After Qualcomm’s event at Computex 2025, we had a special interview with Vice President Alex Katouzian. Katouzian made important statements on a wide range of topics, from the company’s data center strategies to its goals in the PC market, from XR technologies to wearable devices.

A special interview with Qualcomm Vice President Alex Katouzian at Computex 2025!

Katouzian started by talking about Qualcomm’s AI PC vision and its work on AI agents in devices. He stated that the company has been working on inference-based solutions in the data center field for a while, and emphasized that these solutions are designed to deliver the best performance per watt and reduce costs as much as possible.

said that the NPU (Neural Processing Unit) family called Cloud AI 100 has been integrated into automotive, PC and all other products. He also reminded that Qualcomm has been working on AI acceleration technologies for a long time, especially on the smartphone side.

Speaking about the smartphone segment, Katouzian told investors last November that they aim to have smartphone revenues account for about 50% of their total solutions revenues, excluding QTL (Qualcomm Technology Licensing), over the next four to five years.

Katouzian noted that the company is growing faster than the smartphone market, meaning they are securing their premium and value-tiered solutions by making longer-term deals with customers.

Regarding the PC market, Katouzian said Qualcomm’s design traction continues. He acknowledged that the PC is a long-term play for the company and that they won’t get up to speed overnight, recalling that in November they told analysts that they would only have a 10-12% share of the laptop market. He said that they are looking to generate about $4 billion from a $35 billion revenue TAM (Total Addressable Market), excluding desktops, and that they are on track to do so.

An important session took place at the Computex 2025 fair. Qualcomm CEO Cristiano Amon gave a remarkable answer to Hakkı Alkan’s question. Katouzian, who stated that the PC market is different from other markets Qualcomm has been in before, emphasized that they have established strong relationships not only with PC OEMs, but also with retail outlets and commercial channels that bring PCs to businesses.

He stated that Qualcomm has established good relationships with large retailers in the regions where the largest PC sales are made and that they aim to maintain their performance per watt advantage over their competitors. Katouzian announced that they will announce their next-generation solutions in four months at the Snapdragon Summit and that these will appear in PCs in the first quarter of 2026.

On the subject of XR (Extended Reality), Katouzian stated that they told investors that they will generate approximately $2 billion in revenue by 2029 and that they are very optimistic about it. He stated that in addition to Meta’s growth in terms of AR and MR solutions, multiple other customers have also come on board. He said that Qualcomm is the preferred chipset for Android XR and that they work closely with Google.

Katouzian explained that they have developed a platform called “Spaces” and provided this SDK and HDK to thousands of developers to build solutions around XR sensing algorithms. When interacting with the glasses, eye, hand, face and head movements can be tracked and these movements tell the glasses what to do.

Katouzian stated that the emergence of AI assistants has given life to such headsets, and emphasized that on the MR side, all enterprise use cases such as health and fitness, entertainment, education, gaming and collaboration are being developed by AI.

Katouzian, who stated that Meta’s estimate for Qualcomm in terms of AR glasses increased sixfold from the end of last year to the beginning of this year, said that Chinese customers, especially those with smartphone assets, are also entering the market.

Katouzian emphasized that the multi-device scenario is very suitable for glasses in an environment where everyone will carry more than two or three devices, because everyone is comfortable wearing glasses. He thinks glasses should be complementary, not an additional device to a smartphone.

They can go with your glasses, some of them may have cellular connectivity. He stated that the combination of glasses and a watch will work well, and every company with such assets will pursue multi-device experiences. He said that Qualcomm will have its own orchestration platform that manages data between multiple devices in the cloud and in the cloud in a single device.

In terms of wearable devices, Katouzian said that they are making really great progress, wearable andHe stated that almost every Android gamer who makes hearing aids works with them. He said that these are complementary devices that will go with everything else you use on a daily basis.

Katouzian particularly emphasized that artificial intelligence assistants bring life to XR devices. He stated that on the MR side, all of the institutional use cases such as health and fitness, entertainment, education, gaming and collaboration are being developed by AI.

He conveyed that applications such as NPC characters in games, teachers in educational environments, and personal trainers in health and fitness environments will come to life with AI. Katouzian stated that approximately 80 percent of Qualcomm’s chip division’s revenue consists of mobile, computer, XR, wearable and hearing aids.

When asked how he defines a PC, Katouzian said that they do not want to stick to traditional Windows-based solutions and are agnostic to Linux PC, “Aluminum” PC, Chrome PC or any of these.

He stated that for Katouzian, what defines a PC is a large-screen user experience, regardless of whether it is a tablet or Windows PC or both. He said they are focusing on a minimum 12-14 inch experience.

Regarding the PC market share target, Katouzian confirmed that their 12 percent target has not changed since November. He stated that they will stick to this target despite the trade situation and possible obstacles, because the US and Western Europe have the largest shipment volumes, India is on the rise, and Indonesia and Japan are also big markets they can target.

Qualcomm Official stated that they had a 10% market share in the US retail market in the $800 and below segment in the fourth quarter of 2023, and now they have reached a 9% share in the five largest markets in the US and Europe, and the price segment has changed to $600 and above.

In response to the question of how they will achieve their PC targets, Katouzian said that their roadmap will first expand both upwards and downwards. He stated that the segments with the highest volumes are $400-600, $600-800 and $800-1500. He emphasized that they want to prove themselves to everyone starting from the premium segment, and that this is a long-term game.

Katouzian stated that almost every business Qualcomm has entered since UMTS has been long-term, that they have offered a clear disruptive solution each time, that they have made long-term investments for 7-10 years, and that they have two or three key partners who have enabled them to progress in such markets.

In the case of PC, he said that they have a disruptive solution, that they started making PC-type devices around 2018-19, and that Microsoft is the partner that allowed them to enter and progress in this market.

Katouzian stated that they have adopted an approach focused on large-screen user experience in the PC market and that they are particularly focused on devices with 12-14 inches and above. He emphasized that they aim to be a permanent player in the PC market by establishing strong relationships with retail and commercial channels.