Qualcomm (QCOM) Stock; Gains 2% as X2 Plus Processor Targets Affordable AI Laptops

TLDRs;

• Qualcomm’s new X2 Plus processor brings advanced AI capabilities to budget laptops, supporting Copilot+ features at lower prices.
• The X2 Plus comes in 6-core and 10-core variants, offering high-performance computing and AI efficiency for cheaper notebooks.
• Qualcomm claims X2 Plus outperforms Intel’s Core Ultra 7 in both CPU speed and AI workloads at similar power levels.
• Windows on ARM adoption grows, but gaming and specialized GPU-heavy software still face emulation challenges for ARM devices.

Qualcomm Inc. (QCOM) saw its stock climb roughly 2% following the unveiling of its new Snapdragon X2 Plus processor, aimed at lower-cost laptops.

QUALCOMM Incorporated, QCOM

The San Diego-based chipmaker, best known for dominating the mobile phone processor market, is now accelerating its push into the PC space. The X2 Plus launch, announced at CES in Las Vegas, signals Qualcomm’s commitment to delivering AI-powered capabilities to more budget-friendly devices.

Dual Versions With High AI Capability

The X2 Plus comes in two variants: a 10-core model and a 6-core model, both built on Qualcomm’s third-generation Oryon design.

Despite targeting more affordable notebooks, both versions retain the same neural processing unit (NPU) performance as the high-end X2 Elite chips, capable of 80 Tera Operations Per Second (TOPS). This ensures that Windows laptops branded as Copilot+ can access robust AI features without the premium price tag.

Performance Edge Over Competitors

Qualcomm claims that the X2 Plus outperforms Intel’s Core Ultra 7 265U by approximately 3.5 times in CPU tasks at similar power consumption and achieves up to 6.4 times faster AI performance.

Instead of reducing AI capabilities for cheaper models, Qualcomm differentiates the chips by CPU cores and memory bandwidth, 152 GB/s for X2 Plus versus 228 GB/s in Elite models, offering strong performance while remaining cost-effective. Analysts see this strategy as Qualcomm betting on AI capabilities to drive broader adoption in Windows 11 devices.

Windows on ARM Ecosystem Still Developing

While over 90% of user time reportedly runs on ARM-native applications, gaps remain in some specialized software, such as anti-cheat gaming programs and GPU-heavy workflows that still rely on x86-to-ARM emulation.

The X2 Plus will benefit from an increasing catalog of ARM64-ready apps, including Adobe Creative Suite, collaboration tools like Zoom and Slack, and enterprise-focused software. Continuous integration providers, such as GitHub Actions, are now supporting ARM64 Windows runners, helping developers test and build native applications for Snapdragon laptops.

Enterprise and Consumer Impact

Snapdragon X2 Plus laptops are expected to enter the market at price points between $799 and $1,299, targeting both corporate IT buyers and budget-conscious consumers. Features like Qualcomm’s Snapdragon Guardian enhance device security and manageability, making these laptops appealing for enterprise environments.

Market observers note that Qualcomm’s push for AI efficiency in more affordable devices could challenge Intel and AMD offerings, potentially reshaping the lower-cost PC segment.

With the X2 Plus launch, Qualcomm is positioning itself as a significant player in the expanding AI-powered laptop market, blending affordability with high-performance computing and pushing Windows-on-ARM adoption forward.

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