It's all about the Arm and Qualcomm lawsuit
In just two days, laptops with Snapdragon X SoC and Windows 11 AI features will hit the market, which, by the way, even laptops with the latest AMD and Intel processors will not receive at launch. However, the Snapdragon X platforms themselves are actually under threat due to the Qualcomm and Arm lawsuit.
As reported by Reuters, major companies including Microsoft, Acer, and Asus met with Qualcomm CEO Christian Amon. The main discussion was about the ongoing lawsuit between Arm and Qualcomm, which has been going on for more than two years. If Arm wins the case, it could cause huge problems for Qualcomm's processors in the PC market.
In 2022, Arm sued Qualcomm for violating a chip licensing agreement after Qualcomm acquired Nuvia, a startup built on licensing chips for professional products. Qualcomm used Nuvia's technology to develop its latest PC processors. Arm believes this violates its agreement with Qualcomm, and the parties should renegotiate revised terms. Qualcomm, however, says its agreement already covers licensing laptop processors. Arm's victory in court could potentially even lead to a ban on sales of Snapdragon X, which would be a very strong blow to the market.