Apple appears to have a dominant advantage in the Arm-based laptop market.
According to new data from the research firm Strategy analysis, Apple, Mediatek and Qualcomm are set to capture the top three revenue shares in the Arm-based laptop processor market this year.
Strategy Analytics’ Handset Component Technologies (HCT) research report, “Arm-based Notebook Processor Share 2021: Apple Takes Early Lead,” estimates that Apple, MediaTek and Qualcomm will capture the top revenue share spots in the PC market. Arm-based notebook processors. in 2021. After seeing nine-fold revenue growth in 2020, the Arm-based laptop processor market will triple to $ 949 million in 2021.
In terms of units, Arm-based laptop processor shipments will double in 2021, capturing more than 10 percent of total laptop processor shipments, according to Strategy Analytics.
Sravan Kundojjala, associate director of mobile phone component technologies service at Strategy Analytics, said Apple will capture nearly 80 percent of the market by 2021, a dominant advantage due to the success of its M1 chip.
“Apple and MediaTek took the lead in the market for Arm-based notebook PC processors. Apple will capture nearly 80 percent of revenue share in 2021, driven by its Apple Silicon M1. MediaTek, on the other hand, will occupy second, thanks to its early leadership in the ARM-based Chromebook PC processor market. “
Mr. Kundojjala continued, “Qualcomm, despite its close partnership with Microsoft on the Windows operating system, has been unable to make a dent in the laptop market so far. Qualcomm is investing heavily in the computing market with its acquisition of Nuvia, and we will see results only in 2023. In the short term, Qualcomm may focus on Chromebooks to capture MediaTek’s share. Strategy Analytics believes Arm-based notebook PC processor vendors will need to increase investment in software and branding efforts to effectively compete with x86-based vendors Intel and AMD. “
Apple could extend this advantage even further. The company is scheduled to host a virtual event on Monday, October 18, where it is expected to announce the long-awaited redesign of the 14-inch and 16-inch MacBook Pro. The new laptop is rumored to feature an updated M1 processor.
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