ARM Holdings PLC, which designs chips and is a processor licenser, aims to seize a double-digit percentage of the world’s PC market share by 2016, riding on the adoption of Microsoft Corp’s next-generation operating system with ARM-based chips, a company executive said yesterday.
Microsoft announced in January last year that it would launch a new operating system, dubbed “Windows RT,” for ARM-based processors, which would give the US software giant a new way to break into the booming tablet PC market, which has been dominated by Apple Inc’s iPads. Windows RT is a sub-brand of the Windows 8 operating system, which supports Intel’s processors.
For ARM, it intends to duplicate its success in smartphones and tablets in the new PC market, by providing high-performance chips that are low on power consumption. Currently, ARM-based chips are used in most mobile devices, including iPads and iPhones, Samsung’s Galaxy SIII smartphone and HTC Corp’s (宏達電) One X.
“We’re excited about the new opportunity for the Windows phone camp, for the first time bringing Windows to the ARM platform. I think it is a big market and there is room for many players,” Graham Budd, chief operating officer of ARM, told the Taipei Times on the sideline of an ARM press conference during the Computex trade show in Taipei.
“What we would like to achieve is to get to double-digit share of that [PC] market by 2016,” Budd said.
The target appears realistic as market researcher IDC Corp expected Windows running on the ARM platform to obtain an 11.5 percent share globally in 2016, while Android running on ARM-based chips would seize 30 percent and Windows on Intel chips 24.8 percent.
Meanwhile, Acer Inc (宏碁), the world’s No. 3 PC vendor, yesterday said it planned to launch its first Intel-based products using Windows 8 in August.
The potential benefit to the British company is that ARM chips had not been widely used on clamshell form notebooks in the past and that people were mainly used to running Windows on PCs, ARM executive vice president and general manager Simon Segars said during a group interview after the media briefing.
“Windows is an operating system that is deployed in a lot of different devices such as computers, phones, terminals, and industrial machines. Having Windows on ARM opens up the Windows world to our processors and our customers,” Segars said.
Segars said he was confident the mix of technologies could be delivered on those kinds of devices, which would lead to a very significant market share for ARM. However, he also said the quality of the end products would be the key that determines their success.
QUALCOMM
Separately, handset chip designer Qualcomm Inc yesterday said more than 70 manufacturers were working with San Diego, California-based company and launched 370 devices with an additional 400 now under development. That included 35 tablets mostly powered by the Android system, Rob Chandhok, president of Qualcomm’s Internet services, told a media briefing in Taipei.
For the latest chip series, or the “S4,” the company had more than 150 client commitments, including those on Windows RT, Chandhok said. He said the company’s newest chip in the S4 family are the first chips made with advanced 28-nanometer technology. However, he declined to comment on questions about chip supply constraints from Taiwan Semiconductor Manufacturing Co (台積電).
Qualcomm has licensed patents from ARM Holdings to design chips supporting Windows RT.
Qualcomm yesterday also demonstrated an 11-inch tablet for original equipment manufacturers to design their Windows 8 tablets with a touch screen.
Among the rows of vibrators, rubber torsos and leather harnesses at a Chinese sex toys exhibition in Shanghai this weekend, the beginnings of an artificial intelligence (AI)-driven shift in the industry quietly pulsed. China manufactures about 70 percent of the world’s sex toys, most of it the “hardware” on display at the fair — whether that be technicolor tentacled dildos or hyper-realistic personalized silicone dolls. Yet smart toys have been rising in popularity for some time. Many major European and US brands already offer tech-enhanced products that can enable long-distance love, monitor well-being and even bring people one step closer to
Malaysia’s leader yesterday announced plans to build a massive semiconductor design park, aiming to boost the Southeast Asian nation’s role in the global chip industry. A prominent player in the semiconductor industry for decades, Malaysia accounts for an estimated 13 percent of global back-end manufacturing, according to German tech giant Bosch. Now it wants to go beyond production and emerge as a chip design powerhouse too, Malaysian Prime Minister Anwar Ibrahim said. “I am pleased to announce the largest IC (integrated circuit) Design Park in Southeast Asia, that will house world-class anchor tenants and collaborate with global companies such as Arm [Holdings PLC],”
TRANSFORMATION: Taiwan is now home to the largest Google hardware research and development center outside of the US, thanks to the nation’s economic policies President Tsai Ing-wen (蔡英文) yesterday attended an event marking the opening of Google’s second hardware research and development (R&D) office in Taiwan, which was held at New Taipei City’s Banciao District (板橋). This signals Taiwan’s transformation into the world’s largest Google hardware research and development center outside of the US, validating the nation’s economic policy in the past eight years, she said. The “five plus two” innovative industries policy, “six core strategic industries” initiative and infrastructure projects have grown the national industry and established resilient supply chains that withstood the COVID-19 pandemic, Tsai said. Taiwan has improved investment conditions of the domestic economy
MAJOR BENEFICIARY: The company benefits from TSMC’s advanced packaging scarcity, given robust demand for Nvidia AI chips, analysts said ASE Technology Holding Co (ASE, 日月光投控), the world’s biggest chip packaging and testing service provider, yesterday said it is raising its equipment capital expenditure budget by 10 percent this year to expand leading-edge and advanced packing and testing capacity amid strong artificial intelligence (AI) and high-performance computing chip demand. This is on top of the 40 to 50 percent annual increase in its capital spending budget to more than the US$1.7 billion to announced in February. About half of the equipment capital expenditure would be spent on leading-edge and advanced packaging and testing technology, the company said. ASE is considered by analysts