🔥 Premium AI-powered Stock Picks from InvestingPro Now up to 50% OffCLAIM SALE

Arm reportedly seeks to capture more than 50% of Windows PC market, shares rise

Published 03-06-2024, 06:46 pm
© Reuters.

Arm Holdings (NASDAQ:ARM) said it aims to capture more than 50% of the Windows PC market within five years, as Microsoft (NASDAQ:MSFT) and its hardware partners gear up to launch a new line of computers based on Arm's technology.

Shares in the chipmaker rose 4% ahead of Monday’s market open.

The demand for Arm's technology in personal computers has surged following Microsoft's announcement last month of plans to introduce a new generation of PCs featuring AI capabilities, aiming to compete with Alphabet (NASDAQ:GOOGL) and Apple (NASDAQ:AAPL).

The flagship Windows operating system will now run on chips designed by Arm, whose technology has been pivotal in the rise of smartphones. Intel (NASDAQ:INTC) has long dominated the PC industry, but if Arm's initiative succeeds, it could significantly reshape the market.

"Arm's market share in Windows - I think, truly, in the next five years, it could be better than 50%," Arm CEO Rene Haas told Reuters.

Microsoft is heavily investing in this transition, developing a suite of software tools to ensure that programs can run smoothly on Arm-based chips, offering a compelling alternative to the x86 technology from Advanced Micro Devices (NASDAQ:AMD) and Intel.

"They've (Microsoft) gone way beyond anything they had (in developer tools) and they really picked it up in the last couple of years," Haas said. "They are very, very much committed from a software standpoint."

Following Apple's successful adoption of Arm's designs in its "M Series" processors, known for their long battery life and fast performance, Microsoft and hardware vendors are keen to replicate this success in the Windows PC market.

Qualcomm (NASDAQ:QCOM) has introduced the first Arm-based chip for Windows PCs, with more vendors expected to follow, according to Arm's CEO. Moreover, device manufacturers like Asus and Dell Technologies (NYSE:DELL) are set to launch machines equipped with Arm-based systems.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.