WEBVTT - Qualcomm CEO Cristiano Amon Talks Processors

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<v Speaker 1>Quile com CEO Christianammon. I'm told that there are going

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<v Speaker 1>to be some surprises at Computex. On stage. It's just

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<v Speaker 1>you and I tell me what the surprises will be,

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<v Speaker 1>not for bridges on stage.

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<v Speaker 2>I think it's going to be about bringing the ecosystem together.

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<v Speaker 2>If anything, it's going to be quocun showing that we're

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<v Speaker 2>really in the PC market to stay and the entire

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<v Speaker 2>ecosystem is supporting us. But yeah, we'll have some interesting

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<v Speaker 2>Easter egg on our materials and you'll see it. I

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<v Speaker 2>think you're gonna like it.

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<v Speaker 1>This is I'd say the advent of the AIPC will

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<v Speaker 1>wait a bit of time for volume sales around the world.

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<v Speaker 1>But I still feel like the consumer is thinking, well,

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<v Speaker 1>when I open the box and I take out my

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<v Speaker 1>AIPC and I fire it up or I power it up,

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<v Speaker 1>what is going to be materially different from the PC

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<v Speaker 1>that I already have?

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<v Speaker 2>The fundamental difference and I believe the copilot plus demonstrated

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<v Speaker 2>about Microsoft as a great starting point is the how

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<v Speaker 2>you use your machine, how you interact your machine, is

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<v Speaker 2>going to be very different than what you used to

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<v Speaker 2>do in your PC. Personally, I think this is as

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<v Speaker 2>significant as a Windows ninety five type transition. For example,

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<v Speaker 2>the thing that's going to be different every single pixel

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<v Speaker 2>on the screen is index it. So you all do

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<v Speaker 2>need to do is to tell the machine in natural language.

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<v Speaker 2>I've seen a YouTube video about some yellow cupcakes. Can

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<v Speaker 2>you bring that to me and we'll say, yes, this

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<v Speaker 2>is what you saw several days ago, this was the video.

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<v Speaker 2>Or you can say I've seen the document, I see

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<v Speaker 2>a PowerPoint that had a picture like that, and we'll

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<v Speaker 2>bring the PowerPoint. This is just one feature. Recall how

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<v Speaker 2>you're going to create things you sketch and he finishes

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<v Speaker 2>the job for you. And simple things as having a

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<v Speaker 2>team's call, which is now how we use PCs. You

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<v Speaker 2>can actually add subtitles in real time on any language

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<v Speaker 2>to any speaker that is speaking a different language. Those

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<v Speaker 2>are things that were not possible before.

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<v Speaker 1>What's interesting about what you're saying, Cristiano, is it applies

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<v Speaker 1>to the everyday person. It seems, you know, it seems

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<v Speaker 1>based on what you're saying, that the consumer can go

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<v Speaker 1>to Best Buy and buy a product and notice the difference.

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<v Speaker 1>I think some of the skepticism is that a lot

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<v Speaker 1>of the functionality is best serving knowledge workers. What do

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<v Speaker 1>you make of that?

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<v Speaker 2>No, I think this is very profound. Really, the AI

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<v Speaker 2>is changing the productivity or everything you do on your laptop,

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<v Speaker 2>and you're correct. I think consumers will be able to

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<v Speaker 2>see the difference, but also will actually help knowledge workers

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<v Speaker 2>be more productive or actually have knowledge to do things

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<v Speaker 2>that they didn't have before. And I think that's how

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<v Speaker 2>we should be thinking about the future of personal computing.

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<v Speaker 2>It's more than what we have done today. Is now

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<v Speaker 2>having an assistant to help you do things and even

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<v Speaker 2>help you teach you, teach you to do things they

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<v Speaker 2>didn't know how to do before.

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<v Speaker 1>Because battery life absolutely tops the polls in terms of

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<v Speaker 1>what's important to so many people. Is the battery life

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<v Speaker 1>component of the AIPC going to sway people this time around?

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<v Speaker 2>Look, I love talking about this because actually this is

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<v Speaker 2>one of the reasons that you see every single one,

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<v Speaker 2>no exceptions of the laptops have been ANNOUNCEO Copilot plus

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<v Speaker 2>being on Qualcom Snapdragon acceleite. The reason it's very simple.

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<v Speaker 2>Think about this. You have a CPU that is doing

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<v Speaker 2>a job. You have a GPU, your graphic or processor

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<v Speaker 2>unit is doing another job. But now you have this

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<v Speaker 2>other computing engine which is the neural processing unit that

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<v Speaker 2>is just running out all the time. It will simply

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<v Speaker 2>not run on the other platforms other than the snap

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<v Speaker 2>Dragon Acceleite because you have to have the full day

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<v Speaker 2>of battery life.

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<v Speaker 1>So first I'm.

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<v Speaker 2>Gonna tell you when we look on the early days

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<v Speaker 2>of the Copila Plus while running on a Qualcom platform,

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<v Speaker 2>will take about twenty thirty minutes of consumption of the

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<v Speaker 2>overall days of years of a battery we're taking on

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<v Speaker 2>the competing platforms five to six hours. That was unacceptable.

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<v Speaker 2>Now when you step back and you look at this

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<v Speaker 2>new computer running on Accelead with Copila Plus, Microsoft show

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<v Speaker 2>twenty two hours of video playback with the AI running,

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<v Speaker 2>that's a whole different paradigm. So people are gonna be

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<v Speaker 2>able to not only have the best performance, not only

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<v Speaker 2>have the AI use case now having a very small

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<v Speaker 2>and thin laptop, but they're gonna have battery life for

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<v Speaker 2>everything they need to do. You're gonna leave your charger at.

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<v Speaker 1>Home, Christiano, From one technology to another. When grandmothers all

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<v Speaker 1>around the world go to the store and buy their

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<v Speaker 1>first AIPC and they take it home and they try

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<v Speaker 1>to plug in their printer, will it work, of course

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<v Speaker 1>you will.

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<v Speaker 2>So one of the things that it's important to understand

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<v Speaker 2>the journey that we have been on Microsoft is it's

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<v Speaker 2>a fundamental shift from Microsoft changing Windows from x eighty

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<v Speaker 2>six to an ARM instruction set and it's changed into

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<v Speaker 2>an AIPC. And part of what we have been doing

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<v Speaker 2>is to bring the ecosystem along. Is not only the printers,

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<v Speaker 2>it is not only the docking station, also the games.

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<v Speaker 2>We've been working with Microsoft to have the top twelve

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<v Speaker 2>hundred games optimized on the platform, and it's really about

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<v Speaker 2>the future of the Windows ecosystem. So the thing to

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<v Speaker 2>think about it is not only you'll be able to

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<v Speaker 2>work for old printer, but you'll be able to do

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<v Speaker 2>things you were not able to do before with your

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<v Speaker 2>old PC.

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<v Speaker 1>Christiana, we recognize the following that snap Dragon Excelle has.

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<v Speaker 1>You can go on any social media platform I see it.

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<v Speaker 1>But Intel still sort of dominates the traditional sales channels

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<v Speaker 1>for PC. They've got their name on all the shelves.

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<v Speaker 1>You know, quod cooms in a different part of its history,

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<v Speaker 1>but do you think you can take them on on

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<v Speaker 1>those sales channels, the marketing spend, the R and D

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<v Speaker 1>where they're quite entrenched.

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<v Speaker 2>Okay, so on the R and D, I beg to differ.

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<v Speaker 2>I think the performance leadership now is clearly within the

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<v Speaker 2>Windows ecosystem and it's clearly worth excellete just looking on

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<v Speaker 2>the CPU performance Orion's custom CPU developed by Qualcoms, the

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<v Speaker 2>vested CPU out there for any personal computing, and then

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<v Speaker 2>the NPU and EI engine. It's only possible on a

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<v Speaker 2>QUALKM platform. So I do beg to differ on the

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<v Speaker 2>R and D. But let's just talk about the big question,

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<v Speaker 2>which is it's a new market, it's a new channel

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<v Speaker 2>for qualk, and I'll tell you what is different this time.

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<v Speaker 2>There are two aspects. One aspect is consumers are more

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<v Speaker 2>savvy and consumers actly come from a phone. Actually, your

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<v Speaker 2>most important purchase decision, I will think today is your smartphone,

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<v Speaker 2>and you have another knowledge coming from the phone. So

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<v Speaker 2>stop Snapdragon is not something new to you. But the

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<v Speaker 2>most important thing is exactly not that. Well, the most

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<v Speaker 2>important thing when you usually see the incumbency position on

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<v Speaker 2>PC is at the enterprise, but the enterprise actually has

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<v Speaker 2>US and Microsoft one hundred percent aligne. Usually enterprises have

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<v Speaker 2>been slower to adopt new version of Windows. But Microsoft

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<v Speaker 2>actually is doing a great job with enterprises around the

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<v Speaker 2>world to get them to embrace the copilot in the

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<v Speaker 2>Copilot Plus, So that's a big tailwind. The Microsoft is

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<v Speaker 2>driving the enterprises into the future of AIPC. That's great

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<v Speaker 2>new for Qualcom, and that builds on the incredible platform

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<v Speaker 2>which is Snapdragon acceleat.

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<v Speaker 1>Christiano. Based on those data points, then remind me of

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<v Speaker 1>where you see volumes for the AIPC in its first

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<v Speaker 1>kind of full twelve months and the adoption by all markets.

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<v Speaker 2>Yes, so it's just starting. So we have twenty two

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<v Speaker 2>laptops the gut launch and I think that's on the

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<v Speaker 2>first wave. They are hitting these shelves now, some pre order,

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<v Speaker 2>some are already available for purchase, and it's going to

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<v Speaker 2>go through summer to back to school, which is a

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<v Speaker 2>big PC season. So our fiscal ear ends in September,

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<v Speaker 2>so for us, it will be a material event in

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<v Speaker 2>fiscal twenty five and that's just the beginning. I think

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<v Speaker 2>the other data point ad is we're new, We're new

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<v Speaker 2>to this market, so it's all an expansion and growth

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<v Speaker 2>for Qualcom and we don't have to make heroic assumptions,

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<v Speaker 2>but we like the affect that there's a huge opportunity

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<v Speaker 2>for an upgrade cycle driven by AI, and we're now

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<v Speaker 2>a key participant in the market.