Arm-Based Laptops Gaining Share Despite PC Market Weakness: Report
While 2022 PC shipments are down about 15% year-over-year and are expected to decline further in 2023, Arm-based notebook sales rose last year and are expected to rise again this year. counterpoint researchApple dominated the Arm-based laptop market last year with 90% share, but such processors gained even more share as MediaTek and Qualcomm announced their latest Arm system-on-a-chips for Windows PCs. , will be installed in 25% of notebooks. 2027, the report states.
Counterpoint Research predicts that Arm-powered laptops will “show relatively resilient demand over the next few quarters,” with the success of Apple’s MacBook, closing the performance gap with x86 CPUs, and strong ecosystem support. I’m here. In fact, while the overall PC market shrank by 28.1% in Q4 2022 compared to the same period last year, Apple’s PC shipments fell by 2.1%. IDCMeanwhile, the company’s PC shipments will grow 2.5% year-over-year in 2022, accounting for 9.8% of shipments, according to IDC data.
Given Apple’s focus on laptops and steady demand for Arm-powered Chromebooks, 13% of mobile PCs sold last year used Arm-based SoCs, Counterpoint said. says. The share of notebooks with Arm inside is expected to grow to 15% this year, according to analysts.
But while Apple’s success with Arm-based Macs is undisputed, most people are using Windows machines, which is why companies like MediaTek and Qualcomm are pushing for new Arm-powered SoCs for Windows in 2024. Once introduced, it will accelerate the migration of mobile computers from x86 CPUs to Arm. As a result, the share of Arm-based laptops will already grow to 21% by 2025 and 25% by 2027, Counterpoint predicts.
In fact, Qualcomm has very high hopes for its Snapdragon SoC with its Nuvia-designed Qryon general-purpose core. These processors are currently being sampled by PC OEMs, and the company claims they plan to use these chips in laptops aimed at both consumer and enterprise users.
“Our next-generation PC platform, with integrated custom Qualcomm Oryon CPUs and an upgraded AI engine, samples on time, exceeds our internal KPIs, and delivers disruptive CPU performance per watt across tiers. offers. statement Read by company. “We are currently partnering with major PC OEMs to win multiple platform designs across our consumer and enterprise product roadmaps.”
While Apple, MediaTek, and Qualcomm will be pushing the performance and features of their Arm-based SoCs for years to come, AMD and Intel are waiting to see how Arm eats its lunch. Intel says its laptop-focused Lunar Lake SoC, featuring a multi-tile design and a brand new microarchitecture, will offer performance-per-watt leadership.