PCs to Carry Side-ARMs: How ARM Will Impact PC Market

Low-cost, low-power, ARM-based chips

What makes the Dell and Lenovo approach interesting is that first, they utilize low-cost, low-power, ARM-based chips adapted from the smartphone industry. Second, they provide dedicated-function processing. And third, each subsystem is capable of being functionally extended, possibly even by third parties through a future API to include additional convenience and protection capabilities.

It is safe to assume that other manufacturers will follow suit and provide coprocessor subsystem in business and higher-end consumer machines—particularly as prices for ARM chips continue to fall. It is also highly likely that additional functionality will be added over time.

Finally, it is apparent that neither Windows nor x86 will be the preferred platforms utilized by these coprocessor subsystems—at least until x86 can match the low cost and low power of ARM (potentially with future Atom chips).

The bottom line: With the potential of one or more coprocessors per PC, ARM has a lucrative path in which to infiltrate the PC market—a market it has never impacted. While it’s unlikely that ARM will displace x86 for the core processor anytime soon, it nevertheless gives ARM a large potential market of many millions of units—a fact not lost on ARM licensees (for example, Texas Instruments, Freescale, Qualcomm and Samsung).

However, the coprocessing subsystems potentially offer another point of machine failure and/or instability, especially in corporate settings where consistency, security and device management is critical. Companies should be careful when and how to deploy these coprocessor-enabled systems until they prove their worth.

Jack E. Gold is the founder and Principal Analyst at J. Gold Associates, an IT analyst firm based in Northborough, Mass., covering the many aspects of business and consumer computing and emerging technologies. Jack is a former VP of research services at the META Group. He has over 35 years experience in the computer and electronics industries. He can be reached at jack.gold@jgoldassociates.com.