Can ARM Chips Help Notebook Manufacturers Grow?

Original equipment manufacturers are getting the jump on Windows 8 (NASDAQ:MSFT), which is scheduled for a fall 2012 arrival. To help increase their chances of outperforming Apple (NASDAQ:AAPL), notebook makers are using ARM (NASDAQ:ARMH) chips to aggressively cut into the notebook industry that Intel (NASDAQ:INTC) once dominated.

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Notebook OEMs are drawing up plans to offer systems featuring ARM-based chips to go with their Intel offerings. Since ARM is cooperating with Microsoft (NASDAQ:MSFT), and Intel with Google (NASDAQ:GOOG), gone are the days when a single platform dominated the market. The new competition will force the upstream giants to provide a wider range of options to their downstream partners. In addition to putting them on better footing against Apple, long battery life leader, OEMs are hoping ARM solutions will give them more bargaining power with Intel. However, software issues could get in the way.

“Although ARM is still unlikely to catch up with Intel in terms of processor performance in the next 2-3 years, since ARM’s products will eventually catch up with Intel, if Intel is unable to successfully cut into the smartphone and the tablet PC markets, while defending the notebook market with its ultrabooks in the next two years, Intel may face its biggest crisis yet in 2013, about half a year after Windows 8 is launched,” according to DigiTimes.

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