Question Qualcomm's first Nuvia based SoC - Hamoa

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beginner99

Diamond Member
Jun 2, 2009
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Microsoft will never treat Windows on ARM as a first class citizen, so ARM laptops are irrelevant to the overall market. People who follow tech like to pretend they matter, to everyone else they will always be as invisible to them as Linux is as a desktop OS. No matter how successful a laptop chip Qualcomm can make, the market is going to yawn and ignore it. It will at best achieve the same token single digit share that Linux desktops like mine have.
Fully agree. And only way people will pay attention is clearly better price, performance and power use. All at once. And even then it's not clear cut but at least for me it would be an option as a laptop would only ever be a secondary device for me where I might not need all the x86 tools.
 
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Doug S

Platinum Member
Feb 8, 2020
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They should force hardware vendors to write ARM drivers if they want their stuff signed (for new products). That should help...

Microsoft has no incentive to do that unless they care about the success of ARM as a PC platform. Why should they? ARM doesn't bring anything to the table they don't have with x86, and they already have a competitive market for x86 now that AMD has put the Bulldozer days behind it. Any increase in ARM PC sales is essentially a decrease in x86 PC sales, it won't expand the market for Windows. Why should Microsoft create friction with OEMs over something that doesn't make them more money?

Microsoft would get a lot of complaints from OEMs if they tried what you say, because that it will increase their cost without zero prospect overall sales will increase for the same reason it won't increase Windows sales.

Maybe OEMs decide to tell Microsoft "OK we're done updating our drivers for all our existing products to avoid having to port them to ARM, and if you make changes to Windows that break them, when customers call us we will be blaming you!"
 

FlameTail

Diamond Member
Dec 15, 2021
3,180
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"Still valid

Only base & possibly plus had exynos

S24 Ultra will be snapdragon globally

But 8 Gen 3 for Galaxy wouldn't use 2-2+2+2 config

One clear thing. Gen 3 for galaxy is simply not an overclocked version.
There's a reason why they don't put exynos 2400 on ultra because the differences are too far
much further than E2200 vs Gen1

Gen 3 for Galaxy is Tsmc N3E

You'll see that nobody can defeat 24u endurance on launch, not even iP15 after mature software update

The gap between standard & galaxy version ( ab vs ac ) is bigger than gen 2

First chip made on N3E, arm cortex X4
second, gen 3 for galaxy
third, bionic 18
fourth mediatek

The upgrades between ab & +/ac/for galaxy version are simply not overclocked

8 Gen 1 SF4X
8+Gen1 N4E
8 Gen 2 N4E
8 Gen 2 for Galaxy N4P
8 Gen 3 N4P
8 Gen 3 for Galaxy N3E
8 Gen 4 N3E
8 Gen 4 for Galaxy N3P
8 Gen 5 N3P
8 Gen 5 for Galaxy SF3+ / SF2X

Samsung just bought "for galaxy" name, doesn't mean they can't be bought by other oems included"
 
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Jul 27, 2020
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Any increase in ARM PC sales is essentially a decrease in x86 PC sales, it won't expand the market for Windows. Why should Microsoft create friction with OEMs over something that doesn't make them more money?
Forgetting SQ3? Windows on ARM is Microsoft's bet on evolving into Apple No.2. There's a reason Windows 11 is taking so many cues from the MacOS UI. They want to reach a point where consumers find the two OSes so similar that the price conscious majority stops caring about MacOS and feel "cool" using whatever Microsoft feeds them.
 
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poke01

Golden Member
Mar 8, 2022
1,409
1,617
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Forgetting SQ3? Windows on ARM is Microsoft's bet on evolving into Apple No.2. There's a reason Windows 11 is taking so many cues from the MacOS UI. They want to reach a point where consumers find the two OSes so similar that the price conscious majority stops caring about MacOS and feel "cool" using whatever Microsoft feeds them.
Apples customers are not price conscious nor does that come into play when buying an Apple product. They look for the Apple logo and the name of the product ie iPhone or MacBook.

That's why so many chinese brands try to get close to Apples naming. Like Matebook or Oppo Pad.

It will be interesting to see where the laptop market leads with non-x86 devices
 

soresu

Platinum Member
Dec 19, 2014
2,967
2,192
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Forgetting SQ3? Windows on ARM is Microsoft's bet on evolving into Apple No.2. There's a reason Windows 11 is taking so many cues from the MacOS UI. They want to reach a point where consumers find the two OSes so similar that the price conscious majority stops caring about MacOS and feel "cool" using whatever Microsoft feeds them.
There's a long way to go software wise before Windows on ARM catches up to MacOS for major apps.
 
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qmech

Member
Jan 29, 2022
82
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Indeed.

They would be in a much better position if for instance they could push out their processors with more modern Cores. The 8cx Gen 3 is ANCIENT, and was old already when it got released; they can't compete that way with AMD or Intel for that matter.

For years ARM has been pushing out designs that allow for 8 core Cortex-X + 4 core A700 series cores. We haven't seen any of such designs on the market yet, and will not happen as Qualcomm still have their exclusivity deal with Microsoft.

And even worse, they want to price their products like flagship, like what they charge for the $1000+ Samsung S23 Ultra; for everything, even if not achieving the flagship-expected performance on PC.

Perhaps is what's in their best interest, keep pumping money from the mobile market; where they are almost a monopoly, instead of spending money on a more competitive market with lower yields like the PC.

Qualcomm have claimed that Microsoft and other "PC" OEMs want product in hand 12+ months prior to release, compared to less than 6 months for mobile phone OEMs. This was their explanation for why the 8cx was a generation behind phone SoCs in terms of the cores used.

As for the exclusivity deal, rumors have been around for a few years that it expires in 2024. I haven't seen any official confirmation, although there was a report earlier this year that MediaTek and NVIDIA have an agreement to make a Windows-on-ARM compatible chipset for 2024.
 

SpudLobby

Senior member
May 18, 2022
961
655
106
Microsoft will never treat Windows on ARM as a first class citizen, so ARM laptops are irrelevant to the overall market. People who follow tech like to pretend they matter, to everyone else they will always be as invisible to them as Linux is as a desktop OS. No matter how successful a laptop chip Qualcomm can make, the market is going to yawn and ignore it. It will at best achieve the same token single digit share that Linux desktops like mine have.
Microsoft absolutely cares about it which is why they built an entire binary platform for the express purpose of easing compatibility pains - Windows 64EC. They also ported Visual Studio to Arm64 last year along with .NET 7 with a fairly intricate focus on Arm64 performance. You confuse "first class" with their hardware partners failing to execute thus far. There's no need to put this as some zero sum binary choice: They can support both, and they are. Almost the entirety of BUILD 2022 was focused on bringing Arm up.

MS and Arm64ec
VS Arm64 2022
.NET 7 Arm64

None of these are things you spend time on or advertise if Arm64 is an afterthought. Part of this comes down to MS and servers too - at some point they may well release their own Neoverse Arm server instances, so they have an incentive there. Serious failure of logical reasoning here.


Nvidia won that Surface contract from Qualcomm so far by the way, MS isn't going to throw in the towel. Qc and NV both just have to nail 80% as much ST as some Intel/AMD system drawing 20W+ for their maximum along with superior idle performance, which I suspect both of them would do on a premium SoC.

No matter how successful a laptop chip Qualcomm can make,
I'm not sure what you mean here seeing as successful would directly imply they sold well, but if you mean "no matter how performant, efficient" I don't know that I agree with that.
 
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SpudLobby

Senior member
May 18, 2022
961
655
106
Microsoft has no incentive to do that unless they care about the success of ARM as a PC platform. Why should they? ARM doesn't bring anything to the table they don't have with x86, and they already have a competitive market for x86 now that AMD has put the Bulldozer days behind it. Any increase in ARM PC sales is essentially a decrease in x86 PC sales, it won't expand the market for Windows. Why should Microsoft create friction with OEMs over something that doesn't make them more money?

Microsoft would get a lot of complaints from OEMs if they tried what you say, because that it will increase their cost without zero prospect overall sales will increase for the same reason it won't increase Windows sales.

Maybe OEMs decide to tell Microsoft "OK we're done updating our drivers for all our existing products to avoid having to port them to ARM, and if you make changes to Windows that break them, when customers call us we will be blaming you!"
Ignoring the driver comment this is replying to but addressing the independent claims in this:

Any increase in ARM PC sales is essentially a decrease in x86 PC sales, it won't expand the market for Windows. Why should Microsoft create friction with OEMs over something that doesn't make them more money?
You think MS is happy about Apple's creeping marketshare of premium with the M-series? They have to have something in thin and light that can seriously compete with those SoC's on idle and "real-world" (read: light use interested by heavy use and/or background tasks) use and an increasing proportion of both activity and sales are brought by mobile AKA laptops, not desktop DIY nerd stuff.


I want to highlight something: MS wants the most competitive Windows device market possible, because an uncompetitive one - by virtue of the players and their capabilities (see Intel, AMD uncore fabric and idle stuff) number of players, etc is one that loses premium share to Apple and/or puts Windows in decline for key segments. Competition is not an on/off switch. I think it's very clear they don't just stop and say "well AMD and Intel are doing ok" certainly not after watching the last 20 years.

MS also has Azure and servers as I pointed out elsewhere; as such, I suspect they have some Neoverse-esque design cooking in the pipeline and ergo have a vested interest in Windows being *in principle* first class on Arm, and that’s going to have crossover between the server and desktop. Delusional to think otherwise. It also reduces the marginal cost of MS maintaining e.g. VS and the kernel for Arm etc.

You're confused about "expanding the market for Windows" vs keeping Windows competitive and staving off any possible decline due to a lack of appealing hardware or otherwise. It's true in OP's fiction that it might create friction, but that's not what they're actually doing RE: Arm. They don't have to create any unnecessary friction. They work with Qc, Nvidia, Samsung/MediaTek, port the core Windows structures - which they have been doing in fifth gear in the last year - and let it rip.

More Windows competition and options = good for MS. Not hard. Duopoly is much riskier from their vantage point. And before someone high as a kite says it, no, AMD and Intel do not have a magical Linux alternative and ChromeOS will continue to be X86/Arm both.
 
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SpudLobby

Senior member
May 18, 2022
961
655
106
There's a long way to go software wise before Windows on ARM catches up to MacOS for major apps.
Yes, but also no. It's surprising how much is already ported for a developer for instance. Obviously a lot of Adobe stuff has been ported for a while now but the fact that IntelliJ Ultimate has an Arm64 .exe maintained to the latest version and Python has a full Windows Arm64 install since last fall is impressive for example.
Between Apple's initial push making a huge difference for porting at all to Arm64, and then MS's Arm64EC + toolkit availability in VS, and probably Qualcomm working with adobe, it's not good but it's surprisingly to the point where e.g. I could actually use it if someone released capable hardware that had even a modicum of interest.

Where we are now is with basically nothing capable or appealing - and yet... If that tells you anything.
 

soresu

Platinum Member
Dec 19, 2014
2,967
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Between Apple's initial push making a huge difference for porting at all to Arm64, and then MS's Arm64EC + toolkit availability in VS, and probably Qualcomm working with adobe, it's not good but it's surprisingly to the point where e.g. I could actually use it if someone released capable hardware that had even a modicum of interest.
Oh no doubt the remaining software that already has ARM MacOS ports will come to WARM faster, especially for the larger software suites a la Autodesk Maya/3DS Max, SideFX Houdini etc.

Once they get past that hump of the big stuff I think we will see more smaller devs following suit.

Thankfully foobar2000's dev added native ARM64 support in the recent v2 release, so my music is already covered once all the plugins I use are ported too.
 

SpudLobby

Senior member
May 18, 2022
961
655
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Oh no doubt the remaining software that already has ARM MacOS ports will come to WARM faster, especially for the larger software suites a la Autodesk Maya/3DS Max, SideFX Houdini etc.

Once they get past that hump of the big stuff I think we will see more smaller devs following suit.

Thankfully foobar2000's dev added native ARM64 support in the recent v2 release, so my music is already covered once all the plugins I use are ported too.
Yep. Like I said, if you look where we are with development having VS, WSL, Python, plenty of OpenJDK and similar ported, MS throwing time into .NET performance for Arm, the ground structure is there.


But QC probably did blow this, I am just not convinced there’s no market for an M series clone or more than one Lunar Lake-style offering. The fact that Intel is even bothering with the latter is telling enough about the demand for a certain form of 10-25W (i’m sure it’ll top out here much like M stuff does even if it generally settles elsewhere) chip.
 
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SpudLobby

Senior member
May 18, 2022
961
655
106
Qualcomm have claimed that Microsoft and other "PC" OEMs want product in hand 12+ months prior to release, compared to less than 6 months for mobile phone OEMs. This was their explanation for why the 8cx was a generation behind phone SoCs in terms of the cores used.

As for the exclusivity deal, rumors have been around for a few years that it expires in 2024. I haven't seen any official confirmation, although there was a report earlier this year that MediaTek and NVIDIA have an agreement to make a Windows-on-ARM compatible chipset for 2024.
That MediaTek Nvidia thing is BS. They had a dGPU deal and it’s over for Chromebooks now. It’s just Nvidia on their own for MS’s surface like and most likely elsewhere too come 2025, per Charlie.
 
Sep 18, 2023
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Qualcomm have claimed that Microsoft and other "PC" OEMs want product in hand 12+ months prior to release, compared to less than 6 months for mobile phone OEMs. This was their explanation for why the 8cx was a generation behind phone SoCs in terms of the cores used.
Thanks for providing me with this context. It's sad that ARM releases a core design that is "kind of competitive", but then it take a bunch of time for chip makers to work it into a sellable product, and then to be integrated by OEMs. The 8cx saga has been really unfortunate.

I'm curious, do AMD and Intel provide PC OEMs with a product in hand at least 12 months prior to release?

I'm also wondering if the newer ARM strategies, such as designing full SOC, could potentially help speed up the process of bringing their chip designs from the official release to the actual sale release.
 

Doug S

Platinum Member
Feb 8, 2020
2,495
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You think MS is happy about Apple's creeping marketshare of premium with the M-series? They have to have something in thin and light that can seriously compete with those SoC's on idle and "real-world" (read: light use interested by heavy use and/or background tasks) use and an increasing proportion of both activity and sales are brought by mobile AKA laptops, not desktop DIY nerd stuff.


The people Apple is roping in are agnostic about the OS at best or simply prefer the Mac. They just held off buying since x86 Macs were often a year or two behind the latest Intel offerings, and by definition couldn't perform any better than Windows laptops using the same CPU even Apple introduced new models.

Apple Silicon enabled the people who were looking to move or really don't think the OS matters (i.e. they are students browsing and writing papers so there is no Windows lock-in like there often is in the business world) That's IMHO why there was a surge when it became available but it mostly just elevated the Mac to a somewhat higher market share. It doesn't appear to have any legs - everyone with a propensity to switch already has.

Sure Microsoft would like them back, but even there was an equivalent ARM PC offering I doubt enough switch back to even show up in Apple's market share figures. What would happen is it would take share away from x86 PCs. If it was truly successful, Intel and AMD are going to be a bit miffed and use whatever leverage they have with Microsoft to put the brakes on that. There are always machinations going on in the background where these heavyweights try to throw their weight around, so don't count that out as a reason for Microsoft to hold back on making ARM a truly equal alternative. Ditto the second tier like Asus, Gigabyte, Quanta etc. making motherboards and OEMing laptops for PC OEMs - even if Qualcomm lets them operate the PMIC thing shows that Qualcomm wants to control as much of the full PC as possible. They aren't as powerful as Intel/AMD, let alone Microsoft, but as a group they some leverage on Microsoft as well.
 

qmech

Member
Jan 29, 2022
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Thanks for providing me with this context. It's sad that ARM releases a core design that is "kind of competitive", but then it take a bunch of time for chip makers to work it into a sellable product, and then to be integrated by OEMs. The 8cx saga has been really unfortunate.

I'm curious, do AMD and Intel provide PC OEMs with a product in hand at least 12 months prior to release?

I'm also wondering if the newer ARM strategies, such as designing full SOC, could potentially help speed up the process of bringing their chip designs from the official release to the actual sale release.

If you look at how early benchmarks for AMD and Intel engineering samples leak, I would say that 12 months seems about right. Zen 5, for example, saw leaks over the summer (June) and is expected to launch in the first half of '24.

The phone industry is just used to moving at a much faster pace and unless forced to do so, I don't see the PC industry catching up.
 

Mopetar

Diamond Member
Jan 31, 2011
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I'm curious, do AMD and Intel provide PC OEMs with a product in hand at least 12 months prior to release?

I'm also wondering if the newer ARM strategies, such as designing full SOC, could potentially help speed up the process of bringing their chip designs from the official release to the actual sale release.

There might be some very early engineering samples available a year before launch, but they're not going to perform anywhere near final silicon and may have a lot of things disabled.
 
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soresu

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Dec 19, 2014
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It's sad that ARM releases a core design that is "kind of competitive", but then it take a bunch of time for chip makers to work it into a sellable product, and then to be integrated by OEMs
Huawei were pretty prompt in the years they brought a new core into their Kirin SoC.

Usually October ish the same year the core was announced.
 

soresu

Platinum Member
Dec 19, 2014
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It seems this year Qualcomm and Mediatek are following that
Qualcomm often announce a new SoC the same year around Novernber/December, but I can't recall an OEM ever actually shipping a product based on it in the same month.

It's usually March+ of the next year before we actually see the new OEM phones ship.

I think Huawei didn't spread their engineering corps as thin as Qualcomm does though, so they were basically just architecting the high end chip only making for a more focused effort on their end.

Not so certain about Mediatek's timeline though, I don't follow any of the manufacturers that use their high end Dimensity 9xxx SoCs.
 

soresu

Platinum Member
Dec 19, 2014
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It seems this year Qualcomm and Mediatek are following that
Thinking further on it Huawei also had the benefit of a product stack closer to Apple's given that they made both the phone and the SoC, so they could plan both in succession for a faster release cycle.

IMHO Qualcomm could do this, but fears to spook their high end customers in the process.

If Google ever goes hell for leather with their Pixel Tensor SoC then we may see a similar cadence as Huawei once had.
 

hemedans

Senior member
Jan 31, 2015
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Qualcomm often announce a new SoC the same year around Novernber/December, but I can't recall an OEM ever actually shipping a product based on it in the same month.

It's usually March+ of the next year before we actually see the new OEM phones ship.

I think Huawei didn't spread their engineering corps as thin as Qualcomm does though, so they were basically just architecting the high end chip only making for a more focused effort on their end.

Not so certain about Mediatek's timeline though, I don't follow any of the manufacturers that use their high end Dimensity 9xxx SoCs.
Xiaomi, Motorola and other Chinese brands most of time release immediately after Qualcomm anouncement, Xiaomi 12, 13 and this year Xiaomi 14 are good examples.

International Brand like Samsung, Sony, Asus etc take time, around Feb-March.
 
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