Apple established itself as a distant market leader in Arm-based notebook PC processors with almost 90 percent revenue share. Apple’s M-series family of processors set the benchmark and gave Apple a 2–3-year lead over the rest of the Arm-based PC processor vendors. Qualcomm captured just 3 percent revenue share in the Arm-based notebook PC processor market in 2021 and lags Apple in CPU performance. Despite its low share, Qualcomm continues to invest in notebook PC processors with its Nuvia CPU cores. We believe that Arm-based notebook PC processor offers an attractive opportunity to Qualcomm, given the company’s growing collection of high-performance processor assets including CPU, GPU, AI, audio, imaging, connectivity, gaming and security.
Apple holds 90% of the Arm notebook market
Apple released the first self-developed chip M1 based on the Arm architecture in 2020. In the following two years, it has successively launched a number of M-series chips, and the product line has gradually transitioned to self-developed chips. This move by Apple has accelerated the popularity of Arm processors in the notebook market, and according to Strategy Analytics, Apple has now occupied nearly 90% of the global notebook market.
According to Wccftech, data from research firm Strategy Analytics shows that Apple dominates the notebook market with Arm processors. In addition to the Mac products corresponding to the M-series self-developed chips, there are also Chromebooks on the market that will be equipped with chips from MediaTek or Qualcomm. The Strategy Analytics report also conducts extensive and in-depth research on the Arm processor-based PC market, arguing that Apple has established its dominant position in the Arm PC market. Not only does it provide performance and design that previous Arm processors could not give, but it also has a very competitive price, which not only attracts loyal fans but also brings new customers.
According to Strategy Analytics, Apple’s Arm processors are two to three years ahead of other suppliers. According to recent benchmark data, the Lenovo ThinkPad X13s powered by Qualcomm Snapdragon 8cx Gen 3 scored 1111 points and 5764 points in the Geekbench 5 single-core and multi-core tests, respectively. Compared with the score of the Apple M2 chip (single-core 1919 points / multi-core 8929 points), it is a lot lower.
As Strategy Analytics’s director of handset component technologies Mr. Sravan Kundojjala commented: