Monday, June 10th 2024

Nightmare Fuel for Intel: Arm CEO Predicts Arm will Take Over 50% Windows PC Market-share by 2029

Arm CEO Rene Haas predicts that SoCs based on the Arm CPU machine architecture will beat x86 in the Windows PC space in the next 5 years (by 2029). Haas is bullish about the current crop of Arm SoCs striking the right balance of performance and power efficiency, along with just the right blend of on-chip acceleration for AI and graphics, to make serious gains in this market, which has traditionally been dominated by the x86 machine architecture, with chips from just two manufacturers—Intel and AMD. On the other hand, Arm has a vibrant ecosystem of SoC vendors. "Arm's market share in Windows - I think, truly, in the next five years, it could be better than 50%." Haas said, in an interview with Reuters.

Currently, Microsoft has an exclusive deal with Qualcomm to power Windows-on-Arm (WoA) Copilot+ AI PCs. Qualcomm's chip lineup spans the Snapdragon Elite X and Snapdragon Elite Plus. This exclusivity, however, could change, with a recent interview of Michael Dell and Jensen Huang hinting at NVIDIA working on a chip for the AI PC market. The writing is on the wall for Intel and AMD—they need to compete with Arm on its terms: to make leaner PC processors with the kinds of performance/Watt and chip costs that Arm SoCs offer to PC OEMs. Intel has taken a big step in this direction with its "Lunar Lake" processor, you can read all about the architecture here.
Source: Electronics Weekly
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112 Comments on Nightmare Fuel for Intel: Arm CEO Predicts Arm will Take Over 50% Windows PC Market-share by 2029

#26
Assimilator
mb194dcOnly legacy x86 apps apps are keeping people on the ecosystem and they're slowing disappearing.
Legacy x86 apps like videogames, you mean?
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#27
Daven
This TPU April Fools story is looking a lot more likely.

www.techpowerup.com/321095/intel-realizes-the-only-way-to-save-x86-is-to-democratize-it-reopens-x86-ip-licensing?amp

While 50% is a pull-from-his-ass kind of number, ARM laptop, desktop and server market share will definitely go up from what it is today. Intel can’t afford that. Fabs cost about the same money whether they are making chips or not and every 1% shift of market share from Intel to ARM drains Intel’s coffers faster and faster.

Intel will never get the kinds of third party orders its needs to keep those fabs at capacity as long as they make their own chips. Intel needs to pivot to a hybrid ARM-TSMC business model. They need to become a one stop shop for licensing IP and then fabbing the chips or split into two companies.
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#28
azrael
Have we actually seen any real tests of the new Snapdragon X processors? I only recall seeing different showcases.

Also, the success of Windows on ARM is very much dependent on two things, developer support and whether or not the ARM processors can run x86/x64 software satisfactorily in emulation. Most people don't want to give up their existing software.
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#29
kondamin
azraelHave we actually seen any real tests of the new Snapdragon X processors? I only recall seeing different showcases.

Also, the success of Windows on ARM is very much dependent on two things, developer support and whether or not the ARM processors can run x86/x64 software satisfactorily in emulation. Most people don't want to give up their existing software.
Those reviews should be landing this week as embargo's should be lifted I think tomorrow or tonight.
Pretty certain results will be very good for general use and software that has gotten optimizations.

I think the bigger issue is going to come later when more chips enter the market that don't have all the extensions on soc or different configurations and make arm on windows a minefield where davinci resolve on a laptop with a snapdragon X works like a champ but on a laptop with snapdragon Y doesn't work at all as it's a .x hardwave version and blackmagic can't be bothered to fix it like they never bothered fixing for vega
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#30
bitsandboots
I've lost track of where Intel is going with regards to increasing competition and threats to their business (arm, amd, nvidia)
AMD's plan is more interesting to me. They're executing very well on x86 plans, but have yet to make a difference in the AI gold rush and so far don't seem to be gearing up to directly compete with arm.
kondaminThose reviews should be landing this week as embargo's should be lifted I think tomorrow or tonight.
Pretty certain results will be very good for general use and software that has gotten optimizations.

I think the bigger issue is going to come later when more chips enter the market that don't have all the extensions on soc or different configurations and make arm on windows a minefield where davinci resolve on a laptop with a snapdragon X works like a champ but on a laptop with snapdragon Y doesn't work at all as it's a .x hardwave version and blackmagic can't be bothered to fix it like they never bothered fixing for vega
Also predicting DOA for GPU activities that stray outside a narrow golden path. I have only ever heard negative things about qualcomm's adreno drivers relative to intel, amd, nvidia.
It's one reason the Apple chips aren't usable in some situations - because you can't reasonably pair the apple chips with a 3rd party gpu.
I hope to see the snapdragons be less of a walled garden. It'd be cool to see a qualcomm + nvidia pairing for example.
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#31
Daven
bitsandbootsAMD's plan is more interesting to me.

It'd be cool to see a qualcomm + nvidia pairing for example.
Looks like you are a DIY PC enthusiast on a DIY PC enthusiast website. The ARM trend does not apply to thee. It is for the 99.999% of the rest of the world who don’t care about AMD, Intel and Nvidia. They just want a computer as our world becomes more computerized.
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#32
SL2
john_Also no wonder Dell keeps downplaying the existence of AMD and goes with Qualcomm today, probably Nvidia tomorrow.
Dell is also the only one (AFAIK) who's ever released a Radeon RX 7900M laptop. I never saw a Dell Phoenix laptop, but I have seen with Hawk point.

To me it seems like they're changing.
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#33
bitsandboots
DavenLooks like you are a DIY PC enthusiast on a DIY PC enthusiast website. The ARM trend does not apply to thee. It is for the 99.999% of the rest of the world who don’t care about AMD, Intel and Nvidia. They just want a computer as our world becomes more computerized.
You're not completely wrong, but getting ARM into places where GPUs are important is still valuable!
Clearly qualcomm's attempts are bottom-up. Go for the least demanding markets first. Sure.
But, this doesn't just leave out "DIY PC enthusiasts". This also leaves out workstations.
And, also, DIY PC enthusiasts have viral marketing influence. If we get cool ARM computers, we're sure to spread adoption elsewhere by spreading the word.
So, I'm looking forward to ARM adoption NOT being a lock-in to a terrible GPU, so that all workloads can be uplifted.
ARM doesnt need to be paired with a bad gpu, so it shouldn't be limited to it, that's all.
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#34
Daven
bitsandbootsYou're not completely wrong, but getting ARM into places where GPUs are important is still valuable!
Clearly qualcomm's attempts are bottom-up. Go for the least demanding markets first. Sure.
But, this doesn't just leave out "DIY PC enthusiasts". This also leaves out workstations.
And, also, DIY PC enthusiasts have viral marketing influence. If we get cool ARM computers, we're sure to spread adoption elsewhere by spreading the word.
So, I'm looking forward to ARM adoption NOT being a lock-in to a terrible GPU, so that all workloads can be uplifted.
ARM doesnt need to be paired with a bad gpu, so it shouldn't be limited to it, that's all.
As a diehard DIY PC enthusiast, I want what you want. But workloads and storage are moving to the cloud, for the majority of the planet, a smartphone is the only ‘computer’ most will ever own and once an industry goes super mainstream, boutique parts are relegated to hobbiests.

In the future, discrete GPUs for desktops, consumer purchaseable socketed CPUs and other DIY parts will become antiques as the computing world moves to wearables, ‘dumb terminals’ that fit in your pocket and massive super computing arrays.

Having to sit in a stationary position (desk) while interacting with a piece of plastic (mouse) to use a box connected with wires (desktop) will look barbaric to users in the not so distant future.
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#35
SL2
Ferrum MasterTake some most popular ARM platform, that is arguably raspberryPI... can you boot a PCIe video card? It it will take years, decades for something to budge there.
Yes. It's not ready for consumers, but it works.

Snapdragon X even has eight unused PCIE 4 lanes.
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#36
Ferrum Master
SL2Yes. It's not ready for consumers, but it works.

Snapdragon X even has eight unused PCIE 4 lanes.
You call it works out of the box, the memory mapping is a nightmare and most features are broken. That's the real life perspective of ARM using as a daily driver... Looking at Geerlings eyes at the end he had put few nighters with few hundred kernel compile tries and begging for code patches.
Posted on Reply
#37
SL2
Ferrum MasterYou call it works out of the box, the memory mapping is a nightmare and most features are broken.
Where did I say out of the box? What do you think not ready for consumers means???

You didn't get my point. If a end user could get that far with existing parts, it wouldn't take years for an OEM to develop something.
Posted on Reply
#38
Ferrum Master
SL2it wouldn't take years for an OEM to develop something.
For most OEMs there is no other source to even make the compiles for most devices. You expect charity from FOSS? You will get small fraction, and who will maintain it? No one. Same plague Android has... NO DRIVER, just because of the way people do business. We cannot have proper DRM driver because of Hollywood on X86 Radeon... what ARM?

It will take decades to have some sort of compatibility and make it a tool not a toy.
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#39
SL2
Ferrum MasterFor most OEMs there is no other source to even make the compiles for most devices. You expect charity from FOSS? You will get small fraction, and who will maintain it? No one. Same plague Android has... NO DRIVER, just because of the way people do business. We cannot have proper DRM driver because of Hollywood on X86 Radeon... what ARM?

It will take decades to have some sort of compatibility and make it a tool not a toy.
I don't expect shit. Sorry if I was stepping on your toes.

Have a good day.
Posted on Reply
#40
john_
AssimilatorNot gonna happen.
It would be almost impossible for Intel to return from this. The fabs will go to someone else, someone American or controllable from US government, as for the CPU maker part of the company, they will need to adjust to the new reality, as AMD did when they sold their fabs. And Intel's only hope will be TSMC in the first few years. But with ARM camp on the offensive and Intel not having an advanced node to build it's x86 CPUs is vast quantities, because TSMC will be making chips mostly for Nvidia, Apple and Qualcomm, that will be the end of x86. Intel might survive as a name, but it will not be the company you probably have in mind when posting "not gonna happen".
NVIDIA has no interest in wasting effort on specialised products for "gamers and enthusiasts" when they can and are making money hand over fist from putting more and more powerful GPUs in datacentres.
You are looking too much in today, but things change and Nvidia has proven many times that they think a few years ahead of others.
Nvidia tried to get an x86 license about 20(?) years ago. Intel said no. Then Intel killed third party chipsets for it's platform, one of those companies affected by that decision was Nvidia, having to shut down it's chipset department. But both those examples, Nvidia trying to get an x86 license and getting in the chipset business, shows that they where never intended to limit themselves in GPUs. Yes now it enjoys tremendous AI success, but why ignore the client market? Their marketing department talked about Premium AI PCs, meaning PCs using Nvidia GPUs. You think they wouldn't want to be selling ARM based and fully Nvidia made platforms to OEMs and not just GPUs? They wouldn't want to be the backbone of the majority of laptops, mini PCs and desktops in a few years, the same way Intel was all that time? AI market could be saturated in a few years with multiple solutions from multiple companies or just more hardware out there than needed. Why not have a big share of the client market in the future? Intel still makes billions from the client market. Nvidia could make more.
It's easy when you have a handful of applications and don't need to support games.
Of course it is. But that's also the reason why smartphones succeded. Because in the end the average consumer only uses a handful of applications. AAA gaming will follow, especially if Nvidia gets involved.
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#41
ARF
john_Nvidia tried to get an x86 license about 20(?) years ago. Intel said no.
That's not true. Since other companies have the x86 license.
However, it’s not the case. We see some company releasing x86 compatible chip like Zhaoxin. But most of these chips saw the light of day after the FTC forced Intel to allow other companies owning x86 IP to undergo mergers and joint ventures. Hence disseminating, under specific conditions, the capabilities to build x86 compatible chips.
www.blopeur.com/2020/04/08/Intel-x86-patent-never-ending.html

en.wikipedia.org/wiki/List_of_x86_manufacturers
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#43
Onasi
ARFThat's not true. Since other companies have the x86 license.
Erm, what’s not true? NVidia tried to get ahold of the x86 license, they even petitioned FTC for one and even tried to get one out of Intel during their settlement OF said FTC petition (and aforementioned chipset BS). They got a lot, including some cash, but explicitly NOT the x86 license and not even a permission to build an emulator for it.
Posted on Reply
#44
ARF
OnasiErm, what’s not true? NVidia tried to get ahold of the x86 license, they even petitioned FTC for one and even tried to get one out of Intel during their settlement OF said FTC petition (and aforementioned chipset BS). They got a lot, including some cash, but explicitly NOT the x86 license and not even a permission to build an emulator for it.
Settlements with bribes means that nvidia gave up on asking, otherwise it would have won the class-action lawsuit.
Posted on Reply
#45
john_
ARFThat's not true.
If you don't know, then don't reply in such a way.
Nvidia had plans for an X86 CPU and those plans where out in the open. They tried to get a license from Intel, Intel said no. They tried to buy VIA, it didn't worked. Then Intel decided to not give license to third parties to build chipsets for Nehalem, which was the reason for Nvidia to close it's chipset division. The settlement between Intel and Nvidia was meant a couple of billions to Nvidia for damages because of that division closure, but at the same time Nvidia was forgetting even the idea of building an X86 CPU. They where in fact even agreeing to not even build an X86 emulator for their ARM based SOCs.
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#46
Onasi
ARFSettlements with bribes means that nvidia gave up on asking, otherwise it would have won the class-action lawsuit.
That wasn’t a class-action, for one. And that was back in 2011, NVidia of that time was not the undisputed juggernaut it is today, so no, the idea that they “just lost interest” and otherwise would have been able to pressure Intel in court into handing over the x86 license has no basis in reality.
Posted on Reply
#47
londiste
ARFThat's not true. Since other companies have the x86 license.
www.blopeur.com/2020/04/08/Intel-x86-patent-never-ending.html
From your own link:
Intel has also used patent lawsuits over the past 30 years to attempt to limit competition from Cyrix, Via, NVidia, and Transmeta, among others. Though they did lose or unfavourably settle a number of those lawsuits.
Nvidia trying to get an x86 license was a pretty big story back then. They did fish for some stranger ways but none worked out.
Currently the only companies with x86 license in addition to Intel and AMD should be VIA and whoever was behind the Vortex86.

Also, as the story on your own link said - patent on x86 itself might be expired but it isn't expired on extensions, some of which are critical/required for an x86 CPU today. Most notably x86-64 - which is technically AMD's and covered by the extensive mess of cross-licensing agreements among the x86 licensees.
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#48
Denver
That sounds to me more like improving the ARM marketshare currently close to irrelevance by 50%, and not magically capturing 50% of the market (that would be dumb to say).
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#49
Daven
DenverThat sounds to me more like improving the ARM marketshare currently close to irrelevance by 50%, and not magically capturing 50% of the market (that would be dumb to say).
This is a good take either way. Having the products that would in theory satisfy 50% of the needs of laptop users is the first step. This was not the case up until a few years ago as smartphone ARM SoCs were not up to the task. Build it and they will come (that's what Apple did). However, it always comes down to the voluntary choice of the customers which in the end is unpredictable so we will see how this plays out once we have a few years of laptop-class ARM SoCs available from Qualcomm, Mediatek, Nvidia, Apple and others.
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#50
Philaphlous
Darmok N JaladHmm, where have I heard predictions like this before...
www.crn.com/news/mobility/240157880/microsoft-exec-people-are-choosing-windows-phones-over-iphone-android-smartphones

www.cnet.com/tech/mobile/windows-phone-will-overtake-iphone-by-2015-analyst-divines/
lol! I always love seeing predictions and seeing how wrong they are with hindsight... Makes me wonder if NVIDIA will really in-fact be the AI leader going forward...sure looks like it but who knows...
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