Qualcomm originally had ambitious plans for the Snapdragon X Elite, according to which Snapdragon X was intended to account for 40 to 60% of the PC market by 2027. Qualcomm recently revised these plans and is now targeting a market share of 30 to 50% by 2029. Even more drastic is the limitation that this market share is intended to be achieved with AI notebooks not based on x86; Qualcomm apparently no longer even counts Intel and AMD in the notebook market.
An analysis by Canalys shows why Qualcomm's ambitions have been so severely curtailed. In the third quarter of 2024, the first full quarter in which Snapdragon X laptops were on the market, only 720,000 Qualcomm-powered laptops were shipped. This corresponds to less than 0.8% of market share, i.e., only one in 125 laptops sold had a Snapdragon X chip. The most successful manufacturer of Snapdragon laptops is Microsoft - unsurprisingly, since the company exclusively offer products such as the new Surface Pro with Snapdragon X chips.
Dell, HP, Lenovo, Acer and Asus make up the remainder. A total of 13.3 million notebooks with AI accelerators are said to have been delivered in the third quarter, which corresponds to a 20% market share, but these are mainly powered by AMD Ryzen AI 300 and Intel Lunar Lake, not Qualcomm. According to Canalys, notebook manufacturers are not particularly confident that Microsoft's Copilot+ features will be an incentive for customers to buy, as around two thirds of all retailers expect less than 10% of all computers sold next year to support Copilot+.
Are you a techie who knows how to write? Then join our Team! Wanted:
- News Writer (Romania based)
Details here
Source(s)
Canalys via TechRadar Pro