Ming-Chi Kuo: Qualcomm will launch chips competing with Apple in the third quarter of 2023

[Gearbest News]As global digitalization continues to accelerate, the role of chips has become increasingly prominent, and market competition has become increasingly fierce. In the early morning of June 9, Tianfeng International Securities analyst Ming-Chi Kuo said that Qualcomm will launch chips to compete with Apple in the third quarter of 2023.

Qualcomm will launch chips to compete with Apple in the third quarter of next year

Ming-Chi Kuo said on Twitter that Qualcomm will launch a chip code-named Hamoa to benchmark Apple's Apple Silicon chip. Compared with Apple's M2, which uses TSMC's 5nmN5P process, the chip uses a 4nm process and is expected to be mass-produced in the third quarter of next year. Moreover, it should be noted that before challenging Apple, Qualcomm must convince PC manufacturers to use Qualcomm chips instead of X86 chips and switch to Qualcomm chips.

In addition to the above news, Guo Mingchi also forwarded a link to a CNET report. The report is titled “Qualcomm aims to surpass Apple's M2 with Nuvia chips” and introduces the content of Qualcomm CEO Cristiano Amon's interview with CNET last week. In the interview, Cristiano Amon said that Qualcomm’s goal is to become a leader in PC CPU performance. In addition, the report also pointed out that super-fast processors like Qualcomm will not be available until the end of 2023 at the earliest.

Although competition in the industry is fierce, the chip market has been in a state of “supply exceeds demand” for a long time, which has also affected the production of many technology companies. In this regard, Cristiano Amon has previously stated that it is expected that by 2023, many industries will be able to get rid of the chip shortage crisis.

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