Arm aims to capture 50% of PC market in five years, CEO says(reuters.com)
reuters.com
Arm aims to capture 50% of PC market in five years, CEO says
https://www.reuters.com/technology/arm-aims-capture-50-pc-market-five-years-ceo-says-2024-06-03/
11 comments
I wish them best of luck but that's just a statement and not a very interesting topic for discussion.
It’s interesting that all of the announced CoPilot Plus laptops were Qualcomm powered. Plus the context of chips and PCs are likely to shift a bit given the CPU announcements this week at Computex.
It sounds like a pipe dream backed by hot air more than anything else. 50 % is such an arbitrary percentage as well.
This article has some more context in regard to the AI-enabled PCs.
https://www.cnbc.com/2024/05/20/microsoft-qualcomm-ai-pcs-sn...
> The company on Monday announced a Surface Laptop and a Surface Pro tablet with a Qualcomm chip that can run some AI tasks without an internet connection. Other computer makers like Lenovo, Dell, HP, Asus, Acer and Samsung are also launching AI-ready PCs powered by Qualcomm’s Snapdragon X Elite and X Plus processors, which promise longer battery life and will run Microsoft’s Copilot AI chatbot.
> Device makers will release PCs with AMD and Intel chips that will adhere to the Copilot+ standard at a later time, Microsoft said during a press keynote address on its campus in Redmond, Washington. The PCs will be able to translate audio, recommend responses to incoming messages and suggest changes in the Settings app, and even talk with people about what’s on screen.
https://www.cnbc.com/2024/05/20/microsoft-qualcomm-ai-pcs-sn...
> The company on Monday announced a Surface Laptop and a Surface Pro tablet with a Qualcomm chip that can run some AI tasks without an internet connection. Other computer makers like Lenovo, Dell, HP, Asus, Acer and Samsung are also launching AI-ready PCs powered by Qualcomm’s Snapdragon X Elite and X Plus processors, which promise longer battery life and will run Microsoft’s Copilot AI chatbot.
> Device makers will release PCs with AMD and Intel chips that will adhere to the Copilot+ standard at a later time, Microsoft said during a press keynote address on its campus in Redmond, Washington. The PCs will be able to translate audio, recommend responses to incoming messages and suggest changes in the Settings app, and even talk with people about what’s on screen.
The article clarifies: "Arm Holdings aims to gain more than 50% of the Windows PC market in five years"
Macs don't count in this context (nor does ChromeOS), so I really doubt they'll meet this goal. ARM for Windows has thusfar flopped.
Macs don't count in this context (nor does ChromeOS), so I really doubt they'll meet this goal. ARM for Windows has thusfar flopped.
Qualcomm/Microsoft seem to be having a good start with the new Snapdragon. It will all boil down to x64 emulation at this point because from the reviews the battery life and performance appear to be solved problems (or at least good enough to make people shift away from intel/amd).
As long as people can get their software running and Intel/AMD don't make miraculous improvements in power consumption it seems like the arm prediction even though very optimistic is still very possible.
Oh good, so affordable modern arm cores with lots of usb4 and or PCIe throughout should be happening then? Looking forward to arm being a competitive player for the connectivity consumers expect, at reasonable prices.
RISC-V exists, therefore this is not happening.
Is 50% based on analysis and projections, or is this just another CEO sticking a finger in the air, banging a drum and willing it?
Don't they realize they completely lose credibility when they do this? I guess by this stage they're so wrapped up in their own importance maybe not.
Don't they realize they completely lose credibility when they do this? I guess by this stage they're so wrapped up in their own importance maybe not.
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That will need to change for me to be interested in the product.
https://softwarefreedom.org/blog/2012/jan/12/microsoft-confi...
https://liliputing.com/windows-10-arm-less-locked-windows-10...