ARM Aims to Take a Bite Out of Intel's PC Market Share
ARM held an analyst conference terminal calendar week in which it detailed its evolutionary path through 2023, marking the first time it has shown us a roadmap for the ARM cadre.
A few years dorsum, I met with ARM officials at the company'due south Cambridge, England, headquarters. At the fourth dimension, I tried to get them to open up upward nearly future designs, just no dice. Since then, ARM seems to have gotten fifty-fifty more secretive, only at the same time, it has made the ARM core more than powerful and less power hungry.
Final week's reveal of a longer-term roadmap suggests to me that ARM has had a meaning quantum in its overall design and feels secure in taking on Intel. Its goal is to take at to the lowest degree 10 per centum of the PC market in the 2022-2023 fourth dimension frame.
A lot of analysts and media got a glimpse of this terminal Dec when Qualcomm showed off its always-continued PCs running the Snapdragon 835 processor. Along with Microsoft, which worked with Qualcomm to create a version of Windows 10 that works on a non-Intel chip, the ii companies accept been working with vendors to develop more laptops based on ARM processors.
Microsoft's motion to back up ARM is a strategic one; sources tell me that Microsoft is committed to processor diversity. I suspect this means Microsoft volition besides be more song about supporting AMD's Ryzen processors.
I of the reasons I think Qualcomm is and so committed to getting into the PC business forth with ARM is that they see Intel as vulnerable. Intel is still years away from getting to 7nm processes, while ARM showed in the roadmap that it, along with its partner fabs, is moving quite fast to 7nm and will be using 5nm processes by 2022-2022.
Of course, the PC business is non as lucrative every bit information technology was 10 years agone, merely laptops will even so be an essential production well into the next decade. Even if we stay abiding at 250-275 million PCs sold each yr going forwards, at that place is money to exist made in PCs.
But there is another course factor I think is very bonny to ARM, Qualcomm, and Microsoft: dual-screen laptops. Since this form factor can also double as a tablet in some instances, a lower-powered processor will exist disquisitional to its design, which is where an ARM-based processor could be pregnant.
If you accept a dual-screen organization that genuinely doubles as a laptop and a tablet, battery life becomes even more critical. While Intel is trying to become its processors to be more than power efficient, I don't think it can friction match ARM, which will likely exist ahead of Intel for at least another five years if non more.
At a major tech briefing in the mid-1990s, I got to spend fourth dimension with someone the meaning players in UK tech such equally Sir Clive Sinclair, who created one of the first portable computers, and Dr. Herman Hauser, a co-founder of ARM Ltd. At dinner with Dr. Houser, we got to talking about the future of the PC industry, and I asked him what office he thought ARM could play. At the time, ARM chips were mostly used every bit embedded processors and controllers.
Always considered an out-of-the-box thinker, besides equally quite a grapheme, Dr. Hauser told me that he did envision a day when an ARM processor could power a PC. While I had a hard time that, it looks now similar his vision is starting to come up to fruition. While I do see many challenges ahead, x percent by 2022-23 is doable and possibly bourgeois if Intel continues to flounder.
Nigh Tim Bajarin
Source: https://sea.pcmag.com/opinion/29068/arm-aims-to-take-a-bite-out-of-intels-pc-market-share
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