Arm Holdings, the British chip designer renowned for powering the rise of smartphones, has set an ambitious target to secure over half of the Windows PC market within the next five years. This bold move comes as Microsoft and its hardware partners gear up to unveil a new lineup of computers built on Arm’s innovative technology.
Speaking exclusively to Reuters, Arm CEO Rene Haas expressed confidence in the company’s trajectory: “Arm’s market share in Windows—I think, truly, in the next five years, it could be better than 50 percent.” The announcement has already stirred the market, with Arm’s U.S.-listed shares climbing 2.6 percent in pre-market trading on Monday.
The push into the PC arena marks a significant shift, challenging the long-standing dominance of chips made by Intel. Arm’s technology promises to bring enhanced performance and energy efficiency to Windows PCs, qualities that have been instrumental in the smartphone revolution.
Microsoft is making a significant commitment to this transition, investing heavily in software developer tools to facilitate the creation of applications compatible with Arm-based chips. “They’ve gone way beyond anything they had in developer tools, and they really picked it up in the last couple of years,” Haas noted. “They are very, very much committed from a software standpoint.”
This strategy mirrors the success of Apple, which introduced its own Arm-based “M Series” processors four years ago, delivering machines with impressive battery life and speed. The collaboration between Arm and Microsoft is expected to bring similar advancements to the Windows ecosystem.
Qualcomm has developed the first Arm-based chip aimed at introducing consumers and businesses to these new Windows PCs, with other vendors poised to follow suit. Major device manufacturers like Asus and Dell Technologies are also on board, planning to release machines featuring the Arm-based systems.
The move towards Arm technology in PCs could significantly disrupt the market, offering consumers more choices and potentially sparking a new wave of innovation. For business professionals, investors, and tech enthusiasts alike, this represents a pivotal moment in the evolving landscape of computing technology.
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Arm aims to capture 50% of PC market in five years, CEO says
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