According to a recent research report from Strategy Analytics' Handset Component Technology (HCT) service, the Arm-based mobile computing chip market (smartphones, tablets and laptops) revenue will grow 27% in 2021 to $35.1 billion. In the Arm-based mobile computing chip (AP) market, Qualcomm, Apple, and MediaTek occupy the top three in terms of revenue share.

In the Arm-based mobile computing chip market, Qualcomm leads with a 34% revenue share, followed by Apple and MediaTek with 31% and 24%, respectively.

In 2021, smartphone, tablet and laptop processors will account for 88%, 9% and 3% of total Arm-based mobile computing chip revenue, respectively.

The Arm-based mobile computing market surpassed the x86-based mobile computing market in both revenue and shipments. In 2021, Arm-based mobile computing chips will deliver nearly 20% higher total revenue than x86s (excluding chipsets and discrete GPUs), according to our estimates.

Sravan Kundojjala, Director of Strategy Analytics' Mobile Component Technology Service and author of the report, commented: "Arm-based mobile computing chips will see strong revenue growth in 2021, driven by growth in smartphone application processors. The computing market leads in shipments, while Qualcomm leads in revenue. In addition, in 2021, MediaTek leads in shipments of Arm-based smartphones, Android tablets and Chromebook processors.”

Mr. Kundojjala continued: “Apple has established itself as a distant leader in the Arm-based notebook processor market, with a nearly 90% revenue share. Apple’s M-series processors set the benchmark and enable Apple 2-3 years ahead of other Arm-based PC processor suppliers. Qualcomm's Arm-based laptop processor market share is only 3% in 2021, and CPU performance is also behind Apple. Despite its lower market share, Qualcomm still Continue to invest in laptop processors with Nuvia CPU cores. Considering Qualcomm's growing portfolio of high-performance processors, including CPU, GPU, AI, audio, graphics, connectivity, gaming, and security, we believe Arm-based laptop processors presents an attractive opportunity for Qualcomm."