Why Intel, AMD and Apple should be concerned about Qualcomm's new laptop chips

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Why Intel, AMD and Apple should be concerned about Qualcomm's new laptop chips
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Qualcomm plans a new chipset for smartphones, a completely redesigned processor for laptops, and a software framework for on-device AI.

The computer-chip landscape is becoming centered around the idea of client AI, or AI processing that runs locally on a device like a laptop or a smartphone, rather than in the cloud.

The new platforms discussed for smartphones and laptops all centered heavily on AI computing, and the need for local processing horsepower to enable it. Qualcomm has dubbed the combination of its CPU cores, graphics IP, and the Hexagon NPU as the “Qualcomm AI Engine” in an attempt to demonstrate the value of each computing block on the chip to the overall AI performance narrative.

Qualcomm even has a comparison to the Apple M2 processor, claiming to have basically the same performance in single threaded workloads while using 30% less power. Qualcomm showed AI application demos that included stable diffusion image generation, image expansion and even a large language model-based AI assistant tool all running completely on the local laptop, without the need for the cloud. The demos were impressive, though how these experiences will map to actual end-user experience isn’t known since the software ecosystem for these tools is just getting started in the PC space.

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