ARM to Challenge Intel's Dominance in Notebooks
Market research firm IHS believes that Intel's 30-year processor dominance in notebooks may get serious competition from ARM.
By 2015, ARM will have captured a notebook share of 23%, IHS predicts.
“Starting in 1981, when IBM first created its original PC based on Intel’s 8088 microprocessor, the X86 architecture has dominated the PC market,” said Matthew Wilkins, principal analyst of compute platforms for IHS. “Over the next generation, billions of PCs were shipped based on X86 microprocessors supplied by Intel and assorted rivals - mainly AMD. However, the days of X86’s unchallenged domination are coming to an end as Windows 8 opens the door for the use of the ARM processor, which already has achieved enormous popularity in the mobile phone and tablet worlds.”
By 2015, ARM notebook shipments will hit 74 million units, up from an estimated 7.6 million in 2012, according to IHS. Windows 8 is predicted to be the major driver of ARM notebook sales. Microsoft announced last January that Windows 8 will also be running on ARM systems. IHS believes that ARM will be most successful in the value notebook space and devices that cost less than $700. ARM chip suppliers will include Nvidia, Qualcomm and Texas Instruments.
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More likely: ARM challenges AMD.
Well I could see them replacing the Atom line but AMD line still has a performance advantage.
Don't get me wrong, ARM seems to be doing a grand job in the mobile phone arena (90% market share*). However due to the difference in hardware expectations of notebook devices, there doesn't seem to be an effective strategy in place to compete with the AMD Fusion and Intel Sandy Bridge APU's. Specifically the performance, integration and power efficiency that will no doubt be significantly optimised in four year's time. There are already decent 'budget' notebooks for less than $700, including the AMD Fusion-based Acer Aspire 5253-E352G32Mnkk.
So I'm inclined to ask, who is ARM working with to carve this market up? This is just my view and I stand to be corrected.
* http://ccninfo.com/viewnews-14117.html