I spent last week in Maui attending Qualcomm’s annual Snapdragon Technology Summit with my colleague and analyst, Anshel Sag. It was a tough assignment in Hawaii, but someone had to do it. I attend about fifty events per year, and the Snapdragon Summit is right there at the top- not just for the location, but for the unique announcements, demonstrations, and executive access.Mobile 5G was certainly front and center of the narrative, and the company spent considerable time at the conference enumerating the ways Qualcomm is accelerating the next generation of mobile and PC technology towards commercial reality. As I have said before, Qualcomm is the mobile conductor of 5G, and this event reinforced that opinion. The stars of the show this year were undoubtedly the latest addition to Qualcomm’s Mobile Platform Series, the Snapdragon 855, and the latest ACPC platform, the 8cx. Let’s take a closer look at the 855, and I will cover the 8cx in my next blog. First 5G mobile platform delivered Q2 2019 The Snapdragon 855 is the first commercial mobile platform to support multi-gigabit 5G. To accomplish this, Qualcomm pairs the 855 with the discrete Snapdragon X50 5G LTE modem, which supports both Sub-6GHz and mmWave frequency bands. In addition to the easy to understand benefits of enhanced smartphone speeds on today’s use cases, Qualcomm focused on the responsiveness the 855 with the X50 modem brings to the platform to make it well-suited for the high data demands of cutting-edge use cases such as multiplayer VR, AR, and video collaboration. Both Samsung, Verizon, and AT&T all had numerous demonstrations showing the benefits of mobile 5G. I expect for 5G phones and services to be sold and operational in Q1 2019. I expect every premium Android handset to have a 5G variant in Q3 2019. For those scoring at home, this will likely be 18 months before Apple integrates 5G into the iPhone in September/October of 2020. Obviously, those Android smartphone vendors can and should differentiate themselves from the iPhone with 5G. As for service, let me use AT&T as an example. AT&T’s Kevin Petersen said the company will already have installed 5G networks in 12 cities in 2018 and in 2019 plan to have mobile 5G service in 19 cities. BT’s Fotis Karonis announced that BT would have 5G in 16 cities in the UK in 2019. In addition to the X50 pairing, the 855 also includes a built-in Snapdragon X24 LTE modem for 2-gigabit download 4G connectivity. The 855 is a leader when it comes to Wi-Fi too, featuring Qualcomm's Wi-Fi 6-ready mobile platform (industry-first), and mmWave Wi-Fi, via the company’s 60GHz Wi-Fi mobile platform, which Qualcomm says can achieve speeds of as fast as 10Gbps. When it comes to connectivity, I believe nothing will rival the 855 when it launches. Beast mode CPU and GPU Then, of course, there’s the CPU and GPU performance. The 855 features Qualcomm’s Arm-based Kryo 485 CPU, which the company says delivers as much as a 45% performance boost over its previous generation flagship offering. The Kryo is a performance-modified Arm A76-based design with special sauce in the form of unique caches and clocks. Meanwhile, the 855’s Adreno 640 GPU gives the 855 a 20% boost in graphics over its predecessor. My take? Qualcomm is back to beast mode with its CPU, with the biggest performance jump we’ve ever seen from the company. I had been a bit harsh on the ST CPU performance spread between Kryo and Apple AXX-class processors, and I believe Qualcomm will significantly narrow the single threaded lead, maybe even win on multi-threaded performance. Don’t forget, Apple typically has around 20% more die area invested into the SOC (CPU-GPU-NPU-DSP-memory controller), so this would be an absolute feat of Qualcomm engineering. On the graphics side, Adreno is always a mobile leader in one way, shape, and form, and 20% is not an insignificant jump itself. AI a highlight; performance intelligently delivered many ways The 855 also promises to further enable AI applications, with its 4thgeneration multi-core Qualcomm AI Engine. Qualcomm says the engine is capable of more than 7 trillion operations per second, 3X the AI performance of the last generation (845) and 2X the performance of the nearest competitor (assuming Huawei Kirin). The platform features a Qualcomm Hexagon 690 Processor, which boasts the new Hexagon Tensor Accelerator and four Hexagon Vector Extensions. This doubles the vector processing of the previous generation. The Kryo 485 and Adreno 640 have also been optimized to further accelerate AI performance. The engine’s software suite looks solid, with updates and improvements to its Neural Processing SDK, Google’s Android NN-API, and both the Qualcomm Math Library and Hexagon NN.
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