ARM could take 50% of Windows PC market, says CEO

ARM could take 50% of Windows PC market, says CEO

News |
By Peter Clarke

Rene Haas, CEO of processor IP licensor ARM Holdings plc, has said his firm’s architecture could gain more than 50 percent of the Windows PC market within five years.

“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 ahead of the Computex trade show in Taipei, Taiwan.

Microsoft has used ARM processors in its Surface computers for some time but is gearing up to launch a new batch of AI-capable computers based on ARM to compete with Apple. Microsoft is planning to use Qualcomm’s upcoming Snapdragon X Elite processors, which is expected to ship in a number of different vendors’ Windows laptops this year and in Microsoft’s latest Surface.


“They’ve [Microsoft has] gone way beyond anything they had [in developer tools] and they really picked it up in the last couple of years,” Haas is quoted saying. Microsoft has ramped support to ARM as an alternative option to x86 after seeing Windows lose market share to Apple over several years.


AMD has been a multi-decade rival of Intel’s in the supply of x86 processors. Nvidia is in the PC market as a supplier of GPUs although this is a minor part of its business since their successful re-application to AI processing the data center. Although neither Jensen Huang, CEO of Nvidia, nor Lisa Su, CEO of AMD, made reference to ARM-based CPUs for Windows PCs there have been reports that both these companies could be planning such developments (see Nvidia, AMD set to challenge Intel with Arm-based PC processors).

In Nvidia’s case the development could be by way of a partnership with MediaTek Inc.,  according to a report. Nvidia and Mediatek have a partnership to foster the use of AI computing in the automobile announced in May 2023.

At the same time there is the possibility that ARM could be thinking of entering the PC processor market as vendor as well as a licensor of architecture and cores. Nikkei has reported that ARM Holdings plc is planning to set up a AI chip division and an AI processor on sale in fall 2025 (see ARM to compete with AI customers in 2025, says report). While that development was considered to be related to the datacenter, if Haas and fellow executives at ARM are already considering competing directly with Nvidia, AMD why not also compete in the Windows PC market.

Related links and articles:

News articles:

Nvidia, AMD set to challenge Intel with Arm-based PC processors

ARM to compete with AI customers in 2025, says report  

Intel details TSMC-made Lunar Lake processor for AI PCs

Microsoft unveils own-designed processors

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