Rivals and Legal Action Cast Shadows Over Windows on Arm Market
Qualcomm faces potential disruption to its Windows on Arm laptops due to a legal battle with Arm, while MediaTek prepares to enter the market. Qualcomm's exclusivity deal with Microsoft for Copilot+ PCs, based on its Snapdragon SoCs, is set to expire this year. MediaTek plans to launch its own Windows on Arm chip in late 2024, though it's unclear if it has Microsoft's approval. The legal dispute stems from Qualcomm's acquisition of Nuvia, with Arm claiming Nuvia's licenses are non-transferable without permission. Arm terminated the licenses, requiring Qualcomm to stop using processor designs developed under those agreements. Arm asserts current Copilot+ SoCs descend from Nuvia's chips, potentially subjecting them to an injunction if Arm prevails in court. Qualcomm maintains its existing Arm license rights cover its custom CPUs. Both companies declined to comment on the ongoing legal matter.
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