Counterpoint Research: Arm-based Laptops to have a 25% market share in five years
Recently, Counterpoint Research released the latest market research report, indicating that despite weak demand in the PC market, shipments in 2022 are down about 15% from the previous year, but sales of Arm-based laptops are still up. PC shipments are expected to continue to decline in 2023, though sales of Arm laptops will keep growing.
Last year, Apple dominated Arm laptop shipments with a 90% market share, coupled with demand for Chromebooks equipped with Arm chips, 13% of laptops sold in 2022 were based on Arm chips, and this is expected to increase to 15% in 2023. The reason why Arm laptops can continue to advance has a lot to do with Apple’s Macbook product line. The performance gap between its M-series self-developed chips and x86 processors has narrowed, coupled with strong ecosystem support, making it relatively flexible in demand.
Source: Counterpoint Research
In fact, this can also be seen in the latest quarterly PC tracking data released by IDC last month, PC shipments in the fourth quarter of 2022 fell by 28.1% year-on-year, but Apple’s shipments fell by only 2.1%, the least affected of all manufacturers. If you look at it on an annual basis, Apple is the only manufacturer that grew in 2022, with shipments increasing by 2.5% year-on-year, accounting for 9.8% of the market share.
Recently, MediaTek and Qualcomm have also increased their investment in Windows on Arm, which has accelerated the migration of mobile platforms from x86 processors to Arm. Counterpoint Research expects the market share of Arm laptops to increase to 21% in 2025 and 25% in 2027. Of course, Intel and AMD will not sit still. For example, Lunar Lake, which Intel is developing, adopts a new CPU architecture and underlying design, focusing on improving the performance per watt of mobile devices.
