Arm Chip Showdown: NVIDIA vs. Intel
NVIDIA is reportedly in the process of developing Arm-based personal computer (PC) chips tailored for Microsoft Windows systems, with a scheduled release date in 2025. This strategic move by NVIDIA is causing notable waves in the realm of electronic components, significantly impacting its primary competitor, Intel.
NVIDIA has long been a dominant player in the field of artificial intelligence (AI) computing chips. Now, the company is setting its sights on the domain where Intel has traditionally excelled: the personal computer market. According to two reliable sources, NVIDIA has embarked on the design process for central processing units (CPUs) utilizing Arm technology, designed specifically for the Microsoft Windows operating system.
These sources have also divulged AMD's plans to harness Arm technology in the production of PC chips. This news has had a substantial influence on the stock market, with NVIDIA's shares surging by 3.84% to reach $429.75 per share. In parallel, Arm saw a robust uptick of 4.89%, closing at $50.21 per share. Meanwhile, AMD experienced a modest decline of 1.77%, settling at $100.01 per share. Conversely, Intel, NVIDIA's key rival, faced a 3.06% dip in its stock, ending the day at $33.85 per share.
The latest reports suggest that both NVIDIA and AMD are likely to introduce PC chips by 2025. These tech giants are joining the ranks of Qualcomm, which has been producing Arm-based chips for laptops since 2016. The actions of NVIDIA, AMD, and Qualcomm have the potential to challenge Intel's enduring dominance in the personal computer industry. This industry is currently under growing pressure from Apple, which has introduced customized chips for its Mac computers, offering longer battery life and improved performance.
Preliminary data from research firm IDC for the third quarter underscores the remarkable growth of Apple's market share in the three years following the introduction of Arm-based chips in its Mac computers. An insider revealed that Microsoft's leadership has taken note of the efficiency of Apple's Arm-based chips and is seeking to achieve similar performance.
Since Microsoft's initial unveiling of its Windows on Arm (WOA) strategy in 2016, the company has been steadily advancing towards Arm-based computing. Qualcomm had previously secured an agreement with Microsoft, ensuring that its Arm-based processors exclusively support Windows. However, two sources have disclosed that, once this exclusive agreement expires, Microsoft will actively encourage other companies to participate.
According to predictions by Counterpoint Research, Arm-based PC chips are expected to capture roughly 25% of the market share by the end of 2027. In the face of competition from Arm-based solutions, Intel is expected to face significant market share erosion, with an estimated loss of nearly 10% within five years. Nevertheless, Intel is projected to maintain a dominant position in the PC market, commanding over 60% of the market share. These developments are being closely monitored by stakeholders across the tech industry, as they have the potential to reshape the landscape of the market.
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