Arm and Qualcomm’s dispute over Qualcomm’s Snapdragon X Elite chips is continuing in court this week, with executives from each company taking the stand and attempting to downplay the accusations from the other side.
If you haven’t been following along, the crux of the issue is Qualcomm’s purchase of a chip design firm called Nuvia in 2021. Nuvia was originally founded by ex-Apple chip designers to create high-performance Arm chips for servers, but Qualcomm took an interest in Nuvia’s work and acquired the company to help it create high-end Snapdragon processors for consumer PCs instead. Arm claims that this was a violation of its licensing agreements with Nuvia and is seeking to have all chips based on Nuvia technology destroyed.
According to Reuters, Arm CEO Rene Haas testified this week that the Nuvia acquisition is depriving Arm of about $50 million a year, on top of the roughly $300 million a year in fees that Qualcomm already pays Arm to use its instruction set and some elements of its chip designs. This is because Qualcomm pays Arm lower royalty rates than Nuvia had agreed to pay when it was still an independent company.
For its part, Qualcomm argued that Arm was mainly trying to push Qualcomm out of the PC market because Arm had its own plans to create high-end PC chips, though Haas claimed that Arm was merely exploring possible future options. Nuvia founder and current Qualcomm Senior VP of Engineering Gerard Williams III also testified that Arm’s technology comprises “one percent or less” of Qualcomm’s finished chip designs, minimizing Arm’s contributions to Snapdragon chips.
Although testimony is ongoing, Reuters reports that a jury verdict in the trial “could come as soon as this week.”
If it succeeds, Arm could potentially halt sales of all Snapdragon chips with Nuvia’s technology in them, which at this point includes both the Snapdragon X Elite and Plus chips for Windows PCs and the Snapdragon 8 Elite chips that Qualcomm recently introduced for high-end Android phones.
It’s been a big year for Windows running on Arm chips, something that Microsoft and Arm chipmakers have been trying to get off the ground for well over a decade. Qualcomm’s Snapdragon X Elite and X Plus are at the heart of dozens of Copilot+ Windows PCs, which promise unique AI features and good battery life without as many of the app and hardware compatibility problems that have plagued Windows-on-Arm in the past.
But Qualcomm has unceremoniously canceled the dev kit and is sending out refunds to those who ordered them. That’s according to a note received by developer and YouTuber Jeff Geerling, who had already received the Snapdragon Dev Kit and given it a middling review a couple of weeks ago.
“The launch of 30+ Snapdragon X-series powered PCs is a testament to our ability to deliver leading technology and the PC industry’s desire to move to our next-generation technology,” reads Qualcomm’s statement. “However, the Developer Kit product comprehensively has not met our usual standards of excellence and so we are reaching out to let you know that unfortunately we have made the decision to pause this product and the support of it, indefinitely.”
Qualcomm’s statement also says that “any material, if received” will not have to be returned—those lucky enough to have gotten one of the Dev Kits up until now may be able to keep it and get their money back, though the PC is no longer officially being supported by Qualcomm.
Two things can be true for Intel’s new Core Ultra 200-series processors, codenamed Lunar Lake: They can be both impressive and embarrassing.
Impressive because they perform reasonably well, despite some regressions and inconsistencies, and because they give Intel’s battery life a much-needed boost as the company competes with new Snapdragon X Elite processors from Qualcomm and Ryzen AI chips from AMD. It will also be Intel’s first chip to meet Microsoft’s performance requirements for the Copilot+ features in Windows 11.
Embarrassing because, to get here, Intel had to use another company’s manufacturing facilities to produce a competitive chip.
Intel claims that this is a temporary arrangement, just a bump in the road as the company prepares to scale up its upcoming 18A manufacturing process so it can bring its own chip production back in-house. And maybe that’s true! But years of manufacturing misfires (and early reports of troubles with 18A) have made me reflexively skeptical of any timelines the company gives for its manufacturing operations. And Intel has outsourced some of its manufacturing at the same time it is desperately trying to get other chip designers to manufacture their products in Intel’s factories.
This is a review of Intel’s newest mobile silicon by way of an Asus Zenbook UX5406S with a Core Ultra 7 258V provided by Intel, not a chronicle of Intel’s manufacturing decline and ongoing financial woes. I will mostly focus on telling you whether the chip performs well and whether you should buy it. But it’s a rare situation, where whether it’s a solid chip is not a slam-dunk win for Intel, which might factor into our overall analysis.
About Lunar Lake
Let’s talk about the composition of Lunar Lake, in brief.
Like last year’s Meteor Lake-based Core Ultra 100 chips, Lunar Lake is a collection of chiplets stitched together via Intel’s Foveros technology. In Meteor Lake, Intel used this to combine several silicon dies manufactured by different companies—Intel made the compute tile where the main CPU cores were housed, while TSMC made the tiles for graphics, I/O, and other functions.
In Lunar Lake, Intel is still using Foveros—basically, using a silicon “base tile” as an interposer that enables communication between the different chiplets—to put the chips together. But the CPU, GPU, and NPU have been reunited in a single compute tile, and I/O and other functions are all handled by the platform controller tile (sometimes called the Platform Controller Hub or PCH in previous Intel CPUs). There’s also a “filler tile” that exists only so that the end product is rectangular. Both the compute tile and the platform controller tile are made by TSMC this time around.
Intel is still splitting its CPU cores between power-efficient E-cores and high-performance P-cores, but core counts overall are down relative to both previous-generation Core Ultra chips and older 12th- and 13th-generation Core chips.
Lunar Lake has four E-cores and four P-cores, a composition common for Apple’s M-series chips but not, so far, for Intel’s. The Meteor Lake Core Ultra 7 155H, for example, included six P-cores and a total of 10 E-cores. A Core i7-1255U included two P-cores and eight E-cores. Intel has also removed Hyperthreading from the CPU architecture it’s using for its P-cores, claiming that the silicon space was better spent on improving single-core performance. You’d expect this to boost Lunar Lake’s single-core performance and hurt its multi-core performance relative to past generations, and to spoil our performance section a bit, that’s basically what happens, though not by as much as you might expect.
Intel is also shipping a new GPU architecture with Lunar Lake, codenamed Battlemage—it will also power the next wave of dedicated desktop Arc GPUs, when and if we get them (Intel hasn’t said anything on that front, but it’s canceling or passing off a lot of its side projects lately). It has said that the Arc 140V integrated GPU is an average of 31 percent faster than the old Meteor Lake Arc GPU in games, and 16 percent faster than AMD’s newest Radeon 890M, though performance will vary widely based on the game. The Arc 130V GPU has one less of Intel’s Xe cores (7, instead of 8) and lower clock speeds.
The last piece of the compute puzzle is the neural processing unit (NPU), which can process some AI and machine-learning workloads locally rather than sending them to the cloud. Windows and most apps still aren’t doing much with these, but Intel does rate the Lunar Lake NPUs at between 40 and 48 trillion operations per second (TOPS) depending on the chip you’re buying, meeting or exceeding Microsoft’s 40 TOPS requirement and generally around four times faster than the NPU in Meteor Lake (11.5 TOPS).
And there’s one last big change: For these particular Core Ultra chips, Intel is integrating the RAM into the CPU package, rather than letting PC makers solder it to the motherboard separately or offer DIMM slots—again, something we see in Apple Silicon chips in the Mac. Lunar Lake chips ship with either 16GB or 32GB of RAM, and most of the variants can be had with either amount (in the chips Intel has announced so far, model numbers ending in 8 like our Core Ultra 7 258V have 32GB, and model numbers ending in 6 have 16GB). Packaging memory this way both saves motherboard space and, according to Intel, reduces power usage, because it shortens the physical distance that data needs to travel.
I am reasonably confident that we’ll see other Core Ultra 200-series variants with more CPU cores and external memory—I don’t see Intel giving up on high-performance, high-margin laptop processors, and those chips will need to compete with AMD’s high-end performance and offer additional RAM. But if those chips are coming, Intel hasn’t announced them yet.
For a long time, Microsoft’s Surface hardware was difficult-to-impossible to open and repair, and devices as recent as 2019’s Surface Pro 7 still managed a repairability score of just 1 out of 10 on iFixit’s scale. 2017’s original Surface Laptop needed to be physically sliced apart to access its internals, making it essentially impossible to try to fix the machine without destroying it.
Now, iFixit has torn apart the most recent Snapdragon X-powered Surface Pro and Surface Laptop devices and has mostly high praise for both devices in its preliminary teardown video. Both devices earn an 8 out of 10 on iFixit’s repairability scale, thanks to Microsoft’s first-party service manuals, the relative ease with which both devices can be opened, and clearly labeled internal components.
Beneath the Surface
To open the Surface Laptop, iFixit says you only need to undo four screws, hidden beneath the laptop’s rubber feet; at that point, the bottom of the machine is only attached by magnets, rather than breakable retention clips. Opening the bottom of the laptop provides easy access to the battery and an M.2 2232 SSD. Labels inside the device indicate which screws need to be removed to replace which parts, and what kind of screwdriver you’ll need to do the job; scannable barcodes also make it easier to find repair manuals and parts on Microsoft’s site. Most other parts are easy to remove and replace once the bottom of the laptop is off.
The Surface Pro’s best repairability feature remains its easily accessible M.2 2232 SSD, present under a pop-off cover on the back of the tablet. From there, things get more difficult—accessing the battery and other components requires removing the screen, which is still held in place with adhesive rather than screws or magnets. This adhesive needs to be removed—iFixit cut it away with a thin plastic tool, and closing the tablet back up securely would likely require new adhesive to be applied. Once inside, the parts and screws are still labeled clearly, but you do need to remove the entire heatsink before you can replace the battery.
iFixit uses slightly different criteria for evaluating the repairability of laptops and tablets since tablets are more tightly integrated devices. So despite the identical repairability scores, the Surface Pro remains slightly more difficult to open and fix than the laptop; iFixit is just comparing it to devices like the iPad Air and Pro rather than other PC laptops, and the Surface Pro still looks better than other tablets by comparison despite the use of adhesive.
The teardown video didn’t detail exactly why iFixit knocked points off of each device’s repairability score, though iFixit took note of the soldered-down non-upgradeable RAM and Wi-Fi/Bluetooth modules. Both devices also use way more screws and clips than something like the Framework Laptop, which could also be a factor.
We’ve been using the new Snapdragon-powered Surface devices for a few days now, and we’ll have more thoughts to share about the hardware and its performance in the coming days.
Microsoft and Qualcomm are both making a concerted effort to make Windows-on-Arm happen after years of slow progress and false starts. One thing the companies have done to get software developers on board is to offer mini PC developer kits, which can be connected to a software developer’s normal multi-monitor setup and doesn’t require the same cash outlay as an equivalently specced Surface tablet or laptop.
Qualcomm has announced the Snapdragon Dev Kit for Windows, a small black plastic mini PC with the same internal hardware as the new wave of Copilot+ PCs with Snapdragon X Plus and Snapdragon X Elite processors in them. The box is fairly generously specced, with a slightly faster-than-normal version of the Snapdragon X Elite that can boost up to 4.3 GHz, 32GB of RAM, and a 512GB NVMe SSD.
Unlike the Windows Dev Kit 2023, which appeared to be a repurposed Surface Pro 9 motherboard thrown into a black plastic box, the Snapdragon Dev Kit appears to be purpose-built. It has a single USB-C port on the front and two USB-C ports, an HDMI port, two USB-A ports, a headphone/speaker jack, and an Ethernet port in the back. This isn’t an overwhelming complement of ports, but it’s in line with what Apple offers in the Mac mini.
Perhaps most importantly for developers hoping to play with Microsoft’s new wave of AI-accelerated features and development tools, the Snapdragon Dev Kit includes the same NPU as all the Copilot+ devices announced yesterday. Qualcomm says the NPU is capable of 45 trillion operations per second (TOPS), a bit above the 40 TOPS that Microsoft has defined as the floor for Copilot+ PCs; this requirement means that no current-generation Intel and AMD laptops and desktops qualify for the label. x86 processors with more capable NPUs should arrive sometime this fall.
The bad news is that this kit will run you $899, $300 more than the Windows Dev Kit 2023 (which was released in 2022). It’s also $680 more than the old Snapdragon 7c-based ECS LIVA QC710, the first Arm developer box that Microsoft offered. Though that model was dramatically under-specced, it does seem like there’s room to offer a cheaper box (maybe with a Snapdragon X Plus and 16GB of RAM) to developers or users who still want to experiment with a Copilot+-capable system but don’t want to drop nearly $1,000 on a desktop.
Given that a Surface Laptop with a Snapdragon X Elite chip and 32GB of RAM will run you at least $2,000, the Snapdragon Dev Kit is still a better deal if you plan to use it primarily as a testbed or a general-purpose desktop. You can sign up to preorder the box now, and it begins shipping on June 18.