elite) and specific device makers using their chip? CA stated they have increased the number of designs since last fall. Q1F24 Earnings CC Cristiano Renno Amon QUALCOMM Incorporated - President and Chief Executive Officer Look, your question about X Elite in PC. It's too early. We're tracking to the launch of products with this chipset tied with the next version of Microsoft Windows that has a lot of the Windows AI capabilities. We're still maintaining the same date, which is driven by Windows, which is mid-2024, getting ready for back-to-school. What we're excited about it is since we announced that at Tech Summit showing the performance of the product and the AI capabilities, design traction continue to increase. So we had increased the number of designs since last quarter. and we continue to march forward towards the launch. We like that everybody is now talking about on-device AI on PC. That's where we started this journey with X Elite. And I think that proved to be a tailwind to the opportunity for us in PCs. Per Bard, 9 PC makers are listed (below) using SD X Elite in their upcoming Win on Arm PCs. Further, Bard reveals none have been announced by AMD, Mediatek, NVDA, or INTC. >>>>>>> Asking Bard- >>> how many PC makers are working with QCOM using their SD X Elite SOC? and how many design wins does qualcomm have? Qualcomm recently announced their new Snapdragon X Elite SoC for Windows PCs, targeting the high-performance segment. As of today, February 14, 2024, here's what we know about PC makers and Qualcomm's X Elite design wins: Number of PC makers working with QCOM using X Elite SOC: · Confirmed: As of now, 9 PC makers have officially announced plans to develop devices using the Snapdragon X Elite. These include: o Acer o Asus o Dell o HP o Lenovo o MSI o Samsung o Sharp o VAIO · Possible additions: Qualcomm has stated they are in talks with "numerous other key OEMs" for X Elite adoption. So, the number of PC makers involved could increase in the future.