Arm and Qualcomm’s licensing dispute could nudge market dynamics and future competition
Recent news about Arm notifying Qualcomm of its intention to terminate its technology licensing agreement has raised considerable concerns in the market.
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Ben Yeh
SENIOR ANALYST
Based in Taiwan, Ben Yeh works for Canalys as an Senior Analyst, with a specific research focus on components and the supply chain. He has extensive industry knowledge and a wide network of contacts.
Prior to joining Canalys, Ben spent five years working as an analyst at TrendForce, a Taiwanese research company, in charge of NAND Flash. Before TrendForce, Ben worked in the procurement center in Quanta Computer and was responsible for sourcing jobs for HDD/SSD/ODD components.
Ben graduated from National Chengchi University with a Bachelor’s Degree in Business Administration. He speaks both Mandarin and English.
Latest blogs and PR by Ben Yeh
Qualcomm’s vision of a reborn PC experience through Snapdragon X Elite
At COMPUTEX 2024, Qualcomm unveiled its “PC Reborn” vision, expanding AI PC choices with over 20 new products from seven OEM partners. Our exclusive video interview and blogs give insights into the opportunities and challenges ahead.
How much potential is in the information innovation PC market in Mainland China?
China’s government procurement policy prioritizing domestic processors and operating systems is accelerating the shift towards indigenous technology, with Canalys data indicating significant growth potential for local processors. As market dynamics evolve, international brands such as Dell and HP may need to strategize their market approaches in response to the country's increasing focus on domestic components beyond processors and operating systems.
Arming your PC for the upcoming AI era
In a rapidly evolving PC landscape, Apple and Qualcomm are leading with advanced Arm-based processors, significantly enhancing performance and setting the stage for AI integration. Companies like MediaTek and Nvidia are also gearing up to enter the market. However, Arm-based PCs face challenges from Intel’s established dominance and cautious adoption by channel partners. Despite these hurdles, Canalys believes the PC industry is on the cusp of a transformative era with emerging technologies and much-needed competition.
Canalys projects 60% of PCs shipped in 2027 will be AI-capable
The boom in generative AI was a watershed moment for the technology industry. PCs are the central tool with which businesses and consumers approach modern productivity and leisure, and they are now set to undergo a significant transformation in both hardware and software capability to enable the next wave of large-scale AI usage. Under an initial definition, Canalys expects a rapid trajectory for the penetration of AI-capable PCs into the market over the next four years.
Computex 2023: spotlight on generative AI
In the first Computex since Taiwan's lockdown lifted, generative AI and related hardware took center stage. Gaming drew significant interest, while autonomous driving and mainstream PCs saw less attention.
Canalys' insight into recovery schedule for PCs in 2023
Each element of the PC supply chain is facing different challenges and timelines.