Report Overview: Windows on Arm
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TechInsights report on the Windows on Arm reflects on Microsoft’s operating system collaboration with Arm, who find themselves in a “win now” position. Arm, along with telecom giant Qualcomm, have a limited but unique opportunity to draw the overwhelming majority of Microsoft’s marketing resources for their aspirations in the Surface market. Due to Microsoft’s 40 TOPS requirement for NPUs to run their AI assistant Copilot, many NPU suppliers are not eligible to receive the benefit of Microsoft’s brand association. Will Arm be able to convince their licensees to permit the use of their SoCs in the WoA ecosystem? What does the required developer support for WoA applications look like? These factors, among others, will heavily dictate the success WoA experiences in this endeavor.
