Apple’s rapid transition to ARM-based processors has shown the industry that it has good prospects in computing. Canalys analysts believe that the ARM architecture is developing so rapidly that the corresponding chips will capture a significant share of the PC market and half of the cloud server market in just four years.
“By 2026, not by 2050, but by 2026, four years from now, half of cloud processors will be ARM-based, 30% of PCs will be ARM-based,” said Canalys President and CEO Steve Brazier. “This is an extraordinary industry-changing event that simply hasn’t been taken seriously enough.
ARM processors are already widely used in computer technology. Nearly 100% of Apple computers are sold with M-series processors, according to IDC. At the same time, in the third quarter of 2022, Apple controlled 13.5% of the PC market. Moreover, against the backdrop of a general decline in computer supplies, the Cupertino company was able to increase its own PC sales – from 7.2 million in the third quarter of 2021 to 10.1 million in the third quarter of 2022.
In addition, ARM-based chips are also used in a large number of low-cost Chromebooks. Although such systems are not very popular, it can be assumed that the ARM architecture already accounts for about 15% of the PC market sold in the third quarter of 2022.
According to Dean McCarron of Mercury Research, this assumption may be too optimistic. He estimates that ARM chips accounted for 13.1% of PC client processors in Q3 2022, up from 9.4% in Q2 2022 and 8.9% in Q3 2022. It should be noted that while IDC counts PCs sold, Mercury Research counts processors sold. Therefore, the figures may differ.
Master a popular programming language to earn from $1300 a year
The head of Canalys believes that ARM has potential for further growth in the PC space, especially if other leading PC vendors such as HP, Dell, Lenovo, Acer and Asus introduce their own ARM-based SoCs. Also recall, Qualcomm has announced a new high-performance processor for Windows PCs.