1 00:00:00,080 --> 00:00:03,000 Speaker 1: Quile com CEO Christianammon. I'm told that there are going 2 00:00:03,080 --> 00:00:07,720 Speaker 1: to be some surprises at Computex. On stage. It's just 3 00:00:07,800 --> 00:00:09,680 Speaker 1: you and I tell me what the surprises will be, 4 00:00:11,360 --> 00:00:13,000 Speaker 1: not for bridges on stage. 5 00:00:13,039 --> 00:00:16,360 Speaker 2: I think it's going to be about bringing the ecosystem together. 6 00:00:16,440 --> 00:00:20,000 Speaker 2: If anything, it's going to be quocun showing that we're 7 00:00:20,040 --> 00:00:23,320 Speaker 2: really in the PC market to stay and the entire 8 00:00:23,320 --> 00:00:27,520 Speaker 2: ecosystem is supporting us. But yeah, we'll have some interesting 9 00:00:27,640 --> 00:00:32,479 Speaker 2: Easter egg on our materials and you'll see it. I 10 00:00:32,479 --> 00:00:33,480 Speaker 2: think you're gonna like it. 11 00:00:35,040 --> 00:00:39,520 Speaker 1: This is I'd say the advent of the AIPC will 12 00:00:39,520 --> 00:00:43,720 Speaker 1: wait a bit of time for volume sales around the world. 13 00:00:44,280 --> 00:00:47,440 Speaker 1: But I still feel like the consumer is thinking, well, 14 00:00:47,440 --> 00:00:49,720 Speaker 1: when I open the box and I take out my 15 00:00:49,840 --> 00:00:53,120 Speaker 1: AIPC and I fire it up or I power it up, 16 00:00:53,479 --> 00:00:56,760 Speaker 1: what is going to be materially different from the PC 17 00:00:56,920 --> 00:00:57,680 Speaker 1: that I already have? 18 00:00:59,200 --> 00:01:06,520 Speaker 2: The fundamental difference and I believe the copilot plus demonstrated 19 00:01:06,560 --> 00:01:10,039 Speaker 2: about Microsoft as a great starting point is the how 20 00:01:10,120 --> 00:01:14,319 Speaker 2: you use your machine, how you interact your machine, is 21 00:01:14,440 --> 00:01:18,280 Speaker 2: going to be very different than what you used to 22 00:01:18,280 --> 00:01:21,240 Speaker 2: do in your PC. Personally, I think this is as 23 00:01:21,240 --> 00:01:25,680 Speaker 2: significant as a Windows ninety five type transition. For example, 24 00:01:26,000 --> 00:01:28,600 Speaker 2: the thing that's going to be different every single pixel 25 00:01:28,640 --> 00:01:32,160 Speaker 2: on the screen is index it. So you all do 26 00:01:32,280 --> 00:01:34,840 Speaker 2: need to do is to tell the machine in natural language. 27 00:01:34,880 --> 00:01:39,480 Speaker 2: I've seen a YouTube video about some yellow cupcakes. Can 28 00:01:39,520 --> 00:01:41,920 Speaker 2: you bring that to me and we'll say, yes, this 29 00:01:42,000 --> 00:01:45,399 Speaker 2: is what you saw several days ago, this was the video. 30 00:01:46,000 --> 00:01:47,920 Speaker 2: Or you can say I've seen the document, I see 31 00:01:47,920 --> 00:01:50,080 Speaker 2: a PowerPoint that had a picture like that, and we'll 32 00:01:50,080 --> 00:01:53,120 Speaker 2: bring the PowerPoint. This is just one feature. Recall how 33 00:01:53,120 --> 00:01:56,320 Speaker 2: you're going to create things you sketch and he finishes 34 00:01:56,320 --> 00:01:59,880 Speaker 2: the job for you. And simple things as having a 35 00:02:00,080 --> 00:02:03,040 Speaker 2: team's call, which is now how we use PCs. You 36 00:02:03,080 --> 00:02:06,640 Speaker 2: can actually add subtitles in real time on any language 37 00:02:07,680 --> 00:02:10,799 Speaker 2: to any speaker that is speaking a different language. Those 38 00:02:10,840 --> 00:02:12,600 Speaker 2: are things that were not possible before. 39 00:02:13,480 --> 00:02:16,960 Speaker 1: What's interesting about what you're saying, Cristiano, is it applies 40 00:02:17,000 --> 00:02:20,239 Speaker 1: to the everyday person. It seems, you know, it seems 41 00:02:20,400 --> 00:02:22,360 Speaker 1: based on what you're saying, that the consumer can go 42 00:02:22,400 --> 00:02:25,840 Speaker 1: to Best Buy and buy a product and notice the difference. 43 00:02:26,200 --> 00:02:28,120 Speaker 1: I think some of the skepticism is that a lot 44 00:02:28,160 --> 00:02:33,120 Speaker 1: of the functionality is best serving knowledge workers. What do 45 00:02:33,200 --> 00:02:33,919 Speaker 1: you make of that? 46 00:02:34,720 --> 00:02:38,560 Speaker 2: No, I think this is very profound. Really, the AI 47 00:02:38,880 --> 00:02:45,040 Speaker 2: is changing the productivity or everything you do on your laptop, 48 00:02:45,440 --> 00:02:47,600 Speaker 2: and you're correct. I think consumers will be able to 49 00:02:47,600 --> 00:02:51,800 Speaker 2: see the difference, but also will actually help knowledge workers 50 00:02:51,919 --> 00:02:55,200 Speaker 2: be more productive or actually have knowledge to do things 51 00:02:55,200 --> 00:02:58,200 Speaker 2: that they didn't have before. And I think that's how 52 00:02:58,240 --> 00:03:01,240 Speaker 2: we should be thinking about the future of personal computing. 53 00:03:01,600 --> 00:03:04,760 Speaker 2: It's more than what we have done today. Is now 54 00:03:04,800 --> 00:03:07,079 Speaker 2: having an assistant to help you do things and even 55 00:03:07,160 --> 00:03:09,560 Speaker 2: help you teach you, teach you to do things they 56 00:03:09,560 --> 00:03:10,680 Speaker 2: didn't know how to do before. 57 00:03:12,360 --> 00:03:16,760 Speaker 1: Because battery life absolutely tops the polls in terms of 58 00:03:16,800 --> 00:03:20,600 Speaker 1: what's important to so many people. Is the battery life 59 00:03:20,600 --> 00:03:24,960 Speaker 1: component of the AIPC going to sway people this time around? 60 00:03:25,720 --> 00:03:29,160 Speaker 2: Look, I love talking about this because actually this is 61 00:03:29,320 --> 00:03:33,880 Speaker 2: one of the reasons that you see every single one, 62 00:03:34,280 --> 00:03:38,840 Speaker 2: no exceptions of the laptops have been ANNOUNCEO Copilot plus 63 00:03:38,880 --> 00:03:43,320 Speaker 2: being on Qualcom Snapdragon acceleite. The reason it's very simple. 64 00:03:43,760 --> 00:03:46,880 Speaker 2: Think about this. You have a CPU that is doing 65 00:03:46,880 --> 00:03:50,040 Speaker 2: a job. You have a GPU, your graphic or processor 66 00:03:50,160 --> 00:03:51,880 Speaker 2: unit is doing another job. But now you have this 67 00:03:51,960 --> 00:03:55,600 Speaker 2: other computing engine which is the neural processing unit that 68 00:03:55,760 --> 00:03:59,040 Speaker 2: is just running out all the time. It will simply 69 00:03:59,280 --> 00:04:04,240 Speaker 2: not run on the other platforms other than the snap 70 00:04:04,400 --> 00:04:08,200 Speaker 2: Dragon Acceleite because you have to have the full day 71 00:04:08,240 --> 00:04:09,240 Speaker 2: of battery life. 72 00:04:08,960 --> 00:04:10,800 Speaker 1: So first I'm. 73 00:04:10,680 --> 00:04:13,720 Speaker 2: Gonna tell you when we look on the early days 74 00:04:13,720 --> 00:04:17,400 Speaker 2: of the Copila Plus while running on a Qualcom platform, 75 00:04:17,640 --> 00:04:21,919 Speaker 2: will take about twenty thirty minutes of consumption of the 76 00:04:22,120 --> 00:04:24,800 Speaker 2: overall days of years of a battery we're taking on 77 00:04:24,839 --> 00:04:28,760 Speaker 2: the competing platforms five to six hours. That was unacceptable. 78 00:04:29,240 --> 00:04:31,920 Speaker 2: Now when you step back and you look at this 79 00:04:32,000 --> 00:04:36,320 Speaker 2: new computer running on Accelead with Copila Plus, Microsoft show 80 00:04:36,360 --> 00:04:40,760 Speaker 2: twenty two hours of video playback with the AI running, 81 00:04:41,080 --> 00:04:43,800 Speaker 2: that's a whole different paradigm. So people are gonna be 82 00:04:43,800 --> 00:04:46,240 Speaker 2: able to not only have the best performance, not only 83 00:04:46,279 --> 00:04:49,039 Speaker 2: have the AI use case now having a very small 84 00:04:49,080 --> 00:04:52,760 Speaker 2: and thin laptop, but they're gonna have battery life for 85 00:04:52,920 --> 00:04:55,880 Speaker 2: everything they need to do. You're gonna leave your charger at. 86 00:04:55,680 --> 00:05:02,640 Speaker 1: Home, Christiano, From one technology to another. When grandmothers all 87 00:05:02,680 --> 00:05:04,880 Speaker 1: around the world go to the store and buy their 88 00:05:04,920 --> 00:05:09,080 Speaker 1: first AIPC and they take it home and they try 89 00:05:09,120 --> 00:05:13,080 Speaker 1: to plug in their printer, will it work, of course 90 00:05:13,080 --> 00:05:13,440 Speaker 1: you will. 91 00:05:13,760 --> 00:05:17,479 Speaker 2: So one of the things that it's important to understand 92 00:05:17,520 --> 00:05:21,680 Speaker 2: the journey that we have been on Microsoft is it's 93 00:05:21,720 --> 00:05:26,520 Speaker 2: a fundamental shift from Microsoft changing Windows from x eighty 94 00:05:26,640 --> 00:05:30,240 Speaker 2: six to an ARM instruction set and it's changed into 95 00:05:30,279 --> 00:05:32,880 Speaker 2: an AIPC. And part of what we have been doing 96 00:05:33,000 --> 00:05:36,080 Speaker 2: is to bring the ecosystem along. Is not only the printers, 97 00:05:36,320 --> 00:05:39,039 Speaker 2: it is not only the docking station, also the games. 98 00:05:39,320 --> 00:05:42,960 Speaker 2: We've been working with Microsoft to have the top twelve 99 00:05:43,040 --> 00:05:47,680 Speaker 2: hundred games optimized on the platform, and it's really about 100 00:05:47,760 --> 00:05:50,880 Speaker 2: the future of the Windows ecosystem. So the thing to 101 00:05:50,960 --> 00:05:52,760 Speaker 2: think about it is not only you'll be able to 102 00:05:52,800 --> 00:05:54,640 Speaker 2: work for old printer, but you'll be able to do 103 00:05:54,720 --> 00:05:56,880 Speaker 2: things you were not able to do before with your 104 00:05:56,920 --> 00:05:57,400 Speaker 2: old PC. 105 00:05:58,760 --> 00:06:03,320 Speaker 1: Christiana, we recognize the following that snap Dragon Excelle has. 106 00:06:03,560 --> 00:06:06,720 Speaker 1: You can go on any social media platform I see it. 107 00:06:07,279 --> 00:06:11,160 Speaker 1: But Intel still sort of dominates the traditional sales channels 108 00:06:11,520 --> 00:06:14,880 Speaker 1: for PC. They've got their name on all the shelves. 109 00:06:15,400 --> 00:06:19,320 Speaker 1: You know, quod cooms in a different part of its history, 110 00:06:19,320 --> 00:06:21,480 Speaker 1: but do you think you can take them on on 111 00:06:21,520 --> 00:06:24,120 Speaker 1: those sales channels, the marketing spend, the R and D 112 00:06:24,640 --> 00:06:26,080 Speaker 1: where they're quite entrenched. 113 00:06:26,680 --> 00:06:29,640 Speaker 2: Okay, so on the R and D, I beg to differ. 114 00:06:29,880 --> 00:06:33,760 Speaker 2: I think the performance leadership now is clearly within the 115 00:06:33,800 --> 00:06:38,680 Speaker 2: Windows ecosystem and it's clearly worth excellete just looking on 116 00:06:39,040 --> 00:06:43,920 Speaker 2: the CPU performance Orion's custom CPU developed by Qualcoms, the 117 00:06:44,040 --> 00:06:47,960 Speaker 2: vested CPU out there for any personal computing, and then 118 00:06:48,040 --> 00:06:51,720 Speaker 2: the NPU and EI engine. It's only possible on a 119 00:06:51,800 --> 00:06:54,600 Speaker 2: QUALKM platform. So I do beg to differ on the 120 00:06:54,760 --> 00:06:56,920 Speaker 2: R and D. But let's just talk about the big question, 121 00:06:57,080 --> 00:06:59,559 Speaker 2: which is it's a new market, it's a new channel 122 00:06:59,600 --> 00:07:02,760 Speaker 2: for qualk, and I'll tell you what is different this time. 123 00:07:03,600 --> 00:07:07,760 Speaker 2: There are two aspects. One aspect is consumers are more 124 00:07:07,839 --> 00:07:12,600 Speaker 2: savvy and consumers actly come from a phone. Actually, your 125 00:07:12,680 --> 00:07:16,880 Speaker 2: most important purchase decision, I will think today is your smartphone, 126 00:07:16,880 --> 00:07:19,240 Speaker 2: and you have another knowledge coming from the phone. So 127 00:07:19,360 --> 00:07:24,160 Speaker 2: stop Snapdragon is not something new to you. But the 128 00:07:24,200 --> 00:07:27,720 Speaker 2: most important thing is exactly not that. Well, the most 129 00:07:27,720 --> 00:07:31,360 Speaker 2: important thing when you usually see the incumbency position on 130 00:07:31,480 --> 00:07:36,160 Speaker 2: PC is at the enterprise, but the enterprise actually has 131 00:07:36,400 --> 00:07:41,400 Speaker 2: US and Microsoft one hundred percent aligne. Usually enterprises have 132 00:07:41,480 --> 00:07:44,680 Speaker 2: been slower to adopt new version of Windows. But Microsoft 133 00:07:44,720 --> 00:07:49,000 Speaker 2: actually is doing a great job with enterprises around the 134 00:07:49,000 --> 00:07:51,880 Speaker 2: world to get them to embrace the copilot in the 135 00:07:51,920 --> 00:07:56,200 Speaker 2: Copilot Plus, So that's a big tailwind. The Microsoft is 136 00:07:56,320 --> 00:07:59,840 Speaker 2: driving the enterprises into the future of AIPC. That's great 137 00:07:59,840 --> 00:08:03,320 Speaker 2: new for Qualcom, and that builds on the incredible platform 138 00:08:03,480 --> 00:08:05,280 Speaker 2: which is Snapdragon acceleat. 139 00:08:06,440 --> 00:08:09,560 Speaker 1: Christiano. Based on those data points, then remind me of 140 00:08:09,920 --> 00:08:13,360 Speaker 1: where you see volumes for the AIPC in its first 141 00:08:13,440 --> 00:08:17,160 Speaker 1: kind of full twelve months and the adoption by all markets. 142 00:08:17,440 --> 00:08:21,880 Speaker 2: Yes, so it's just starting. So we have twenty two 143 00:08:22,520 --> 00:08:24,520 Speaker 2: laptops the gut launch and I think that's on the 144 00:08:24,520 --> 00:08:28,400 Speaker 2: first wave. They are hitting these shelves now, some pre order, 145 00:08:28,840 --> 00:08:32,080 Speaker 2: some are already available for purchase, and it's going to 146 00:08:32,160 --> 00:08:35,200 Speaker 2: go through summer to back to school, which is a 147 00:08:35,200 --> 00:08:40,439 Speaker 2: big PC season. So our fiscal ear ends in September, 148 00:08:40,559 --> 00:08:43,160 Speaker 2: so for us, it will be a material event in 149 00:08:43,200 --> 00:08:46,080 Speaker 2: fiscal twenty five and that's just the beginning. I think 150 00:08:46,080 --> 00:08:51,079 Speaker 2: the other data point ad is we're new, We're new 151 00:08:51,120 --> 00:08:54,600 Speaker 2: to this market, so it's all an expansion and growth 152 00:08:54,760 --> 00:08:58,319 Speaker 2: for Qualcom and we don't have to make heroic assumptions, 153 00:08:58,360 --> 00:09:01,479 Speaker 2: but we like the affect that there's a huge opportunity 154 00:09:01,480 --> 00:09:05,120 Speaker 2: for an upgrade cycle driven by AI, and we're now 155 00:09:05,400 --> 00:09:07,200 Speaker 2: a key participant in the market.