Part 3. Is ARM Threat Real for the general Server/PC market?

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content by Xing Chen

One article from the ZDnet drew my attention: “If Intel can’t come up with a Qualcomm-killer soon, it’s game over for x86 PCs”, it concluded “Qualcomm’s introduction of the Snapdragon X, which powers almost every new Copilot+ Windows PC, has created an existential crisis for Intel. Can the X86 architecture handle the competition?”

https://www.zdnet.com/article/if-intel-cant-come-up-with-a-qualcomm-killer-soon-its-game-over-for-x86-pcs

Guided by my natural intelligence, I turned to the artificial one, I asked ChatGPT to compare all the ARM based CPU from the market place in a table. It nicely gave me the following one plus some highlights just bellow the table:

This table confirms what has been stressed in the ZDNet article: The ARM based CPUs are energy efficient, with either a High or a Very High rating! This is absolutely a good news for mobile batteries! I’ll come back to this point in a future post.

Whether the ARM CPU will in the future replace the X86 CPU in the PCs or not? Honestly, I don’t know, it sounds possible according to the above ZDNet article. Whether the ARM CPU will in the future replace the X86 CPU in the servers or not? Again, I don’t know, but it seems it’s happening! I’ll suggest you have a look of “Amazon has more than half of all Arm server CPUs in the world” from the following link: https://www.theregister.com/2023/08/08/amazon_arm_servers/#:~:text=But%20that%20total%20is%20beaten,)%20datacenters%2C%20said%20the%20analyst.

But, one trend seems true, the ARM CPU is repeating X86’s success story: Leveraging its mass consumer market share to move up to the server market, then dominate it. I wish it good luck.

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