Even with the problems with the Snapdragon 810, Qualcomm was able to ship 923 million MSM chips in fiscal 2015, their 30th year of existence. And the expectation is that they will still sell hundreds of millions of chips again this year, which include over 60 design wins of the Snapdragon 820. At the core of this all-new SoC are
However, Qualcomm didn’t just upgrade the CPU and GPU on the Snapdragon 820; they also included a brand new Hexagon 680 DSP and Spectra ISP, both of which are designed to reduce power consumption and help execute specialized tasks at lower power. All of these components are synchronized by Qualcomm’s all new scheduler, called Symphony, whose job it is to help manage processing tasks and send workloads to the fastest and most efficient processing cores. No new Qualcomm SoC would be complete without a high performance modem, and the Snapdragon 820 is no exception with an integrated Snapdragon X12 LTE modem with download speeds of up to 600 Mbps. All of these upgrades are crammed inside of a new SoC with the second generation 14nm FinFET LPP fabrication process from
The overall theme of the Snapdragon 820 is reducing power while increasing performance, significantly. Qualcomm claims major performance improvements and power reductions across the board, including the X12 LTE modem which is supposed to increase performance by 33% and increase power efficiency by 15% over the previous generation. The Kryo CPU claims up to 2X performance and 2X power efficiency on the CPU, but from what we’ve seen its probably closer to 30-40% improvement to both on average, which is still nothing to scoff at. The Adreno 530 GPU is claiming up to 40% performance increase as well as 40% power efficiency improvement, which is extremely attractive when you consider how important things like VR are becoming in mobile. The GPU continues to be one of the most important parts of a mobile SoC, and it looks like Qualcomm made a significant investment and improvement there. Last but not least, the Hexagon 680 DSP is claiming an increase in performance of up to 3X and efficiency improvements of up to 10X. Some of these improvements may come from the fact that Qualcomm has gone from the 20nm transistor size down to 14nm, which brings power and performance gains of its own, but there are clearly more improvements than that to the SoC seeing as most of the new components of the SoC are new to Qualcomm’s SoCs. All of this translates to a power reduction of roughly 30% on the whole SoC when compared to the previous generations of SoCs from Qualcomm, which is a big deal when you think about the Snapdragon 810.
All of these improvements translate to the fact that the Snapdragon 820 is going to deliver higher level of performance in places that may not have been possible before. This opens up new markets for Qualcomm, including the possibility of VR headsets with Snapdragon 820 processors inside, or even drones powered by Snapdragon 820. There are also opportunities for Qualcomm to get more involved in the automotive market with the Snapdragon 820, but they have been fairly quiet on that front for quite some time now. Perhaps the Snapdragon 820 will finally get Qualcomm’s solutions over the hump that prevented them from getting major automotive design wins. The improvements of the Snapdragon 820 really give Qualcomm an opportunity to enter their SoC into new markets beyond the smartphone, some of the most innovative new products on the market like the new Light camera use Qualcomm’s Snapdragon 820 SoC because it has all of the things that they need to deliver a quality user experience and great images.
I think we are going to see Qualcomm Snapdragon expand into a lot of new markets with the Snapdragon 820 and subsequent lower tier models while also reaffirming themselves as the leader in the smartphone SoC market.
Disclosure: My firm, Moor Insights & Strategy, like all research and analyst firms, provides or had provided research, analysis, advising, and/or consulting to many high-tech companies in the industry, including ARM Holdings, Qualcomm and Samsung Electronics cited this article. No employees at the firm hold any equity positions with any companies cited in this column.