소스 코드
- 게시일 2024. 04. 27.
- Qualcomm long reigned as the world’s biggest fabless chip company, pioneering the cellular age and making the modems inside nearly every smartphone today. But ChatGPT sent Nvidia’s revenue soaring past Qualcomm’s this month, and Apple is working on its own modems for iPhones after 2024. Now Qualcomm is diversifying into smart cars, chips for VR headsets, and powering generative AI off the cloud. We got an inside look at Qualcomm’s chip lab in San Diego, and its plans to hold on to wireless dominance.
Chapters:
00:00 - Introduction
02:16 - Launching the cellular age
06:06 - Growing chip business
08:11 - Life beyond Apple
10:56 - Diversifying to auto and more
13:47 - AI and what's next
Produced and Shot by: Katie Tarasov
Edited by: Evan Lee Miller
Supervising Producer: Jeniece Pettitt
Animation: Alex Wood, Andrea Schmitz, Jason Reginato
Additional Camera: Andrew Evers
Editorial Support: Kif Leswing
Additional Footage: Apple, AMD, BMW, Broadcom, Cadillac, General Motors, Getty Images, Hyundai, Intel, JLR, Mercedes-Benz, Qualcomm, Samsung, Stellantis, TSMC
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How Qualcomm Plans To Keep Growing, With Or Without Apple
![핵천재들만 오는 학과 [서울대학교 원자핵공학과] | 전과자 ep.52 [EN]](http://i.ytimg.com/vi/9WvZN_16lAw/mqdefault.jpg)
Qualcomm is seriously a game-changer in the tech world, but their leadership really dropped the ball when it comes to selling themselves as the innovators.
Yeah I own 100 shares just for fun, but doubt they have what it takes going forward. Seems like the are going the way of Rambus, with a lot of patents in their portfolio but not much to show for it. CDMA was cool however, and groundbreaking, as the video says.
I bet they will start creating their own cell phones soon !
@@user-xm3gt8fi8uNot to be rude but keep dreaming. Smartphones have gotten to the point where they are at their peak and people are less willingly to change their perfectly working phone for a slightly better one. We have reached a point where phones don’t need to be better because the productivity and user experience would be same compared to whatever better phone comes out. The next big thing would be AR, VR, and AI that they could thrive in.
@@maxpro751 wanna bet I'm a woman and woman are always willing to pay for the next big thing and I am sure after leaving Apple they had in mind in creating a competitive platform in Cells and compete with all the major players .
@@raylopez99 they're on the brink of chapter 11, there no future with these company AI venture that aren't up to the snuff.
I love the educational content keep up the good work 👍
Edu-advert!
I see Qualcomm as Texas Instruments a few years ago.
For some time, they were at the fore front of technology, and everyone knew them and their products.
After some shifts in the market, the brand was no longer at the fore front, but still quite relevant, and still quite present inside the products we use daily.
Calculators?
@@baburo101 good point!
Thank you for that.
I confess I totally forgot about that.
Mainly because I gave mine to a friendly neighbor 10 years ago.
Moreover, here in Portugal, Europe, the Japanese brand Casio is calculator brand mostly used at schools - despite me buying a better Texas Instruments.
@@hitardo Texas Instruments is one of the largest IC designer and manufacturers in the world. They're a market leader in microcontrollers, DSP's, mixed-signal, and analog IC's. They are very much at the forefront of the tech industry.
@@baburo101anti tank missile too
5:54 he explains the problem here. Qualcomm’s product is an SoC that is sold to other big businesses for use in their end user products. It doesn’t have the brand value that BMW, Samsung have even though they own the design patents that those companies rely on for their products.
Nvidia and Intel on the other hand have built brand reputation directly with consumers for years. Their sticker is always on the laptop for example. Qualcomm is a hidden background player that people don’t know about.
On-device AI is definitely the future, especially with humanoid robots and autonomous vehicles.
Not if AI is regulated such that only large corporations are allowed to run the good AI inference engines on the cloud.
Running locally these ML models would be great for privacy!
I nice to see a company speak about there weekness publicly. Which will help them in long turm.
This is the 1st time I have seen unbiased reporting from the Economist
4:25 Daniel "The Egg" Newman 😂
always informative....love this CNBC short series....keep it up
Veey informative. Thank you CNBC!
They nailed their 8 Gen 2 SoC this year.
Oohh yeah. Absolutely incredible chip. completely MURDERS 8 Gen 1(+)
@@Tommy-qe6fh also the 8 gen 1
@@baburo101 nah 8 gen 1 was overheating garbage, I had the s22 and the chip difference from the s22 to s23 is insane, 8 gen 1 was garbage
Those running homelab can already run AI ML models offline without internet connection.
It isn't straight forward atm so I guess this is gonna be more user friendly in the future.
Yes, It's the right approach, and they must be focussed on many other sectors, with Auto for the start, with impacts on medical wellness, they need the insights for telemedicine with Auto Alerts moderated by qualified doctors on regular checks, revolutionizes Food Industry in AI based Agricultural activities, other impacts on Logistics in Delivery Services is huge where the AI led Demand Generated Quants used for Current Operative Demand requirements, Industry 4.0!
I remember when AI first made its way into mobile phones, enabling features like background removal, face changing, and apps that could create content with a single click. However, in recent years, AI on mobile devices seems to have fallen behind, while web-based applications and PC computers have surged ahead.
As always great content
Offline AI is the way to go for privacy & security
Thank you for great reporting
There is no doubt that we want Generative AI or future forms of AI in our devices because our mobile phones and devices need to be fast and private and have capabilities beyond internet connectivity.
lol. you wanting AI and privacy at the same time? 😂
@@GoogleAccount-rt7rlComplete your homework kiddo
I love CNBC’s Content 😎
I wonder how AI would do advising city folk on surviving in unfamiliar environments - either other countries or the wilderness. It would be really fun to watch it try to help it's human symbiote survive in a new environment based on its sensory synthesis and knowledgebase.
Please make that coffee cup available for purchase.
I am seeking some investment guidance. It seems like I am never able to identify trends, options always go against me, and I can't utilize scanners efficiently. I am looking for a simple reproducible passive income strategy that supplements my income and eventually replace my wage income.
I'm not a professional, I use a broker (Michelle Christine Parker) I follow her signals to make trades, why don't you look her up on google
I'm not a proffessional, I use an adviser (Michelle Christine Parker) I follow her signals to make trades, why don't you look her up on google
I read that she advised the famous valvoline's IPO and DowDupont's spinoff of Dow Inc. Must be so good.
I'm not a professional. I follow the instructions os an adviser (Michelle Christine Parker)
Qualcomm makes decent GPU's in their smartphone SOC's, they should get into PC GPU market
I don't know if they legally can, the Adreno line of GPUs is derived from AMD's Radeon GPU IP. It wouldn't surprise me if there was a clause in that contract restricting them from releasing standalone GPUs. Even if they create their own GPUs from the ground up they would have to prove that they didn't use what they learned from using Radeon's IP to create their own GPU IP.
wow finally something that actually works tysm u earned a subscriber
0:07: 💡 Qualcomm, a pioneer in wireless technology, is now focusing on generative AI and diversification as it faces challenges from Apple's silicon development and declining smartphone chip sales.
3:35: 💼 Qualcomm is a chip maker and licensing company that plays a significant role in the smartphone industry.
7:00: 💡 Qualcomm is diversifying its chip manufacturing by building plants in the US, but its deal to supply chips for Apple's iPhone won't last forever.
10:21: 📉 Shipments are on track to hit their lowest point in a decade, but Qualcomm is diversifying its focus to chips for cars, AR/VR headsets, and PCs.
14:33: 📱 Qualcomm is focusing on enabling devices for generative AI, combining cloud and device power.
Recap by Tammy AI
Might be a good time to buy shares here.
It's a pleasure to work as a software developer partner on Qualcomm chip to deliver next-generation electric vehicle solutions to the world.
"I'm gonna go get the papers, get the papers."
Great technology
What was the name of the Chinese guy who created the first cdma chip for Qualcomm ?
Nvidia is one of the worst companies based on their anti-consumer behavior in the GPU market and I bet that behavior will follow them into AI.
If no one comes close to what Nvidia can do they can charge whatever they want😔
Hey privacy advocates, you are the product.
Lot of innovation and super cool
Very soon fewer Qualcomm chip will be used or needed in the phone market .As a cheaper & more efficient chip from China will supply most of the phone.
Qualcomm's idea is the tech Apple needs to sell more phones.
Why don't they make ARM CPUs for PC's?
They need to invent special ARM for AI. That's what can propel them.
Chris Patrick’s voice though
So nice that Qualcomm support American fabs!
Qualcomm use TsMC and Samsung for there production of its chips. Not American
@@TomTomdogQualcomm produces chips too!!
crazy to think we are almost in the AI world
I wonder how these chip companies in the West of America are going to get their water, and if they do, I hope they are recycling and decontaminating their water byproduct.
I hope so. Water is precious.
Qualcomm and Apple sued each other - not a long term partnership maker.
Apple keeps getting deeper into the chips and that won't stop and their dependence on others will wane, more and more.
Its dufficult to compete if your cost is high and the tech and design Hua Wei can produce and compete with?
Comment please!
I want Chris Patrick to voice my GPS..
The timing of this video and the tone of this video being more like a Qualcomm ad is an eerie coincidence. Qualcomm is being let down by Apple on one side and Huawei on the other side. Combined together they are looking at upwards of 20% revenue decline. This video subtly brushed this major point aside as “we don’t get hit by that much”. Dear CNBC, was this video paid for or sponsored by Qualcomm in any direct/indirect way? If so, the viewers need to know.
exactly, too many videos praising Qualcomm lately without enough data, or logic, or both.
That’s why I’m long on QCOM. Phenomenal company that is leading in innovative tech. Nice recap of their product!
Is Qualcomm looking at developing RISC-V CPUs?
13:55 I think that the announcer understood "on airplane mode" as the new thing. Don't blame her, but interesting.
I'm wondering how far EU is behind on these :(
yes
Loving my ThinkPad X13s 5G-connected laptop powered by a Snapdragon chip. The battery life is unreal!
I'd chhose the Chinese competition, qualcomm and nvidia prices are way to inflated.
The question is which company is going to build the quantum microprocessor for phones, tabs, etc. It will be most likely be Qualcomm or ARM unless Microsoft ups their game and comes out with the first.
👍👍👍
ciao! hai perfettamente ragione
Not many companies in the world have the expertise in chip design and QCOM is one of top 3 in the world. Combined with their knowledge in networking, they are in a very rare position to benefit from AI in combination with all their expertise. This company stock will not stay this cheap for much longer. Once the apple revenues clear the pipes and investors see where the new streams of revenue will come from this will take off with no end in sight for at least 5-8 years.
this video greatly explains why apple is apple and it still doesnt have real competition, they do big steps and then everybody follows *sorry for my english
That's not really true anymore. It's 10 years the only innovation they brought to the table was anti-consumer stuff, while the good stuff was brought out by Android phone manufacturers (Samsung, Chinese brands, etc) and then copied and almost always actually perfected by Apple.
The last 10 years have seen "Android innovates, Apple does it right".
Lately, it's "Android innovates AND makes it right, Apple copies it sometimes badly and closes it down".
Also note that Apple always has a monopoly on the latest production nodes, despite having nothing to do with its development. So, Qualcomm and other manufacturers actually manage to match it with weaker nodes that are less powerful and less efficient.
@@Anankin12lol bizarre take, not even close. Apple are constantly innovating. They leapfrogged the computer cpu industry with their M series processors. They brought wireless earbuds to the masses, smart watches to the masses, and are about to bring spatial computing to the masses, to name just a few innovations of the past less-than-ten-years.
@@Anankin12tell you are a blind android fantard without telling me you are a blind android fantard.
@@BusterDarcy they didn't, the M2 is a powerful CPU but price to performance is worse than x64 chips. And peak performance is lower than peak x64 performance.
An i9 or R9 laptop's CPU is more powerful than a M2 Ultra, a 4080 has better GPU performance. And they cost similarly.
What Apple does great is achieving similar performance to those listed components using a fraction of the power. A R9/i9 4080, 4090 laptop will NOT last 20 hours of even light use, while the M2 macs will.
The mac pro is behind even midrange desktop components. Which is why the Mac Pro is absurd.
@@Anankin12their target market is netflix youtube social media consuming crowd majorly so thier m2 based products with high battery life suits perfectly with their customer they dont pust their device to maximum so they dont need a high peak performance apples philosophy is perfect creat a well polished premium looking a good (not advance or greatest) performing device with decent display and customers will buy!
With or without Apple? Apple is an empire! It needs Apple and all other OEM platforms
Make Linux/Windows ARM laptops that can outcompete the MBP for performance, battery life and build quality. There is literally no competition to the MBP in the ultrabook space - despite MacOS being largely useless for the majority of use cases
Also make gaming handhelds!
AI is a potential miracle, It can materialize my fantasy in image.
Skynet coming near you
Why would they show iPhones lol. It might be arm architecture but not Qualcomm
❤️❤️❤️❤️❤️❤️
They're still able to raise prices with impunity, despite not being nvidia & having trash development tools.
Did he just say that coke cans will have Qualcomm chips?
1:42 RIP Qualcomm 😂
👍
I just hope smart cars don’t end up like smart TVs, and they take forever to turn on and hardly work and have all these features and functionality that you don’t use
Is it just me or does Christopher Patrick sound 🇹🇹?
Dont get me wrong but cnbc do good content !
Yep, offline AI
Too bad Qualcomm does not have a Fab. They have to rely on TSMC or Samsung for their chips
3:41 He looks and sounds like Morpheus.
Qualcom can have bright future in India 🇮🇳
The Ai goldrush is coming to an end and Nvidia is going to suffer dearly for putting all their eggs in one basket . Qualcomm dodged a bullet by not trying to keep up with the Ai GPU market . The next big market will be making chips spec'd for spacecraft for when we get into asteroid mining .
Apple will launch its chip in 2024
Which one are you talking about
@@TomTomdog i don’t know my sister is working on it , she said they will launch in may i think
Everyone has a five minutes fame. Then fade into obscurity. The industries that have staying power are food, pharmaceuticals, defence and funeral homes.
In India we know about Qualcomm specially Gamers there their chips are always preferred by everyone if welcome able to milk this and make a time with Indian company to bring down the cost to 30 to 20000 range it will sell like hot cakes in India because they early day have brand image in India and they not even aware of that this seriously need some with management
Qualcomm did not fall tor third place because of Nvidia - MediaTek is crushing them with low-cost cell functions chips designed in Taiwan!
when a company does CNBC special... its a marketing gemic and means DONT INVEST... too much time on their hands.
We don't need to run models locally. Does he even understand the insane amount of compute and energy needed to run these models? Everyone is better off accessing these models off the internet.
china's new phone that they said is going to use its own chip is not true, it is still american technology and chips
Iphone thats releasing. Confirmed by qualcom
So this is an investment channel
Can’t wait to read about them and BlackBerry among all the tech companies that died in the 21st century.
Ofc you know there is a QC SD chip in that Samsung 😅 you really dont want the Exynos version 😅
6:26
Why they didn’t bet their chip makers instead Taiwan to S Korea, China never claimed S Korea as their territory and threatened to reunite it though
north Korea will 😂
@@wangyaohan8824 oops , I forgot Kim 😂
@@kenyup7936 😂😂😂
Take a picture take a picture lol everyone I here there ceos voice I think of him saying that
The day I'll be able to shoot videos like iPhone on Qualcomm chips, the day I'll choose snapdragon phones.
Sounds like they are struggling
Apple Bionic chips are superior though.
no one/company/country will ever be king for long... they always get dethrone sooner or later.
Huawei
10,20,50%) я радуюсь когда утром вижу что мой бот хотя бы 10к сделал оборота с профитом 1%)
Wait, do you think cryptocurrency will crash? I dont think so. More and more companies are integrating cryptocurrency into their operations: Amazon, Cannafarm Ltd, Burger King, even Starbucks, dude!
see what happens when a computer company named after a fruit goes from country to country in asia to make junk?
Apple wants to monopolize everything, I bet. Apple won't survived long because of their greediness no doubt.
What may end Qualcomm's reign is the possibility the US Federal Trade Commission looking into whether Qualcomm are using their patents on 5G modem design to keep out competitors. The issue of using patents to keep out competitors is not a new one, as the famous _U.S. v United Shoe Machinery Company_ case from the 1940's showed. To keep the Feds off their backs, Qualcomm may have to allow more competitors in the 5G modem market if Qualcomm wants to enter other lucrative markets such ard artificial intelligence hardware.
The guy speaking at 10:25 doesn't sound very confident in the words that he is saying