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Qualcomm launches Snapdragon Reality Elite and a white-label toolkit for AI glasses, betting the next platform is not a phone

Qualcomm unveiled Snapdragon Reality Elite for MR headsets and START, a turnkey smart glasses toolkit. CEO says 40+ AI wearable designs are underway.

Qualcomm launches Snapdragon Reality Elite and a white-label toolkit for AI glasses, betting the next platform is not a phone

TL;DR

  • Qualcomm introduced Snapdragon Reality Elite, a mixed reality chip platform with improved AI processing for headsets and tethered glasses.
  • The company also launched START (Scalable Turnkey AI-Ready Toolkit), a white-label solution for eyewear manufacturers to develop and ship smart glasses.
  • CEO Cristiano Amon revealed Qualcomm is working on over 40 AI wearable devices, including jewelry, earbuds, pins, and watches.
  • Snapdragon Reality Elite offers significant performance gains in GPU, CPU, and NPU compared to the previous generation, with an NPU capable of running a 3-billion-parameter language model on-device.
  • START bundles hardware, software, companion apps, and AI cloud solutions with reference designs for various smart glasses configurations.
  • Qualcomm made a strategic investment in eyewear manufacturer Inspecs, indicating a deeper commitment to the supply chain beyond just silicon licensing.
  • The company aims to capitalize on a potential market fragmentation of smart glasses, similar to the smartphone market, by providing the foundational silicon layer.
  • Qualcomm's strategy mirrors its past success in enabling smartphone manufacturers with its Snapdragon platform.
  • The competitive landscape includes Meta, Snap, Apple, and Google, with Qualcomm silicon already powering some of these devices.