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TheElec(韩国电子产业媒体)原文发布 09-25 08:46Radar 收录 09-25 11:01查看原文 ↗

[骁龙峰会] 高通称骁龙平台Windows兼容性问题已成“过去式”

[Snapdragon Summit] Qualcomm Says Windows on Snapdragon Compatibility Concerns Are ‘a Thing of the Past’
中文摘要

高通在骁龙峰会上表示,已解决其骁龙PC平台围绕软件兼容性的担忧,并建立起稳定的Windows生态系统。该公司还正从Windows向Google相关领域扩展。

原文深度解读

本文报道了高通在骁龙峰会(Snapdragon Summit 2026,9月23日于毛伊岛举行)上关于其骁龙PC平台生态进展的表态。高通计算与游戏业务高级副总裁兼总经理Kedar Kondap表示,围绕骁龙PC平台的软件兼容性担忧已成为过去,目前有超过7,300款应用可在Windows on Snapdragon上运行。文章列举了生态规模数据:主要PC厂商推出超过170款产品、超过1,800款外设完成互操作性与兼容性验证、超过120家零售合作伙伴、超过12,300个零售点位销售骁龙PC、超过150,000名零售人员接受端侧AI培训。文章还提到微软、联想、华硕、惠普、戴尔、宏碁和Humane等厂商的相关产品,以及高通与谷歌合作基于Gemini Intelligence的Google PC平台并计划支持Linux。与电子元器件供应链的关系在于:骁龙X系列PC平台的生态扩张、多OEM产品落地和外设兼容验证,可能带动相关PC芯片、外设接口器件及配套元器件的需求与验证节奏。

  • 高通计算与游戏业务高级副总裁兼总经理Kedar Kondap在2026年9月23日于毛伊岛举行的骁龙峰会上表示,几年前关于PC处理器软件兼容性的担忧如今已成为过去,目前有超过7,300款应用可在Windows on Snapdragon上运行。
  • 高通于2023年发布面向PC的Snapdragon X Extreme芯片组,搭载该芯片组的商用产品于2024年上市;文章称公司在产品上市后约两年内解决了软件兼容性问题。
  • 生态规模数据:主要PC厂商推出超过170款不同形态产品;超过1,800款外设完成骁龙X平台生态的互操作性与兼容性验证;获得超过120家全球零售合作伙伴;骁龙PC在超过12,300个零售点位销售;超过150,000名零售人员接受高通端侧AI技术培训。
  • OEM合作方面:微软推出搭载骁龙X2 Plus的12英寸Surface Pro和13英寸Surface Laptop;联想将产品线从IdeaPad Vibe和IdeaPad 5扩展至迷你PC和一体机;华硕提供Zenbook A14和A16以及首款搭载骁龙X2 Elite的迷你PC Ascent QN10;惠普在OmniBook和EliteBook等高端及企业AI PC中使用骁龙;戴尔、宏碁和Humane也已推出或计划推出搭载骁龙X系列平台的PC。
  • 操作系统扩展方面:高通近期与谷歌合作宣布基于Gemini Intelligence的Google PC平台,并在活动中表示还计划支持Linux;Gemini Intelligence是谷歌结合高端硬件与软件的AI代理系统,可理解用户情境与偏好以创建优化的计算环境,Snapdragon X Elite作为Google PC的大脑使其流畅运行。
  • Kondap表示PC的重要性正超越操作系统选择,PC是具备散热空间、内存和持续计算性能的最佳设备;当AI代理在本地处理复杂任务时,PC充当分布式架构的锚节点。分布式智能架构是高通的下一代架构,使边缘AI、云AI和个体设备协同工作,大语言模型和代理式AI推理负载在数据中心、边缘和个人设备之间协调处理,在数据传输成本、响应延迟和隐私方面具有优势。

供应链影响

  • 骁龙X系列PC平台生态中超过170款OEM产品和超过1,800款外设完成兼容验证,可能意味着相关PC整机、外设接口及配套元器件的需求与验证活动将随生态扩张而增加,但具体规模取决于各OEM的实际出货节奏。
  • 高通从Windows扩展至Google PC平台和Linux,可能带动支持多操作系统的PC平台相关芯片与元器件需求多样化,但实际影响取决于这些新平台产品的上市时间和市场接受度。
  • 超过12,300个零售点位和超过150,000名零售人员培训等渠道数据,可能反映骁龙PC的渠道覆盖正在扩大,进而可能影响相关整机及元器件的备货与分销节奏,但取决于终端销售表现。
  • 文章提到PC作为分布式智能架构的锚节点,边缘AI与云AI协同处理推理负载,可能推动对具备散热、内存和持续计算能力的PC硬件及相关元器件的需求,但取决于AI代理本地化应用的落地进度。
  • 微软、联想、华硕、惠普、戴尔、宏碁和Humane等多家OEM推出或计划推出骁龙X系列PC,可能使相关供应链的客户集中度和平台切换节奏发生变化,但取决于各厂商产品线的实际销售与后续规划。

系统解读,仅作为判断线索,不构成备货、出货、涨价或投资建议。

正文内容 · AI翻译

高通计算与游戏业务高级副总裁兼总经理Kedar Kondap展示骁龙X的性能。(照片:THE ELEC)

高通表示,已解决围绕其骁龙PC平台的软件兼容性担忧,并建立起稳定的Windows生态系统。该公司还正从Windows向谷歌的PC平台和Linux扩展。

“就在几年前,当高通宣布面向PC的处理器时,每个问题都是关于软件兼容性的担忧,”高通计算与游戏业务高级副总裁兼总经理Kedar Kondap在9月23日于毛伊岛举行的骁龙峰会2026上表示。“这些问题如今已成为过去,目前有超过7,300款应用可在Windows on Snapdragon上运行。”

高通于2023年发布面向PC的Snapdragon X Extreme芯片组,搭载该芯片组的商用产品于2024年上市。公司在产品上市后约两年内解决了软件兼容性问题。

高通还发布数据显示,骁龙PC生态已在全球市场站稳脚跟。主要PC厂商已推出超过170款不同形态的产品。超过1,800款外设已完成骁龙X平台生态的互操作性与兼容性验证。

高通还建立了广泛的分销网络。它已获得全球超过120家零售合作伙伴,骁龙PC在超过12,300个零售点位销售。超过150,000名零售人员接受了高通端侧AI技术的培训。

高通正与主要PC制造商和操作系统(OS)开发商密切合作以扩展生态。微软推出了搭载高通骁龙X2 Plus的12英寸Surface Pro和13英寸Surface Laptop机型。

联想正将其产品线从搭载骁龙的IdeaPad Vibe和IdeaPad 5笔记本电脑扩展至迷你PC和一体机。华硕提供包括Zenbook A14和A16在内的笔记本电脑,以及其首款搭载骁龙X2 Elite的迷你PC Ascent QN10。

惠普也在其OmniBook和EliteBook等关键高端和企业AI PC中使用骁龙。戴尔、宏碁和Humane也已推出或计划推出搭载骁龙X系列平台的PC。

高通正将其骁龙X系列PC平台的操作系统支持扩展至Windows之外。它近期与谷歌合作宣布了基于Gemini Intelligence的Google PC平台,并在活动中表示还计划支持Linux。

Gemini Intelligence是谷歌的AI代理系统,结合了高端硬件和软件。它可以理解用户的情境和倾向,以创建优化的计算环境。Snapdragon X Elite作为Google PC的大脑,使Gemini Intelligence能够流畅运行。

PC的重要性正超越操作系统的选择。“PC是具备散热空间、内存和持续计算性能的最佳设备,”Kondap说。“当AI代理在本地处理复杂任务时,PC充当分布式架构的锚节点。”

分布式智能架构是高通的下一代架构,其中边缘AI、云AI和个体设备协同工作。大语言模型(LLM)和代理式AI推理负载在数据中心、边缘和个人设备之间协调处理,以实现更高效的处理,在数据传输成本、响应延迟和隐私方面具有优势。

Kedar Kondap, senior vice president and general manager of Compute and Gaming at Qualcomm, presents the performance of Snapdragon X. (Photo: THE ELEC)

Qualcomm says it has addressed software compatibility concerns surrounding its Snapdragon PC platform and established a stable Windows ecosystem. The company is also expanding beyond Windows to Google’s PC platform and Linux.

“Just a few years ago, when Qualcomm announced processors for PCs, every question was about concerns over software compatibility,” Kedar Kondap, senior vice president and general manager of Compute and Gaming at Qualcomm, said at Snapdragon Summit 2026 in Maui on Sept. 23. “Those questions are now a thing of the past, and more than 7,300 apps currently run on Windows on Snapdragon.”

Qualcomm unveiled its Snapdragon X Extreme chipset for PCs in 2023, with commercial products powered by the chipset reaching the market in 2024. The company has addressed software compatibility issues in about two years since the products were launched.

Qualcomm also released figures showing that the Snapdragon PC ecosystem has gained a foothold in the global market. Major PC makers have introduced more than 170 products across various form factors. More than 1,800 peripherals have completed interoperability and compatibility validation for the Snapdragon X platform ecosystem.

Qualcomm has also built an extensive distribution network. It has secured more than 120 retail partners worldwide, with Snapdragon-powered PCs sold at more than 12,300 retail locations. More than 150,000 retail personnel have received training on Qualcomm’s on-device AI technology.

Qualcomm is working closely with major PC manufacturers and operating system (OS) developers to expand the ecosystem. Microsoft has unveiled 12-inch Surface Pro and 13-inch Surface Laptop models powered by Qualcomm’s Snapdragon X2 Plus.

Lenovo is expanding its lineup beyond Snapdragon-powered IdeaPad Vibe and IdeaPad 5 laptops to include mini PCs and all-in-one PCs. Asus offers laptops including the Zenbook A14 and A16, as well as the Ascent QN10, its first mini PC powered by Snapdragon X2 Elite.

HP is also using Snapdragon in key premium and enterprise AI PCs, including its OmniBook and EliteBook models. Dell, Acer and Humane have also launched or plan to launch PCs powered by Snapdragon X-series platforms.

Qualcomm is expanding OS support for its Snapdragon X-series PC platform beyond Windows. It recently announced a Google PC platform based on Gemini Intelligence in collaboration with Google and said at the event that Linux support is also planned.

Gemini Intelligence is Google’s AI agent system that combines high-end hardware and software. It can understand users’ circumstances and tendencies to create an optimized computing environment. Snapdragon X Elite serves as the brain of the Google PC, enabling Gemini Intelligence to run smoothly.

The importance of PCs is growing beyond the choice of OS. “PCs are the devices best equipped with thermal headroom, memory and sustained computing performance,” Kondap said. “When AI agents handle complex tasks locally, the PC serves as the anchor node of the distributed fabric.”

The distributed intelligent fabric is Qualcomm’s next-generation architecture in which edge AI, cloud AI and individual devices work together. Large language model (LLM) and agentic AI inference workloads are coordinated across data centers, the edge and personal devices for more efficient processing, offering advantages in data transmission costs, response latency and privacy.

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