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Snapdragon X Failed: Qualcomm Sold 720,000 PCs in Q3, Around 0.8% Market Share

The latest market data from Canalys reveals a complex landscape for AI-capable PCs, with Qualcomm's Snapdragon X platform showing modest growth in the age of AI PC. Despite sequential growth of 180% in Q3 2024, Snapdragon X-powered devices represent less than 1.5% of the Windows market, according to research. Qualcomm managed to sell around 720,000 Snapdragon X devices, which accounts for only 0.8% of all PCs sold in Q3 2024. Microsoft leads the adoption of the Snapdragon X, having integrated the platform across much of its Surface lineup. The broader AI-capable PC market, however, tells a different story. Shipments reached 13.3 million units in Q3 2024, claiming 20% of total PC shipments. Windows devices dominated this category for the first time, securing a 53% market share, driven by the Windows 11 refresh cycle and advances in processor technology.

Canalys also noted some significant challenges ahead. A recent survey indicates hesitancy among channel partners, with 31% planning to avoid Microsoft's Copilot+ PCs in 2025 and 34% expecting these devices to constitute less than 10% of their sales. These premium offerings, which require a minimum of 40 NPU TOPS, are constantly being evaluated over their value proposition. Major manufacturers are pursuing diverse strategies to differentiate themselves. HP focuses on ISV partnerships to enhance AI capabilities, while Lenovo develops proprietary tools like Creator Zone and Lenovo AI Now. Dell and Lenovo are integrating on-device AI within their broader service ecosystems. With Windows 10's end-of-support approaching, manufacturers face pressure to drive upgrades among users with aging devices. The industry's sequential growth of 49% in AI-capable PCs suggests increasing market appetite, though customer adoption of premium AI features remains selective.

Lenovo launches ThinkShield Firmware Assurance for Deep Protection Above and Below the Operating System

Today, Lenovo announced the introduction of ThinkShield Firmware Assurance as part of its portfolio of enterprise-grade cybersecurity solutions. ThinkShield Firmware Assurance is one of the only computer OEM solutions to enable deep visibility and protection below the operating system (OS) by embracing Zero Trust Architecture (ZTA) component-level visibility to generate more accurate and actionable risk management insights.

As a security paradigm, ZTA explicitly identifies users and devices to grant appropriate levels of access so a business can operate with less risk and minimal friction. ZTA is a critical framework to reduce risk as organizations endeavor to complete Zero-Trust implementations.

NVIDIA Announces Hopper H200 NVL PCIe GPU Availability at SC24, Promising 1.3x HPC Performance Over H100 NVL

Since its introduction, the NVIDIA Hopper architecture has transformed the AI and high-performance computing (HPC) landscape, helping enterprises, researchers and developers tackle the world's most complex challenges with higher performance and greater energy efficiency. During the Supercomputing 2024 conference, NVIDIA announced the availability of the NVIDIA H200 NVL PCIe GPU - the latest addition to the Hopper family. H200 NVL is ideal for organizations with data centers looking for lower-power, air-cooled enterprise rack designs with flexible configurations to deliver acceleration for every AI and HPC workload, regardless of size.

According to a recent survey, roughly 70% of enterprise racks are 20kW and below and use air cooling. This makes PCIe GPUs essential, as they provide granularity of node deployment, whether using one, two, four or eight GPUs - enabling data centers to pack more computing power into smaller spaces. Companies can then use their existing racks and select the number of GPUs that best suits their needs. Enterprises can use H200 NVL to accelerate AI and HPC applications, while also improving energy efficiency through reduced power consumption. With a 1.5x memory increase and 1.2x bandwidth increase over NVIDIA H100 NVL, companies can use H200 NVL to fine-tune LLMs within a few hours and deliver up to 1.7x faster inference performance. For HPC workloads, performance is boosted up to 1.3x over H100 NVL and 2.5x over the NVIDIA Ampere architecture generation.

Lenovo Group Announces Second Quarter Financial Results 2024/25

Lenovo Group Limited (HKSE: 992) (ADR: LNVGY), together with its subsidiaries ('the Group'), today announced Q2 results for fiscal year 2024/25, reporting significant increases and growth in net income, year-on-year revenue growth for the 4th consecutive quarter, and strong double-digit year-on-year revenue increases from all its business groups. Group revenue increased 24% year-on-year to US$17.9 billion. Net income was up 48% year-on-year to US$404 million on a non-Hong Kong Financial Reporting Standards (non-HKFRS)[1] basis, and non-PC revenue mix was up five points year-to-year to 46%. The Group's results reflect its clear strategy, operational excellence, investment in R&D, innovations in hybrid AI, and global footprint.

The Group's hybrid AI strategy and years of continuous investment in R&D and innovations are paying off, with its first phase of AI PCs, launched in China in May 2024, already reaching double digit share of its total notebook shipments in the China market. Recent launches of AI PCs for the global market with Lenovo AI Now have also been received positively. For enterprise AI, the Group is leveraging its full-stack hybrid infrastructure as well as Lenovo Hybrid AI Advantage to capture growth opportunities. This relentless focus on AI innovation as well as investment in R&D (up 10% year-on-year to US$548 million) is firmly establishing the Group's market differentiation and industry leadership.

Xbox Handheld Confirmed To Join Mobile Gaming Fray — Don't Hold Your Breath, Though

Microsoft has long been rumored to be working on a gaming handheld to compete with the likes of Valve's Steam Deck and the ASUS ROG Ally and Lenovo Legion Go, but all we've had to go on until now is unfounded rumors and leaks. Now, Phil Spencer, head of Microsoft Gaming, has confirmed that the software giant is actively working on a Steam Deck challenger, although details are scant, and the timeline is unclear at best.

In a recent interview with Bloomberg, Spencer confirmed that Microsoft is working on an Xbox handheld, although he was very careful to not overpromise or provide any firm release dates, going so far as to confirm that an Xbox handheld is still years away from release. Spencer reiterated in the review that Microsoft was still looking to grow its presence in the gaming industry, which is one of the company's motivations for getting into the gaming handheld market, in the first place. He also confirmed that Microsoft will be pursuing further mergers and acquisitions in the future as part of its gaming push—a move that might not be looked upon favorably by many gamers and regulatory bodies.
Ayaneo has been making Windows gaming handhelds for years.

Lenovo Announces New Liquid Cooled Servers for Intel Xeon and NVIDIA Blackwell Platforms

At Lenovo Tech World 2024, we announced new Supercomputing servers for HPC and AI workloads. These new water-cooled servers use the latest processor and accelerator technology from Intel and NVIDIA.

ThinkSystem SC750 V4
Engineered for large-scale cloud infrastructures and High Performance Computing (HPC), the Lenovo ThinkSystem SC750 V4 Neptune excels in intensive simulations and complex modeling. It's designed to handle technical computing, grid deployments, and analytics workloads in various fields such as research, life sciences, energy, engineering, and financial simulation.

Intel and AMD Form x86 Ecosystem Advisory Group

Intel Corp. (INTC) and AMD (NASDAQ: AMD) today announced the creation of an x86 ecosystem advisory group bringing together technology leaders to shape the future of the world's most widely used computing architecture. x86 is uniquely positioned to meet customers' emerging needs by delivering superior performance and seamless interoperability across hardware and software platforms. The group will focus on identifying new ways to expand the x86 ecosystem by enabling compatibility across platforms, simplifying software development, and providing developers with a platform to identify architectural needs and features to create innovative and scalable solutions for the future.

For over four decades, x86 has served as the bedrock of modern computing, establishing itself as the preferred architecture in data centers and PCs worldwide. In today's evolving landscape - characterized by dynamic AI workloads, custom chiplets, and advancements in 3D packaging and system architectures - the importance of a robust and expanding x86 ecosystem is more crucial than ever.

Lenovo Introduces ThinkSmart Core Gen 2

Lenovo Group announced today the Lenovo ThinkSmart Core Gen 2, one of the first AI-optimized compute device purpose built to run video conferencing room systems. Powered by the Intel Core Ultra processor with an integrated NPU, the ThinkSmart Core Gen 2 is ready for AI-heavy meeting room workloads to deliver unparalleled performance for intuitive collaboration and enhanced productivity, all in a protected and user-friendly solution.

Smarter AI for All Means Smarter Collaboration
Under Lenovo's vision of Smarter AI for All, the company is dedicated to empowering organizations and individuals to put AI to work for them. While the role of collaboration technology has never been more critical, many customers are continuing to redefine meeting spaces and how work is done. The integration of AI into collaboration tools presents a transformative opportunity to connect people and improve productivity. Lenovo, the global leader in PCs, is bringing more compute power to collaboration.

Lenovo Accelerates Business Transformation with New ThinkSystem Servers Engineered for Optimal AI and Powered by AMD

Today, Lenovo announced its industry-leading ThinkSystem infrastructure solutions powered by AMD EPYC 9005 Series processors, as well as AMD Instinct MI325X accelerators. Backed by 225 of AMD's world-record performance benchmarks, the Lenovo ThinkSystem servers deliver an unparalleled combination of AMD technology-based performance and efficiency to tackle today's most demanding edge-to-cloud workloads, including AI training, inferencing and modeling.

"Lenovo is helping organizations of all sizes and across various industries achieve AI-powered business transformations," said Vlad Rozanovich, Senior Vice President, Lenovo Infrastructure Solutions Group. "Not only do we deliver unmatched performance, we offer the right mix of solutions to change the economics of AI and give customers faster time-to-value and improved total value of ownership."

Lenovo Releases Two New Duet Chromebooks

Lenovo elevates productivity and enjoyment on-the-go with Chromebook Duet (11", 9) and Chromebook Duet EDU G2, two 10.95-inch convertible laptops with 2K display that balance design and performance. Encased in a full metal chassis with Corning Gorilla Glass for ultimate durability and complemented by a soft protective folio, the Chromebook Duet (11", 9) is a portable companion that entertains, adapts, and encourages you to create. A learning resource for students and teachers, the Chromebook Duet EDU G2 takes durability to the next level with a rugged case and detachable keyboard.

"Modern society is constantly on the move, a challenge to traditional notions of productivity and leisure based on being stationary, while underscoring the necessity of having a portable and efficient laptop," said Benny Zhang, Executive Director and General Manager of Chromebooks in Lenovo's Intelligent Devices Group. "The Lenovo Chromebook Duet and Lenovo Chromebook Duet EDU G2 powered by MediaTek Kompanio 838 processor with AI-enabled NPU are versatile companions for work, play, learning and everything in between."

Lenovo Reveals New Yoga and IdeaPad Devices at Innovation World 2024

Today, Lenovo announced its newest additions to its Lenovo Yoga and Lenovo IdeaPad portfolios at Lenovo Innovation World 2024, designed to enhance user productivity and creativity through the power of AI. Models include additions to the Lenovo Copilot+ PC portfolio. These new products promise to revolutionize the way consumers create, ideate, and produce, offering a seamless blend of performance and user-centric features. The products—announced at Lenovo's special event in Berlin—include:
  • The all-new Lenovo Yoga Slim 7i Aura Edition (15", 9), an Intel Evo Edition Copilot+ PC1 powered by Intel Core Ultra processors (Series 2), the product of a multi-year collaboration with Intel.
  • The Lenovo Yoga Pro 7 (14", 9), Lenovo IdeaPad Slim 5 (15", 10) and Lenovo IdeaPad Slim 5 (13", 10), Copilot+ PCs powered by AMD Ryzen processors.
  • The Lenovo IdeaPad Slim 5x (14", 9) and Lenovo IdeaPad 5x 2-in-1 (14", 9), powered by Snapdragon X Plus 8-core processors.
  • Lenovo Creator Zone, a software suite that allows creators to use natural language to ideate and generate images locally with the power of AI.
These products are the latest examples of Lenovo's commitment to leading the industry in providing cutting-edge technology, exceptional user experiences, and enhanced creativity and productivity to consumers around the globe.

Lenovo Unveils Groundbreaking AI PC Innovations at Lenovo Innovation World 2024

Lenovo, a global leader in technology innovation, proudly announces a series of groundbreaking products at Lenovo Innovation World 2024, each designed to redefine the future of professional computing and artificial intelligence. At a special event hosted in Berlin, the highlights include the newly designed premium Lenovo ThinkPad X1 Carbon Gen 13 Aura Edition powered by the latest Intel Core Ultra processors (Series 2), and the innovative Lenovo Auto Twist AI PC proof of concept. Lenovo also featured the ThinkPad T14s Gen 6 and the all new ThinkBook 16 Gen 7+ powered by the latest AMD Ryzen AI processors. Additionally, Lenovo introduced the ThinkBook 16 Gen 7 powered by the Snapdragon X Plus 8-core processor. Together, these innovations showcase Lenovo's commitment to delivering cutting-edge technology, exceptional user experiences, and enhanced productivity and creativity for enterprise customers.

Lenovo also announced AI PC Fast Start, a solution designed to help organizations swiftly transition to AI-ready devices, maximizing ROI through AI-powered advisory and simplified deployment. Backed by Lenovo's award-winning support, these services accelerate AI adoption and ensure seamless implementation.

Lenovo Unveils Pioneering AI-Driven Devices at Lenovo Innovation World 2024

Lenovo, a global leader in technology innovation, announced its latest advancements at Lenovo Innovation World 2024, unveiling a series of AI PC devices, including ThinkPad, ThinkBook, Yoga, and IdeaPad laptops, designed to transform both enterprise and consumer user experiences.

AI PC Era
AI PCs are set to revolutionize computing as their relevance grows, with 60% of PCs shipped by 2027 anticipated to be AI-capable. Lenovo's AI PCs are at the forefront of this transformation, leveraging natural interactions, personalized large language models, and advanced computing architectures. These innovations make computing more personal by tailoring experiences to individual users, more productive by enhancing workflow efficiency, and more protected by integrating robust security features into AI-driven systems.

Lenovo Announces New Legion Monitors and Legion Go Accessories

The Lenovo Legion ecosystem just got even more expansive, with a pair of new Lenovo Legion gaming displays and a slew of new Lenovo Legion Go accessories so gamers can min/max their devices and gaming sessions as they see fit.

Lenovo Legion Go USB-C Dock
The Lenovo Legion Go USB-C dock gives gamers a base station for their Lenovo Legion Go when not on the move, with a USB-C Power port (up to 100Wmax), 1G RJ45 port, full-function Type-C port, two USB-A 3.0 ports, and an HDMI 2.0 port that supports up to 4K at 60 Hz. The dock also has a 230 mm integrated Type-C cable to connect to the Lenovo Legion Go.

Lenovo Delivers Strong FY Q1 Performance, Improves Profitability Across All Businesses

Lenovo Group Limited, together with its subsidiaries, today announced Q1 results for fiscal year 2024/25, reporting profitability improvements across all areas of the business and making significant progress in capturing hybrid AI opportunities. Group revenue increased 20% year-on-year to US$15.4 billion, net income was up 65% year-on-year to US$315 million on a non-Hong Kong Financial Reporting Standards (non-HKFRS) basis, and non-PC revenue mix was up five points year-to-year reaching a historic high of 47%. The Group's results reflect its clear strategy and strong execution, persistent focus on innovation and operational excellence, as well as the advantages it reaps from being a globalized business.

The Group is both uniquely positioned and well-prepared to lead in an era of hybrid AI with its full-stack portfolio featuring AI devices like AI PCs, AI servers that support all major architectures, as well as rich AI native and AI embedded solutions and services. User feedback from Lenovo's AI PCs, defined by five key characteristics, have been encouraging, with the first AI PCs having launched in May and many more to come during IFA and Tech World later this year. The Group is confident that it will lead the industry in market share for next-generation AI PCs, which overall are expected to be more than 50% of the PC landscape by 2027, as well as lead in seizing the enormous growth opportunities across the IT market. The Group continued its commitment to innovation, with R&D spending up 6% year-to-year to US$476 million.

Valve Confirms SteamOS is Coming to ASUS ROG Ally, Other 3rd Party Handheld Devices

According to The Verge, Valve confirmed its intention to extend support for its Linux-based SteamOS to rival gaming handhelds, including the ASUS ROG Ally. This move marks a significant step towards realizing Valve's decade-old vision of a widespread "Steam Machine" ecosystem. Lawrence Yang, a designer at Valve, confirmed to The Verge that the company is actively working on adding support for additional handhelds to SteamOS. This revelation came after eagle-eyed observers spotted a curious line in Valve's latest SteamOS 3.6.9 Beta release notes mentioning the addition of "support for extra ROG Ally keys." While the development is still in progress, Yang emphasized that SteamOS isn't quite ready for out-of-the-box use on rival devices. However, he assured that the team is making "steady progress" towards this goal.

This initiative doesn't necessarily mean that manufacturers like ASUS will officially endorse Valve's installer or ship their devices with SteamOS preinstalled. Many companies, including ASUS, have cited various reasons for sticking with Windows, including Microsoft's dedicated validation teams that ensure compatibility across diverse hardware configurations. Other devices, such as Lenovo Legion Go, AYANEO, and GPD Pocket 4, ship with Windows, but it could be interesting to see with SteamOS. Alongside support for third-party handhelds, Valve is also working on a general release of SteamOS 3 for non-handheld PCs. Finally, Valve hasn't forgotten about its promise to enable dual-booting on Steam Deck devices. While there's no specific timeline, Mr. Yang confirmed that it remains a priority for the company. We remain to see how this will materialize, and with added bells and whistles to SteamOS, the adoption of Linux-based gaming could be pushed even further.

Not All PC Makers Promise to Honour Intel's Extended CPU Warranty

Intel recently announced it would offer an extra two-years warranty on its 13th and 14th gen Core CPUs, but it now seems like not all PC makers will follow suit. The Verge contacted 14 major PC makers and got a very mixed response when they asked if these companies would offer extended warranties on systems sold with said processors. It's important to keep in mind that OEM CPUs only come with a 12-month warranty, whereas retail box CPUs from Intel come with a three-year warranty. As such, most PC makers ought to extend the warranty in their systems by a further two years, as per Intel's new warranty terms and some are indeed doing this, while others appear not to.

However, a few companies appear to be offering up to a five-year warranty for the CPU in their system and these companies include Digital Storm, Falcon Northwest iBuyPower and Maingear, so kudos to them for going the extra mile. Corsair and Origin PC—which belongs to Corsair—are offering four years warranty, which is still pretty decent. This is followed by Puget Systems which will offer three years and finally we have Asus and HP which both will offer another two years of warranty, which is in line with what Intel has promised. Dell and its Alienware subsidiary hasn't promised any extended warranties, but will replace faulty CPUs under Intel's extended warranty and will cover any costs related to replacing the CPU, suggesting that they are offering a two-year extension as well.

Lenovo Names Dr. Tolga Kurtoglu as New Chief Technology Officer

Lenovo, the global technology powerhouse, today announced the appointment of Dr. Tolga Kurtoglu as the group's new Chief Technology Officer, succeeding Dr. Yong Rui in further accelerating the Group's technology vision and AI leadership.

In addition, Lenovo has announced the formation of a new Emerging Technology Group that will be charged with anticipating emerging trends in technology and turning them into future business growth opportunities. Dr. Yong Rui, who has led Lenovo's research as CTO for the past seven years, becomes President of the Emerging Technology Group.

AMD Ryzen 7 8745H APU Debuts in China

AMD has unveiled its latest processor, the Ryzen 8040H. This new model boasts 8 Zen 4 cores and full RDNA3 graphics with 12 Compute Units. Notably, it lacks the AMD XDNA processor, confirming earlier rumors of a mobile SKU without a Neural Processing Unit (NPU). Contrary to speculation, the 8040H's specifications differ from the Ryzen 8845HS. The new chip has a boost clock of 4.9 GHz, 200 MHz lower than its predecessor. Graphics performance has also been slightly reduced, with the 12 Compute Units clocked at 2.6 GHz, down from 2.7 GHz in the 8845H.

The Lenovo XiaoXin 14 Pro is the first laptop to feature this new APU, priced at 5499 RMB ($768) with 24 GB of memory. For comparison, a similar model with the 8845H and 32 GB of memory is priced at 5599 RMB ($773), suggesting only a marginal price difference between the two configurations.

Global PC Market Recovery Continues with 3% Growth in Q2 2024, Report

The PC market gathered momentum in Q2 2024, with worldwide shipments of desktops and notebooks up 3.4% year-on-year, reaching 62.8 million units. Shipments of notebooks (including mobile workstations) hit 50 million units, growing 4%. Desktops (including desktop workstations), which constitute 20% of the total PC market, experienced a slight 1% growth, totaling 12.8 million units. The stage is now set for accelerated growth as the refresh cycle driven by the Windows 11 transition and AI PC adoption ramps up over the next four quarters.

"The PC industry is going from strength to strength with a third consecutive quarter of growth," said Ishan Dutt, Principal Analyst at Canalys. "The market turnaround is coinciding with exciting announcements from vendors and chipset manufacturers as their AI PC roadmaps transition from promise to reality. The quarter culminated with the launch of the first Copilot+ PCs powered by Snapdragon processors and more clarity around Apple's AI strategy with the announcement of the Apple Intelligence suite of features for Mac, iPad and iPhone. Beyond these innovations, the market will start to benefit even more from its biggest tailwind - a ramp-up in PC demand driven by the Windows 11 refresh cycle. The vast majority of channel partners surveyed by Canalys in June indicated that Windows 10 end-of-life is likely to impact customer refresh plans most in either the second half of 2024 or the first half of 2025, suggesting that shipment growth will only gather steam in upcoming quarters."

Lenovo Announces ThinkCenter Neo Ultra Compact Desktop, its Mac Studio Competitor

Lenovo announced the ThinkCenter Neo Ultra, a compact high-performance desktop meant for power users and creative professionals. This desktop is larger than what would qualify as a mini-PC, with its 3.6 L volume, but is significantly smaller than a tower. Despite its compact size, it comes with a full-featured I/O. The desktop is powered by Intel's 14th Gen Core vPro "Raptor Lake Refresh" platform, and uses a custom form-factor desktop motherboard based on Intel Q670 chipset that supports various commercial desktop features under vPro. The processor and memory are socketed and hence user upgradeable.

Processor options range from the Core i5-14500 (6P+8E), going all the way up to the Core i9-14900 (8P+16E), including vPro and regular SKUs; and energy-efficient "T" SKUs. Memory options range from 16 GB (1x 16 GB) up to 64 GB (2x 32 GB) DDR5-4800. The sole graphics option is an NVIDIA GeForce RTX 4060 desktop GPU, all four of its display connectors are directly wired out on the rear I/O. There are two M.2-2280 Gen 4 slots, storage options range from 1x 256 GB Gen 4, to 2x 1 TB Gen 4. Networking connectivity include 2.5 GbE and Wi-Fi 6E. USB ports include a 20 Gbps USB 3.2 Gen2x2 type-C on the front-panel, two 10 Gbps USB 3.2 Gen 2, and four additional USB 3.2 type-A ports at the back. The case measures 195 mm x 191 mm x 108 mm, and depending on the configuration, can weigh around 3.5 kg.

Never Miss a Beat with Lenovo Tab Plus, a Music Lover's Dream Tablet with Eight Speakers

Today Lenovo introduced the Lenovo Tab Plus, an entertainment tablet that delivers an outstanding sonar experience with Eight JBL speakers with Hi-fi matrix structure tuned by Dolby Atmos. Designed for music lovers, the 11.5-inch tablet complements its premium sound with a 2K display for vivid visuals and an adjustable stand for optimal enjoyment from every angle.

"Tablets have evolved to meet the needs of people transitioning between work, study and play, offering a balanced combination of mobility and performance," said Tony Chen, vice president of Tablets, Intelligent Devices Group, Lenovo. "As the tablet market recovers, customers can expect increased Lenovo product differentiation through features that address their specific demands. The Lenovo Tab Plus is a prime example of a well-rounded tablet that delivers premium sound for a truly immersive entertainment experience."

Lenovo Releases Fiscal Year 2023/24 Earnings Report

Lenovo Group today announced Q4 and full-year results for fiscal year 2023/24. After resuming growth in Q3, the Group reported year-on-year revenue growth across all business groups in Q4, with Group revenue increasing nearly 10% year-on-year to US$13.8 billion, net income doubling year-on-year to US$248 million, and non-PC revenue mix reaching a historic high of 45%. The Group's Q4 and overall 2nd half performance demonstrates how Lenovo has navigated the past year's industry downturn, captured the tremendous growth opportunities presented by AI, and accelerated momentum across the business. Revenue for the full fiscal year was US$56.9 billion, and net income was US$1 billion. From the second half of the fiscal year, Lenovo achieved year-on-year revenue growth of 6% and net margin recovered from a first half year-on-year decline to flat in the second half.

The Group is leading in an era of unprecedented AI opportunities with its pocket-to-cloud portfolio, strong ecosystem and partnerships, and full-stack AI capabilities. Since announcing its AI strategy in October 2023 at its annual Tech World event, Lenovo has launched its first wave of AI PCs as well as AI capabilities covering other smart devices, smart infrastructure, and smart solutions and services. The Group expects the AI PC - which is defined as equipped with a personal AI agent based on natural interactions, heterogeneous computing, personal knowledge base, connected to an open AI application ecosystem, and with privacy and security protection - to grow from its current premium position to mainstream over the next three years, driving a new refresh cycle for the industry. Hybrid AI is also driving greater demand for AI infrastructure and customers are increasingly asking for customized AI solutions and services, particularly consulting, design, deployment and maintenance of AI.

Microsoft Introduces Copilot+ PCs

Today, at a special event on our new Microsoft campus, we introduced the world to a new category of Windows PCs designed for AI, Copilot+ PCs. Copilot+ PCs are the fastest, most intelligent Windows PCs ever built. With powerful new silicon capable of an incredible 40+ TOPS (trillion operations per second), all-day battery life and access to the most advanced AI models, Copilot+ PCs will enable you to do things you can't on any other PC. Easily find and remember what you have seen in your PC with Recall, generate and refine AI images in near real-time directly on the device using Cocreator, and bridge language barriers with Live Captions, translating audio from 40+ languages into English.

These experiences come to life on a set of thin, light and beautiful devices from Microsoft Surface and our OEM partners Acer, ASUS, Dell, HP, Lenovo and Samsung, with pre-orders beginning today and availability starting on June 18. Starting at $999, Copilot+ PCs offer incredible value. This first wave of Copilot+ PCs is just the beginning. Over the past year, we have seen an incredible pace of innovation of AI in the cloud with Copilot allowing us to do things that we never dreamed possible. Now, we begin a new chapter with AI innovation on the device. We have completely reimagined the entirety of the PC - from silicon to the operating system, the application layer to the cloud - with AI at the center, marking the most significant change to the Window platform in decades.

Qualcomm Snapdragon X Series is the Exclusive Platform to Power Windows PCs with Copilot+

During the Copilot+ debut, Microsoft and global OEMs announced PCs powered by Snapdragon X Elite and Snapdragon X Plus - the only devices that are capable of bringing Copilot+ experiences to life today. The leading AI technology and performance efficiency of these platforms will power this groundbreaking new category, as Copilot+ revolutionizes how users interact with their PCs. Together, Qualcomm Technologies, Inc. and Microsoft are taking intelligent computing to the next level and transforming the PC experience.

Qualcomm Technologies is restoring performance leadership to the Windows PC ecosystem with our leading NPU powered by Snapdragon X Elite which delivers the highest NPU performance per watt for laptops, up to 2.6X vs. M3 and up to 5.4X vs. Core Ultra 7. With the integrated Qualcomm Hexagon NPU architecture, it can deliver up to 24 TOPS/watt peak performance in uses cases like Super Resolution and with our leading Qualcomm Oryon CPU, Snapdragon X Elite leads in performance per watt, matching competitor peak PC CPU performance at 60% less power.
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