https://medium.com/@mingchikuo/two-new-growth-drivers-for-qualcomm-qualcomm%E7%9A%84%E5%85%A9%E5%80%8B%E6%96%B0%E6%88%90%E9%95%B7%E5%8B%95%E8%83%BD-06c522ea5b05
- 1. The SM8750 (Snapdragon 8 Gen 4), which will enter mass production in 2H24, is expected to be priced 25–30% higher than the current flagship chip SM8650 (Snapdragon 8 Gen 3) at $190–200. This price increase is primarily due to adopting TSMC’s latest and more expensive N3E node. Benefiting from the AI-driven demand for high-end smartphones, the SM8750’s shipments will grow at a high single-digit rate vs. the SM8650.
- 2. The X Elite and X Plus chips, used for Windows on ARM (WOA), will reach about 2 million unit shipments in 2024, with expected year-on-year growth of at least 100–200% in 2025. The X Elite and X Plus will have modified versions in 2025, with a reduction in end product prices. Additionally, Qualcomm plans to launch a low-cost WOA processor codenamed Canim for mainstream models (priced between $599–799) in 4Q25. This low-cost chip, manufactured on TSMC’s N4 node, will retain the same AI processing power as the X Elite and X Plus (40 TOPS).
