Latest news with #mobilecomputing
Android Authority
16-07-2025
- Android Authority
Is Chrome OS and Android's merger just hot air or a new era of personal computing?
🗣️ This is an open thread. We want to hear from you! Share your thoughts in the comments and vote in the poll below — your take might be featured in a future roundup. [/highlight] Google is set to merge two of its mobile computing platforms into one unified system. According to confirmation by Google's president of Android ecosystem, Sameer Samat, the company will combine Chrome OS and Android 'into a single platform.' No timeline was given, but this nod confirms a report we published in November 2024. This development could be a significant win for smartphone users looking for a more compact computing system, but this idea comes with awkward compromises. Want to use your smartphone as a laptop? You'll need a screen to plug into. A mouse and keyboard would be next on the list. At this point, you may as well still use a macOS or Windows laptop, right? That's something I'd love you to answer. Do you think this development will genuinely change your personal computing habits in the future? Here are some more questions: How do you think a combined Android and Chrome OS onslaught disrupts the computing industry? Would you be willing to ditch your existing Windows or macOS setup for Google's unified mobile OS future? Do you think smartphones will ever replace laptops or desktops? Would a unified OS bring tablets back into vogue and diminish the importance of smartphones? Do you actually use Android's current large-screen computing features? If you have a Samsung phone, do you use DeX? Be sure to vote in the polls below, too! What do you want most from Chrome OS built atop Android? 218 votes Fast, frequent system updates 28 % Support for extensions in Chrome 15 % Minimal bloatware 28 % Multiple profiles in Chrome 5 % Relaxed requirements/fast performance 17 % Other (leave a comment) 6 % Do you think Android 16's Desktop Mode is a good ChromeOS replacement? 850 votes Yes, Desktop Mode is already great. 65 % No, ChromeOS is and always will be better. 12 % I like Desktop Mode, but I wish ChromeOS could still be its own thing. 20 % Other (let us know in the comments). 3 % 👇Sound off in the comments section below with your views.
Globe and Mail
07-07-2025
- Business
- Globe and Mail
Has ARM's 16% Decline Over a Year Created a Buying Opportunity?
Shares of Arm Holdings plc ARM have dropped 16% over the past year, underperforming the broader semiconductor industry, which posted a solid 16% gain during the same period. This stark contrast raises an important question for investors: With ARM stock lagging behind its peers, could this present a potential buying opportunity, or is there more downside ahead? Let's take a closer look at what's driving the stock's weakness and whether now might be a smart time to invest. Mobile Market Leadership: ARM's Power-Efficient Edge ARM's core strength in power-efficient chip architecture remains central to its leadership in mobile computing. Its designs power sleek, energy-saving devices from Apple AAPL, Qualcomm QCOM, and Samsung, making ARM the foundation of today's mobile innovation. As demand for performance on minimal power rises, Arm Holdings' chips continue to dominate smartphones and tablets. Apple leverages ARM's architecture for its M-series chips, while Qualcomm depends on it to power its Snapdragon lineup. Samsung integrates ARM designs across mobile and consumer electronics, further affirming its critical role. ARM's proven ability to balance high efficiency and low power draw has solidified its status in the mobile era. Poised for Growth: ARM's Role in AI and IoT Revolution ARM is rapidly emerging as a foundational player in the age of artificial intelligence (AI) and the Internet of Things (IoT). As Apple, Qualcomm, and Samsung pursue AI-driven innovation, they are increasingly relying on ARM's flexible and energy-efficient architecture. AI models are being embedded into everything from wearables to cloud data centers, and ARM's chips are built to meet these growing demands. Apple continues to scale its AI integration on ARM-based silicon, Qualcomm expands its AI capabilities in mobile and automotive, and Samsung explores next-gen IoT through Exynos chips powered by ARM. With machine learning and edge computing at the forefront, ARM is becoming an indispensable infrastructure for the next wave of tech advancement. China Risk: RISC-V Threatens ARM's Growth Trajectory ARM faces notable risks due to its significant exposure to China, its second-largest market. Growth in the region has been sluggish, and one potential reason is the rising adoption of RISC-V, an open-source chip architecture increasingly favored by Chinese firms. This trend may soon accelerate, as the Chinese government prepares to issue formal guidelines aimed at promoting the development and widespread use of RISC-V technology. Such state-backed support could further weaken ARM's position in the Chinese semiconductor ecosystem over the coming years. Given China's strategic focus on reducing dependence on foreign chip architectures, the company's reliance on this market presents a long-term concern. If RISC-V adoption continues to gain traction, Arm Holdings' growth prospects in China could remain muted, affecting its broader global momentum. These evolving competitive dynamic highlights a key vulnerability in ARM's business model that investors should closely monitor. Strategic Misstep? ARM's CPU Ambitions Could Backfire ARM's potential move into producing its own CPUs presents both an opportunity and a risk. On one hand, entering the hardware space could significantly expand its total addressable market and drive revenue growth. However, this strategy could also backfire by turning Arm Holdings into a direct competitor to its top customers, potentially straining key relationships. The risk is heightened by reports that the company is hiring talent away from these same clients, which may further fuel tensions. While the hardware push offers upside, it could alienate partners and jeopardize existing licensing revenues from major chipmakers. At the same time, ARM's move to develop its CPUs could significantly compress its gross margins, as the company would begin absorbing the direct costs associated with chip manufacturing. Cautious Outlook: Earnings Revisions Suggest Growing Pressure ARM may face near-term headwinds as analyst sentiment turns cautious. Over the past 60 days, five downward revisions have been made to its first-quarter fiscal 2025 earnings estimates, with no upward adjustments. This trend reflects growing concern over the company's ability to meet prior expectations amid evolving industry dynamics. Notably, the Zacks Consensus Estimate for earnings has dropped by 15% during this period, signaling potential softness in revenues or margin performance. Such cuts can weigh on investor confidence and may lead to increased volatility in the stock until visibility around growth drivers improves. Valuation Concerns: ARM Trades at a Premium to Peers ARM stock is currently expensive. It is priced at around 82.54 times forward 12-month earnings per share, significantly higher than the industry's average of 33.55 times. When looking at the trailing 12-month EV-to-EBITDA ratio, ARM is trading at around 120.3 times, far exceeding the industry's average of 21.16 times. ARM's Risks Outweigh Upside Potential ARM may no longer justify investor confidence, despite its leadership in power-efficient chip architecture and rising relevance in AI and IoT. The company faces multiple headwinds, including weakening growth in China due to increasing adoption of rival technologies like RISC-V, as well as potential fallout with top clients as it pushes into CPU manufacturing. This shift could hurt existing partnerships and pressure margins. Analyst sentiment has also turned negative, with multiple downward revisions to earnings estimates. Coupled with an overstretched valuation compared to peers, these factors suggest limited upside. Investors may want to exit positions before challenges deepen further. ARM currently carries a Zacks Rank #4 (Sell). You can see . Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Apple Inc. (AAPL): Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM): Free Stock Analysis Report This article originally published on Zacks Investment Research (
