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Qualcomm shifts chips to newer Arm tech as competition with Apple, MediaTek heats up - The Economic Times

Economic Times

Economic Times · 2m ago

Qualcomm shifts chips to newer Arm tech as competition with Apple, MediaTek heats up - The Economic Times

Qualcomm has transitioned its flagship chips to the latest Arm Holdings architecture, v9, aiming to enhance AI performance and competitiveness against Apple and MediaTek. This move, following a previous legal conflict with Arm, is set to boost Arm's revenue, which charges more for its newer technology. Qualcomm's strategy, which might have chosen to maintain older architectures, indicates a significant commercial decision amidst ongoing competition from newer rivals like RISC-V.

Related News

Microsoft to unveil AI devices and features ahead of developer conference

Economic Times

Economic Times · 1y ago

Microsoft to unveil AI devices and features ahead of developer conference

Microsoft is expected to unveil new hardware and software for consumer devices at an event on its Redmond campus. The event will feature a new version of the Surface Pro tablet and Surface Laptop which will be powered by Qualcomm chips based on Arm Holdings' architecture. The Qualcomm chips will include a neural processing unit to accelerate AI applications. Microsoft aims to stay ahead in the AI tools market and has partnered with OpenAI. This comes as the PC industry faces competition from Apple's custom chips based on Arm designs. Qualcomm has been leading the effort to bring Windows to Arm chips since 2016.

Is this the end of ‘Intel Inside’?

Livemint

Livemint · 2y ago

Is this the end of ‘Intel Inside’?

Intel is facing a critical battle for market share as multiple companies like Apple, Microsoft, and Qualcomm shift away from its chips. With Apple having already moved away entirely from Intel's chips, Microsoft is accelerating efforts to make Windows run on ARM-based processors. Google's Chrome OS is also posing a threat to Microsoft. These shifts could result in the loss of Intel's market dominance and the "Intel Inside" sticker on PCs. However, Intel is determined to stay competitive, with plans for new chip generations and advancements in manufacturing technology.

South Korea antitrust regulator probes Arm Holdings' office in Seoul, source says - The Economic Times

Economic Times

Economic Times · 14d ago

South Korea antitrust regulator probes Arm Holdings' office in Seoul, source says - The Economic Times

South Korea’s antitrust regulator is investigating Arm Holdings' Seoul office following a complaint from Qualcomm regarding restrictive licensing practices. The probe aims to determine if Arm is limiting access to its technology, which could harm competition. This marks a significant departure from Arm's previous open network approach. Both Arm and Qualcomm have not commented on the investigation, while the Fair Trade Commission has also declined to comment.

Qualcomm forecasts solid quarter but smaller Samsung business hits shares - The Economic Times

Economic Times

Economic Times · 27d ago

Qualcomm forecasts solid quarter but smaller Samsung business hits shares - The Economic Times

Qualcomm expects strong quarterly sales and profit driven by a shift towards premium smartphone sales, surpassing market expectations. However, a potential reduction in business with key customer Samsung has pressured its shares. Qualcomm is diversifying into sectors like laptops, automobiles, and AI chips amid Apple’s planned modem transition. Despite this, Qualcomm foresees substantial revenue growth in non-Apple segments, buoyed by increasing demand for premium handsets and AI-capable devices globally.

Tesla market share in US drops to lowest since 2017 as competition heats up - The Economic Times

Economic Times

Economic Times · 2m ago

Tesla market share in US drops to lowest since 2017 as competition heats up - The Economic Times

Tesla's U.S. market share fell to its lowest since 2017, marking a significant decline due to heightened competition in the electric vehicle sector. In August, Tesla's share dropped to 38% as buyers opted for newer models from various automakers offering competitive incentives. The looming expiration of federal tax credits for EVs contributed to a temporary sales spike, increasing financial pressure on Tesla as it navigates price cuts and competition. Analysts anticipate continued market share challenges for Tesla.

Qualcomm chip sales to Chinese smartphone makers fuel strong results

Economic Times

Economic Times · 1y ago

Qualcomm chip sales to Chinese smartphone makers fuel strong results

Qualcomm has forecasted sales and profit for the current quarter that exceed Wall Street estimates. The company is benefiting from the launch of flagship Chinese smartphones, resulting in a surge in its shares. Qualcomm is the leading supplier of smartphone chips and is capitalizing on the recovery in smartphone markets. While the company's outlook surpasses expectations, there is uncertainty regarding the future revenue stream from Apple as they develop their own modem chips. Qualcomm's efforts to expand into laptops and AI in data centers may need to accelerate to offset any declines in Apple revenue. Additionally, Qualcomm has signed a new licensing agreement with Shenzhen Transsion Holdings and is embroiled in a legal dispute with Arm.

Arm Holdings to cancel Qualcomm chip design license: reports

Economic Times

Economic Times · 1y ago

Arm Holdings to cancel Qualcomm chip design license: reports

Arm Holdings is reportedly terminating its architectural license agreement with partner Qualcomm, allowing the British chipmaker to use its intellectual property for chip design. Arm has given Qualcomm a 60-day notice of cancellation. The agreement currently permits Qualcomm to create its own chips based on Arm's standards. The cancellation comes amidst an ongoing legal battle between the two companies, scheduled to begin in December. Arm, majority-owned by SoftBank Group, sued Qualcomm for failing to negotiate a new license after its acquisition of Nuvia for $1.4 billion in 2021.

Arm says it’s losing $50M a year in revenue from Qualcomm’s Snapdragon X Elite SoCs

Arstechnica

Arstechnica · 11m ago

Arm says it’s losing $50M a year in revenue from Qualcomm’s Snapdragon X Elite SoCs

Arm and Qualcomm are currently engaged in a legal dispute over Qualcomm's acquisition of chip design firm Nuvia, which Arm claims violates its licensing agreements. This week, executives from both companies testified in court, with Arm CEO Rene Haas stating that the Nuvia acquisition is costing Arm approximately $50 million per year. Qualcomm argues that Arm is attempting to hinder its entry into the PC market, while minimizing Arm's contributions to its chip designs. A jury verdict is expected soon, which could halt sales of Snapdragon chips with Nuvia technology. Arm also canceled Qualcomm's architecture license, potentially banning it from selling Arm-based chips. The disputed revenue of $50 million seems relatively minor considering the companies' overall revenues.

Microsoft debuts 'Copilot+' PCs with AI features

Economic Times

Economic Times · 1y ago

Microsoft debuts 'Copilot+' PCs with AI features

Microsoft has unveiled a new category of personal computers that feature artificial intelligence (AI) capabilities. These new "Copilot+" PCs can handle AI tasks without relying on cloud data centers and come with a feature called "Recall" which tracks user activity. Microsoft aims to sell 50 million AI PCs within a year. The company also introduced new Surface Pro tablets and laptops with Qualcomm chips and showcased technology that allows software written for Intel and AMD chips to run on Arm-based chips. Apple, too, has revealed plans for AI-focused chips in future laptops.

From first to fifth: Ola Electric loses ground as two-wheeler EV race heats up - The Economic Times

Economic Times

Economic Times · 3d ago

From first to fifth: Ola Electric loses ground as two-wheeler EV race heats up - The Economic Times

Ola Electric has slipped from its leading position in India's electric two-wheeler market, now ranked fifth, overtaken by Hero MotoCorp and others. Despite once holding over 25% market share, Ola's share fell to 7.4% amid competition and operational challenges. Established players like TVS, Bajaj, and Ather continue to thrive, leveraging product quality and distribution networks. Ola's financial struggles reflect declining revenue, prompting strategic shifts such as entering the battery energy storage market.

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