“Arm’s market share in Windows – I think, truly, in the next five years, it could be better than 50%,” said Haas.
At the moment Arm has an 11% share of the Windows PC market according to Counterpoint Research. However Microsoft is said to be investing heavily in tools to enable transitions from x86 to Arm.
Qualcomm is making an Arm-based chip which is suitable for PCs and Nvidia has hinted that it may do the same.
Last week, Arm announced tapeout-ready compute sub-systems (pictured) for both phones and computers for which Arm can charge a higher fee than it does for cores.
The strategy of moving up the value chain with more integrated products was trailed by Haas in the pitch to investors before last September’s IPO.
Since the IPO, Arm’s shares have soared from the $51 listing price to $120 valuing Arm at $126 million.
Haas benefited with a special bonus of $20 million and other IPO benefits worth $46.3 million to add to his $1.35 million salary.
