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Snapdragon CPU Pinched Out of the Market as Oppo Find X10 Ultra Goes with MediaTek 9600 Pro. · eSIM STUDIOS Podcast - Tech News + Reviews

• 0:00
  there's going to come a day where no flagship
• 0:03
  smartphone is going to be utilizing a qualcomm
• 0:07
  snapdragon cpu and that day is coming sooner
• 0:11
  than you think so there was recently a news leak
• 0:27
  in regards to the upcoming oppo find x10 ultra
• 0:33
  and what cpu they are going to utilize in that
• 0:37
  device The Find Ultra models traditionally have
• 0:42
  used the Qualcomm Snapdragon CPU, like the current
• 0:46
  Oppo Find X9 Ultra uses the Qualcomm Snapdragon
• 0:50
  8 Elite Gen 5. It looks like for the upcoming
• 0:55
  X10 Ultra, Oppo is going to switch from the Qualcomm
• 1:00
  Snapdragon 8 Elite Gen 5. to the mediatek dimensity
• 1:07
  9600 qualcomm is in trouble this is not good
• 1:14
  news for qualcomm look there's going to be a
• 1:18
  day in the future and it's going to be sooner
• 1:20
  than you think where no smartphone is going to
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  be using a flagship qualcomm snapdragon cpu it's
• 1:30
  just a matter of time and the reason for that
• 1:33
  switch is simply because of price the current
• 1:38
  qualcomm snapdragon 8 elite extreme gen 6 is
• 1:46
  said to cost somewhere around 320 to 330 dollars
• 1:50
  per cpu that's a 100 increase over last year's
• 1:58
  qualcomm snapdragon 8 elite gen 5. that one costs
• 2:02
  right around 220 dollars so you're looking at
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  a major major price increase year over year and
• 2:11
  that hundred dollars cuts in to the profit mark
• 2:14
  that's why they're raising the prices there was
• 2:18
  a news report out a couple weeks ago that said
• 2:23
  the cost of the cpu the cost of the ram the cost
• 2:27
  of the memory just those three components can
• 2:30
  cost a an android manufacturer upwards of six
• 2:35
  hundred dollars just in those three components
• 2:39
  600 for the cpu the ram and the storage combined
• 2:44
  now let's compare why would oppo switch to mediatek
• 2:49
  well it's cheaper and you essentially get like
• 2:53
  performance from that cpu The per unit cost of
• 2:59
  the flagship MediaTek Dimensity 9600 Pro is reportedly
• 3:05
  right around $220. Roughly $100, $110 cheaper
• 3:11
  than it is for the current flagship Snapdragon
• 3:14
  CPU. And Oppo is not the only company that's
• 3:20
  doing this. As you know, Apple is using their
• 3:25
  own CPU. it has major major advantages over using
• 3:31
  a third -party supplier for your cpu such as
• 3:34
  qualcomm as time goes on we see uh google dropping
• 3:40
  qualcomm switching to their tensor chip you see
• 3:45
  xiaomi dropping well they still use qualcomm
• 3:48
  but they just developed a badass cpu the x -ring
• 3:52
  cpu uh and you have samsung struggling but they're
• 3:58
  trying with their exynos cpus so you can see
• 4:03
  here if you manufacture your own cpu you have
• 4:07
  more control way more control you have way more
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  say so on that cpu and how it interacts in said
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  device but you also get a price cut if you generate
• 4:20
  and manufacture your own cpu it's fractions of
• 4:24
  the cost that it is reaching out to qualcomm
• 4:27
  to grab one of theirs as time goes on each one
• 4:31
  of these android manufacturers is going to use
• 4:34
  qualcomm less and less and less at what point
• 4:39
  in time do i think no flagship smartphones will
• 4:43
  utilize the latest qualcomm snapdragon flagship
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  cpu obviously time will tell I'm going to say
• 4:51
  within three to four years, that's it for Qualcomm.
• 4:54
  In the flagship mobile device space, because
• 5:00
  here's what I think is going to happen. I think
• 5:02
  companies like Xiaomi that does have this X -Ring
• 5:06
  new CPU, their own CPU, but they still use the
• 5:10
  Qualcomm flagship for their Xiaomi 18 Pro and
• 5:14
  18 Pro Max. Well, each one of these Android manufacturers,
• 5:18
  they have contracts. with qualcomm to use their
• 5:23
  flagship cpu the contracts vary they're not all
• 5:27
  the same but i can guarantee you within three
• 5:30
  to four years each one of these manufacturers
• 5:33
  that still use qualcomm their contracts will
• 5:37
  be up and i think the prices are going to get
• 5:40
  so astronomically high in the next three to four
• 5:42
  years that they're gonna have no other choice
• 5:45
  but to use their own cpu because the cost of
• 5:51
  these phones continually get higher and higher
• 5:54
  and higher it's going to reach a point where
• 5:56
  it's going to reach a maximum height of they
• 6:01
  just can't sell any phones if the phone is 2500
• 6:03
  bucks and nobody's going to buy it we're not
• 6:06
  talking about a foldable we're talking about
• 6:08
  a regular candy bar style phone what phones still
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  use qualcomm cpus let me show you so after doing
• 6:16
  a quick google search it says obviously the upcoming
• 6:20
  samsung galaxy s27 series honor is using qualcomm
• 6:25
  cpus oppo in the x9 ultra that's still being
• 6:30
  currently sold in red magic but it looks like
• 6:35
  the flagship segment is going out the window
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  for qualcomm now if you step into qualcomm shoes
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  they're not dumb they know this i still think
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  you will see budget and mid -range cpus from
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  qualcomm in some of these mid -range and budget
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  phone android phones right so i i still think
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  they have that going for them but they have smart
• 7:03
  people working in the office at qualcomm they
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  know they see the writing on the wall and they've
• 7:10
  made adjustments behind the scenes to try to
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  circumvent the loss of flagship customers. So
• 7:20
  if Samsung eventually goes with their Exynos
• 7:23
  CPU, there goes a customer. If Xiaomi goes to
• 7:27
  their X -Ring CPUs in the future, there goes
• 7:30
  a customer. If Oppo, if they just switch to MediaTek
• 7:34
  CPUs, there goes a customer. So behind the scenes,
• 7:38
  Qualcomm has kind of silently been maneuvering
• 7:43
  for this and here is a perfect example of them
• 7:49
  trying to maneuver in different industries because
• 7:52
  andrew a defense company led by palmer lucky
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  and qualcomm both announced a new american -made
• 8:01
  notebook pc called blue chip it's going to be
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  for defense purposes It'll be like a laptop used
• 8:08
  in the field, whether during war, during operations
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  or defense scenarios. Qualcomm is going to supply
• 8:15
  that computer with CPUs. And I still think Qualcomm
• 8:22
  has a market in the PC world with their Snapdragon
• 8:28
  X series processors. They actually have a really
• 8:31
  special thing going on in the desktop world,
• 8:34
  laptop world. I think they will be there. It's
• 8:39
  the preferred ARM -based chipset. If you want
• 8:44
  to go that route when using a desktop and or
• 8:47
  a laptop PC, obviously there's x86 with Intel
• 8:50
  and AMD. But if you want to go ARM -based, Qualcomm
• 8:54
  has that segment on lock, at least for the near
• 8:56
  future, right? And you also see Qualcomm getting
• 9:00
  into the automotive industry. And another huge,
• 9:04
  huge booming industry, which is raising the prices
• 9:09
  across the board on a lot of other industries.
• 9:11
  But that's AI. So Qualcomm has also been getting
• 9:15
  into the data center industry, whether it's CPUs
• 9:20
  for data centers and or servers. Those things
• 9:23
  are popping up all over the place. Qualcomm is
• 9:26
  trying to corner the market on server CPUs in
• 9:30
  these data centers. So you can kind of see them.
• 9:34
  If you're looking for it, if you're not looking
• 9:37
  for it, it'll just blow right by you. You won't
• 9:39
  really see anything. Every now and then I'll
• 9:42
  see something come up, a news article or something,
• 9:44
  and I'll be, hmm, I know exactly why they're
• 9:46
  doing this deal. Like with this Palmer Lucky
• 9:48
  thing and Andruil, their deal to supply. defense
• 9:54
  laptops, right? With Qualcomm chipsets. They're
• 9:58
  doing that for a reason because they're slowly
• 10:00
  getting pinched out of the flagship segment in
• 10:05
  mobile device, mobile device industry. So it'll
• 10:08
  be very interesting to see just how they maneuver.
• 10:12
  Keep an eye on this because like I said, I think
• 10:15
  in three to four years, possibly five years,
• 10:17
  all these manufacturers are going to be using
• 10:20
  their own CPUs. And again, that pinches out Qualcomm.
• 10:24
  Kind of sad to see, but you know, it is what
• 10:28
  it is. That's business. So we'll have to wait
• 10:32
  and see. Subscribe to eSIM Studios. I love covering
• 10:36
  and looking into stuff like this and kind of
• 10:39
  taking a peek into the future. But Qualcomm is
• 10:43
  hanging on for dear life, at least in the mobile
• 10:45
  device world. So we'll keep an eye on that for
• 10:48
  you. I do appreciate your time. I'll see y 'all
• 10:50
  on the next one. Peace.