Qualcomm’s 3rd Gen Oryon CPUs to Power Snapdragon X AI PCs in 2025, While 2nd Gen Targets Mobile Devices

Qualcomm is ramping up its innovation in the computing segment with plans to release 2nd Gen Oryon CPUs aimed at mobile platforms, followed by 3rd Gen Oryon CPUs tailored for Snapdragon X AI PC platforms in 2025. During its recent Investor Day conference, the company laid out its strategy for competing in the ARM-based notebook market, emphasizing AI-enhanced computing and a focus on affordability.

Key Highlights from Qualcomm’s Announcement

1. 3rd Gen Oryon CPUs for Snapdragon X AI PCs:

   • Launching in 2025, these CPUs are expected to deliver significant performance gains over previous generations.

   • Designed to cater to the growing demand for AI-driven computing in PCs, a market Qualcomm aims to dominate.

2. 2nd Gen Oryon CPUs for Mobile:

   • Positioned for mobile devices, these cores will target enhanced efficiency and performance in Snapdragon-based smartphones and tablets.

3. Market Expansion Goals:

   • Qualcomm has adjusted its 50% market share target in ARM-based notebooks to 2029, reflecting a shift to prioritize a robust foundation.

   • By 2029, Qualcomm expects its AI PC revenue to hit $4 billion, focusing on growth in the ARM notebook market.

4. Affordable AI PC Notebooks:

   • Qualcomm plans to introduce budget-friendly notebooks priced around $600, addressing criticisms that its current offerings are too expensive for their performance tier.

5. Strategic Competition with Apple:

   • Qualcomm aims to establish a competitive foothold against Apple's ARM-based MacBooks, leveraging its Snapdragon X Elite lineup to gain traction in the AI notebook segment.

What This Means for Qualcomm’s Future

Qualcomm's ambitious plans to dominate the ARM-based AI PC market reflect its growing confidence in the Oryon CPU architecture. With the introduction of budget-friendly AI PCs, the company hopes to attract a wider audience and build momentum in a space traditionally led by x86 architectures from Intel and AMD.

By expanding into both premium and entry-level markets, Qualcomm is positioning itself as a significant player in the AI-enhanced computing landscape, although achieving its long-term goals will depend on pricing, performance, and market adoption.

What are your thoughts on Qualcomm’s push into AI PCs? Do you think their 3rd Gen Oryon CPUs will challenge Apple and x86 dominance in the notebook market? Share your views below!