Right now’s fifth annual Snapdragon Tech Summit could not have had the identical attract of a beach-side location in Maui, Hawaii, because it has in earlier years, however it did underline why Qualcomm is the trade chief in premium-tier chipsets. The launch of Snapdragon 888 as soon as once more raises the bar for rival platforms, and the breadth of trade assist illustrates the corporate’s pivotal function in delivering next-generation connectivity, graphics, computing and synthetic intelligence to allow an ever-increasing vary of experiences.
Qualcomm’s resolution to depart from the naming conference of current years and leap from Snapdragon 865 — its earlier flagship platform — to Snapdragon 888 has inevitably raised questions. There is not a single cause for the change, however the timing of the transfer is logical. The brand new platform represents a substantial leap over the earlier technology and Qualcomm needed its identify to shine a light-weight on the improve. The quantity eight has additionally been synonymous with Snapdragon’s premium platform for some years and has the added benefit of being seen as an auspicious quantity world wide. The truth that it is a image of luck in China undoubtedly performed into the choice, notably given the significance of its accomplice ecosystem in China. And who would not want some positivity in 2020?
Snapdragon 888 emphasizes how necessary the corporate’s premium-tier platform is, not simply by way of its function in top-tier units but in addition as a supply of innovation for the broader portfolio. The Snapdragon 8 collection has constantly launched options which might be then launched at scale to Snapdragon 7, 6 and 4 collection platforms. Alex Katouzian, senior vice chairman and normal supervisor of Qualcomm’s cellular, compute, and infrastructure (MCI) enterprise unit, highlighted this within the occasion’s keynote presentation, stressing the function that Snapdragon 8 collection performs in pushing premium experiences down the portfolio into the mass market and horizontally throughout classes past cellular together with PCs, prolonged actuality, cloud computing and stuck wi-fi purposes.
An excellent instance of that is 5G. The expertise was launched in Snapdragon 855 on the occasion in December 2018. A lot has modified in two years. Based on Qualcomm, 5G networks have now been deployed in additional than 40 international locations by over 100 operators globally, and in 2021 the corporate expects 5G handset shipments to succeed in between 450 million and 550 million — fewer than the 600 million CCS Perception forecasts. 5G has pushed down the value curve into Snapdragon 7 and 6 collection chipsets, enabling units beneath $400, and regardless of criticism lower than 12 months in the past that 5G units had been too costly. Qualcomm will even be introducing 5G into Snapdragon 4 collection in early 2021.
Equally, the characteristic set has improved dramatically from a 12 months in the past. Snapdragon 888 introduces Qualcomm’s third-generation modem-RF system with international compatibility for time- and frequency-division-duplex frequencies, millimeter wave and sub-6 GHz; a complete set of RF front-end applied sciences to handle the RF complexity; and assist for provider aggregation, dynamic spectrum sharing and standalone 5G. It is a appreciable tempo of progress. Delivering all this in a single platform for a restricted vary of units is tough, however what units Qualcomm aside is its potential to construct scale with applied sciences and allow a raft of various choices to allow most flexibility for its prospects.
This has grow to be more and more obvious over time as Qualcomm’s prospects have grown in measurement and variety. The keynote presentation on the primary day of the summit welcomed appearances from Verizon, NTT Docomo, Sony, OnePlus, and Xiaomi, with a protracted listing of different gadget makers pledging assist. Though it is inescapable that the aggressive panorama is changing into extra intense, Qualcomm’s breadth of consumers, range of options and tempo of innovation stays distinctive.
Regularly taking premium applied sciences and “waterfalling” these options into decrease tiers is not with out its challenges. Doing so dangers confusion, stress on margins and pointless overlap if not fastidiously managed, notably when contemplating the mixed complexity of pushing options vertically in addition to horizontally inside the portfolio. Qualcomm has walked this tightrope to this point and this has been central to its success.
The Snapdragon 888 model provides Qualcomm leeway to make a extra decisive change sooner or later to a system that may preserve tempo with an ever-increasing cadence and quantity of updates, that are shortly adopted far and broad throughout the corporate’s platforms. The main focus of the Snapdragon Tech Summit could be on the most recent flagship 8 collection chip, however current years have proven the occasion is far more than that. It is the blueprint for options that may grow to be related for the complete breadth of the enterprise.
Geoff Blaber is vice chairman of analysis for the Americas at CCS Perception. You may observe him on Twitter @geoffblaber.
“Business Voices” are opinion columns written by exterior contributors—usually trade specialists or analysts—who’re invited to the dialog by Fierce employees. They don’t symbolize the opinions of Fierce.