Unit shipments of PCs decreased by around 15 per cent in 2022 compared to the prior year and are expected to drop further in 2023, but Counterpoint noted that sales of Arm-based notebooks increased last year and expects them to increase again this year.
The Tame Apple Press spun Counterpoint's report claiming that it was all about Apple and its wonderful chips, but they have ignored the fact that Counterpoint suggested that it will be MediaTek and Qualcomm Arm-based system-on-chips for Windows PCs which will be moving to domination, Such processors will gain even more share and will be in 25% of notebooks by 2027, the report says.
Given Apple's focus on laptops as well as steady demand for Arm-powered Chromebooks, 13 per cent of mobile PCs sold last year used an Arm-based SoC, says Counterpoint. The share of notebooks with Arm inside is expected to increase to 15 per cent this year, according to analysts.
Once companies like MediaTek and Qualcomm introduce their new Arm-powered SoCs for Windows in 2024, migration of mobile computers to Arm from x86 CPUs will accelerate. As a result, the share of Arm-based laptops will increase to 21 per cent already in 2025 and then to 25 per cent in 2027, predicts Counterpoint.
Qualcomm has very high hopes for its Snapdragon SoCs featuring Qryon general-purpose cores designed by Nuvia. These processors are now sampling with PC OEMs and the company claims that they intend to use these chips for laptops aimed at both consumer and enterprise users.