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Traders Weigh In On Qualcomm Vs. AMD Vs. Intel As Microsoft Embraces ARM

Traders Weigh In On Qualcomm Vs. AMD Vs. Intel As Microsoft Embraces ARM

交易員權衡高通對比AMD 對比英特爾隨着微軟擁抱ARM
Benzinga ·  05/24 03:08

The recent launch of Microsoft Corp's (NASDAQ:MSFT) first laptop running on Qualcomm Inc's (NASDAQ:QCOM) ARM-based microprocessor has ignited a fierce debate among tech enthusiasts and investors on Reddit.

微軟公司(納斯達克股票代碼:MSFT)最近推出的首款在高通公司(納斯達克股票代碼:QCOM)基於ARM的微處理器上運行的筆記本電腦,引發了科技愛好者和投資者在Reddit上的激烈辯論。

With Advanced Micro Devices Inc (NASDAQ:AMD) and Intel Corp (NASDAQ:INTC) dominating the x86 architecture landscape, Qualcomm's entry into the Windows laptop market poses intriguing questions about the future of laptop processors.

隨着先進微設備公司(納斯達克股票代碼:AMD)和英特爾公司(納斯達克股票代碼:INTC)在x86架構領域佔據主導地位,高通進入Windows筆記本電腦市場對筆記本電腦處理器的未來提出了有趣的問題。

Also Read: Microsoft Build Day 2: Copilot Enjoys 175% Growth, TomTom Wields Azure AI, VP Names 3 Most-Loved Developer Tools

另請閱讀:微軟構建第 2 天:Copilot 實現了 175% 的增長,TomTom 運用 Azure AI,副總裁列出了 3 種最受歡迎的開發者工具

Will AMD And Intel Pivot To ARM?

AMD 和英特爾會轉向 ARM 嗎?

BossGandalf, the original poster, speculates whether AMD and Intel will stick with x86 or pivot to ARM-based chips, given Qualcomm's new partnership with Microsoft.

最初的海報BossGandalf推測,鑑於高通與微軟的新合作伙伴關係,AMD和英特爾是會堅持使用x86還是轉向基於ARM的芯片。

Qualcomm vs AMD vs Intel (Laptops running Windows OS)
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高通 vs AMD vs 英特爾(運行 Windows 操作系統的筆記本電腦)
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This has sparked diverse opinions, with some Redditors expressing skepticism about Intel's ability to compete in the mobile market despite the upcoming release of their Lunar Lake processor, which promises impressive efficiency and performance.

這引發了不同的觀點,儘管即將發佈Lunar Lake處理器,但一些Redditor對英特爾在移動市場的競爭能力表示懷疑,該處理器有望帶來令人印象深刻的效率和性能。

The ARM Vs. x86 Debate

ARM 與 x86 的爭論

but_why_doh argues that the hype around ARM is overblown, pointing out past failures of ARM on Windows due to software compatibility issues. They highlight the extensive ecosystem built around x86, making it difficult for ARM to replace it entirely. ARM's success in mobile, they argue, is due more to Intel's past missteps than any inherent superiority.

but_why_doh 認爲,圍繞ARM的炒作被誇大了,他指出,由於軟件兼容性問題,ARM過去在Windows上出現的故障。他們重點介紹了圍繞 x86 建立的廣泛生態系統,這使得 ARM 很難完全取代它。他們認爲,ARM在移動領域的成功更多地歸因於英特爾過去的失誤,而不是任何固有的優勢。

Qualcomm's Edge

高通的邊緣

Other users, like frogchris, acknowledge Qualcomm's expertise in low-power development, noting that their new Nuvia cores outperform Intel in performance per watt.

其他用戶,例如frogchris,認可高通在低功耗開發方面的專業知識,並指出他們的新Nuvia內核在性能功耗比方面優於英特爾。

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They suggest that Microsoft's support for an x86 to ARM translation layer could help ARM capture a significant share of the laptop market, even if it doesn't dominate desktops or servers.

他們認爲,微軟對x86到ARM轉換層的支持可以幫助ARM在筆記本電腦市場上佔據相當大的份額,即使它不在臺式機或服務器上佔據主導地位。

The Apple Factor and Emulation

Apple Factor 和仿真

ResearcherSad9357 and sf_warriors point out that Apple's successful transition to ARM with their M1 chip was not just about architecture but also about being the first to use TSMC's latest node.

研究人員Sad9357和sf_warriors指出,蘋果成功過渡到帶有M1芯片的ARM不僅關乎架構,還關係到成爲第一個使用台積電最新節點的公司。

They also discuss the potential of Windows ARM, drawing parallels to Apple's Rosetta, which eased the transition for users and developers alike.

他們還討論了Windows ARM的潛力,將蘋果的Rosetta相提並論,後者簡化了用戶和開發者的過渡。

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AMD and Intel's Response

AMD 和英特爾的回應

In response to Qualcomm's challenge, ThePandaRider mentions that both AMD and Intel are developing next-gen mobile chips with powerful integrated GPUs, potentially appealing to gamers and power users.

在回應高通的挑戰時,ThePandarider提到,AMD和英特爾都在開發具有強大集成GPU的下一代移動芯片,這可能會吸引遊戲玩家和高級用戶。

However, they note that Snapdragon's long battery life and low power draw give it a unique advantage in the lower-tier laptop market, provided it is priced competitively.

但是,他們指出,Snapdragon的長電池壽命和低功耗使其在低端筆記本電腦市場具有獨特的優勢,前提是其價格具有競爭力。

As Microsoft ventures into ARM territory with Qualcomm, AMD and Intel face the decision of adapting or maintaining their stronghold on x86.

隨着微軟與高通一起涉足ARM領域,AMD和英特爾面臨着調整或維持其在x86上的據點的決定。

The tech community remains divided, but one thing is clear: the race to dominate the future of laptop processors is heating up, and consumers are in for an exciting ride.

科技界仍然存在分歧,但有一點很清楚:主導筆記本電腦處理器未來的競賽正在升溫,消費者將迎來激動人心的旅程。

譯文內容由第三人軟體翻譯。


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