The PC market is witnessing a huge jump in demand for specialized hardware related to artificial intelligence. Omdia’s report shows that the sale of laptops based on low-power ARM chips from Microsoft will face a stunning growth.
Global shipments of Microsoft’s CoPilot Plus series laptops, which use low-power ARM processors, are forecast to reach a staggering 58 million units in 2029, from about 800,000 units in 2024, representing a 533% or 6.5x increase.
One of the main reasons for the jump in sales of CoPilot Plus computers is the use of ARM chips in the field of productive artificial intelligence. This technology helps teachers to enrich their educational tools with live and interactive images and audio-visual content by spending less time.
Omdia
Another reason for the increased demand for ARM-based computers is the competition with Apple’s new laptops that use M-series chips. Since Apple currently does not use a discrete graphics card on its products, laptops equipped with Microsoft’s ARM chips can be a more powerful and low-power alternative for professional users.
Thanks to the optimized architecture of ARM processors that provide the CPU, graphics, Wi-Fi, neural processing unit (NPU) and other communication components in a system-on-chip (SoC) format, these chips are very low-power, versatile and capable of performing a wide range of calculations. are “It’s just a scenario,” says Omdia. The second scenario will be Microsoft’s more serious entry into the field of ARM-based products; “Similar to Apple’s approach, which produces a range of computing products such as small desktops and all-in-one computers with M-series chips.”
Despite the surge in the ARM market, the traditional x86 segment will continue to grow. Microsoft’s new Copilot Plus platform, which uses x86 processors from Intel and AMD, is expected to experience a significant jump in sales volume. According to the Omdia report, the global shipments of this sector will reach 34.2, 60.7, 91.3, 107.7 and 121 million units in the coming years, respectively.
In the field of personal computers equipped with ARM-based artificial intelligence, it is expected that the competition will heat up with the entry of companies like Nvidia. However, we are still at the beginning of the era of artificial intelligence computers, and we have to see how the market will react to the situation, and then we can talk with more confidence about the sustainability of this trend or just a fleeting wave of advertising.
