Arrow Lake (or Lunar Lake?) is supposed to go up to 384 EU, which is 3x the size of Meteor Lake's iGPU and 4x the size of the Alder Lake iGPU that Qualcomm is probably comparing against. That's going to be quite the match-up!Barring a miracle they won't be anywhere near the performance level Qualcomm is claiming here graphics wise. They're comparing with AMD's current top IGP, though with slow DRAM, and have a significant lead. Based on what I've seen DRAM scaling wise the AMD part stands to gain 10-20% performance which means Qualcomm would still be looking at 40-50% more performance. That isn't a gap Intel or AMD will be closing any time soon.
Eh, it's taken so long to come to market that it could well be an almost ground-up redesign for laptops.What we're seeing here is Nuvia's server core adapted to a laptop format.
I wouldn't be so sure. Almost everyone has to compete with Apple laptops, to some extent. As long as Apple can steal market share, you have to worry about them. My employer is a big corporate Windows shop, but you can get a Mac there! The camel's nose is already under the tent. If Macs retain or build their lead on battery life and other things, you could easily see their marketshare continue to grow.Qualcomm also doesn't have to compete with Apple in this space just AMD and Intel.
Pfft. This is Qualcomm we're talking about? They priced the Snapdragon 8cx chips like they're Apple, except they seem to have forgotten they're not. They could make some real inroads into the market, if they were willing to start out as both cheaper and better, but I can almost guarantee they will not.They need to have a product that offers real advantages without a price premium which may have impacted their design.