- Dec 15, 2021
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I think you are underestimating Windows-on-ARM's potential.There are some rumorists who claim Nvidia is going to double dip, regular consumer laptops with Mediatek CPUs but then a bigger AI SOC with with their own CPU IP. While there are no details, I wonder if the latter will be for heavy AI work, competing with Strix Halo and M4 Max/Ultra.
I think consumer WoA will exist, but be forced to occupy the budget category. And at that just have some marketshare but never be a huge player. Qualcomm wants to be a top first choice device maker, but I think they were too late.
Above 30 percent single threaded performance, above 40 percent more battery life could have shaken the market. But, here in 2024, they are just even in performance and maybe 10 to 15 percent better battery that forces buyers to trade away significant GPU performance.
So the GPU gets better in 2025, but you still have an SOC that is only slightly better in some areas. There won’t be any standout metric that makes Qualcomm a “gotta have it.” So, to maintain momentum they are going to have to low ball on price. I see WoA as a group being below 25 percent of the market selling laptops at prices mostly above Chromebooks but below x86.
A lot of apps have already been ported to Windows-on-ARM, other apps are in the process of being ported and improvements are being made to the emulation layer. The disadvantage of app compatibility diminishes with every passing day, which levels the playing field against x86.
It is clear that battery life shouldn't be the sole selling point for WoA devices. They'll have to sell based on the differing merit of their silicon; For Qualcomm it might be better CPU performance/efficiency and for Nvidia it will be their GPU/CUDA.