Hardware Podcasts

Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86

The Circuit · 31 Oct 2023 · 43m · Episode 42

What this episode covers

Ben Bajarin and Jay Goldberg discuss the recent announcements from Qualcomm's Snapdragon Summit and Apple's 'Scary Fast' event, focusing on the competitive landscape between ARM and x86 architectures. They analyze Qualcomm's return to custom ARM cores with the Snapdragon X Elite, noting its performance parity with Apple's 3-nanometer M3 chip, and examine Apple's strategic decision to omit AI marketing in favor of efficiency and user experience. The hosts debate whether this increased competition will meaningfully erode x86 market share or simply drive innovation across Intel, AMD, and NVIDIA.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Qualcomm, Apple, Intel, AMD, NVIDIA
Products
Snapdragon X Elite, M3

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