Arm powered laptops will weather the PC downturn better and be
Hardware

Arm-powered laptops will weather the PC downturn better and be more popular than AMD-powered laptops in a few years

The global PC market is experiencing a severe downturn amid the abatement of the coronavirus pandemic and the global economic crisis. Counterpoint Research analysts believe that PC shipments fell by 15% in 2022 and this year the trend will continue. However, analysts expect Arm-based laptops to maintain solid demand in the coming quarters, driven by the narrowing performance gap with x86-based counterparts as well as Apple’s MacBook.

    Image Source: Counterpoint

Image Source: Counterpoint

The American company Apple is a leader in this Arm computer segment, which has been facilitated by the launch of its own line of Arm processors in 2020. Gradually, applications for iPhone and iPad were switched to macOS, which also contributed to the growing popularity of laptops with Arm processors. Since the release of the Apple M1 chip in 2020, Arm-based laptop market share has grown from less than 2% to more than 12% by the end of 2022. At the same time, Apple dominates the segment with a 90% market share.

Qualcomm and MediaTek, the largest suppliers of mobile processors, are also showing interest in building Arm-based computer chips. Since both companies are mobile processor makers and are therefore familiar with the ARM ecosystem, it should be relatively easy for them to create chips for laptops or computers. While Qualcomm’s example might suggest otherwise, the company has been trying to break into the PC segment for a long time, but hasn’t had much success so far. Counterpoint analysts expect Qualcomm and MediaTek to introduce competitive ARM processors for laptops by 2024 at the latest.

Counterpoint expects the share of arm laptops to increase to 25% by the end of 2027. At the same time, Intel, the largest provider of processors for computers, will lose up to 10% of its market share. Despite this, the company will continue to dominate the PC market with a share of over 60%.

Counterpoint predicts that the market share of Arm-based computers, especially laptops, will continue to grow in the coming years. The explosion in demand for Chromebooks in 2020 was just the beginning. The rate of penetration into the ARM ecosystem is also expected to increase as chip vendors actively work with OEMs to create new offerings. Growing consumer awareness of the ARM platform’s competitiveness could also help expand market share. Ultimately, Counterpoint expects the share of ARM laptops to surpass 21% of the total number of laptops shipped to the market by 2025.

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Dylan Harris

Dylan Harris is fascinated by tests and reviews of computer hardware.

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