Google's Chromebook has seen strong sales and it is rumored that Apple is developing a MacBook Ether which could be a cheaper version of the MacBook Air based on its A series ARM chips. It's conceivable Microsoft target a low cost laptop with Windows 8 RT. In all cases, the selling factor is the low cost and the desire to only perform a few simple tasks on your laptop. If this were to happen, such a trend would give ARM a strategic foothold in the mainstream PC market, something that it lacks as of now.
Wow. khitchdee didn't want this post to show back up after Intel's announcement at the IDF of all the new Chrome Books being powered by Haswell.
Of course khitchdee ignored the fact that Intel's Haswell is more efficient than the best Arm SoCs
Check the following article out where the MacBook Air power by a iCore uses less energy than the A6x in the iPad4 when tested in the tablet battery life bench.(a test much less demanding than the normal notebook test)
Is Haswell Ready for Tablet Duty? Battery Life of Haswell ULT vs Modern ARM Tablets
by Anand Lal Shimpi on July 22, 2013 2:11 PM EST
So when Apple puts the new A7 in the ipad, it will close the performance gap but will still be several times short of matching the performance of a iCore. If like the phone, the A7x will use more energy than the A6x.
Intel in 6 months will release Broadwell which will reduce the Air's energy consumption by another 30% at least.
The Broadwell Air will still be several times more powerful than the ipad5, but use much less battery than the iPad. Yes the energy performance will widen in Intel's favor.
At some point in time, investers will see that Intel has the energy efficiency lead and with Intel's fabrication lead, that energy efficiency lead will continue to grow. And when that happens, does Armh deserve a P/E of 95?
What I'm talking about is a long term trend. What you're talking about is one perspective on what is happening in the devices market today. What you're missing is Intel can't compete on cost with the ARM ecosystem without sacrificing margins and hence market valuation. That's the basis for a trend in ARM's favour
ARM's FinFet is based on 20nm design rules - it won't be cost competitive
Intel'ss 14nm left punch followed by 10nm right punch followed by first 450mm fab (30% reduction in cost)
ARM's happy days are over
Currently, all I see is one Samsung model using ARM based chips in chromebooks. All others, including ones from Samsung, HP, and Acer, use Intel chips. HP and Acer use the Celeron while Samsung uses the Atom.
And the Baytrail release will be an even better choice for chromebooks by this year's Holiday season.
Sentiment: Strong Sell
In the low cost laptop space, I see Apple's MacBook Ether as the strongest contender with greatest long-term growth potential, if they were to make one. Chromebooks are going to be a tough fight between Intel and ARM licensees on cost and by the time that's over Intel will not make any money there and ARM will gain a foothold in a new market. Intel cant compete with ARM licensees on cost without screwing itself over because they're entrenched for the long haul and wont go away if they're undercut in the short term.
Windows RT is DOA in this space.
The next version of Surface RT is purportedly based on an S800 Snapdragon chip from Qualcomm. With 8.1, they may open up the platform to the hardware manufacturers instead of hand picking only a few select ones like 8.0. This could open up the gates for the $200 ARM laptop running Windows. The demand is there. It's up to Microsoft and the OEMs to wake up to it. There was a recent CNET artcicle highlighting Chromebook sales.