Qualcomm Gears Up for Innovation, Snapdragon 8 Gen 3 Set to Rival Apple's 3nm Chip Technology
Portfolio Pulse from Anusuya Lahiri
Qualcomm is preparing to launch its Snapdragon 8 Gen 3, which will be manufactured under TSMC's 4nm and 3nm processes. The new chip will use Arm Holdings' latest CPU cores. The Snapdragon 8 Gen 3 is set to rival Apple's 3nm A17 Pro Bionic chipset, which is currently the only commercially available 3nm chipset. TSMC has also won orders for Nvidia's next-generation AI processor B100, which requires the 3nm process fabrication.

September 27, 2023 | 12:28 pm
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POSITIVE IMPACT
Arm Holdings' latest CPU cores will be used in Qualcomm's Snapdragon 8 Gen 3.
The use of Arm Holdings' latest CPU cores in Qualcomm's Snapdragon 8 Gen 3 could potentially increase Arm Holdings' revenues.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 60
POSITIVE IMPACT
Qualcomm is set to launch its Snapdragon 8 Gen 3, which will rival Apple's 3nm chipset. This could potentially increase Qualcomm's market share in the chipset industry.
The launch of Qualcomm's Snapdragon 8 Gen 3 could potentially increase its market share in the chipset industry, as it is set to rival Apple's 3nm chipset. This could lead to increased revenues for Qualcomm.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
TSMC is manufacturing Qualcomm's Snapdragon 8 Gen 3 under its 4nm and 3nm processes. It has also won orders for Nvidia's next-generation AI processor B100.
TSMC's involvement in the manufacturing of Qualcomm's Snapdragon 8 Gen 3 and Nvidia's next-generation AI processor B100 could potentially increase its revenues.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Samsung Electronics is one of Qualcomm's smartphone partners.
Samsung Electronics' partnership with Qualcomm could potentially impact its revenues, depending on the success of Qualcomm's Snapdragon 8 Gen 3.
CONFIDENCE 70
IMPORTANCE 40
RELEVANCE 50
NEGATIVE IMPACT
Apple's 3nm A17 Pro Bionic chipset is currently the only commercially available 3nm chipset. It is set to face competition from Qualcomm's Snapdragon 8 Gen 3.
The launch of Qualcomm's Snapdragon 8 Gen 3 could potentially decrease Apple's market share in the chipset industry.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70