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Wintel Showing Cracks as Qualcomm Brings ARM and eSIM to Windows 10

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Report Summary:

Our discussions with industry leaders have always hinted that Windows 10 running on ARM was only a matter of time—on Thursday, December 8 in Shenzhen, Microsoft and Qualcomm announced a joint-initiative to bring ARM-based architecture to Windows 10 PCs and Tablets. Main points covered are eSIM and greater connectivity; walking the line on the App Gap; and, trade-offs in performance between x86 and ARM processors.
Table of Contents

1. Title and Report Snapshot
2. Executive Summary
3. Analysis - Cellular Connectivity and eSIM
4. Analysis - Walking the Line on the App Gap
5. Analysis - Trade-off for ARM and x86 Processors
6. Conclusions and Implications

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