Apple's newest homegrown chips present a fresh challenge to Microsoft's Windows business - 13 iunie 2022

Apple’s (US.AAPL) new laptops announced on Monday, featuring the iPhone maker’s next-generation in-house chips, might pose fresh challenges to Microsoft’s lucrative Windows business. Since Apple started selling Macs powered by its homegrown M1 processors in late 2020, the company’s computer business has been picking up momentum. Earlier this week, Apple introduced the M2, which will debut in the new MacBook Air and 13-inch MacBook Pro. The new chip will include 25% more transistors and 50% more bandwidth than M1. Mikako Kitagawa, an analyst at technology industry research company Gartner, said Apple could continue picking up market share with the M2 architecture. In 2021, Apple held 7.9% of worldwide PC shipments by operating system, while Windows controlled 81.8%, according to Gartner’s estimates. The firm expects Apple’s share to move up to 10.7% in 2026 as Windows share slips to 80.5%. Kitagawa said an updated forecast that will likely make Apple’s performance look stronger is coming in the next few weeks. That isn’t great news for Microsoft (US.MSFT). Most of Microsoft’s Windows revenue comes from licenses it sells to Dell, HP, Lenovo and other device makers. That amounts to 7.5% of Microsoft’s total revenue and almost 11% of gross profit, Morgan Stanley analysts led by Keith Weiss wrote in a note this week.

https://www.cnbc.com/2022/06/11/apple-could-gain-ground-against-microsoft-windows-with-m2-chips.html