Why did Qualcom lose his first leadership

After the launch of Microsoft Copilt+, the past few months have become a battlefield for PC manufacturers. Qualcomm was first a huge lead, but then AMD and Intel Copilot+ PC came out with PC that cut off the benefit.

AMD has surpassed Intel with a wide line of compliance products, while Intel is concentrated on the premium market. Meanwhile, Qualcomm has declined its design and the Laptop PC Market has moved even more for AMD, though Intel remains as dominant player as a whole.

Why did we not see Qualcomm’s big shift and what happened to Intel that spends on his CEO?

Let’s break it – and we’ll close my week’s product, which is cleaning my driveway last week or for it.

Why Copilot+ PC struggled to achieve traction

Microsoft ran out of the market with Copilot+ for PCs with two initial features. One was Cocractor, a derivative of Dal-e, which could be quite effective (I use Dal-E nowadays). The other was a recoline, an automatic index tool designed to help users find hard-to-identifying files. It was quite during the launch.

However, Microsoft’s position remembers badly and it had to be pulled backwards. The laptop itself is the cocker – the opposite of the desktop PC or the workstation where people usually rush with graphics – prove to not very attractive.

So, for a while, Qualcomm had only Kapilot+ PC. People were not very excited about Copilot+, and after the time started showing AI power in the office, AMD and Intel’s PCs were available to run it. Unfortunately, Qualcomm brand names were not very well known as AMD or Intel on PCs. Furthermore, Qualcomm’s product had a consistency problem that made it primarily unacceptable in large companies, so enterprise and big business sales never existed outside the test.

A heavy marketing promotion was needed to sell people to the locally copilat+ running features. This has never been grown, so the AI ​​PCS became an AMD and Intel project, growing with Qualcomm.

What should Qualcomm should have done

There were three benefits in the Qualcomm market: great battery life, the most powerful wireless networking of any one of the three vendors and domination on the premium smartphone, which is basically a pocket PC.

Qualcomm strictly pushed the AI ​​side, which Microsoft wandered badly. It mentions the battery life, but it was not successful to make its PCS 5G enable, which has removed the advantage. Finally, it didn’t have the story “better together” the story to get the advantage of its strong smartphone.

It is very difficult to accept entry vendors like AMD and Intel, but Qualcomm has almost played as it was not important, though it worked seriously about this market. Further, since it was a consistency problem, it needs to be aimed for short hanging fruits: users who do not have this deficiency, influential, small businessmen owners, consultants, attorney and others who are not running for many custom applications or their laptops. PC will play games.

However, Qualcomm did not target these users. As a result, people are losing interest in Qualcomm with time with the improvement of consistency.

Qualcomm could also create a hello product that shows its strengths. The HP Folio PC There was an ideal configuration for most audiences needed for capture and it was launched with an old Snapdragon processor and a 5G modem, making it almost perfect.

Intel displaces Qualcomm with an inferior product (in this case) and eventually stops HP Qualcomm powered PC. Losing Folio is disappointing because it was my favorite PC. It has shown that with the right internal and effective marketing, its unique benefits with a Qualcomm-based PC users can be considered valuable.

If both HP and Qualcomm have some decent marketing behind this laptop, it will help create interest in Qualcomm and it will be in a stronger position than now.

Intel’s challenge and leadership shake up

Intel and Microsoft often do not see the eye, which is problematic for the execution of both companies for years. Intel seemed to have taken Microsoft’s requests as a bad advice, which forced Microsoft to work with Qualcomm rather than Intel. AMD’s reputation was high in the direction of high-performance and when AMD implemented well, it was nothing ready to turn on it. It has given Qualcomm a huge initial benefit that it failed to capitalize.

This failure seemed to be associated with the CEO’s decision to reduce the focus on PC technology for smartphones, an attempt that failed spectacularly due to poor execution and left the AMD and Qualcom in both AMD and Qualcom.

Recently, Intel partially lost its CEO due to the change in US leadership, where the close administration of the Intel CEO could cause some extra friction and expected damage to the US fund for its fab and foundri business.

This situation highlights the market resistance against significant strategic steps that spend short-term performance-a disappointing reality, focusing on the strategic importance of US-based semiconductor production.

There is now Intel’s Co-CEO, which is strategically strong but strategically enforcement is strengthened. Furthermore, Intel’s CMO support was below where it needed to happen and Intel’s CT was another COO, with critical CTO under performance. CTO determines the vision for strategic steps. In addition, short -term problems probably contributed significantly to the premature departure of the CEO Pat Zell Singzar.

Intel needs to be appointed a real CTO. There is a new CMO, but Intel needs both support and funding to reform Intel as the leader of the market.

How is AMD Outformed Intel and Qualcomm

AMD people just had to be executed with their heads and had finished it the best of the three vendors, even advised to suggest it Buy IntelThe Qualcomm was on the list of companies that want to buy Intel. However, both Intel are more complex than AMD or Qualcomm, and much larger, making it impossible that any company will feel comfortable to create this acquisition.

AMD will be the most powerful of the two because it shares both market coverage and X86 technology, which means it will be better to take steps to lead Intel. Nevertheless, how complicated the Intel is and it is under the cloud, it does not seem to be able to acquire any Intel.

So, as AI hit, although Qualcomm had the initial potential benefits, AMD saw the maximum benefit, because it was just because it just exceeded the other two companies.

Have something to say about the focus. AMD has shown an incredible level focus in the last decade, which has helped to get significant growth and benefits from the latest trends. This is recent Financial result Was impressive.

AMD could have displaced Intel during this cycle, but it would require enough additional investment. As I mentioned above, the techniques that are pulling from the present to create a more powerful future are not rewarded. The AMD has played well in this cycle.

Wrap up: Nvidia AI Domination and Future in PCS

It has been an interesting few months after launching Microsoft Copilot+. What was the execution, and the AMD simply stopped Qualcomm and Intel by holding on. However, Nvidia remains the king of AI on the hardware and an arm -based processor is coming to it, which means that it can disrupt the market as it mature AI.

Thanks to the NVEDIA AI leadership, it is already in a better position to steal market shares than Qualcomm. DEPSCEC, which basically uses the old Nvidia technology, has shown a way that can be the favor if it is decided to expand it for the Nvidia on the hardware in the future. In contrast to Qualcomm, Nvidia desktop and mobile PC are more likely to target both markets. Significantly, the desktop PCs were ignored in the Copilot+ Rollout, despite being the favorite platform of equipment like Cocretor, which is commonly used to develop graphics.

When I got my first Yarbo A year ago, I never kept it together because I broke my back and couldn’t make up with something heavy. It turned out that there was a problem with that first generation, and with the eerbo generosity I offered to upgrade to a new unit for a relatively smaller upgrade expenditure than the $ 5,000 $ 5,000 $ sale price.

Yarbo is an AI-driven, GPS-connected yard robot. Although I only have configuration for snow blowing and protection (it can patrol the outside of your home), depending on the accessories you buy or using it can make your lawn raw, spread fertilizer, pull a trailer ( To sto it) and blow the leaves. The mine is just a blower, but it comes with a trailer hitch and a protection main unit if I want it to patrol my courtyard after the snow melts.

Some Yarbo Yard Robot and Accessories (Figure Credit: Yarbo)

Yarbo has sold more than 5,000 units till today, if it is not most successful last year, it has made it as one of the most successful robots for the outside. This is an AI/GPS robot, so you do not have to border the border like the primary robotic lawnmor. It charges inductively, which means you can run and charge even if you are not at home.

It should see the GPS satellites, which can make the base station the location difficult (the base station communicates with Yarbo). My initial base station placement connected to the house doesn’t work, so I had to take it to me in a shed. It works well now, though I’m not a fan of running an extension cord on my driveway.

I have noticed that the yarbo doesn’t really like the unequal pond. Not even my Honda Snow Blower, but at least I can rock it again to go to the trouble fields. You need to set the earbo so that the blower is a bit high, which means it is not going down the road. I hope a future software patch address it.

Yarbo Snow Blower in the workplace (Author’s Picture)

Furthermore, it brings winter steps with built -in studies that can tear an epoxi garage floor like me, but it is still working properly with summer steps. This is a bit problematic to run from your garage because it requires a line of vision in GPS satellites.

It comes to look like the Xbox controller that you can manually run the yarbo and map the area you want to serve. It also uses a smartphone app. The yarbo works a good job to identify the guy and animals and if it is that it will turn off. It also has an emergency switch.

I have a large, long driveway, about 3,000 square feet of feet. Yarbo takes about an hour and a half (using half of its battery charges) to finish that task. You can say where you put the snow and it will make it a much better plan than me to clear everything.

Although Yearbo is not a cheap date, it does not allow me to get up early to clean the snow in the morning and it goes autonomously if it is not in trouble (those who are overwhelmed). I really enjoyed it and enjoyed using it. As a result, Yarbo is the product of my week.