Prakash Sangam:
Hello, everyone. Welcome back to Tantra’s Mantra, where we go behind and beyond the tech news headlines. I’m your host, Prakash Sangam, founder and principal at Tantra Analyst. As you might know, this year’s Computex, the world’s biggest computing show, concluded a few days ago. CoPilot Plus PCs were a major theme at the show, as expected. Microsoft, Qualcomm, PC OEMs reiterated their support and show-caused their product as expected.
Intel and AMD announced their CoPilot Plus solutions, Lunar Lake and Ryzen third generation respectively. They also talked about the OEM traction and so on. There was a twist to it. I mean, the overall expectation was x86 CoPilot Plus PCs powered by Intel and AMD were expected toward the end of the year. But AMD said, you know, some of their 100 plus models that they announced at the event might be shipping toward the end of July. It’s much before than the market expected, although there are some rumors of it, but it’s not clear how many of those will be shipping during that time. We’ll have a separate Computex episode soon, so please tune to that.
But today we are continuing our CoPilot Plus coverage with our third episode on the topic. Our first episode was the analysis of Microsoft CoPilot Plus PC announcement, and the second was the interview with Qualcomm VP regarding Xelite and X Plus, the SOCs that are powering the first round of CoPilot PCs. Now we’ll talk with a major PC OEM on their CoPilot Plus PC strategy, role of AI PCs, Windows on ARM journey of this specific OEM, and overall as a market and how the ecosystem is evolving and so on. To do that, I have a special guest with us today.
That is Hassan Anjum, Senior Director and Head of Product Management for New Computing at Samsung Electronics America. Hassan, welcome to the show.
Hassan Anjum:
Hey, Prakash. Thanks for having me here. Excited to be here.
Prakash Sangam:
Before we get on to the detailed discussion questions, what do you mean by new computing?
Hassan Anjum:
Oh, that’s a really good question. You know, when we looked at how people are actually buying the devices, you know, we looked at whether it’s a various scale of, you know, how you use these devices, the computing needs or entertainment needs or consumption needs or productivity needs. And we found that tablets and PCs have some differences, but actually a lot in common as well.
So there’s overlapping operating systems, overlapping price points, over overlapping capabilities and funny enough, also overlapping consumers as well. So whether it’s Slates, and what I mean by Slates is this hand-held tablets all the way to desktop PCs or even, you know, more immersive computing solutions.
We look at it all together. So that’s why we call it New Computing, so new ways to compute. And also Samsung has this, we are, you know, whether it’s Android, whether it’s Windows, whether it’s Chrome, so we’re in all these different operating systems and solutions and with our partnership.
So all this comprise together, we’re looking at consumers in a new way, right? So that’s why we hence we call it New Computing.
Prakash Sangam:
Oh, I see. Interesting. Okay, so let’s get on with the questions. You’ve been with Samsung for some time.
Hassan Anjum:
11 years.
Prakash Sangam:
Could you explain quickly your roles and responsibilities and also your journey and this 40 under 40 recognition? Yeah, well, that’s a lot of questions, a lot to unpack. First of all, thanks for reminding me I’ve been here for 11 years. It feels it went by pretty quickly, actually. Whenever I say, okay, I’ve been here for 11 years, I almost have to stop and think about it.
I still remember the first day I walked in here and sheer spirit of the organization, the startup field, the ability to just make things happen, that has not changed. So that really excites me. And that’s why the time just flew by. In terms of the top 40, under 40, that’s just not to give up my age, but that was a couple of years ago.
So, but I think I was really humbled to be recognized by the marketing community, the brand innovators group about deploying new digital marketing strategies for our organization. So we set up new e-commerce infrastructure, new ways to look at consumers. And that was a huge highlight in terms of being recognized by the community.
So that was a great thing, not only just for me, but for the whole new computing team. As you can imagine, phone is a larger business for us. So new computing for us is more of a, I wouldn’t call it a startup, but a little bit smaller. So all these awards and recognitions really help us.
Prakash Sangam:
Well, congratulations, anyway. It’s still a good recognition. So getting on with this subject, start with the Windows or ARM PC, right? I mean, that’s where the initial CoPilot plus PCs are coming from. So that’s been around for some time. And you also have a device which I reviewed and used exclusively for some time, the Galaxy Book S. So what is different now?
Hassan Anjum:
When we launched the Galaxy Book S, I still remember again, going back to the fact that I said, everything feels like it was just yesterday. I still remember going on stage and announcing it. And it was a complete surprise to a lot, everyone actually, because everyone thought, hey, yeah, we’re talking about phones. We’re gonna be talking about new tablets and watches. But the Galaxy Book S was a total surprise to everyone.
And I still remember the reaction, the consumer’s reactions was phenomenal. The amount of reserves we got for that device. And reserves mean people actually reserving the device before it even comes out. So kind of a little bit different than a pre-order. It blew past any of our KPIs or expectations. So the excitement level was there. The value proposition of long battery life, thin light design, that resonated really well with folks looking for PCs.
Now, as we think about what’s different moving forward, it’s adding on to what was that excitement, right? So what was that excitement? Thin and light, battery life. So we’re still bringing that with the new devices, but now we’re adding a couple more layers. This idea of AI making your PC your everyday companion, and also adding these new capabilities of ecosystem as well. So for us, that is what’s new. Obviously, there’s more that Qualcomm and Microsoft also talked about is the app compatibility, which is really, really exciting for us.
Prakash Sangam:
Well, we’ll touch upon that a little bit later. So CoPilot plus PCs are interesting in bringing new life into the PC ecosystem as such. Do you think all the future PCs will be, you know, whether you call them CoPilot plus or not, will have element of AI in them? You know, they will all be AI PCs by definition is having powerful NPUs in them. You see that as becoming a table stakes as we move forward, or it will be a separate category. How do you see?
Hassan Anjum:
Yeah, that’s a good question, Prakash. So when we look at, you know, what we released this year, it’s basically early in the year, we’re all AI PCs. And now the way we define AI PCs is, you know, anything with the tops, if you will, anything that can produce some level of tops. But then when we look at CoPilot plus PCs, they have a different threshold of tops, right?
So 40 plus, whatnot. So this year, Galaxy Book 4 edition, we have AI PCs. And then you have this new news addition to the family is the Galaxy Book Edge, which is which is which adds adds to that. So do we do we think the traditional PCs are going away? I don’t know if the traditional PC is going away. It’s basically a solution, right?
So everyone is going to get a form of AI PC. And at the same time, you but then consumers can choose, hey, I want to do a little bit more in this realm, and I’m going to choose a CoPilot plus PC. So it really depends on the consumer needs. And the best part about this all Prakash is the fact that consumers can make that decision. You walk into a store, you will see, I don’t even want to say regular pieces, but AI PCs, you will see AI PCs, and then you will see CoPilot plus PCs, and consumers will be able to make that decision.
Prakash Sangam:
Okay, but the bottom line, there will be some form of AI in it, I know with NPU kind of going forward, right?
Hassan Anjum:
Absolutely. The Galaxy Book 4 family has AI capabilities in it. It does produce NPU tops in it. CoPilot plus has a different threshold. So yes, for our portfolio, 100 percent, yes.
Prakash Sangam:
And the only difference will be how much AI there is. So when you’re talking to our customers and partners, what were some of the key use cases, you know, requirements and needs when you’re designing these? I mean, of course, there is a requirement of minimum of 40 tops. But in terms of use cases, what are some of the things that your customers and partners asked you to design the devices?
Hassan Anjum:
The big one was battery life. When we look at Samsung consumers and who’s buying the devices, you know, Samsung is a little bit differentiated from the, what I would call the traditional PC market is where most of our portfolio is $1,000 and above. Most of it. And naturally, most of our revenue mix comes from that.
As well, most of our distribution still focuses on $1,000. Now, what’s really interesting about that is that the expectations are different too. So brand is driving purchase, less, I want to say less tech specs, less price, where you will see in a traditional stagnant category that those are the things that are driving. Samsung is very differentiated in that way.
And people will come and say, hey, I want something with that as brand. But at the same time, to your point, what are consumers expecting? The table stakes in this premium category is battery. Battery is a big one. And for us, we wanted to start there. We wanted to start with thin and light design. The idea that these devices are not only powerful and capable, but they’re actually very portable.
That’s an expectation from Samsung consumer base. And it’s all categories. When you look at all of our categories, we make our devices extremely sleek designs and we didn’t hold back on the PC category at all. And then the last piece is obviously, as you know, the heritage. The heritage of Samsung is really displaced. And when we said, okay, we are going to not hold back on this device, we’re going to make it the best device. There is the best CoPilot PC. We are going to make this device a super AMOLED screen, too.
Prakash Sangam:
That kind of explains why you chose the, probably you’re the only one who chose the highest X Elite configuration for the Edge, right? And also the great screen and so on.
Hassan Anjum:
Yeah, thanks for bringing that up. That’s such a good point because when you look at what’s selling out there, Prakash, when we actually put our variants out there on all my portfolio, when we put it out there, people actually buy the higher variant. So in other words, the lowest variant, we sell it. But what are consumers buying from us?
They’re actually buying the higher variant of it. Whether it’s the processor upgrade, whether it’s the storage upgrade, whether it’s the bigger screen, they’re actually buying that more than just generally speaking. Again, that’s another differentiator for us in the PC space is we tend to index heavier upwards.
So when a consumer says, hey, I’m going to buy a Samsung PC, there is that propensity to look up versus, I’m just going to enter into the Samsung PC market. So that’s exciting for us. So when we thought about, hey, how do we make the best CoPilot plus PC? And how do we build on our heritage and our strengths?
Part of that was also how do we offer the best solution out there right now? And that’s where this processor decision actually also came as well.
Prakash Sangam:
I see. That’s all very good, but I was really surprised with only including 16 GB of RAM. That’s kind of a basic now, right? So when you’re trying to address this premium market with a premium product, so looking at the AI capital design, we’re only starting off now, right? So we don’t know how demanding the apps and use cases in the next three, four years the lifetime of this device will be.
So you only put 16 GB. I would have expected at least 32 GB RAM in it. So what made you do make that decision?
Hassan Anjum:
Yeah, that’s a good question. When we thought about, okay, so there’s a couple of things fundamentals that we had in our, as we think about our roadmap, as we think of our products moving forward, as we look at skew efficiency, right? What are consumers really gravitating towards and what are their needs for 2024, and moving forward as well, and 16 gigabytes was the area where we could, if you will, the two lines, if you will, the skew efficiency and what the consumer, that is what it is today.
What it is tomorrow and the roadmap, we’re still working through that. Again, one thing about Samsung is whether it’s owner insights or listening to your consumers or whatnot, we’re so tapped in that once we see that there isn’t, to your point, an overwhelming cry for, let’s make this a higher variant device, the Samsung, and I go back to the first point I made, the startup nature of Samsung is with a snap of a finger, we can add a product portfolio.
So while I’m not going to talk about the roadmap yet, I mean, that’s still where we are, we’re very excited about the roadmap and what we’re going to offer. But today is the 16 gigabyte solution and what we feel is enough for that consumer who is going to go with this device to get the best out of it.
Prakash Sangam:
Okay, when somebody is like paying $1,500, 1,600, 1,700, they will keep it for the next three years. And my feeling is right now, it looks fine, but an AI is memory intensive as well. So could be used cases where maybe second, third year of lifetime, 16 GB may not be enough. We’ll see how things progress.
Hassan Anjum:
You brought up a good point. You said, you know, like the second or third year, right? So we find that upgrade cycles are about three years before the PC market for us, for our products as well. And most of our PC owners are very eager to upgrade very quickly. So that’s actually pretty exciting for us.
So as we think about the road map, you know, those are things that that we’ll think about, you know, adding those stores. And again, it’s really all about, hey, how are people actually using these devices? So we are not and I say this, we’re not going to be the typical, you know, PC competitor out there where there’s massive amounts of SKUs.
We want to be something that is premium, that consumers absolutely love. Our satisfaction rates are, you know, amazing. And the solutions we offer, folks, really, you know, we’ve gotten really good feedback. So but at the same time, to your point, just being really tapped in. And once we see that, hey, folks are saying, OK, you know what, I need an XYZ variant or a higher variant or whatnot.
That’s something that we can quickly look at. But again, Roadmap is planned, so stay tuned.
Prakash Sangam:
OK, thanks. For you guys, the consumer is a big target market, right? There’s a lot of AI use cases in the enterprises. Even if you look at CoPilot Plus as well. So how are you balancing that? Are you looking more closely at enterprise as well? It’s not as big right now for you guys.
Hassan Anjum:
Yeah, I mean, just generally speaking. So the solution is, we think it’s both. So in our consumer enterprise, the easy solution for us is SMB. So what has happened after the pandemic spike is a lot of things have changed, right? So on the consumer side, Gen Z usage went up. I think it went up 50% and video conferencing went up like 20 times over, right?
And communication went up double digits, watching gaming went up.But then what’s really interesting is if you go to the video conferencing and communication and editing documents, these are SMB solutions as well. So what we’re trying to do is we are trying to work with the balance of those use cases and saying, hey, we have solutions out there for you as well.
I mean, look at the market in the AI PC, CoPilot plus, enterprises definitely in the area that we’re very interested in. So we’ll continue to work through that.
Prakash Sangam:
And I think BYOD went up crazy during the weird days. I don’t know what is the latest now, but that could also help you guys. Right?
Hassan Anjum:
Exactly BYOD and also the fact that some enterprises and SMBs are supporting the employees bringing their own devices. So I think that for us is really exciting. So stay tuned on that.
Prakash Sangam:
Yeah, in terms of the PC ecosystem itself. So who do you see as your primary competitor here? Other Windows PCs or Mac or what’s your view on that?
Hassan Anjum:
Prakash, we were looking at it from a competitive point of view. Again, there’s a couple of points I’ve made earlier. I don’t see myself as a traditional PC manufacturer. So you look at our portfolio, we’re indexing heavy at a certain price point. You look at our solution, we are extremely specific in our solutions.
Hassan Anjum:
We’re just not going to put all the skews out there. Where we’re distributed, who’s buying us just completely changes. Perfect example I’ll give you is that when people are buying Samsung PCs, there is a high propensity of brand. So if you’re taking to the purchase journey for consumers, it’s very simple.
It’s, hey, this is my price point I’m going to go for. This is my specs. And then this is the discount or promotion. I’m very generally speaking, but that’s it. But with Samsung, what’s really interesting is the folks who look at it, they say, this is the brand. I mean, it’s just completely a very different shift in mindset. So for us, that’s actually really, really, really exciting.
So I don’t really look at it from a competitive point of view. There’s so many other things I could bring in. Like, for example, you know, most of our Samsung PC owners are using it every day. Right? So we just completely stand out. So when I think of this solution, I think of an addition to what the consumers are really asking for.
And early on, you know, in the year we launched a Galaxy AI phone and we learned a lot with that, that, you know, Samsung has a high level of trust, one of the highest. Yeah. With AI. So what we want to do is bring some of those elements into my favorite category, new computing. So that’s really it. So that’s an interesting point, right?
Prakash Sangam:
AI is becoming so big and it has a trust deficit in terms of privacy and who has access to my data. So I think one of the key things in the AI realm will be obviously trust and also how much you are sharing that trust and the information across how many devices, how many platforms and so on, right? I think that’s where companies like Apple can really shine and show off saying, hey, not many people have access to your personal data and all that. And that is believability and trust.
I think Samsung, because you guys have a large ecosystem of devices, almost every home has one or two Samsung devices. You can basically offer something that is specific to Samsung ecosystem, based on what I am saying, and extend that trust across them, right?
Hassan Anjum:
Yeah, well, you hit the nail on the head. I think that’s exactly how we’re looking at it. So Samsung has been, even before AI, a one-stop-shop solution, right? So you look at, we talked about earlier Android, Chrome, Windows, we talked about phones, so many categories, TVs, laundry machines. I mean, we are just everywhere.
But then the expectation from a consumer is, I’m going to pick up this device and it naturally just integrates everything with me. But back to your point about AI and how folks are intending to use it, right? So I talked about the fact that after the pandemic spike, the market grew and then it corrected a little bit.
But then we expect another surge and what happened was in that growth, people started using it very differently, right? So there’s three big pillars. And I touched upon this productivity, creativity and gaming. But what does AI really help me do, right?
So when we look at sentiments and how people feel about AI and when they look at productivity, they say, look, the sentiment is AI really can help me be more productive. And then on the creativity pillar, people actually feel that AI can help me build more content. And obviously gaming, it’s all about the entertainment, can entertain me and all that kind of stuff.
But as we think about that, those are the three pillars that will really rest on to deliver the value of AI on computing devices.
Prakash Sangam:
Okay. And each and every item going forward, in my view, will have some sort of AI. The only difference is how big or how small. And are you thinking about like connecting all of your ecosystem with something specific? How they use AI across Samsung ecosystem and so on? Is there something of that sort that you’re thinking about working on and so on?
Hassan Anjum:
Yeah, that’s a good question. And you know, the good news is Prakash, the integration is already there, right? It’s called SmartThings, Right ? So I was on my 49 inch monitor. And I was watching a YouTube video and I came by it and it immediately just just said tap, tap to put it on the screen. So I tap my phone and this is out of the box, right?
I’ve never set these devices up. t’s just the unique identifier was the Samsung account immediately just displayed the phone on the monitor while I was working on my PC on the monitor. I mean, this is fantastic for us, right? So I think the ecosystem, the integration within all devices is an expectation from consumer devices. So most of our PC owners actually have a Samsung phone.
So in other words, they expect it. The second most I think is the TV and whatnot. So when we go down the list, you see all these Samsung devices. I’ve already got all these Samsung devices. So when I buy a PC, I almost have this natural expectations that these devices work together. And the good news is whenever, back to your question about presenting to consumers or customers, or our buyers, that expectation is sort of inherent and it’s this underlying for us. So these devices need to be working together.
Prakash Sangam:
Of course. Yeah. So, I mean, keeping on the AI front, I mean, everybody has AI now, right? So if you take PC, for example, Microsoft is its own AI and its AI components and its offerings. The SOC providers, Qualcomm has its own AI and you guys have Galaxy AI and so on, right? So there’s so many, so much of AI on the on the device.
So I think the key will be a challenge in my view to balance these things out and make sure from a user’s perspective, they’re not exposed to all these four different silos, which they are right now, but a coherent, simple to use interface that hides all the complexity, right? And I think it’s a challenge for the OEM. So how are you looking at solving this and making it easy and make sure all these guys work together, right? And also to have some differentiation while doing that, which I think is even a harder task.
Hassan Anjum:
No, that’s a great question.I think it goes back to my previous point of what Samsung is going to stand out in this AI space is that aggregation of everything that has AI in it, right? So everything that has AI in it, everything that’s a Samsung device, how do you integrate that into a one-stop solution, whether I’m using phones on the go or when tablets and PCs when I arrive, right?
That whole journey, I’m taking my life with me. How do you integrate with that? And part of that is those exceptional partner relationships we have. You know, when you look at all the partnerships that we work with, again, operating systems, distribution, devices, appliances, the various amount of businesses we are in, I can’t think of any other brand that is so integrated across all these different platforms.
So for us, you know, that ecosystem is the most important piece. And then what we do is we share our insights with our partners, right? We share them and say, this is our vision. And what we want to do is integrate your solution into that vision. And we present that.So what you will see is when the folks start buying or start using our edge, if you will, they will have those expectations that Samsung makes it easy.
Samsung, you know, as a one stop shop solution for us only because of that expectation. Yeah. And backend, your AI works with, for example, as you mentioned, you know, whoever has a Samsung laptop probably has a Samsung phone as well, Galaxy phone. So you have capabilities that basically make interconnection between the phone and the laptop much better than if you have different from different vendors and so on.
Yeah, that’s that’s kind of fair. Yeah. Yeah, Prakash, I heard from my sources that you are a Samsung phone user. So so I think as you remember, linked to Windows, where you can actually share your screen on your phone.
Prakash Sangam:
Yeah, I’m biggest user by the way. I love it.
Hassan Anjum:
Yes. That’s great. And that took us some time to again, it goes back to the fact that this is a Windows and Android phone. And again, integrating all that solution, right? It’s a Galaxy ecosystem. But back to the point is that circle to search the phone feature. You can still use it while you have that screen mirroring going on.
So for us, we are going to integrate the phone Galaxy features, which is in a partnership with another operating system into our PCs as well. So you will see those integrations come through and back to your point. We hope folks continue to use it and give us some of that feedback.
Prakash Sangam:
Okay. So as I said, I mean, I used Galaxy Book S and I used other AC PCs as they’ve been called exclusively. And the biggest issue by far was app compatibility, right? So and Microsoft during their speech and during the last couple of years and Qualcomm has been saying that they have addressed that issue squarely. There is a new emulator coming as well.
So a lot of applications, I think Chrome becoming a native, I think it was a big step. But when I talk to IT managers, CIOs and others, they still have that lingering question on the back of their mind. And, you know, as I said, Qualcomm CEO Christiano mentioned they’ve tested thousands of applications and so on.
What is your view on it? Do you share that view? Have you done any specific testing on your end for your applications or the applications that are popular and most used within your user base?
Hassan Anjum:
Yeah, first of all, I absolutely love talking to somebody who’s so passionate about the Galaxy Book S. That was one of my big projects, and I’m so glad that you brought it up multiple times. And yes, I was a big fan of that device too. I think the app issue, or the app, I would say challenge, if you will, existed.
And we were pretty adamant with our partners on that support. So, back to your point on what Samsung did, we worked very closely with our partners to say, okay, these are sort of the fundamental apps that need to come to market with this device. Because at this point, we’re going to nail the hardware.
We’re going to partner together and nail the software. We’re going to nail the solutions. We don’t want the last piece of the puzzle, if you will, the app support, a challenge or a prickly thorn for us. So, I feel confident that we have something that consumers will love from all those facets now.
Prakash Sangam:
And are you guys, from your point of view, doing anything different in terms of co-marketing and other things when the first CoPilot Plus PCs start selling? Qualcomm is doing quite a lot of stuff for their own Snapdragon band marketing and so on. What is your strategy when these go on display? I’m assuming most of your spend will be on Samsung brand and Samsung experience, but since these are a little bit different PCs than the other 8 or 9 models you have on the shelf, how are you addressing that challenge, if you will?
Hassan Anjum:
Based on what you will see when the devices come into store, we feel very good in terms of Samsung being differentiated and all that. But back to your question about how are you doing co-marketing, I can say this from a Qualcomm, Microsoft perspective, us three together, this is going to be our biggest launch together.
So in terms of co-marketing and how we’re going to go to market together, I mean, our biggest Qualcomm PC launch ever. And I think when you go into a store, you’ll see solution of CoPilot plus PCs. And what excites me even more is, I think you’ll see that Samsung is extremely differentiated. And it goes back to the questions you had, the processor, the screen, the thinness, the lightness, and the pre-order, free TV or included TV with a pre-order of the device. We think that we are extremely differentiated. We are extremely unique in this space.
Prakash Sangam:
And you have Windows and ARM as well as x86 with Intel and AMD. With Book S, the Arm and X-86 versions, were similar in terms of pricing and performance, you did not highlight too much the difference. They’re kind of put on the same pedestal. You highlighted the battery benefits a little bit more and so on.
So going forward, how do you see dealing with these? You focus more on Samsung brand and experience, and these are configurations and variations for those products, or will have separate positioning and so on? How are you thinking through going forward, maybe end of this year or early next year when you have both the PCs on the shelf?
Hassan Anjum:
Yeah, I think we definitely will have a solution for both. So AI PCs plus CoPilot plus PCs. As we think about moving forward, we’ll have both. So Samsung has always been in a position where one size solution does not fit all. So we will have consumers that walk in and say, hey, I want to buy the AI PCs.
And then one that will say, look, I want to try this new CoPilot plus PC. So Samsung will continue providing both. And as you think about next year, both will exist, co-exist, if you will, side by side. And we don’t see that changing for next year.
Prakash Sangam:
OK, so it’s like one more skew. You’re not doing any tiering or any separate positioning for ARM PCs, correct?
Hassan Anjum:
I like how you’re trying to dig at the roadmap, Prakash. That’s a good strategy. But I will say, yes, as we think about the roadmap, we will look at enhancing or growing both solutions.
Prakash Sangam:
And interesting that AMD came up with, as I mentioned, my monologue. And I did not see Samsung on the OEMs that they mentioned for their initial 100 plus models and so on. You used AMD before and you have been in an AMD shop. Any comments there on your view of AMD for this?
Hassan Anjum:
Another crack at getting the roadmap, huh, Prakash? I think today’s solution is what we have. And again, we continuously evaluate how we look at for next year. Right now, we probably are not prepared to talk about any of those other solutions right now.
Prakash Sangam:
You can’t blame me for trying.
Hassan Anjum:
But nice try, nice try.
Prakash Sangam:
And obviously Qualcomm CEO Christian Amon has been a champion for Windows around for almost seven, eight years now. And he expects Arm to take at least 50 percent of the PC market in the next five years or so. So it’s a lot of confidence there. Obviously, both parties will go their own horns.
Since you guys deal with both the ecosystems, any views from you on that specific aspect? Also the future of AI PCs or CoPilot plus PCs?
Hassan Anjum:
Yeah, we definitely think AI PCs as a whole will grow. I think that people are coming to the market back to my earlier point. Hey, we have different expectations from PCs now or evolved expectations, if you will. And the market will naturally start growing in that area, completely aligned there.
In terms of the ARM and x86 architecture, what really excites me is the fact that consumers will have both solutions out there. And they can make the choice. They can decide. So what works for them? What is the slight nuances in terms of the value proposition? What are the proof points? What’s working out there? What the reviews are? What the consumers feel like? They will make their decision. And for me, that is the beauty of all of this, regardless of growth, regardless of the mix and all that kind of stuff. The choice is there. And that’s for me, the most exciting part.
Prakash Sangam:
All right, Hassan, that was my last question. Thank you very much for a great discussion. And again, thanks for all the insights. I think this and next year are going to be really interesting and critical for the PC industry itself, right? So I’ll be closely watching this. Best of luck and thank you again for coming over to Tantra’s Mantra.
Hassan Anjum:
Thanks, Prakash. I look forward to discussing more how you’re using your phone and PC together.
Prakash Sangam:
Absolutely. I can’t wait to get my hands on a Samsung CoPilot Plus PC, the Galaxy Book 4 Edge and see how it works.
Hassan Anjum:
Awesome. Thank you.
Prakash Sangam:
Thank you. So folks, that’s all we have for now. I hope you found this discussion informative and useful. If so, please hit like and subscribe to the podcast on whatever platform you’re listening this on. I’ll be back soon with another episode, putting light on another interesting tech subject.
Bye-bye for now…
