While a smartphone or tablet is virtually guaranteed to have an ARM chip inside, that's no longer the case for Chromebooks, which appear to be swinging in the direction of Intel processors.
Case in point: Samsung's new Chromebook 2, announced Friday, which has Intel's Bay Trail M Celeron N2840 — not one of Samsung's own Exynos dual-core ARM chips. Earlier Chromebook 2 versions shipped with ARM processors and will continue to do so, but in a briefing with PCWorld, Samsung product manager David Ng said Chromebooks are quickly trending toward Intel components. "More than 50% of Chromebooks sold these days have Intel processors," Ng said.
Samsung knows what it's talking about. Little more than a year ago, Asus, Acer, and Samsung owned the market for Chromebooks, which Google conceived as little more than a Chrome browser running on top of a notebook's hardware. Over time, as computing migrated to the Web, consumers began recognizing the Chromebook as a cheap alternative to PCs. Other hardware makers have joined the Chromebook movement, but Samsung holds the most retail market share by far, according to NPD, giving it a bird's-eye view.
Why this matters: As Chromebooks gain stature in the computing world, it's important for Intel to defend its turf. If hardware vendors sell too many low-cost computers with ARM chips inside, those vendors will start to wonder why they're paying top dollar for "Intel Inside." Plus, there's always the outside chance that a Chromebook will evolve to become something that competes with a Windows RT tablet. It's about positioning: Intel wants you to equate premium computing with its own processors.
Intel: from zero to hero
Two different analyst firms confirmed that Intel is indeed winning. "I can say that the [Intel] X86 share was close to zero 18 months ago, and the surge happened late in 2013 and it's been steadily climbing since with no evidence of slowing," Dean McCarron, an independent analyst tracking component sales, said via email.
Although McCarron tracks component sales, not systems, he said his research would allow him to make a "soft" estimate that about 75 percent of all Chromebooks shipped with Intel X86 chips inside as of the third quarter, while the remainder included Samsung Exynos ARM chips. If there's any race to be run in Chromebooks, it's between two Intel chips: the Celeron 2955U — which McCarron said accounts for almost two-thirds of the Intel designs — and the "Bay Trail" N2830/N2840 chips, which essentially make up the remainder.
NPD, which tracks retail sales, also reported similar results. Specifically, an NPD spokeswoman said that from Sept. 2013 through August 2014, Chromebooks with Intel chips inside outsold Chromebooks with ARM chips inside more than two to one, with Intel chips commanding 69 percent of the market.
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