According to an industry insider and mobile phone chip expert, the AI PC 3nm CPU jointly developed by MediaTek and NVIDIA is ready for tape-out this month and is expected to be mass-produced in the second half of next year. It will be equipped with NVIDIA GPU. Customers currently planning to use this chip include Lenovo, Dell, HP, Asus, etc.
Analysts pointed out that the cooperation between MediaTek and NVIDIA is a complementary advantage, especially in terms of GPU and AI computing power. The cooperation between the two parties allows MediaTek to utilize NVIDIA's advanced technology in the fields of AI and graphics processing to accelerate the market promotion and application popularization of its products.
In addition, MediaTek has performed well in cost control, which makes its products more competitive in the price-sensitive market and is more conducive to seizing market share from traditional giants such as Intel and AMD.
Looking ahead, the PC market is gradually moving towards a new era of confrontation between Arm and X86. Microsoft executives predict that by the end of this year, shipments of notebooks based on the Arm architecture will reach 1 million to 2 million units, accounting for about 5% of the market share of the Windows camp.
The CEO of Arm has even boasted that in the next five years, Arm architecture chips will account for more than half of the Windows PC market, which undoubtedly adds a bit of certainty to the upcoming AI PC transformation.
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