We also spend a lot of time this year since we announced on games. We now have 1,400 games that are running and optimized on Snapdragon. And we're working with all the top global game studios. I actually want you to see a live game playing experience on Snapdragon X Elite. But you'll be able to see this is a video of somebody playing Kingdom Come Deliverance running on Snapdragon X Elite. You'll be able to see the actual gameplay. This is a multi-million unit selling AAA game that a lot of gamers like and is actually a contender for the game of the year, and it does look amazing on Snapdragon. So we have been busy and will continue to be busy working with Microsoft, working with all the application providers, the ISVs and the gaming titles to bring great experience for you. And of course I have an announcement: Fortnite is going to be coming to Snapdragon as well, and it's going to be a great gaming experience on Snapdragon X Elite running on Adreno GPU. We're also working with Epic Games to bring Easy Anti-Cheat to Windows on Snapdragon. That's going to unlock a lot of new gaming experiences. You're going to see this year Fortnite running with great performance, and I'm incredibly excited. As a matter of fact, I want to tell you a story. Last week I was in the Middle East, and we had some great announcements that we did in Riyadh in Saudi Arabia as well as in Abu Dhabi. When I was in Riyadh, we had a big line to meet the leadership and the president, and I was in line with Tim Sweeney. So we spent a lot of time, me and Tim Sweeney, talking about the progress to date, and there's a lot more to come. So very excited about the Qualcomm-Epic relationship and the great things you can do in Windows. There is no drama with Epic. It's a great place for you to be using Epic content. Very happy about the progress.
No other processor has had such an impact so quickly in a short period of time. And we have seen incredible platforms with great performance, multi-day battery life. That is the result of not only what we do but the collaboration with great device makers, and those device makers have really embraced the power of Snapdragon X Elite, the power of making devices that are very different, including the performance, the battery life, the AI. And I'm very fortunate to have many of those partners with us here today. I would like to welcome to stage a very important partner of Qualcomm. Please welcome Sy from ASUS.
Thank you. Thank you so much for being here.
Thanks, Cristiano. Hello everyone. It's great to be back with Qualcomm. Over the past year, it's been exciting to witness the momentum we have built with Snapdragon. Qualcomm is a true innovator, and your cutting-edge work consistently inspires us. Our partnership shares a vision of pushing the boundaries of personal computing and delivering incredible experiences. The introduction of the Snapdragon X series is a pivotal moment for the AI PC industry. We are at the start of a new era in computing where AI is not just a feature but the foundation of the user experience. That's why we are so aligned with the Snapdragon X series platforms. These processors are not just powerful, they are engineered from the ground up for the AI PC. We are thrilled to bring Snapdragon X processors to our lineup, including the world's lightest 14-inch Copilot+ PC, the ASUS Zenbook A14. This all-new Zenbook shows what's possible when leading-edge hardware meets user-centric design, a core tenet of ASUS design thinking. We are talking multi-day battery life up to 32 hours on a single charge. Users will experience blazing fast processing with no performance loss when unplugged. This means true mobility without compromise. The chassis features our patented Serumina, offering exceptional lightness, durability, and a smudge-free ceramic-like feel that's anti-wear and anti-scratch. All this combined with seamless cross-device connectivity within the Snapdragon ecosystem delivers the best Copilot+ PC experience available. We have already received numerous design awards and incredible user feedback. We cannot wait for everyone to experience it for themselves. At ASUS, our vision is to put AI in reach of everyone, everywhere. That's why we were the first to bring Copilot+ PCs to a mainstream price point with our VivoBook 14 and 16. ASUS now offers the most comprehensive lineup of Snapdragon-powered laptops. Our collaboration on Snapdragon exemplifies the power of Qualcomm and ASUS innovation. We are shaping the future of personal computing, bringing powerful, efficient, and intelligent devices that empower users in this new AI era. Thank you very much.
Thank you so much as well. Thank you. Really appreciate it. Grateful for our partnership with ASUS and excited about the work we're doing together, and that's really just the beginning. When we talk about being busy this year, we're very happy with the traction so far. We now have 85-plus designs that are launched or in development with Snapdragon X series. And we have line of sight to have about a hundred designs in the hands of people as we get to next year. So really excited about the traction, and like we said, it's just the beginning. In the last earnings call, we talked about some metrics. As new players entered the PC market, sometimes it took seven to nine years to get to about 10% share. And we're very happy. Last quarter, as we launched in US retail and the top five European markets, we were about 9%. So we're on this journey, but it is exciting to see the devices. If you have a great platform, you can build great devices. With that, there are some devices being announced at Computex at this show. You'll see both the Acer and the HP being launched at this event. Also within the past few days, you saw the Surface Laptop from Microsoft and the Samsung. We're very excited. What's important across all of those different devices is there is uncompromised AI experience. You may have different levels of performance, but uncompromised AI experience. And that's part of the main message I have for you at Computex. As we get going to the second half of my presentation, what can we do with AI? We're excited about the response we're getting from retail on Snapdragon X products, the great products from our OEM partners. They're seeing store traffic, customer excitement, curiosity about AI PCs. And now we have changed the conversation. Performance and multi-day battery life is now table stakes for any PC buying experience. The whole story is about preparing the market for what we believe is a big shift in personal computing. It's going to be true of many devices. It's going to be true on phones, it's going to be true on cars, but especially on personal computing, the next generation AI PC. So yes, we will make table stakes performance and multi-day battery life. But the key thing will be what is going to be the breakthrough AI experience. For that, you need high performance processing in efficiency, which is Snapdragon DNA, and that's what we are going to see in the AI era. We are at an interesting stage in the industry. We spent a lot of time in the past few years, and still doing it, it's incredible what's happening on the data center, especially with training. There's a lot of activity to create AI, but now we are at the point that AI is getting ready for production, getting ready to be deployed, and it will be deployed at scale. It will take advantage of a lot of the computing devices that we have at the edge. As a result, we're going to see the transition of new use cases and experiences, and that is actually going to influence the device itself. What we're doing as a company is to make sure we can bring AI inference everywhere, to every single device. Another interesting comment: as you look at some of what our partners are doing, experience across devices is also going to become more relevant, especially as AI is going to change how we interface with those machines. Context about us becomes very important, especially as we move from one device to the other. The goal really is to revolutionize what we are going to do with creativity and with productivity. That is the transformation that we all look for. From our perspective, we would love to see a significant AI-driven upgrade cycle. But the reality is, the most exciting part about people buying new devices is how that's going to fundamentally change how we become productive, how we become creative, how we are entertained. To make this a reality, it's about bringing an entire ecosystem together. An ecosystem about the semiconductor, an ecosystem of great devices, an ecosystem of application providers and new experiences. Speaking about commitment to the ecosystem, speaking about having the same shared vision of change, is this great partnership we have been developing with HP. Qualcomm and HP have been working together for more than two decades. What I like about this partnership is both companies are going to the same story, which is reaching into whole new markets and new device categories. That's what we're doing, that's what HP is doing. They have the same vision that we have when we think about building great devices for AI and taking that experience across everything that we use around us for computing in the age of AI. I would like to welcome to the stage Alex Cho, president of personal systems from HP, to share all of this with you.
Thank you so much for being here. Thank you. It's really great to have you with us today, Alex. We have come a long way. I remember when we started this about a year ago and where we are right now with AI. Can you share with all of us how HP has been innovating and what you are starting to hear from your customers?
Sure. The year goes by fast, especially in the world of AI. Well, we've been very busy making AI tangible and real. That's really been our focus: make it tangible and real for people. And so we've started by making it meaningful for how people work. We've worked very well together around all those ISV applications. I think the key word has been use cases, not just speeds and feeds, but how do people work differently? We've made this very real for people: product managers, sales reps, financial analysts, bringing the power of AI locally. Secondly, we've been very busy making it mainstream. It's not just one product or two. We've now launched the industry's largest portfolio of Copilot+ AI PCs. We're very excited that we can take the breadth of HP's portfolio and bring that. And then we're bringing HP's differentiation: the world's most secure platform and the highest performance on this platform. So we've been busy, and customers are telling us, beyond the speeds and feeds, it's how people can work differently that makes all the difference. That's why our partnership is especially valuable.
Thank you, and thank you for the great work we've been doing this year. It's a journey. What I'd like to ask you: can you tell us about the opportunity you see to lead the future of work? By the way, the future of work is people in the office with an AI PC. But can you talk about the future of work and the importance of our partnership together when we think about that?
Yeah. That's what we're really excited about. At the end of the day, it's about changing what we believe we can uniquely do, and that is how people work. We call it our future of work strategy because we can bring the entirety of HP's assets: PCs, yes; printers, absolutely; rooms, of course; all of the peripherals we have and services. We can use them together to change how people work. For that, our expanding partnership is so important because it's not just about that great Copilot+ PC, but how we're working together across the entirety of the portfolio to bring AI so that these devices work better together. I'm very excited about that because workers don't just need products; they need it all to work seamlessly together. That's a great opportunity for us together. I think that's our superpower, really the ability to be focused on the experience and actually make that work across devices. I think that's what we bring to the table. Especially as devices are changing, we're going to have AI in multiple devices, and at the end of the day, we are going to make that all part of what we do every day.
As I shared earlier, you came here to Computex but you're not empty-handed today. Can you tell us about what you were announcing today?
Sure. We're very excited today to announce our OmniBook 5 powered by Snapdragon, that's X and X Plus. By the way, the reason why we're so excited about this, Cristiano, is because it's part of our vision of not just delivering AI in a meaningful way, but to the mainstream. I remember when we had dinner together, that place, the steakhouse in the Bay Area, and we said our opportunity is to be disruptive, not just to introduce products. We do that every year. We're here about being disruptive AI that's powerful for the mainstream. It's the thinnest 16-inch notebook out there for the mainstream. It's the longest battery life out there in a consumer device for the mainstream. And by the way, it's bringing beautiful OLED to the mainstream. So we're not just bringing AI; we're bringing AI to the mainstream together. That's why we're very excited. Thank you so much for the partnership.
I love it. It's uncompromised AI regardless of what you are. And we're going to make sure that's in the hands of everyone. Thank you so much. I really appreciate, Alex. Thank you for the trust. Thank you for the partnership. And we're building great things together. Thank you.
We're really incredibly excited about this partnership with HP and we're looking forward to driving a lot of innovation, the living industry-leading solution as Alex outlined that will shape the future of computing. Now, what I really want to talk to you today as we get to this part of the presentation is how AI is going to change our experience. When we were here at Computex about a year ago, we talked about that from a consumer standpoint and we tried to give you a view of how consumers are going to interact with those devices. What we're going to do this time is to focus on commercial and enterprise because one of the things that are becoming more clear now is as you build AI into those devices, the AI becomes the new UI because the computers now understand human language. That's how we are going to evolve OS, how we are going to evolve applications. Eventually, we're going to change our mindset and our view about what an OS is. Maybe an OS is like a marketplace for agents, but the AI really will become the OS for productivity, and it's going to evolve with AI agents. Now that it's becoming a lot more clear, as I said in the beginning of the keynote, this is why performance and multi-day battery life is incredible. But what's really incredible and our main motivation to get into this market is the change that is going to happen with AI. So I have a slide for you, and I think my job is to try to explain the slide. This is how you should imagine how the device, OS, and applications are going to change. We're going to give you some examples of that. In one way, it's going to be your input: your voice, audio, vision. Remember, a large visual model understands the pixels on the screen, understands images from photographs, understands images from documents. It's going to be your text, your touch. In the case of multi-device, it's your surroundings, the physical world, and your input. Then you're going to have your context: your digital footprint is the information about you. It could range from your calendar, your location, your files, your contacts, many other things. And when we talk about enterprise, you're going to have the company systems, different functions within the company. That's how those things are going to work together with the understanding of your intentions, with understanding of you, because now those agents can understand you, access your data, and know the job you want to do. It will help you get your task done. Instead of making this abstract, I want to walk you through some scenarios to make it real for you before we bring real examples of applications that are being developed with that in mind. So let's explore this. Let's say you're a product manager and want to generate a smart report on a quarterly production outlook. You'll be able to use an agent that is tuned to your preference and your goals to help you create this plan, working across the enterprise. Those agents will act on your behalf. They will access company data, device content. For example, you may have had a customer meeting and you have an insight from a customer meeting. All of that data, structured and unstructured, will get combined, and you will work in that case on an optimal production plan. This streamlined and iterative process between you and the agents built by AI will actually help you accomplish your business needs. This will provide a comprehensive view and a solution that can be used across the enterprise for the rest of the business. Let's go to another example: a sales manager preparing for a customer visit. He will have insights on the customer profile. His AI agent is aware he's at a customer site and will bring the information he needs. With the information he has in the system about his production ramp-up dates, he knows exactly how to position the units for the specific customer. As you keep going to these examples, they will adapt to the context of the customer, suggest the best price, highlight the unique value proposition, and it will make it easier for you. The idea is to have this agent that is constantly learning and adapted, fully integrated with the enterprise environment. That is a big change. It's easy to see how this is going to develop. I'm showing the art of what's possible. This is going to change even how we think about enterprise software because you have multiple agents, especially true when we start thinking about a combination of AI models working with enterprise data. It doesn't matter if your data is structured or unstructured, if it's private. This is not about device or cloud; it's about both. You'll be able to access that data from anywhere and then have the agent work with you. Let me finish this example by showing another persona. You can have a GM measuring the impact of his team and his efforts for an upcoming business review. The AI agent is aware of all of the data and will bring the information to him in a way that is relevant to what he wants to accomplish. Those AI agents are not just data processors; they are how you should think about applications. They will give you choice of what you want to do on the cloud or on device. As we talk to a lot of enterprises, certain things they want on the device because of privacy and context, and certain things are going to be in the cloud. This is not about cloud or device; it's about both. Think about the smartphone: the smartphone is the most cloud-connected device in the world, and we do a lot of things on the device. That's going to be true for the PC. This is how we are going to change how we think about some of those experiences. The interesting thing is this is truly going to increase productivity. It will allow us to do more things and different things. I'll finish with a comment. When I was reviewing the slides, I noticed that this persona, the GM, is not looking at a computer. Maybe now he has time to dedicate his passion to write a novel while the AI is doing all the work for him. Hopefully not on company time. But the reality is this is going to fundamentally change how we do work. This is true for many different industries. We are starting to see AI transforming how enterprises approach work. There are so many examples. You may not fully understand from just one scenario, but we are starting to see enterprises looking at those devices, those AI PCs, and thinking, okay, if I'm going to have an agent that is specialized on an RFQ, we know exactly how we do RFQ for different things. If you want to issue an RFQ, there is an agent specialized on RFQ. There's another one responsible for payroll. There's another one that allows you to do surveys. Those things are going to be happening alongside some of the applications that we use every day. It's going to change the world of SaaS. It's going to change the world of ISVs. I think that's the exciting part about this transformation: making the AI PC truly an AI PC. If you have questions, again, this is just another reminder of the QR code. We're going to try to do something fun at the end. I want to use this opportunity to talk about another great partnership. This is another partner that shares our vision of what this future looks like. This is a unique partnership because we are collaborating across a number of different devices, not only on PCs but also smartphones, tablets, watches, earbuds, AR glasses. I think they will be able to show you how those things really come to life when you look at an entire ecosystem of AI devices. Please welcome to stage Luca Rossi from Lenovo.
Thank you so much for being here. Appreciate it. Thank you.
Hello and welcome everyone. It's so great for me to be here at Computex. I remember just one year ago we stood on this stage and outlined a bold vision of a new era, the rise of AI PCs. That vision is becoming reality, and Lenovo is proud to be leading this momentum in partnership with Qualcomm with our breakthrough innovation, global scale, and relentless focus on delivering smarter AI for all. We believe AI should be accessible to everyone. Whether you are a student, a creator, a business leader, or a first-time PC user, AI should adapt to your needs. It should make every experience more intuitive, more responsible, more meaningful. Thanks to our partnership with Qualcomm and the incredible Snapdragon X series processors, we are delivering on that promise today and preparing an exciting future for tomorrow. You can see our vision come to life across Lenovo's broad lineup of AI PCs for business, professionals, and IT leaders. ThinkPad T14s Gen 6, ThinkBook 16 Gen 7 powered by Snapdragon X Elite are built for the native AI workplace and engineered for the next generation of business-class performance. For creators and innovators, Yoga Slim 7X, powered again by Snapdragon X Elite, unlocks real-time creative potential enabled by its own on-device NPU. Lastly, for students, family, and accessibility to everyone, we brought speed and personalization to our IdeaPad Slim 3X, a stylish everyday PC powered by Snapdragon X Plus. Now switching gears, Lenovo AI Now, our on-device AI agent, gives users fast, private, secure, and always-on support at their fingertips, complemented by Copilot+ experiences and a wide range of AI-enabled applications. And look, it's not just AI laptops. We are extending AI-native performance to desktops too. Across form factors, user segments, and markets, Lenovo is uniquely positioned to deliver on the true promise of hybrid AI across what I think is the broadest range of AI PCs and devices in the market. Lastly, with our agentic AI ecosystem and NPU-powered intelligence at the edge, we are now connecting PCs, phones, tablets, accessories, and wearables powered by Snapdragon into a seamless, responsive network orchestrated by our software, Smart Connect. So we truly believe AI should work for people and not the other way around. With Lenovo's global scale, local expertise, and incredible partnership with Qualcomm, we are making that vision real across industries, households, and every kind of user. To conclude, the AI PC revolution is here, and Lenovo is proud to be leading it together with Qualcomm. And as Cristiano said, we are just at the beginning. Thank you.
Thank you so much. The Smart Connect is incredible. We are working on it to make it even more incredible. Great job. Thank you so much.
Examples I want to bring. This future is not far off. Those use cases are starting to be developed and they're starting to expand and it's going to be a significant increase in efficiency. I want to, before I go to the next part of the presentation, I want to tell you a story. I like to tell the story because I think we all live through this. We at Qualcomm, we live to this. I remember the early days of the smartphone and we had the feature phone. Then all of a sudden the smartphone arrived. You look at the functionality, the capability the smartphone was. This is the capability of the feature phone. This is the capability of the smartphone. It was a computer in the palm of your hand. But when it started, it had about 20 apps. You saw some of the reaction of some of the incumbents. I won't say their names, but they started to try to develop those apps into their feature phone. But that wasn't the point. The point wasn't about the 20 apps that were originally provided with the smartphone by the smartphone OEM or the OS. This scale really happened when those third party ecosystem of developers started to imagine what could you do with a computer in your hand and those 20 apps became 100 apps, thousand apps, 100 thousand of apps. So it's interesting when we think about AIPCs and I get a lot of impatient sometimes investors that will say when is the AIPC happening? It is happening right now. This is what we started to see and you're going to go through exactly the same process. This is not about just the great copilot plus features for Microsoft and the incredible features that the OEMs are giving to you, but also it's going to be what the developer ecosystem can do now that they have access to this hardware with this great NPU performance. That's what I want to show you. I wanted to use this opportunity to try to show the potential of those agent AI experience and show how that is actually happening right now. It's about AI accelerated productivity is going to change the workflow of applications within the enterprise. A great example of that is Writer. We actually deploy Writer equal to our internal teams. It's been incredibly successful. I want Kevin Chung, the chief strategy officer from Writer to come on stage to tell you about it. Kevin, welcome.
Thank you so much. Thank you so much.
I've been telling people, we actually are a user now within Qualcomm, but there's so many enterprises and I would love for you to tell people how this is going.
Absolutely, Cristiano. Well, first off, thank you for having me here to celebrate the achievements from Qualcomm over the last year, actually the last 40 years, which is amazing. Thanks for bringing me here to Taipei. It's really wonderful to be here. So here's the deal. Businesses have poured millions of dollars into AI hoping for big returns. Writer since day one has been in the AI game for a long time. We've been tackling enterprise problems and helping companies realize that return on investment. Today, we're working with hundreds of the world's most iconic companies, many in the Fortune 500, including Qualcomm. So what that translates to is tens of thousands of workflows transformed with AI. So taking traditionally labor intensive complex workflows and making them AI powered. So our work together and our teams, Cristiano, which is amazing, your team is incredible. We're seeing 9x ROI on investment. The team is saving over 2400 hours a month with Writer and we're just getting started.
It's true. I think the team showed it to me. 9x ROI. It's incredible. So what's your secret to making it all work within a large organization, especially established process, and we're going to do something different with AI.
Cristiano, are you asking me for the secret sauce?
