Yes the lawsuit and other delays impacted things, I don’t think this is indicative of the team or Qualcomm’s productivity more broadly, but could be wrong, though it was a reasonably extenuating circumstance. Fitting the cores back over to QC fabric etc.
It should *NOT* be a significantly new micro architecture, there might be design and power delivery/fabric tweaks but the IPC lines up with X Elite stuff mostly.
What is new is A) almost certainly the physical design with N3E and B) more SLC is for sure going to be seen here because it’s a phone chip
C) E Cores (custom)
Also of note: with N4/N4P and the first laptop chip, QC really has 3.4GHz as their baseline most common frequency.
With this part it’s looking like 4GHz, and 4.3GHz is the “Plus” model or whatever that they usually do with some extra frequency. I suspect power on that isn’t fantastic, but this is still a phone profile so even with gaming phones or boosting, that 4.34GHz & 3200 GB6 ST is doubtful going to be more than 8-10W. Point being, huge average ST speed and power improvement with a similar micro architecture, probably due to the node allowing higher peak speeds and some other cache or Qualcomm power delivery tweaks.
And the standard baseline chip should be at 4GHz & 2750-2900 GB6 ST. It’s rumored at about 4.5-6W which is normal and fine and makes sense.
Overall the fact that the baseline N3 Phone chip is at 4GHz for all parts on roughly the same micro architecture and doing so in (again, remains to be seen for sure but probably?) phone profile is a good sign for the X Elite 2 on N3 in 2025/2026. Also likely shows they tweaked a few things, because node alone wouldn’t take the Oryon core down to 5-6W. I could be wrong and the baseline 8 Gen 4 is like 8W for 3.7GHz and throttling terribly lol, but I doubt it. The Plus model for gamers and shit sure.
Anyway, I think 4+GHz for the XE2 will be standard along with a sizable IPC increase, power reigned in a bit and new E cores will probably buoy the battery life of perf/$ (unlike Intel, Qualcomm hasn’t even played that card yet lol).
Arguably the most interesting thing about the 8 Gen 4 is what it will say about how much room to run Qualcomm has for laptops, much like Lunar Lake imho showed this by basically doing less with more, save the GPU.