Analysts at Sterne Agee are projecting that emerging market growth could shift from x86 PCs to lower-cost WARM (Windows ARM) platforms. "While PCs have seen the strongest engine of growth from emerging countries, the emergence of lower-cost ARM PC platforms in C2H12 could become a more attractive option for the low-cost geographies," Vijay Rakesh and Mark Kelley wrote in an industry note obtained by TG Daily.
"We believe many of the Asian PC OEMs, Acer, Lenovo and Asustek, with 10% of shipments already on tablets, are all working on Win8/ARM PC solutions, thereby lowering focus on core PCs. We believe 2012 could see 5% of NB and 2013 ~10% of NB move to ARM-based platforms."
According to Rakesh and Kelley, PC OEMs-ODMs began to work with QCOM-TXN on new ARM PC platforms in late C3Q (Sep). As such, the PC channel expects to shift 10-15% of the PC mix in 2H12 to ARM-based Win8 PC platforms.