Will Windows-Based Laptops and Desktops Move to ARM Processors Following Apple’s Trend?

Will Windows-Based Laptops and Desktops Move to ARM Processors Following Apple’s Trend?

The transition of Apple to ARM processors for their Macs has set the stage for a potential shift in the broader computing industry. Rumors abound regarding the possibility of Windows-based laptops and desktop computers moving to ARM processors. Let’s delve into the details and explore the implications of such a change.

Microsoft's ARM Windows

There is no denying that Microsoft is working on a Windows ARM version which is now available in the retail channel. This move is a likely response to the growing demand for ARM-based processors in the consumer market. As CPUs take a significant amount of time to design—typically over a year or two—it is reasonable to assume that we might see some progress soon.

Micrsoft has already developed an ARM-based version of Windows. By the time AMD or Intel rolls out their ARM CPUs, it is plausible that there might be considerable support for ARM in the Windows ecosystem. However, the timeline for full-scale adoption remains uncertain.

Business Needs and Technological Constraints

Businesses predominantly utilize x86/x64 Windows systems, making the switch to ARM challenging. The Windows 11 temporarily dropped T2 support, which showed how business users resist change. Furthermore, the move towards ARM-only Windows 12 might alienate a large number of users who rely on older applications. Thus, the practicality of a full ARM transition for business might be questionable.

AMD's Current Situation

AMD is currently exploring dual-layer solutions, which limits their ability to include RDNA cores in their APUs. This implies that there is limited die space for advanced features. For the time being, AMD might not have enough die space to integrate ARM cores into their processors. Given the end of Moore's Law in the context of YouTube accessibility, it seems likely that AMD's current focus is on meeting existing demands rather than developing ARM cores for their APUs.

Mixed Architecture and Hypervisor Solutions

A hybrid architecture combining big cores (arm) and smaller cores (x86/x64) could be a viable solution. Microsoft's hypervisor and virtualization technology could potentially support this. By using a virtualization solution or a multicoreset design, Windows could run both ARM and x86/x64 applications on demand. This approach could revolutionize computer usage in terms of battery life and performance.

A Windows operating system on a high-performance, low-power ARM CPU, with a TDP of 10-15 watts, would likely outperform an x86/x64 equivalent in the same power range. Most users would be equally satisfied with an ARM-based processor, such as the Qualcomm chip in the Microsoft Surface X, as they would be with a lower-end Intel or AMD. However, ensuring backward compatibility with older Windows applications remains a significant challenge.

Legal and Licensing Considerations

The transition to ARM processors will also depend on licensing agreements between Microsoft and other technology companies, including the processor manufacturers. These agreements are crucial for implementing a cohesive hardware and software environment.

While Apple has already made the move with their Macs, Microsoft has taken a different approach. The Microsoft Surface X series is already equipped with a Qualcomm ARM-based processor, but other original equipment manufacturers (OEMs) are not heavily invested in ARM yet.

The transition to ARM processors for Windows-based devices is a complex process involving technological and business considerations. While the trend set by Apple indicates a potential shift, the full-scale adoption in the Windows ecosystem remains uncertain.