Probably dependent on ARM64 ports of major Windows software.
AMD taking back market share was just about executing well and developing good partnerships in the OEM space.
For Qualcomm it's definitely going to be more of a software centric uphill battle combined with a need for competitive pricing.
I agree it’s about software now more than anything else.
Not disagreeing on hardware but just a monologue of optimism on partnerships:
I think one thing to remember is that previously they had bad products. Now they have something really, really good, and the fact that MS is reportedly throwing it in the Surface Pro and Surface Laptop is telling as to both the confidence and scalability. Second thing is Ian Cutress suggested ~17 designs are coming at Computex, and Charlie at Semiaccurate pointed in the direction of various OEM design wins, and rumored Xiaomi laptops with it or Dell making an XPS-style laptop which they didn’t even do with AMD.
Lastly their market target is a bit different — restricted — they’re not going after the budget or midrange, nor workstation laptops with regular DDR, nor are they going after beefy gaming laptops primarily — it’s mainly premium in the 15-45W range, with most in the 25-45W ultrabook class.
That in mind, “just” say 15-20 total design wins if they’re the *right* kinds of wins by the end of 2024 is huge for them. People will mock it (limited aggregate wins) without thinking through it but their market is different.
Other thing to remember is Qualcomm already does a lot of co-engineering and partnership with mobile phone firms on expedited time scales so if the demand is there I bet they’ll have the resources to cooperate. Basically, I am very optimistic.
I also again suspect Dell or HP will actually have a true premium XPS/Spectre (not the same branding because of Intel) with it by 2025. Right now for AMD they don’t really do this, at best HP has a Pavilion Plus or Aero and a middling Envy model that wasn’t updated, but it doesn’t get much exposure, Dell is MIA.
And in North America, AMD is a joke for premium availability. Qualcomm getting two Surface products and Lenovo to release one or two different Yoga or Slim laptops here is alone massive