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.