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Pandemic Demand Restored Tablet AP Growth: SA

Remote learning and work during the pandemic drove the tablet applications processor market to growth in 2020 after five years of shipment declines, said Strategy Analytics Thursday. The tablet AP market grew 36% to $2.6 billion led by Apple (48%),…

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Intel (16%) and Qualcomm (14%), it said. Arm-based tablet APs were 89% of the segment. Apple's M1 for Macs, Qualcomm's Nuvia acquisition and Nvidia’s proposed acquisition of Arm “all point to a heightened interest in the mobile computing,” with competition and innovation expected to follow, said analyst Sravan Kundojjala.