Arm Holdings is on a mission to capture more than half of the Windows PC market within the next five years, according to CEO Rene Haas. This ambitious goal comes as Microsoft and its hardware partners gear up to release a new wave of computers utilizing Arm's cutting-edge technology.
Arm's U.S.-listed shares saw a 2.6 percent increase in pre-market trading on Monday, reflecting investor confidence in the company's strategic direction.
The surge in demand for Arm's technology in personal computers follows Microsoft's recent announcement of its plans to launch a new generation of PCs equipped with advanced artificial intelligence features. These AI-powered machines are designed to compete directly with offerings from Alphabet and Apple.
Arm's technology will be integrated into Microsoft's flagship Windows operating system, marking a significant shift from the decades-long dominance of Intel in the PC industry. If successful, this move could disrupt the traditional PC market landscape.
\"Arm's market share in Windows—I think, truly, in the next five years, it could be better than 50 percent,\" Haas told Reuters in an interview.
Microsoft has committed considerable resources to ensure that its alternative technology to Advanced Micro Devices and Intel's x86 architecture is widely adopted by consumers. This includes developing a suite of software developer tools that facilitate the creation of programs 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 added. \"They are very, very much committed from a software standpoint.\"
Historically, inadequate developer support has been cited by tech reviewers as a major reason behind Microsoft's challenges in the smartphone operating system market.
Following in Apple's footsteps, Microsoft and hardware vendors are now embracing Arm designs. The company has enjoyed success with its \"M Series\" processors over the past four years, which are praised for their long battery life and high performance.
Qualcomm has introduced the first Arm-based chip aimed at familiarizing consumers and businesses with Windows-based Arm machines, with plans for other vendors to follow suit. Additionally, Microsoft has secured commitments from device makers like Asus and Dell Technologies to sell machines powered by Arm-based systems.
Reference(s):
Arm aims to capture 50% of PC market in five years, CEO says
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