Qualcomm Inc. (QCOM) saw its stock climb roughly 2% following the unveiling of its new Snapdragon X2 Plus processor, aimed at lower-cost laptops.
QUALCOMM Incorporated, QCOM
The San Diego-based chipmaker, best known for dominating the mobile phone processor market, is now accelerating its push into the PC space. The X2 Plus launch, announced at CES in Las Vegas, signals Qualcomm’s commitment to delivering AI-powered capabilities to more budget-friendly devices.
The X2 Plus comes in two variants: a 10-core model and a 6-core model, both built on Qualcomm’s third-generation Oryon design.
Despite targeting more affordable notebooks, both versions retain the same neural processing unit (NPU) performance as the high-end X2 Elite chips, capable of 80 Tera Operations Per Second (TOPS). This ensures that Windows laptops branded as Copilot+ can access robust AI features without the premium price tag.
Qualcomm claims that the X2 Plus outperforms Intel’s Core Ultra 7 265U by approximately 3.5 times in CPU tasks at similar power consumption and achieves up to 6.4 times faster AI performance.
Instead of reducing AI capabilities for cheaper models, Qualcomm differentiates the chips by CPU cores and memory bandwidth, 152 GB/s for X2 Plus versus 228 GB/s in Elite models, offering strong performance while remaining cost-effective. Analysts see this strategy as Qualcomm betting on AI capabilities to drive broader adoption in Windows 11 devices.
While over 90% of user time reportedly runs on ARM-native applications, gaps remain in some specialized software, such as anti-cheat gaming programs and GPU-heavy workflows that still rely on x86-to-ARM emulation.
The X2 Plus will benefit from an increasing catalog of ARM64-ready apps, including Adobe Creative Suite, collaboration tools like Zoom and Slack, and enterprise-focused software. Continuous integration providers, such as GitHub Actions, are now supporting ARM64 Windows runners, helping developers test and build native applications for Snapdragon laptops.
Snapdragon X2 Plus laptops are expected to enter the market at price points between $799 and $1,299, targeting both corporate IT buyers and budget-conscious consumers. Features like Qualcomm’s Snapdragon Guardian enhance device security and manageability, making these laptops appealing for enterprise environments.
Market observers note that Qualcomm’s push for AI efficiency in more affordable devices could challenge Intel and AMD offerings, potentially reshaping the lower-cost PC segment.
With the X2 Plus launch, Qualcomm is positioning itself as a significant player in the expanding AI-powered laptop market, blending affordability with high-performance computing and pushing Windows-on-ARM adoption forward.
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