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Intel highlights concerns over Qualcomm laptop return rates

Intel addresses Qualcomm laptop return concerns, emphasising x86's strength while forecasting more competition in 2025 at Barclay's Technology Conference.

Intelโ€™s interim co-CEO, Michelle Johnston Holthaus, addressed Barclayโ€™s Global Technology Conference on December 13. She made some striking claims about Qualcomm laptops and the growing Arm ecosystem. She stated that many Qualcomm laptops are being returned by customers, raising alarms among retailers.

Johnston Holthaus described this issue as the โ€œnumber one concernโ€ for retailers, though specific data on Qualcommโ€™s return rates this year is scarce. She suggested that compatibility issues with Windows on Arm might be a factor behind these returns, even though such problems have lessened in recent years.

Qualcommโ€™s growing market share but lingering challenges

According to Canalys, during the third quarter, Qualcomm sold 720,000 PCs, securing a modest 0.8% of the global market share. While this represents substantial growth for the company, the sales volume remains relatively low. Given these numbers, it seems unlikely that retailers would be significantly impacted by return rates for Qualcomm devices.

Johnston Holthausโ€™s comments could be viewed as an effort to temper excitement around Qualcomm and other Arm-based PCs, positioning Intelโ€™s x86 architecture as the superior choice. She emphasised Intelโ€™s commitment to x86, saying it remains the โ€œbest overall basic architecture,โ€ with many customers continuing to trust Intelโ€™s technology and vision for the future.

Intelโ€™s response to industry pressures

These remarks follow criticism from Morris Chang, founder of Taiwan Semiconductor Manufacturing Company (TSMC), who recently commented on Intelโ€™s leadership changes. Chang stated that Intel โ€œhas no strategy and no CEOโ€ and suggested the company had erred by not prioritising AI processors. TSMC, which collaborates with major players like Nvidia, Apple, and Qualcomm, has been a key driver of innovation in the semiconductor industry.

Johnston Holthaus used the conference to reinforce Intelโ€™s position at the top of the market. Despite the rise of Arm-based systems, she suggested they are still far from becoming a significant threat to Intelโ€™s dominance.

Looking to the future, she acknowledged that the competitive landscape is rapidly evolving. โ€œCompetition makes us better,โ€ she said, adding that innovation thrives when rivals push boundaries. She hinted at the arrival of even more competitors, stating, โ€œWe [will] have more competitors than we have ever had; you will see more competitors enter the marketplace in 2025.โ€

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