Will a Cell Phone Take the Laptop Crown? – My Blog

As business leaders in chip manufacturing vie for supremacy, there's mounting hypothesis that the capabilities of smartphones may quickly rival the conventional dominance of laptops.

AMD, Intel, and Qualcomm are all centered on creating a expertise that may make Apple's M3 chip look outdated whereas totally embracing AI and rising battery life.

Rumors counsel that even Nvidia is pursuing an Arm-based answer. This motivation was a part of the cause for its failed try to purchase Arm, which has since gone public.

RISC-V is in the wings, and as Arm struggles with its licensing mannequin, that platform is trying ever extra engaging, but it hasn't emerged as a menace to PCs.

Including one other twist to the narrative, OpenAI's ChatGPT is exploring the growth of a neural processing unit (NPU) that would supplant GPUs for high-performance giant language fashions, corresponding to generative AI and the like.

This exercise will happen principally late in 2024, suggesting there will likely be a battle royale. But, behind the scenes, firms are discovering that smartphones more and more might be able to make laptops redundant.

So, the winner in 2024 might want to defend in opposition to the rise of smartphones, which might favor Qualcomm and Lenovo. Apple will resist this as a result of it desires individuals to purchase each merchandise.

Let's discuss the laptop computer chip wars of 2024 this week, and we'll shut with my Product of the Week, an reasonably priced, high-end, 4K touchscreen and graphics monitor from Wacom.

Laying Out the Battlefield

Intel has been admirably recovering from its errors of the previous decade. It's an entrenched vendor, so all it actually must be is nice sufficient.

Difficult distributors should persuade potential prospects that Intel isn't ok, however that's a surprisingly excessive bar. Intel's protection will rely closely on its Lunar Lake half, which is, on paper, as highly effective as what AMD has coming and as environment friendly as what Qualcomm has on the manner.

Nevertheless, Intel has plenty of distractions. From the struggle in Israel, the place considered one of Intel's greatest FABs is situated, to the fallout from layoffs and wage reductions, Intel has extra distractions than its friends, which can stand in opposition to its well timed execution. To date, I'm not seeing any points, but when the OEMs do, they'll hedge with considered one of the others.


AMD has been a shining star of execution.

Centered on PCs, the firm continues to carry out properly and achieve share. AMD's Ryzen 8000 processors with Zen 5 are prone to outperform Intel's Lunar Lake, however do not forget that Intel solely must be ok, which means that AMD's efficiency should be excessive sufficient to persuade patrons to transform to AMD.

Present AMD prospects will stick with the firm, however for market progress, the bar for AMD is exceedingly excessive. It might require creating a extremely aggressive half and a main promoting marketing campaign to make individuals much less pleased with Intel. Such campaigns are usually not one thing AMD usually funds, making it much less possible AMD will take a important share from Intel even when its components considerably outperform Intel's.


Qualcomm's Snapdragon X Elite is a fascinating new processor, however it isn't x86-based; it's Arm-based. Due to this structure, the processor should run an x86 emulator, which might scale back the person's notion of efficiency. Such a requirement calls for a far bigger leap of religion than AMD requires.

Whereas the battery life and AI efficiency numbers for the Snapdragon X Elite on paper are spectacular, they may not be substantial sufficient to penetrate a market at present dominated by the x86 normal.


Qualcomm is getting a lot of surprising assist from Microsoft, which loves this expertise, however Microsoft's newest showcase laptop computer, the Floor Studio 2, is Intel-based. Qualcomm has a better dependency on Microsoft than AMD does, so the success of this half will likely be tied tightly to Microsoft's help and Qualcomm's advertising and marketing.

Relating to advertising and marketing, Qualcomm usually depends upon its OEMs to market, which appears to work wonderful for smartphones however hasn't labored out for PCs in years.

Qualcomm would have a better shot if it took a extra aggressive method and attacked through smartphones. None of Qualcomm's opponents for PCs have smartphone positions.

I'm seeing rising testing of utilizing smartphones to displace laptops, and I count on somebody will finally get this proper. In the event that they do, Qualcomm is in the greatest place to profit, which might place Qualcomm's energy in opposition to the weak point of its opponents somewhat than vice versa.


As famous, Nvidia is a wild card right here, and we all know little about its Arm-based CPU effort.

Nvidia has relationships with all the PC OEMs and a management place in AI, which supplies it a far stronger likelihood than it will have in any other case to be a disruptor on this market.

Having executed extraordinarily properly and anticipated market strikes earlier than its friends, Nvidia has been a power to reckon with over the final decade. It makes use of AI internally greater than most of its opponents, suggesting it may develop a brand-new method to discovering a mix of conventional efficiency and AI superiority.

I count on Nvidia to shock the market. How massive a shock continues to be unknown.

Wrapping Up

Subsequent yr will likely be a processor cage match, with Intel nonetheless in the lead place by way of market share and stage of entrenchment.

Nevertheless, this new AI wave is something however settled, offering paths for displacement which have by no means existed. AI is the massive disruptor, and Nvidia, proper now, is the king of AI, whereas Microsoft is the most aggressive marketer of the expertise.

As well as, if an innovator can determine how you can package deal applied sciences like head-mounted shows and higher {hardware} voice interfaces, there may be the potential for an iPod-like market pivot. I doubt Apple will wish to do that, given it desires prospects to purchase each a smartphone and a PC, however it may nonetheless combine the two issues extra tightly, probably reaching the identical aim.

All of this goes to say that 2024 will likely be a fascinating yr, and by the finish, we could also be taking a look at laptops, desktop PCs, and even smartphones very in another way than we're at the moment.

Wacom Cintiq Professional 17

My mom, who handed away a few years in the past, was a powerful artist who principally centered on artwork for advert campaigns. Had been I shopping for a current for her for Christmas, it will be the Wacom Cintiq Professional 17, which was simply launched.

This 4K display screen with excessive colour accuracy is considered one of the greatest digital instruments for artists and engineers who want to attract issues with excessive precision in each traces and colour.

Wacom Cintiq Professional 17 with Extremely HD/4K show and its Professional Pen 3 (Picture Credit score: Wacom)

With a 120 Hz gaming stage refresh fee, artists aren't ready for the display screen to catch up, and Wacom's distinctive three-programable button stylus is energetic and doesn't want a battery, utilizing the agency's distinctive wi-fi energy and knowledge answer as a substitute.

The show comes with a stand but in addition may be handheld. The 17-inch mannequin is right for the latter.

Wacom makes this high-quality line in a number of sizes, however the 17-inch is the greatest steadiness of portability and performance, regardless that the value of practically $2,500 appears excessive for the dimension.

The Wacom Cintiq Professional is the good reward for somebody who likes to create extremely correct, lovely artwork, and I feel my mom would have liked to get this product for Christmas, so it's my Product of the Week.