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Qualcomm’s new CEO, Christiano Amon, outlined the company’s intention to develop its own processor based on the technology developed by Nuvia, a CPU startup company obtain Earlier this year. Qualcomm plans to launch notebook chips with Nuvia architecture next year, but even if Nuvia has promising technology, it will not return to the data center chip market. Instead, Qualcomm will try to license these cores to other companies.
Nuvia was originally co-founded by former Apple engineers to build an Arm-based system on chip (SoC) for servers. According to the company’s own simulation, in Geekbench 5, its Phoenix core can provide at least 50% higher peak performance than AMD Zen 2 and Intel’s Sunny Cove core, while Geekbench 5’s power is only 1/3 (4.50W vs. 14.80W), it looks very competitive. The performance of the Phoenix core may also be better than Apple’s A13 Lightning core, which essentially means that the company claims that the core is more widely used in smartphones, tablets and some PC-oriented SoCs The Arm general-purpose Cortex A series core is much better.
“We need to provide leading performance for battery-powered equipment,” Christiano Amon said in an interview Reuters“If Arm, which we have worked with for many years, eventually develops a better CPU than our own CPU, then we can always choose to obtain a license from Arm.
Qualcomm’s new CEO confirmed that the company will begin selling Nuvia-based Snapdragon SoCs for the next generation of always-connected personal computers (ACPC) as early as next year. At the same time, he did not disclose when the SoC for smartphones and autonomous vehicles with Nuvia architecture will be available.
Solving Windows PC with its own high-performance SoC is a huge opportunity for Qualcomm. This market is very large, and PCs have very high performance requirements, so Nuvia’s performance per watt advantage over x86 design will be very important. Of course, many things will depend on the user experience provided by Microsoft’s Windows 11 on Arm SoC and compatibility with applications originally designed for x86 CPUs, but at least on paper, Qualcomm seems to be in a good position, with Nuvia winning.
However, although Nuvia initially targeted the data center with its SoC, Qualcomm did not intend to re-enter the market after its Centriq CPU failed a few years ago. In addition, although the data center software ecosystem that is compatible with Arm has continued to develop in recent years, it has become more difficult to compete in this field because Arm provides Neoverse cores tailored specifically for data center applications. Therefore, there are many Arm SoC developers for servers.
However, Qualcomm may license the core of Nuvia to parties interested in building their own data center SoC.Of course, with the launch of Arm’s powerful Neoverse core, it remains to be seen whether data center SoC developers are really interested in obtaining a license for Qualcomm’s proprietary Nuvia core.
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