Im not sure why you think Meta switched to Mediatek. Meta is only using Mediatek to codesign their experimental Orion glasses. They’re not even planning on selling Orion.
2) "My X Elite laptop only gets 6-8 hours of battery life with web browsing." There are numerous videos and articles claiming better battery life. If we can be honest this is an issue on your power configuration. I have an x-elite and I get ~11 hours, but I run it in power efficiency mode. I don't need the cores clocked to the max to browse the internet.
2) Like Anmol mentions Nvidia's ARM cores were never anything special, what has changed that they can now compete with Qualcomm's custom cores? If the argument is that they can integrate their superior graphics then that's one bonus for them, but I don't see them competing with QC with stock TLA cores. You also mention "in reality, competent companies such as Nvidia and MediaTek will be addressing most of the ARM AI notebook segment." Then provide no further analysis of why this is the case.
3) your comment surrounding "In fact, I would argue that MediaTek is an objectively better version of Qualcomm, outperforming in every way."
Then you provide no evidence other than a relatively childish table with no sources. How are Mediatek cores better at decode and power draw? I spent the last 15 minutes looking for any blogs or tear downs, scientific publications that measured this and I could not find one. Will you post your source?
4) Meta working with Mediatek on AR glasses. As the others have pointed out you cherry-picked an old article while ignoring the new news.
2) That's not a similar comparison. A cheap $800 ThinkPad T-14s with a couple of generations old AMD Zen3+ 6650U gives me an 8 hour battery life in balanced mode. I'm sure with power efficiency mode it could stretch to 10-11 hours. Why exactly would someone be paying more for X Elite with x86 compat headaches and similar battery life?
2[Repeat]) I think the whole point is that it's not going to be an nVidia ARM core but MediaTek's. nVidia had pivoted its Tegra cores to automotive for the most part where they don't care about power as much. MediaTek does. All it needs is decent performance paired with an nVidia GPU (and drivers) with much better game compat AND a cheap enough price to make a dent.
I don't believe Nvidia will be able to capture a significant portion of ARM PC market. There is no doubt that Nvidia ARM chip's cpu cores won't as powerful as Qualcomm Oryon and gpu driver support may be better than Oryon There is a reason no one used Nvidia Tegra chips in the past and Nintendo use Nvidia chips because Nintendo like to make a profit on console sales too unlike Microsoft and Sony and Nintendo is the only client.
Umm ... While it's true that not many use Tegra on the client side these days, Tegra very much has quite an important pedigree in the past. The original Surface RT used Tegra 3 -
This was a very important device from a porting the full Windows point of view and nVidia provided all the drivers in working state. It was underpowered for a PC at the time but that's a different issue. Surface 2 with Tegra 4 came next and it was 6 years before Microsoft used QCOM for a Surface tablet. So nVidia very much proved its software chops (for drivers) at the time.
My take is that, with a decent enough ARM provided core, it doesn't matter if the performance is at the very top like Oryon. As long as the perf is decent with great battery life, top notch drivers and games support (with help from nVidia) *AND* a low price, then it could have a place in the marketplace. Today most PC makers want you to pay a premium for anything thin and light with good battery life.
You will have to keep in mind QCOM is only supplier of ARM chips for Windows ARM for the last 10 years. So QCOM has a first mover advantage and you will have to take into account what kind of company Nvidia in how it treats it's OEM partners (aka remember EVGA story), QCOM looks much better in that because QCOM has almost tripled design wins for X Elite since its launch. While there are rumours Nvidia is partnering with Alienware for their ARM chip, I think Nvidia ARM will not get much traction from OEMs.
If we are going down that route ... there's not much love out there for QCOM as well 😛
All I'm saying is that nVidia's software and GPU chops are way superior to anything Qualcomm. QCOM defaulted into Windows ARM as being the only supplier left after nVidia lost due to not being able to compete on the modem front and gave up that market. But now that standard ARM cores have grown up (with a newly independent ARM investing in it) and modems not mattering for PCs, this is a different fight now. We shall see. Pooh pooh the combination of nVidia and MediaTek all you want but I think it just might amount to something depending on pricing.
In contrast I predicted what's happening now with QCOM's effort if you go read my comment in Irrational Analysis' original rosy post about QCOM chances.
Edit: It doesn't matter if the other OEMs don't want to play ball and make us pay for a thin and light laptop with good battery life. There is one OEM that can show them what can be done without the crappy low end CPUs that Intel peddled for that category. That OEM is Microsoft with its Surface Go type devices.
Well I agree with you on that, Nvidia's software experience is miles better even than AMD and Intel too, let alone QCOM. But I think going forward Nvidia can dominate PC market with ARM chips as now Nvidia will design both cpu and gpu inhouse, so Nvidia will have tight grip on hardware as there are rumours Nvidia developing in house ARM cores too.
Look at the current dollar content share in all the markets where QCOM and MTK compete directly. AR/VR, Smartphone, Automotive, PC. How can you come away with the conclusion that MTK is amazing and QCOM is garbage? Sure MTK will take some share from a super low base because everyone wants diversified supply chain. But your conclusions are pretty extreme 😂
I will prefer my unused mobile processor to be utilised for some AI processing than some paid cloud subscription. I guess battery technology is also improving.
Also for edge processing at industry level why would someone wants to depend on some 3rd party cloud service if the same achievable at edge location which is more reliable (not succeptible to network latency) and secured.
The "this years edge ai is last years server ai" slide is comparing Mid 2023 to Mid 2024, and then Mid 2024 to Late 2024, which is why you see a gap. We don't have a model from Mid 2025 yet.
Im not sure why you think Meta switched to Mediatek. Meta is only using Mediatek to codesign their experimental Orion glasses. They’re not even planning on selling Orion.
A Few things.
1) Qualcomm provided an updated Graphics driver on the 19th: https://www.qualcomm.com/developer/blog/2024/11/upgrade-latest-graphics-driver-for-snapdragon-x-elite-devices
2) "My X Elite laptop only gets 6-8 hours of battery life with web browsing." There are numerous videos and articles claiming better battery life. If we can be honest this is an issue on your power configuration. I have an x-elite and I get ~11 hours, but I run it in power efficiency mode. I don't need the cores clocked to the max to browse the internet.
2) Like Anmol mentions Nvidia's ARM cores were never anything special, what has changed that they can now compete with Qualcomm's custom cores? If the argument is that they can integrate their superior graphics then that's one bonus for them, but I don't see them competing with QC with stock TLA cores. You also mention "in reality, competent companies such as Nvidia and MediaTek will be addressing most of the ARM AI notebook segment." Then provide no further analysis of why this is the case.
3) your comment surrounding "In fact, I would argue that MediaTek is an objectively better version of Qualcomm, outperforming in every way."
Then you provide no evidence other than a relatively childish table with no sources. How are Mediatek cores better at decode and power draw? I spent the last 15 minutes looking for any blogs or tear downs, scientific publications that measured this and I could not find one. Will you post your source?
4) Meta working with Mediatek on AR glasses. As the others have pointed out you cherry-picked an old article while ignoring the new news.
2) That's not a similar comparison. A cheap $800 ThinkPad T-14s with a couple of generations old AMD Zen3+ 6650U gives me an 8 hour battery life in balanced mode. I'm sure with power efficiency mode it could stretch to 10-11 hours. Why exactly would someone be paying more for X Elite with x86 compat headaches and similar battery life?
2[Repeat]) I think the whole point is that it's not going to be an nVidia ARM core but MediaTek's. nVidia had pivoted its Tegra cores to automotive for the most part where they don't care about power as much. MediaTek does. All it needs is decent performance paired with an nVidia GPU (and drivers) with much better game compat AND a cheap enough price to make a dent.
I don't believe Nvidia will be able to capture a significant portion of ARM PC market. There is no doubt that Nvidia ARM chip's cpu cores won't as powerful as Qualcomm Oryon and gpu driver support may be better than Oryon There is a reason no one used Nvidia Tegra chips in the past and Nintendo use Nvidia chips because Nintendo like to make a profit on console sales too unlike Microsoft and Sony and Nintendo is the only client.
Umm ... While it's true that not many use Tegra on the client side these days, Tegra very much has quite an important pedigree in the past. The original Surface RT used Tegra 3 -
https://en.wikipedia.org/wiki/Surface_(2012_tablet)
This was a very important device from a porting the full Windows point of view and nVidia provided all the drivers in working state. It was underpowered for a PC at the time but that's a different issue. Surface 2 with Tegra 4 came next and it was 6 years before Microsoft used QCOM for a Surface tablet. So nVidia very much proved its software chops (for drivers) at the time.
My take is that, with a decent enough ARM provided core, it doesn't matter if the performance is at the very top like Oryon. As long as the perf is decent with great battery life, top notch drivers and games support (with help from nVidia) *AND* a low price, then it could have a place in the marketplace. Today most PC makers want you to pay a premium for anything thin and light with good battery life.
You will have to keep in mind QCOM is only supplier of ARM chips for Windows ARM for the last 10 years. So QCOM has a first mover advantage and you will have to take into account what kind of company Nvidia in how it treats it's OEM partners (aka remember EVGA story), QCOM looks much better in that because QCOM has almost tripled design wins for X Elite since its launch. While there are rumours Nvidia is partnering with Alienware for their ARM chip, I think Nvidia ARM will not get much traction from OEMs.
If we are going down that route ... there's not much love out there for QCOM as well 😛
All I'm saying is that nVidia's software and GPU chops are way superior to anything Qualcomm. QCOM defaulted into Windows ARM as being the only supplier left after nVidia lost due to not being able to compete on the modem front and gave up that market. But now that standard ARM cores have grown up (with a newly independent ARM investing in it) and modems not mattering for PCs, this is a different fight now. We shall see. Pooh pooh the combination of nVidia and MediaTek all you want but I think it just might amount to something depending on pricing.
In contrast I predicted what's happening now with QCOM's effort if you go read my comment in Irrational Analysis' original rosy post about QCOM chances.
Edit: It doesn't matter if the other OEMs don't want to play ball and make us pay for a thin and light laptop with good battery life. There is one OEM that can show them what can be done without the crappy low end CPUs that Intel peddled for that category. That OEM is Microsoft with its Surface Go type devices.
Well I agree with you on that, Nvidia's software experience is miles better even than AMD and Intel too, let alone QCOM. But I think going forward Nvidia can dominate PC market with ARM chips as now Nvidia will design both cpu and gpu inhouse, so Nvidia will have tight grip on hardware as there are rumours Nvidia developing in house ARM cores too.
All it took was some simple google news searching to find this
https://finance.yahoo.com/news/meta-abandoned-efforts-custom-chips-213921865.html
Where is your source for digitines Asia? An old article from a year ago?
https://www.theverge.com/2023/11/16/23964500/meta-and-mediatek-are-teaming-up-to-develop-custom-silicon-for-ar-glasses
Look at the current dollar content share in all the markets where QCOM and MTK compete directly. AR/VR, Smartphone, Automotive, PC. How can you come away with the conclusion that MTK is amazing and QCOM is garbage? Sure MTK will take some share from a super low base because everyone wants diversified supply chain. But your conclusions are pretty extreme 😂
I will prefer my unused mobile processor to be utilised for some AI processing than some paid cloud subscription. I guess battery technology is also improving.
Also for edge processing at industry level why would someone wants to depend on some 3rd party cloud service if the same achievable at edge location which is more reliable (not succeptible to network latency) and secured.
The "this years edge ai is last years server ai" slide is comparing Mid 2023 to Mid 2024, and then Mid 2024 to Late 2024, which is why you see a gap. We don't have a model from Mid 2025 yet.