Qualcomm's 2025 Computex Highlights: Everything Announced in 20 Minutes

Hello everyone. Thank you so much for being here with us

It's very special to be here in Taipei at Computex to talk about computing

We have been a very, very big believer in the change that AI is going to bring to the devices at the edge

And of course, Snapdragon is going to be the heart of those new AI PCs

They're going to be powering computers for the age of AI. I think that's actually at the end of the day is the story of Qualcomm is all about partnerships

We could have not done it without great partnerships. And we are together with Microsoft deploying those devices in thousands of organizations

So rather than you hearing about that from me, I want you to hear from Satya how we have been in this journey with them

Please play the video. Thanks so much, Cristiano. It's great to join you at Computex

Microsoft and Qualcomm have a long history of partnership and innovation. And over the past year, we have delivered an entirely new class of Windows PCs built for AI

Copilot Plus PCs are transforming productivity and creativity across work and life

AI experiences running on these devices like Recall, Windows Search, Click2Do are helping people get more done every day

and Copilot Plus PCs with Snapdragon Silicon are some of the fastest, most power-efficient Windows PCs available

And the Snapdragon AI stack is powering some of our most advanced innovations too

including the first deployment of our on-device SLM Phi Silica. And just this month, we announced our new Surface laptop with Surface Pro

both powered by Snapdragon Silicon. Of course, this is only the start

and I look forward to everything we will deliver together for our customers in this AI era

Thank you so very much. We made a lot of progress in one year

A lot of progress. Three times the number of applications that are native on Snapdragon since the launch

750 native applications today. And many of those applications working a great performance with the emulator. 93% 93

of the users time using those devices are now on native experiences

and there's over 50 and I'll talk later in this presentation I'll talk about numbers of AI

applications but now over 50 NPU powered features and applications and the most important thing

the top 200 global apps now available on Snapdragon. So we also spend a lot of time in this year since we announced on games. We have now

1,400 games that are now running and optimized on Snapdragon, and we're working with all the top

global game studios. We have been busy, and we'll continue to be busy working with Microsoft

working with all the application providers, the ISV and the gaming titles

to bring great experience for you. And of course, I have an announcement

You know, Fortnite is going to be coming to Snapdragon as well

And it's going to be a great gaming experience on Snapdragon X Elite running on Adreno GPU

We're also working with Epic Games to bring easy anti-cheat to Windows on Snapdragon

that's going to unlock a lot of new gaming experience. You're going to see this year Fortnite running with great performance

and we're incredibly excited. And we have seen incredible platforms with great performance

multi-day battery life, and that is result of not only what we do

but the collaboration with great device makers. And I'm very fortunate to have many of those partners with us here today

And I'd like to welcome to stage a very important partner of Qualcomm

Please welcome Sy from Asus. Hello, everyone. It's great to be back with Qualcomm

We are at the start of a new era in computing. Where AI is not just a feature, but the foundation of the user experience

That's why we are so aligned with the Snapdragon X series platforms

These processors are not just powerful They are engineered from the ground up for the AI PC

We are thrilled to bring Snapdragon X processors to our lineup Including the world's lightest 14-inch Copilot Plus PC

The Asus ZenBook A14 This all Zen book shows what possible when leading hardware meets user design a core tenet of asus design thinking we are talking multi battery

life up to 32 hours on a single charge users will experience blazing fast processing with no

performance loss when unplugged. The chassis features our patented Serolumina, offering

exceptional lightness, durability, and a smudge-free ceramic-like feel that's anti-wear and anti-scratch

All this, combined with seamless cross-device connectivity within the Snapdragon ecosystem, delivers the best Copilot Plus PC experience available

Our collaboration on Snapdragon exemplifies the power of Qualcomm and Asus innovation

We are shaping the future of personal computing, bringing powerful, efficient, and intelligent devices

that empower users in this new AI era. Thank you very much

When we talk about being busy this year, we're very happy with the traction so far

We have now 85 plus designs that are launched or in development with Snapdragon X-Series

And now we have Linosight who have about 100 designs in the hands of people as we get to next year

We're on this journey, but it is exciting actually to see the devices

And if you have a great platform, you can build great devices. And with that, there's some devices that are actually being announced at Computex at this show

You see both the Acer and the HP, they're being launched at this event

Also, within the few days past, you saw the Surface laptop from Microsoft to Samsung

And the whole story, it's about preparing the market for what we believe is a big shift in personal computing

It's going to be true of many devices. It's going to be true on phones. It's going to be true on cars

But especially on a personal computing, the next generation AI PC. Qualcomm and HP have been actually working together for more than two decades

And what I like about this partnership is both companies are going to the same exactly story, which is reaching into whole new markets in new device categories

That's what we're doing. That's what HP is doing. And they have actually the same vision that we have when we think about building great devices for AI and taking that experience, you know, across everything that we use around us for computing in the age of AI

I would like to welcome to stage Alex Cho, President of Personal Systems from HP, to share all of this with you

Well, we've been very busy making AI tangible and real. That's really been our focus, make it tangible and real for people

And so that's why we started by making it very much meaningful for how people work

And we've worked very well together around all those ISV applications. And I think the key word has been use cases

Secondly, we've been very busy making it mainstream. It's not just one product or two

We've now launched the industry's largest portfolio of copilot plus AI PCs

And so we're very excited that we take the breadth of HP's portfolio and can bring that

And then we're bringing HP's differentiation in the world's most secure platform and the highest performance on this platform

So we've been busy, and customers are telling us beyond the speeds and feeds

it's how people can work differently that makes all the difference. and that's why our partnership is especially valuable

As I shared earlier, you are coming here to Computex, but you're not empty-handed today

Can you tell us about what you are now saying today? Sure. We're very excited today to announce our AniBook 5

powered by Snapdragon. That's X and X+. By the way, the reason why we're so excited about this, Christiano

is because it's part of our vision of not just delivering AI in a meaningful way

but to the mainstream. And I actually remember when we had dinner together at that place, the steakhouse in the Bay Area

and we said our opportunity is to be disruptive, not just to introduce products

We do that every year. We do a lot of that. We're here about being disruptive

AI that's powerful for the mainstream. It's the thinnest 16-inch notebook out there for the mainstream

It's the longest battery life out there on a consumer device for the mainstream

And by the way it bringing beautiful OLED to the mainstream So we not just bringing AI but we bringing AI to the mainstream together And so that why we very excited

And thank you so much for the partnership. No, and I love it. Uncompromised AI, regardless of what you are

And we're going to make sure that's in the hands of everyone. Now, what I really want to talk to you today, as we get to this part of the presentation

is how AI is going to change our experience. One of the things that are becoming more clear now

is as you build AI into those devices, the AI becomes a new UI

because the computers now understand human language. And in that, it's how we're going to evolve OSs

how we're going to evolve the applications. eventually we're going to change our mindset and our view about what an OS is

Maybe an OS is like a marketplace for agents. But the AI really will become the OS for productivity and it's going to evolve with AI agents

Performance, multi-day better life is incredible. But what's really incredible and our main motivation to get into this market

is the change that is going to happen with AI. This is how you should imagine how the device and OS and applications are going to change

And we're going to give you some examples of that. But in one way, it's going to be your input, right

It's going to be your voice, audio. It's going to be vision

Remember, a large visual model, understand the pixels on the screen. Understand images from photographs

Understand image from documents. It's going to be your text, your touch

That's your input. And in case when we talk about move to device, it's going to be your surroundings

That's the physical world and your input. Then you're going to have your context, your digital footprint

It's the information about you. And it could range from your calendar, your location, your files, your context, many other things

And then when we talk about enterprise, you're going to have the company systems

You're going to have different functions within the company. And that's how those things are going to work together

With the understanding of your intentions, with understanding of you, because now those agents can understand you, access of your data, and know the job you want to do, it will help you get your tasks done

And then I want to use this opportunity to talk about another great partnership

Please welcome to stage Luca Rossi from Lenovo. Just one year ago, we stood on this stage and outlined a bold vision of a new era

the rise of AI PCs. That vision is becoming reality. And Lenovo is proud to be leading this momentum in partnership with Qualcomm

Now, switching gears, Lenovo AI Now. Our own device AI agent gives users fast, private, secure, and always-on support at their fingertips

complemented by Copilot Plus experiences and the wide range of AI-enabled applications

So, to conclude, the AI PC revolution is here, and Lenovo is proud to be leading it together with Qualcomm

And as Cristiano said, we are just at the beginning. Thank you

Thank you. So it's interesting when we think about AI PCs, and I get a lot of impatient sometimes investors

they'll say, when is the AI PC happening? It is happening right now

This is what we started to see. And you're going to go through exactly the same process

This is not about just the great Copilot Plus features for Microsoft

and the incredible features that the OEMs are giving to you, but also it's going to be what the developer ecosystem can do

now that they have access to this hardware with this great NPU performance

It's about AI-accelerated productivity. It's going to change the workflow of applications

within the enterprise, and a great example of that is Writer. We actually deployed Writer at Qualcomm to our internal teams

It's been incredibly successful, and I want Kevin Chung, the Chief Strategy Officer from Ryder, to come on stage to tell you about it

So here's the deal. Businesses have poured millions of dollars into AI, hoping for big returns

And Ryder, since day one, has been in the AI game for a long time. We've been tackling enterprise problems and helping companies realize that return on investment

Today, we're working with hundreds of the world's most iconic companies, MANY IN THE FORTUNE 500 INCLUDING QUALCOM WHAT THAT TRANSLATES TO IS TENS OF THOUSANDS OF WORKFLOWS TRANSFORMED WITH AI SO TAKING TRADITIONALLY many in the fortune 500 including qualcomm so what that translates to is tens of thousands of workflows transformed with ai so taking traditionally labor complex workflows

and making them ai powered so our work together and our team is cristiano which is amazing your

team is incredible we're seeing 9x roi on investment the team is saving over 2400 hours a month

with Ryder and we're just getting started. And all device AI is really at the very beginning

of its journey and what I'd like you to understand now is I want you to see this video

that it showed this thing about the device in your context, pun intended, put it to work

I'm Taylor. I'm a food scientist working with some of the biggest culinary brands in the world

There are parts of my job I'd love AI to help me with, but it doesn't have my experience, my perspective, or my style

If AI is going to help me, it needs to understand me. So what if it did

Let me introduce you to Context, the world's first agentic AI model that runs entirely on device using Snapdragon's NPU

Context uses files already on my laptop to understand me. The way I work, what I know, and how I communicate

then it can use all that information to help me in ways I never thought possible

It can search through and organize my data, create presentations, draft communications

and so much more, all based on the wealth of data that's already on my computer

As an agentic AI model, it can take a task, complete it end-to-end, and then go a step further

offering suggestions for what it could do next. And here's the really important part. None of my data ever leaves my device because Context runs entirely on device with Snapdragon's NPU

Brands trust me with some of their most sensitive information. With Context running on device, I can protect and safeguard that IP while bringing it to life

This allows me to spend more time on the work I love to do more efficiently and securely than ever before

Context, the world's first agentic AI that runs privately and powerfully on device, all made possible by Snapdragon's NPU

So this is a great example of an agentic experience. It's a breakthrough for productivity

It's really tailored to the organization knowledge base. And you have that running on the Snapdragon NPU

and you choose, again, what is the data that you actually want to keep on device

especially the contacts or things that are private and want to be on the cloud

And at the end of the day, this is why we're investing so much on the NPU

As I said before, I'm going to repeat, it's great to have performance

It's great to have multi-day battery life. It's great to have a new form factor

But this is going to really shine when AI starts to get to a scale

And this NPU is going to be essential for the AI experiences

Just, you can see the performance. This is compared to the Intel Core Ultra 7 GPU

4x faster for DaVinci Resolve. 14x faster for Vegas Pro. 50% faster for Gigapixel

You see how it performs on Luminar. And this is about having the ability to run those things

not only fast, but with very little power, without compromising the battery life

even for very complicated tasks. This is where we are. I think we are at the really beginning

of the on-device AI models. And I think our technology is really a perfect match

for this growing number of high-quality, smaller models. And really, Snapdragon is designed to be not only at the heart of your PC, but really helping

all of us enable this transition to AI PC in the way that we have imagined

Before I leave the stage, I have one more thing. And I just want to tell you, we are expanding into the data center

I won't give you all the details right now. Soon you'll hear from us about the products

So stay tuned. We're busy. We're working on this, and hopefully we'll do something that will provide a great contribution for the industry

Thank you so much for listening to our presentation. Thank you for being here with us

Thank you. I hope to see you soon. Thank you. Thank you