Two new growth drivers for Qualcomm / Qualcomm的兩個新成長動能
1 min readJun 13, 2024
- The SM8750 (Snapdragon 8 Gen 4), which will enter mass production in 2H24, is expected to be priced 25–30% higher than the current flagship chip SM8650 (Snapdragon 8 Gen 3) at $190–200. This price increase is primarily due to adopting TSMC’s latest and more expensive N3E node. Benefiting from the AI-driven demand for high-end smartphones, the SM8750’s shipments will grow at a high single-digit rate vs. the SM8650.
- The X Elite and X Plus chips, used for Windows on ARM (WOA), will reach about 2 million unit shipments in 2024, with expected year-on-year growth of at least 100–200% in 2025. The X Elite and X Plus will have modified versions in 2025, with a reduction in end product prices. Additionally, Qualcomm plans to launch a low-cost WOA processor codenamed Canim for mainstream models (priced between $599–799) in 4Q25. This low-cost chip, manufactured on TSMC’s N4 node, will retain the same AI processing power as the X Elite and X Plus (40 TOPS).
- 2H24量產的SM8750 (Snapdragon 8 Gen 4) 報價約較目前的旗艦晶片SM8650 (Snapdragon 8 Gen 4) 高25–30%至190–200美元，主因在於採用台積電最新且成本較高的N3E製程。受益於AI推升高階手機需求，SM8750出貨量預計將較SM8650成長高個位數。
- 用於WOA的X Elite與X Plus在2024年出貨量預計約200萬顆，預計在2025年出貨量至少成長100–200% YoY。X Elite與X Plus將在2025年改版，並降低終端售價。此外，Qualcomm預計在4Q25推出用於主流機種 (終端售價599–799美元)、代號為Canim的的低成本WOA處理器，此晶片由台積電N4製程生產，預計維持與X Elite與X Plus同等AI算力 (40 TOPS)。
