Qualcomm will not be able to offer chips capable of competing with the M1 before the end of 2023. Meanwhile, Apple continues its march forward in the chip and microprocessor segment.
The announcement of the M1 chip caused a veritable earthquake in the microprocessor market. After years of making Macs like PCs, Apple has probably started its biggest “revolution” since the introduction of the iPhone. The competition had to adapt and all eyes quickly turned to Qualcomm. Specialist in chips for smartphones with its Snapdragon, the San Diego firm is also seeking to find a place in laptops. Faced with the successive releases of the M1, M1 Pro and M1 Max chips, Qualcomm has decided to compete with Apple in the field of portable PCs for the general public. After initial attempts with contrasting results, the firm counted on the Nuvia market and the development of personalized hearts to impose itself.
Cristiano Amon, the CEO of Qualcomm, promised to quickly return to the race. In November 2021, the founder mentioned nine months of work before offering Nuvia processors capable of competing with Apple’s M series chips. Projections were counting on the arrival of test copies of the chip in 2022, for a release in 2023. Finally, Qualcomm would slightly behind schedule, as confided by the boss of Qualcomm during the presentation of the latest results of the company. He explains that development is ” on the right track “ and that Qualcomm plans to deliver the processors in the machines ” end of 2023 ». Cristiano Amon adds that Qualcomm uses the processor designed by Nuvia, because the company aims “high performance” with his chip. Remember that the star-up Nuvia was founded by former Apple, before being bought by the firm behind the Snapdragon for 1.4 billion dollars.
Apple continues on its way
Qualcomm should therefore wait until 2023 for a commercial launch. The company, which hoped to compete with the Apple M1 launched in 2020, will probably have to revise its strategy to compete with the Apple brand. The latter is progressing and has just unveiled the ultimate version of its M1 chip with the M1 Ultra. Apple should soon enter a new cycle; that of the M2 chip which should start this year.
A new turning point for the Cupertino giant which seeks to (re)take its independence on the material aspect. Already ubiquitous in software, Apple has abandoned processors for its Silicon chips and also plans to offer its own modems. Many indicators show that the Californian group is working on its own network chip for its various products. The iPhone, iPad, Apple Watch and possibly Macs or connected glasses would be targeted. The company will however have to convince on this ground and demonstrate that it can do without Qualcomm solutions. The two companies battled for a long time before signing an agreement settling their differences.
This agreement notably provides that Qualcomm provides 5G modems to Apple for its iPhones and connected devices. A mandatory decision to allow Apple to stay in the race, but which does not prevent Cupertino from thinking about the sequel since the acquisition of Intel’s modem activities in 2019.