"I'm not worried about our competitors": What Qualcomm's Snapdragon strategy says about Intel, Apple, and AMD
When you buy through links on our articles, Future and its syndication partners may earn a commission.
Even if semiconductor giant Qualcomm likely faces a two-year gap between releases of its groundbreaking Snapdragon X platform — an eon in the hyper-competitive silicon market — the company's Snapdragon chief says he isn't worried.
"I'm not worried about our competitors coming out with something," Qualcomm's Alex Katouzian told Laptop Mag this week at the Computex conference in Taipei.
Katouzian is the General Manager of mobile, compute, and XR, and is responsible for execution on the Snapdragon chips. He believes the Snapdragon platform is powerful enough to survive the delay between the company's first- and second-generation computer chips, which have taken on the unofficial moniker "Snapdragon X2."
"We're sustained in performance-per-watt, and we have relationships that are strong across retail and commercial, and we have marketing campaigns that are now very much concentrated on Snapdragon," Katouzian said.
During their keynote at Computex, Qualcomm leaders tried to keep momentum by driving attention toward the Snapdragon Summit, scheduled for September 23-25 in Hawaii. At that summit, Qualcomm is expected to introduce "our next-generation solution," Katzouzian said. Questions about the second-generation Snapdragon X Elite chipset were answered with "come to Snapdragon Summit."
Nevertheless, one question loomed over the keynote: Will Qualcomm be left behind with a two-year gap between generations? After all, Qualcomm announced the first Snapdragon X Elite chips at the Snapdragon Summit in 2023 and released them the following June. If Qualcomm repeats that pace, the next Snapdragon X chip won't be in laptops until June 2026.
Qualcomm officially launched the Snapdragon X series with the X Elite and X Plus platforms last spring, between Microsoft Build in May and Computex in June 2024. In late 2024 and early 2025, Qualcomm announced additional X Plus chipsets and the budget X variants.
"We introduced our solution at Computex that would already have designs that we launched in May with Microsoft last year," Katouzian said. "And so, we're only in the market for nine months. I think a platform such as X Elite, X Plus, X — it needs more than nine months to become mature in multiple designs and SKUs."
Katouzian compared the release cycle to the Apple iPhones of yore, which used to follow a two-year "tick-tock" cycle, where a significant upgrade is announced every two years. By that logic, 2025 is Snapdragon's "tock" year.
"I think it's OK to come in as a tick-tock," he said. "We come in and then four months from now we're going to introduce our next-generation solution, and then it'll ramp into market early 2026. As long as people and OEMs understand that this continuous advantage is coming, I'm OK."
Since the first Copilot+ systems launch in June 2024, all of Qualcomm's competitors have released new chipset generations, and some are expected to hit their second generation since the X Elite this fall.
Intel's Panther Lake chipsets are on track to bring the Intel Core Ultra brand into its 300 series this fall, and Apple is expected to launch the M5 chipset any time between this summer and fall.
While Katouzian and CEO Cristiano Amon appear to believe the Snapdragon portfolio is strong enough to weather the oncoming storm, their new ad campaign tells a different story.
If Qualcomm weren't worried about the competition or the arrival of Snapdragon X2, would they really need to keep building ads around what I found to be not-quite-accurate data?
Even during this "tock" year, laptops and mini-PCs are continuing to debut with Snapdragon chips. The HP OmniBook 5 is a recent example.
It's not like the company isn't still working with partners to get more systems out into the market. However, those systems are rocking 5-11 months old chipsets, depending on which slice of the Snapdragon X series we're considering.
In the meantime, Intel, AMD, and Apple are all releasing newer silicon, making Qualcomm systems look less like a disruptor in the market and more like yesterday's news.
This means the second-generation Snapdragon X series chipsets need to make as big a splash as the first-generation chipsets, if not more, to recapture public attention.
Jensen Huang at Computex: "It's not because we don't love GeForce, GeForce got us here."
The Acer Swift X 14, a favorite of creators, is being refreshed for 2025
The Asus ProArt P16 nails local AI and beats MacBooks — but it doesn't come cheap
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


Bloomberg
15 minutes ago
- Bloomberg
FTSE 100 Live: London Takeover Targets Getting Bids at Huge Premiums
UK assets have struggled for direction, leaving much of the focus on two takeover offers in London and the questions they raise about the health of the market. Here's what happened today: Semiconductor firm Alphawave agreed to be bought by US chip giant Qualcomm, and precision instruments maker Spectris has received an approach from private equity house Advent. Both of the deals are pitched at massive premiums, indicating that a chasm remains between how much a potential buyer thinks a London-listed company is worth and the value the market ascribes to it. The Alphawave deal also means yet another tech stock will disappear from London. A dearth of high-growth names is a big reason that investors have struggled to build enthusiasm for the UK's benchmarks. And those domestic investors aren't coming back to the UK in the way they are in Europe. Escaping that vicious cycle will be tricky. Elsewhere, ad giant WPP's CEO will leave at the end of the year, with the group's shares languishing as the worst performers in the FTSE 100 in 2025. Diageo is benefiting from a good mood in European booze stocks. And BP getting bought by a rival looks unlikely right now. That's all from us for now. Join us here tomorrow for the jobs data and updates from the likes of homebuilder Bellway.
Yahoo
20 minutes ago
- Yahoo
Alphawave Jumps 23% on Qualcomm's $2.48B Takeover Deal
Alphawave shares surged over 23% on Monday after confirming a $2.48 billion acquisition deal with Qualcomm (QCOM, Financials), the U.S. chipmaker aiming to expand its footprint in high-performance connectivity and data infrastructure. Warning! GuruFocus has detected 5 Warning Signs with QCOM. Under the agreement, Alphawave shareholders can choose between 183 pence in cash or 0.01662 Qualcomm shares per Alphawave share. The transaction will be executed through a UK court-sanctioned scheme and is expected to close in Q1 2026. The deal remains subject to regulatory approvals in the United States, Germany, South Korea, and Canada, as well as foreign direct investment clearance in the United Kingdom. Alphawave's board called the offer a compelling value opportunity. As part of the deal preparation, Alphawave has divested its stake in Chinese joint venture WiseWave, easing potential regulatory hurdles. Jefferies analysts, who upgraded Alphawave to Buy in April, said the sale reduces geopolitical risk and improves the deal's odds. This article first appeared on GuruFocus. Sign in to access your portfolio


Forbes
an hour ago
- Forbes
The Secret, And Future, To BYD's Success? EVP Stella Li Sums It Up
Executive Vice-President of Chinese electric and hybrid automotive manufacturer BYD, Stella Li. ... More Photo by JOEL SAGET/AFP via Getty Images The future of cars depends on appealing to younger buyers; the future of business depends on growing a company's markets, both domestic and international. It's that junction where Stella Li, executive vice president of BYD, is leading the company to unprecedented success as the electric car maker conquers new markets around the globe. Li, who recently earned an unprecedented award as the first female World Car Awards Person of the Year for 2025, sat with us to share her insights into both the strategy of BYD and the appeal that drives customer demand. BYD's designs are 'very trendy, and very stylish,' Li said, but it's the modern computer-like function that consumers want most. The company found that Chinese buyers, many of whom are purchasing their first car, want all the functions they find in their computers and phones, such as voice activation and multifunction features. The ability to ask the car to perform basic tasks, to be able to play a video game or stream a show when not driving and to use the car as a power source is hugely appealing and something that buyers gravitate to. But so are interior comforts and nicely finished cabins that cater to driver and passenger comfort. And it's a strategy that works. BYD's designs, and cute model names like Dolphin, Seal and Seagull, are not only appealing, but they resonate with car buyers by offering familiar features and quality that makes these often lower-priced cars not feel frugal. MUNICH, GERMANY - SEPTEMBER 5: Visitors look at an BYD Han electric car of Chinese car brand BYD at ... More the IAA Mobility 2023 international motor show Li is credited with BYD's expansion into international markets and with leading the brand's off-shore manufacturing strategy. While the company maintains a mega factory in Zhengzhou, China and has a sizable export business, the company's future is local, Li told us. 'In the future it's no longer exporting' cars, Li said. BYD will be a local company in the markets where it sells cars. To become truly local around the world, the company has or will build factories in Brazil, Hungary, Thailand, Uzbekistan, Turkey and Mexico. The photo taken on January 10, 2024 shows electric cars for export waiting to be loaded on the "BYD ... More Explorer NO.1." BYD's recent price reductions in China of about 30% rattled local markets there and caused a selloff of BYD stock. Still, the company's bargain priced entry-level EVs, which which sell for about $8,000 USD to about $14,000 USD in China, deliver strong appeal in foreign markets: they are affordable, comfy and easy to drive, though it's worth noting that BYD's prices in China don't translate directly in all markets; once tariffs, regulatory improvements and required safety features are added prices can differ greatly. Still, with governments around the world cracking down on carbon emissions, the all-electric range of about 200 miles has appeal, allowing BYD to get a foothold in new markets where inexpensive and efficient cars may not be as accessible. PRODUCTION - 06 December 2024, Berlin: A driver sits in a BYD Atto 3 car in the BYD store on ... More Budapester Strasse and turns the touchscreen in the cockpit. As an independent business with ties to the Chinese government but not state-owned, BYD is an agile and prolific producer of technology. When 'BYD started, it was a battery company,' Li said. But quickly, the company branched out into trucks, busses and cars to optimize both its own business and needs of Chinese buyers. Now, the company, which sold its first car just 20 years ago, is known for innovating super fast charging, a novel battery design and employing more than a million people including 120,000 research and development engineers. This agility is attributed to BYD's independence; as a public company it is not state-owned, though it has close ties to and oversight by the Chinese government. Still, with the autonomy to branch out and develop the products and systems that resonate in the marketplace, BYD can build and sell cars in countries that are receptive to its business. Visitors inspect a BYD Seagull car during the 45th Bangkok International Motor Show In addition to Li's Person of the Year award, BYD's Seagull/Dolphin Mini EV was the recipient of the 2025 World Urban Car award, the first Chinese car brand to win on the global stage. The award reflects Li's strategy of building and selling the company's EVs around the world. Even though China leads the world in sheer numbers of cars sold, most sales are limited to China and not accessible to awards juries outside the country. Not so for BYD, which for the first time saw journalists around the world test driving its models for award consideration. And the award confirms what Li told us: the strategy of combining future-forward technology and trendy, modern design is a winning equation and the secret to BYD's success.