Qualcomm plummeted by more than 5%: the first batch of AI PC software adapted to the short board of storage, and the advantage of running points was cut off by the iPad

Qualcomm plummeted by more than 5%: the first batch of AI PC software adapted to the short board of storage, and the advantage of running points was cut off by the iPad
04:48, June 21, 2024 Media scrolling

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Source: Associated Press of Finance

With the first batch of laptops equipped with Snapdragon X Elite chips officially entering the market these days, consumers have finally been able to use the "AI PC" that has been widely promoted since the end of last year. From the preliminary evaluation report and market feedback, high pass Attempt to subvert the ARM laptop field Apple The attempt has not yet met the expected applause.

As of the closing of the US stock market on Thursday, Qualcomm fell more than 5% in a single day, nearly giving up all the gains of this week, under the linkage of its own bad news and the overall poor performance of the chip sector. As a popular fried chicken with the concept of "AI PC", Qualcomm has doubled its share price in the past year.

 (Qualcomm daily chart, source: TradeView) (Qualcomm daily chart, source: TradeView)

The embarrassment of the first batch of AI PCs was also reported by the Associated Press of Finance earlier Thursday.

Samsung Galaxy Book4 Edge with Snapdragon X Elite chip was officially launched on Tuesday, and Samsung immediately announced that, Multiple mainstream software cannot be run on this new computer , including League of Heroes, which has low hardware requirements, as well as Fortress Night, EA FC Online and other games.

Although users who buy such laptops have low demand for games Adobe Many of its design software and anti-virus software of local banking system are also included in the list of incompatibilities, which may make more potential users keep a wait-and-see attitude. Although Samsung has asked software developers to adapt It is unclear whether this is the "pot" of software developers or Microsoft The compatibility of Windows 11 Arm system is not good

There is no doubt that the problem of software adaptation can be solved by programmers patching, and the evaluation of the hardware part is not so much that Qualcomm is not doing well enough, but more like complementing the "hidden part" of the company on the launch PPT.

Since Qualcomm has been trying to show consumers the advantages of Snapdragon X Elite chip over Apple at the press conference, investors have also focused on the comparison between the two.

Geekbench data shows that the Microsoft Surface Pro 11 with Snapdragon X Elite chip has a single core score of 2837 and a multi-core score of 14000. In horizontal comparison, the single core score of Apple's entry-level M3 MacBook Air can exceed 3000, and the average multi-core score is close to 12000. Snapdragon X Elite chip has 12 cores, while M3 has only 8 cores, but the multi-core score is only 20% lower.

Considering that most people are unlikely to use all the cores in their daily office work, although computers from both camps can match the evaluation of "smoothness", Apple computers equipped with M3 chips may still run a little faster.

The energy consumption test of another AI PC shows that, When running a single threaded task, the Qualcomm chip consumes 14W of energy, while the M3 chip only consumes 10W. Considering that the Snapdragon X Elite chip actually has several different versions, and the X1E-78-100 used for testing is the lowest frequency version in the Snapdragon X Elite series without dual core acceleration, the power consumption data of the other two stronger versions of the chip may be different.

With the launch of the split, the market also suddenly understood why Apple inexplicably launched the M4 chip at the iPad launch last month.

   This 10 core chip installed on the new iPad Pro, Single core score exceeds 3700 , multi-core score can reach 14500 , which has passed the end of Snapdragon X Elite chip. It is also widely expected that Mac computers equipped with M4 chips will be launched later this year.

To be fair, Qualcomm's AI PC of this generation has obviously not achieved the magnificent slogan of "surpassing Apple", but it will not change the important milestone status of Snapdragon X Elite. The debut of this chip has significantly erased Apple's dominance in the "performance+endurance" notebook field. For consumers, this also means more choices and that major manufacturers work harder to upgrade.

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