Qualcomm's Computex 2025 Keynote: AI-Powered PCs and Future Chip Announcements

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Qualcomm's CEO Cristiano Amon highlighted the company's progress in the Windows PC market at Computex 2025, emphasizing AI integration and teasing future chip announcements.

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Qualcomm's Computex 2025 Keynote: A Year of Progress

At Computex 2025, Qualcomm CEO Cristiano Amon delivered a keynote address highlighting the company's achievements in the Windows PC market over the past year. While no new chip announcements were made, Amon emphasized Qualcomm's commitment to the PC market and its focus on AI-powered computing

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Snapdragon X Series: Growing Ecosystem and Market Share

Amon reported significant progress for Qualcomm's Snapdragon X Series processors:

  • Over 85 PC designs launched or in development, with a target of 100+ product models by next year

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  • 9% market share achieved in the laptop market

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  • 1,400 games optimized for Snapdragon X Elite, including the upcoming addition of Fortnite

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  • 93% of users' time on Snapdragon devices spent on native experiences

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AI Integration and Partnerships

Qualcomm is positioning itself at the forefront of AI-powered computing:

  • Collaboration with Microsoft on Copilot+ PCs, transforming productivity and creativity

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  • Over 750 applications running on Snapdragon X Series, including the top 200 global apps

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  • 50+ features taking advantage of Snapdragon's NPU

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  • Demonstration of AI-powered features, including a laptop using AI to ask questions in a robotic voice

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Performance Claims and Comparisons

Amon made several performance claims during the keynote:

  • Snapdragon X chips designed to outperform rival silicon from Intel, AMD, and Apple in performance, on-device AI workloads, and battery life

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  • Comparison between Snapdragon's performance and Intel's Core Ultra 7 processor, though some analysts noted potential bias in the comparison

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Future Developments and Teasers

While no new chips were announced at Computex, Qualcomm hinted at future developments:

  • Snapdragon Summit scheduled for September 23 in Hawaii, where next-generation Snapdragon X SoCs are expected to be unveiled

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  • Expansion into the data center market, with a partnership announced between Qualcomm's advanced custom CPU technology and NVIDIA's full-stack AI platform

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  • Continued focus on AI as the "new UI" and its integration across various devices and sectors

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Challenges and Criticisms

Despite Qualcomm's optimistic outlook, some challenges and criticisms were noted:

  • Software compatibility issues for some specialized applications on Windows on Arm

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  • Questions about the validity of certain performance comparisons and market share claims

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  • The need for continued ecosystem development to match x86 systems' app support

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As Qualcomm continues to push its vision of AI-powered computing, the company's next moves in chip development and ecosystem expansion will be crucial in determining its long-term success in the PC market.

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