ARM PC Market Trend and Implications 2021

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Nov 30, 2021

Overview:

X86 has dominated the PC industry for decades. In the past, the ARM architecture was thought to be suitable only for low power consumption but low computing power systems. However, things have changed lately. With a new architecture, ARM is beginning to break into high-performance computing domains such as PCs and servers. Apple’s 2020 silicon demonstrates that the ARM architecture is no match for the X86 architecture in terms of performance. New fabrication technologies, such as 5nm or 3nm, are necessary because of the benefits of lower cost and higher computing power. ARM PCs and smartphones share a common architecture as well as a similar ecosystem. This is an advantage for existing vendors in the smartphone ecosystem because they can leverage existing resources. Therefore, we believe that for smartphone AP vendors and current smartphone OEMs, PCs are the next battlefield. This research discusses the ARM PC trend, as well as its evolution and future prospect.

Table of Contents:

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Category

Industry

Semiconductors & Other Components

Report Type

Report

Author

Brady Wang

Brady Wang has more than 20 years working experience in high-technology companies from semiconductor manufacturing to market intelligence, and strategy advisory. Brady’s major coverage in Counterpoint is semiconductors. Prior to joining Counterpoint, Brady Wang worked for Gartner for 11 years. He started his career at TSMC as an engineer for 6 years.

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