Robert Castellano, president of The Information Network, believes ARM-based processors will dethrone the Intel Atom in the netbook market. The analyst claims about 55 percent of the netbook market will be ARM-based devices by 2012, as the netbook market will increasingly adopt Linux and cloud computing.
Castellano said Atom will hold 80 percent market share of the 21.5 million netbooks expected to be sold in 2009, but that technology changes—including trends in cloud computing and Linux—will undermine Atom’s grip on the market during a recessionary time when people don't want, and can't afford, a second laptop just to carry around.
The movement is toward the original intention of a netbook—an inexpensive device for accessing the Internet, Castellano said.
"We see two technology factors converging with the poor macroeconomic situation that will create a market for ARM—the release of the Cortex-9 microarchitecture and the emergence of cloud computing," Castellano said in prepared statement.