share_log

Traders Weigh In On Qualcomm Vs. AMD Vs. Intel As Microsoft Embraces ARM

Traders Weigh In On Qualcomm Vs. AMD Vs. Intel As Microsoft Embraces ARM

交易员权衡高通对比AMD 对比英特尔随着微软拥抱ARM
Benzinga ·  05/23 15:08

The recent launch of Microsoft Corp's (NASDAQ:MSFT) first laptop running on Qualcomm Inc's (NASDAQ:QCOM) ARM-based microprocessor has ignited a fierce debate among tech enthusiasts and investors on Reddit.

微软公司(纳斯达克股票代码:MSFT)最近推出的首款在高通公司(纳斯达克股票代码:QCOM)基于ARM的微处理器上运行的笔记本电脑,引发了科技爱好者和投资者在Reddit上的激烈辩论。

With Advanced Micro Devices Inc (NASDAQ:AMD) and Intel Corp (NASDAQ:INTC) dominating the x86 architecture landscape, Qualcomm's entry into the Windows laptop market poses intriguing questions about the future of laptop processors.

随着先进微设备公司(纳斯达克股票代码:AMD)和英特尔公司(纳斯达克股票代码:INTC)在x86架构领域占据主导地位,高通进入Windows笔记本电脑市场对笔记本电脑处理器的未来提出了有趣的问题。

Also Read: Microsoft Build Day 2: Copilot Enjoys 175% Growth, TomTom Wields Azure AI, VP Names 3 Most-Loved Developer Tools

另请阅读:微软构建第 2 天:Copilot 实现了 175% 的增长,TomTom 运用 Azure AI,副总裁列出了 3 种最受欢迎的开发者工具

Will AMD And Intel Pivot To ARM?

AMD 和英特尔会转向 ARM 吗?

BossGandalf, the original poster, speculates whether AMD and Intel will stick with x86 or pivot to ARM-based chips, given Qualcomm's new partnership with Microsoft.

最初的海报BossGandalf推测,鉴于高通与微软的新合作伙伴关系,AMD和英特尔是会坚持使用x86还是转向基于ARM的芯片。

Qualcomm vs AMD vs Intel (Laptops running Windows OS)
byu/BossGandalf instocks
高通 vs AMD vs 英特尔(运行 Windows 操作系统的笔记本电脑)
byu/bossGandalf 有现货

This has sparked diverse opinions, with some Redditors expressing skepticism about Intel's ability to compete in the mobile market despite the upcoming release of their Lunar Lake processor, which promises impressive efficiency and performance.

这引发了不同的观点,尽管即将发布Lunar Lake处理器,但一些Redditor对英特尔在移动市场的竞争能力表示怀疑,该处理器有望带来令人印象深刻的效率和性能。

The ARM Vs. x86 Debate

ARM 与 x86 的争论

but_why_doh argues that the hype around ARM is overblown, pointing out past failures of ARM on Windows due to software compatibility issues. They highlight the extensive ecosystem built around x86, making it difficult for ARM to replace it entirely. ARM's success in mobile, they argue, is due more to Intel's past missteps than any inherent superiority.

but_why_doh 认为,围绕ARM的炒作被夸大了,他指出,由于软件兼容性问题,ARM过去在Windows上出现的故障。他们重点介绍了围绕 x86 建立的广泛生态系统,这使得 ARM 很难完全取代它。他们认为,ARM在移动领域的成功更多地归因于英特尔过去的失误,而不是任何固有的优势。

Qualcomm's Edge

高通的边缘

Other users, like frogchris, acknowledge Qualcomm's expertise in low-power development, noting that their new Nuvia cores outperform Intel in performance per watt.

其他用户,例如frogchris,认可高通在低功耗开发方面的专业知识,并指出他们的新Nuvia内核在性能功耗比方面优于英特尔。

Comment
byu/BossGandalf from discussion
instocks
评论
byu/bossGandalf 来自讨论
在库存中

They suggest that Microsoft's support for an x86 to ARM translation layer could help ARM capture a significant share of the laptop market, even if it doesn't dominate desktops or servers.

他们认为,微软对x86到ARM转换层的支持可以帮助ARM在笔记本电脑市场上占据相当大的份额,即使它不在台式机或服务器上占据主导地位。

The Apple Factor and Emulation

Apple Factor 和仿真

ResearcherSad9357 and sf_warriors point out that Apple's successful transition to ARM with their M1 chip was not just about architecture but also about being the first to use TSMC's latest node.

研究人员Sad9357和sf_warriors指出,苹果成功过渡到带有M1芯片的ARM不仅关乎架构,还关系到成为第一个使用台积电最新节点的公司。

They also discuss the potential of Windows ARM, drawing parallels to Apple's Rosetta, which eased the transition for users and developers alike.

他们还讨论了Windows ARM的潜力,将苹果的Rosetta相提并论,后者简化了用户和开发者的过渡。

Comment
byu/BossGandalf from discussion
instocks
评论
byu/bossGandalf 来自讨论
在库存中

AMD and Intel's Response

AMD 和英特尔的回应

In response to Qualcomm's challenge, ThePandaRider mentions that both AMD and Intel are developing next-gen mobile chips with powerful integrated GPUs, potentially appealing to gamers and power users.

在回应高通的挑战时,ThePandarider提到,AMD和英特尔都在开发具有强大集成GPU的下一代移动芯片,这可能会吸引游戏玩家和高级用户。

However, they note that Snapdragon's long battery life and low power draw give it a unique advantage in the lower-tier laptop market, provided it is priced competitively.

但是,他们指出,Snapdragon的长电池寿命和低功耗使其在低端笔记本电脑市场具有独特的优势,前提是其价格具有竞争力。

As Microsoft ventures into ARM territory with Qualcomm, AMD and Intel face the decision of adapting or maintaining their stronghold on x86.

随着微软与高通一起涉足ARM领域,AMD和英特尔面临着调整或维持其在x86上的据点的决定。

The tech community remains divided, but one thing is clear: the race to dominate the future of laptop processors is heating up, and consumers are in for an exciting ride.

科技界仍然存在分歧,但有一点很清楚:主导笔记本电脑处理器未来的竞赛正在升温,消费者将迎来激动人心的旅程。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发