News Arm SoCs to Grab 30% of PC Market by 2026: Analyst

[Admin]

Arm could seize 50% of the cloud server, and 30% of PC markets in four years, says Canalys.

Arm SoCs to Grab 30% of PC Market by 2026: Analyst : Read more

 

[setx]

Quite a funny article, completely oblivious to what is actually happening in the world: https://www.semianalysis.com/p/arms-nuclear-option-qualcomm-must

TLDR: ARM tries to kill Qualcomm/Nuvia, mass exodus to RISC-V, Apple is unaffected for now.

So, soon it would be only Apple on ARM, and with Apple who cares what is inside?

 

[ikernelpro4]

Arm could seize 50% of the cloud server, and 30% of PC markets in four years, says Canalys.

Arm SoCs to Grab 30% of PC Market by 2026: Analyst : Read more

No.

Quite a funny article, completely oblivious to what is actually happening in the world: https://www.semianalysis.com/p/arms-nuclear-option-qualcomm-must

TLDR: ARM tries to kill Qualcomm/Nuvia, mass exodus to RISC-V, Apple is unaffected for now.

So, soon it would be only Apple on ARM, and with Apple who cares what is inside?

Another issue is that most people who hype ARM up right now have either zero idea how ARM works or what the differences between x86_64 and ARM are.
I love to ask those young folks that question, and they suddenly all stop praising ARM as if it's their deity...

Really goes to show how you (Apple & the news) can shove literally anything down gullable people's throat...

 

[Kamen Rider Blade]

This sounds like "The Death of PC Gaming" claims we've been hearing all these years.

Same with "The Death of x86" claims that we've been hearing since ARM came back to the fore front due to the Smart Device revolution.

I'll believe it when I see it.

 

[-Fran-]

I'll have to side with most peeps commenting above: while I'd like to see more ARM and RISC-V offerings all around, I seriously doubt X86 will see a big enough dent to worry Intel (or AMD).

The very first statement is already a huge caveat: "Apple's rapid transition to Arm-based system-on-chips has shown the industry how swift such changeover is possible if architected correctly". Apple's ecosystem is closed, as everyone knows, so they can effect changes to pretty much the full software stack onesidedly (is this a word? lol). Microsoft can't and I'm willing to say the Windows ecosystem is way bigger than Apple's. Sure, you can always emulate, but there's some strings attached there. Linux is like the only platform where ARM and RISC-V can flourish with no strings attached. Almost everything there is either opensource or you can compile it to whatever ISA flavour you like.

Overall, this to me reads the same (sadly, again) as "this is the year of Linux". And I say that shedding a tear 🙁

Regards.

 

[Chung Leong]

Developers dislike cross-platform deployment. Who wants to deal with a huge unknown as you're approaching a deadline? Unless higher-core-count (min 16, ideally 32 to 64) ARM laptops become available on the market, I don't see it catching on on the server side.

 

[bit_user]

"It will be an incredible shock for Intel and AMD, to suddenly find themselves fighting to protect their business," said Brazier.

I found this funny.

Intel was rather recently shocked to suddenly find itself fighting to protect its business from AMD.

AMD will still have institutional memory (or trauma, you might say) from the dark interregnum betwixt Opteron and Zen.

And we know AMD saw this coming ages ago, when they first dipped their toe into the ARM market. I'm sure Intel and AMD have both been keeping a close eye on ARM's progression.


BTW, looks like someone is getting paid by the word! The last 5 paragraphs are duplicated!
😏

 

[bit_user]

Quite a funny article, completely oblivious to what is actually happening in the world: https://www.semianalysis.com/p/arms-nuclear-option-qualcomm-must

TLDR: ARM tries to kill Qualcomm/Nuvia, mass exodus to RISC-V, Apple is unaffected for now.

Wow, thanks for the link!

This is all very troubling. I can understand ARM's frustration that their influence on the CPU market hasn't been adequately reflected by their revenues. However, their latest moves seem very self-defeating. Almost as if to prove that getting bought by Nvidia wasn't the worst possible outcome! I'm sure it's all motivated by a desperate scramble to find new revenue, due to Softbank's financial situation and ARM's impending IPO.

I'd probably feel bad for Qualcomm, if I didn't know how often they've been the ones extorting their competitors and customers. I guess the two deserve each other. What's more, few companies should have a legal department with the muscle of Qualcomm's. So, let's hope they can come to some agreement and ARM walks back from the ledge. Otherwise, we'll be witnessing an implosion like the tech industry hasn't seen in longer than I can remember.