ARM processors will power 40% of notebooks sold in 2029

In the notebook market, the ARM architecture is rapidly gaining ground over the traditional x86 architecture.

According to a recent report by market intelligence firm TechInsights, it is expected that by 2030, 40% of notebooks sold will be based on SoCs that will use this architecture. The x86 share will drop to around 60%.

According to Arm Holdings CEO Rene Haas, the market share of Windows-on-ARM devices could exceed 50% in the next five years.

Apple Silicon’s success is leading the way

Currently, the x86 architecture dominates the market with about 82% share, while ARM occupies only 18%.

The turning point in this evolution began almost four years ago when Apple made the transition to Apple Silicon, starting with the M1 chip.

The success of this transition paved the way for wider adoption of the ARM architecture in the notebook world.

ARM market share evolution

Currently, the x86/ARM ratio is about 82/18. For 2025, when the new generation of Windows-on-ARM “AI PCs” will have been available on the market for a full year, a slight increase to 80/20 is predicted.

The forecast also contains a discrepancy between market share and revenue.

While ARM could hold 40% of the notebook market in 2029, it is expected to generate 52% of the sector’s revenue. This difference is largely attributed to the premium pricing of Apple notebooks, which are a major player in the ARM camp.

The competition does not stand still

This growth is not guaranteed, however. The latest x86 notebook chips from AMD and Intel have significantly reduced the main advantage of ARM devices.

In addition, both AMD and Intel have ambitious plans to improve the performance and power consumption of their products.

New players in the market

Qualcomm entered the race with Snapdragon X Elite and X Plus processors, promising competitive performance at affordable prices starting in 2025.

MediaTek and NVIDIA plan to launch their own “AI PC” in the second half of 2025, using TSMC’s advanced 3nm architecture.

Even Huawei, despite trade sanctions, aims to enter this market with its own customized chipset next year.

Source: Wccftech