I expect the market to split further.

Mac workers will slowly switch to Apple silicon (ARM), but on the Windows level it will be less difficult. Especially when we look at AMD hardware like the 6800U and Intel’s developments around the P and E cores, as well as the lackluster Windows Arm version of MS…

In general, consumers can turn relatively agile when it comes to software, but a huge share of companies generally can’t, they are simply stuck with the software they “need” to use to do their work. Switching is often impossible, certainly not in larger, more complex companies.

Just like Apple, MS nowadays has also developed its own ARM CPU, SQ1/SQ2 (developed with Qualcomm), which was used in the Surface Pro X. Which wasn’t really successful. There are rumors that a new version may come out at the end of this year with Qualcomm CPUs, the SQ1 from late 2019, SQ2 from late 2020. Development there is much slower than the regular Surface Pro, while you expect it to be the other way around (new technology, more innovation, etc.).

MS has shot himself in the foot for this. The first Surface Pro X was released at the end of 2019, and support for MS Defender for Endpoint didn’t come until the second quarter of 2021 (the question is how extensive that support is with features). MS Teams app? end of 2020, etc.

You can already see that many people have switched from a laptop to a tablet, just as huge flocks years ago moved from desktop to laptop, and then from laptop to smartphone.

A mass transition to ARM could take decades, if ever.

ARM, like all hardware, is a tool. And the “right tool for the job” is ARM only if there’s the right software for it…

Don’t get me wrong, I use quite a bit of ARM in my home, iPhones, iPads, Apple TVs, Raspberry Pis, etc.