
Qualcomm announced two new mobile application processors aimed at enhancing artificial intelligence (AI) capabilities in smartphones during the Snapdragon Summit 2026, held in Maui, Hawaii, on September 22. The Snapdragon 8 Elite Extreme 6th Generation and Snapdragon 8 Elite 6th Generation are designed to support the growing trend of Agentic AI.
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This release marks Qualcomm's first implementation of a dualization strategy for its chipsets, utilizing Taiwan Semiconductor Manufacturing Company's (TSMC) 2-nanometer process. This strategy allows smartphone manufacturers to choose processors based on performance and pricing. The Elite Extreme model features a graphics processing unit (GPU) and a neural processing unit (NPU) alongside the central processing unit (CPU).
Qualcomm emphasizes that these chipsets are optimized for handling AI workloads, being capable of operating AI models with up to 30 billion parameters. Premium smartphones from manufacturers such as Xiaomi, Motorola, and ZTE are expected to incorporate these chipsets.
During his keynote address, Qualcomm CEO Cristiano Amon stated that the industry is shifting toward an agent-centric model, highlighting that new AI-enabled smartphones will prioritize task completion over traditional app navigation. Amon remarked that devices will be required to perform more complex functions as AI integration deepens.
The unveiling of these chipsets is anticipated to escalate competition in the mobile processor sector, particularly as smartphone prices rise due to increasing memory costs. Companies are focusing on premium markets, further intensifying the race for superior mobile chip performance to enhance AI user experiences.
Apple recently announced its A20 Pro chip, based on TSMC's 2-nanometer process, for its iPhone 18 series, while Samsung introduced the Exynos 2600 for its Galaxy S26 models, also utilizing the 2-nanometer process. Taiwan's MediaTek joined the fray, releasing the Dimensity 9600 Pro on October 15.
Notably, Samsung's Exynos captured a 9% share of the global mobile application processor market in the second quarter of this year, marking a 3 percentage point increase from the previous year and a 2 percentage point increase from the last quarter. Analysts suggest that a higher adoption rate of Exynos in Samsung's future smartphones could result in a decline in Qualcomm's market share, which is projected to drop from 30% in Q2 2024 to 23% in Q2 2023, according to Counterpoint Research.