Huawei, probably Phytium, Nvidia (mainly for older products like TX2 and Xavier, but still shipping), Fujitsu as you mentioned, Marvell (two different kinds of custom ARM64 cores with two different origins.) Not sure offhand who else. It's a sparser field than it used to be.
A longer tail than I remember even. Sad that most didn't get the market traction to sustain longer.
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The existence of the Snapdragon X Plus is great news. It means we will get much more affordable laptops with Snapragon X processors.
That is the most exciting for me. I do think Qualcomm actually may be OK to undercut AMD & Intel with more performance, more battery life,
and a lower price.
We saw Apple do that with the M1 MacBook Air: Apple, which is probably one of the easier company to jack up prices, had that chance, too. That ridiculously good laptop was $749.99
constantly for months.
With Snapdragon X Plus, I desperately pray Qualcomm sees the merit of "cheaper & higher perf / W" vs AMD & Intel laptops like the M1 MBA: a gateway drug for people to accept WoA, no dGPU, perhaps pricier RAM upgrades (due to the high speeds), etc.
If QC can hook people on crazy good battery life and fanless yet still very performant, I think it'll work out.
A 12C P-core CPU just seems too extreme for most consumers when there isn't a motivating reason for mainstream users to
use 12-cores (esp when you already have an NPU).
Thinking on this further: The GPU thing is going to be a hard sell. I don’t see any vendor working with Qualcomm. They would be competing with themselves essentially.
NVIDIA - wants to have the ability to pivot hard to the PC space if ARM takes off. Geforce gives them an edge, so I don’t see them wasting it on a competitor, even if it means more sales.
Intel/AMD - This is a no brainer, release ARM drivers and now you lose out on CPU sales.
We will see. At the very least it will be interesting to watch. “Premium ARM” for PCs (ignore the Mac) is something that IIRC has not been attempted before. Looking forward to see how it all plays out.
On dGPUs: I do think it's all right if it doesn't work with any dGPUs tbh, as the internal iGPU seems pretty darn fast for creatives & light gaming (it does support DX12). QC's marketing slide
shows pretty solid mainstream perf—this is 3DMark Wildlife Extreme, for reference.
Of course, it could be just like Intel's Arc: getting one benchmark right doesn't mean the games are truly optimized in the driver and we may be in a long year of "SXE GPU driver increases game perf by 200% (because the 1st driver sucked)."
For the dGPU-gaming crowd: I feel like this is a smaller part of the pie that QC doesn't necessarily need in the first go.
The dGPU notebook market itself is small: notebooks appear to sell as 25-35% dGPU vs 65-75% iGPU.
QC will have many headwinds, too: many AAA games will likely
never get a WoA port. Lighter x86 games probably can do pretty playable in emulation, like this video shows, and users won't need a fast GPU to hit 100s of FPS:
I used to think people wouldn't accept 720p low as "gaming", but the Steam Deck sales & comments helped change my mind. Of course, one can at least
attempt AAA games on the Steam Deck.
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On the other hand, if NVIDIA & AMD truly enter the WoA market as Reuters claimed, then they'll be forced to create WoA GPU drivers (as they'll ship their own iGPUs or even dGPUs, too, we assume). I don't think they'll try to restrict those drivers to their own SoCs, but everyone does want their own walled garden these days.