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HP has currently introduced in an announcement (embedded below) that its machine as a service (DaaS) enterprise would be multiplied with Apple contraptions, including iPhone, iPad, Mac, and the Apple Watch.
This very nearly means that HP will birth selling Apple contraptions to its customers as a part of the DaaS providing – this application has been launched to allow organizations to purchase new hardware with a subscription, as opposed to pay upfront.
All Apple gadgets protected within the program will advantage from HP aid, managed services, and analytics, similar to all of the other items that are at present available as part of HP’s DaaS. all the a hundred channel partners across the world will provide companies with the alternative to buy Apple devices, the enterprise says.
“With the launch of DaaS for Apple, HP is offering the main multi-OS device administration answer and raising the bar on provider start,” referred to invoice Avey, international head and popular supervisor, personal systems capabilities, HP Inc.
“Our increased guide for combined operating gadget environments across each section of the device lifecycle, combined with our continued expansion into VR and information analytics, is offering wise, simplified options for the modern team of workers and unlocking new growth opportunities for our consumers, our channel partners, and our enterprise.”increasing in Microsoft’s playground
whereas such a stream makes experience for HP since it’s planning to extend its DaaS providing, it’s also the dwelling proof for Microsoft that Apple is a really aggressive participant in the commercial enterprise market.
Microsoft is betting massive on businesses with cloud features and items just like the floor lineup, and Apple’s enlargement into this market with assist from agencies like HP, which have been as soon as exclusive Microsoft partners, can’t be first rate news for the utility enormous.
HP, youngsters, says it expects the commercial equipment market to grow substantially within the coming years, estimating that through 2020, there may be some 9 billion such gadgets worldwide with an ordinary of 4 products per person.
HP has unveiled the brand new top class Spectre range that units the bold standard for top rate pc innovation. With this range comprising the HP Spectre Folio and HP Spectre x360, HP has reinvented each element of the laptop from the material used to construct it, to the experiences it will possibly bring.
The outcomes is the transformative kind component designed for genuine mobility and equipped to without difficulty adapt to accepted use instances.
there's a becoming need for personal computing instruments that permit new experiences and are developed for busy, on-the-go existence. here's especially true for purchasers seeking to buy a top rate machine, who spend a significant amount of time the use of their computer backyard of the domestic.
“HP continues to create the area’s most wonderful gadgets that are leading the PCs into a new era of innovation. by way of paying attention to the needs of our valued clientele and leveraging our design and engineering capabilities, HP is setting new benchmarks for the industry,” observed Sumeer Chandra, Managing Director, HP Inc. India.
“HP has all the time believed in insights-based mostly innovation that permits us to deliver the computer experiences that users want. the brand new HP Spectre sequence has made a step forward in design, versatility and connectivity. The HP Spectre Folio and Spectre x360 obtain the perfect stability of alluring design, leading edge engineering and marvelous performance,” talked about Vickram Bedi, Senior Director, own methods, HP Inc. India.
HP Spectre Folio: a gorgeous equipment that units the usual for design and craftsmanship
The HP Spectre Folio gives a pc adventure unlike any other. because the world’s first leather-based convertible workstation, HP has embraced the artwork of “manucrafturing”, where it combines meticulously designed hardware with handcrafted leather-based and accented stitching.
The Spectre Folio builds on the success of usual laptops, 2-in-1 devices and convertibles, which might be designed primarily for certain productivity projects or eventualities. The effect is remarkable versatility in a laptop that seamlessly converts between three distinctive positions. To achieve a thin and light-weight design during this radically new form factor, the Spectre Folio accommodates one of the smallest motherboards within the industry, capitalizing on eighth Gen IntelCore i7 processors[i]. An innovative fanless thermal design leverages the enjoyable traits of leather to create an event that feels both cool and cozy within the lap.
other features include up to 16 GB of reminiscence, as much as 512 GB of SSD storage[ii], and a low-vigor, 1W 400-nits FHD for most effective viewing in any lighting circumstance. HP has worked closely with the favourite world audio and culture brand Bang & Olufsen to expertly tune the four entrance facing audio system for a pretty good audio experience in any of the gadget positions. To create a greater immersive adventure, HP Spectre Folio comes with touchscreen.
HP Spectre x360: The intersection of daring design and performance
The HP Spectre x360 is designed for an on-the-go lifestyle, whereas providing superior design, main safety and more advantageous performance. The mannequin elements a reduce design that can most effective be completed by CNC machining. The attention to craftmanship and aspect is visible within the practical design, which makes it possible for 4 different positions: computing device, Tent, Reverse and pill.
Powered with the newest quad-core eighth generation IntelCore processors, the HP Spectre x360 comprises lengthy-lasting battery life. The angled USB-C port provides enhanced cable management, and the dual chamfer design for easier lid elevate from three aspects. The desktop comes in each FHD 4K (UHD) reveal options. The pleasing design of the speaker pattern is also purposeful, with each gap micro-drilled for more advantageous acoustic transparency to deliver an excellent audio journey by means of Bang & Olufsen.
The gadget additionally comes with a privacy digital camera kill swap which allows for the consumer to electrically turn off the webcam when not in use. The HP Spectre x360 is additionally equipped with not obligatory HP bound View, an integrated privacy display to aid users steer clear of prying eyes in public areas.
Pricing and Availability
· HP Spectre Folio is attainable now in Cognac Brown at a cost of INR 1,ninety nine,990
· HP Spectre x360 is accessible now in darkish Ash gray at a beginning price of INR 1,29,990; and in Poseidon Blue at a starting cost of INR 1,39,990
NEW DELHI: HP India on Wednesday unveiled in India the top class computing device latitude with the HP Spectre Folio and HP Spectre x360 devices.
HP Spectre Folio is obtainable in cognac brown at ₹1,99,990 and HP Spectre x360 in darkish ash gray at a starting fee of ₹1,29,990 and in poseidon blue at ₹1,39,990.
"HP continues to create the realm's most interesting instruments which are leading PCs into a new period of innovation. by way of listening to the wants of shoppers and leveraging design and engineering capabilities, HP is atmosphere new benchmarks for the business," observed Sumeer Chandra, Managing Director, HP Inc. India.
To obtain a skinny and lightweight design in this new kind aspect, the Spectre Folio incorporates probably the most smallest motherboards within the trade, capitalising on 8th Gen Intet Core i7 processors.
different elements encompass as much as 16 GB memory, 512 GB SSD storage and a low-vigor, 1W four hundred-nits FHD for surest viewing in any lighting situation.
"The HP Spectre Folio and Spectre x360 achieve the excellent steadiness of captivating design, innovative engineering and wonderful performance, mentioned Vickram Bedi, Senior Director, personal techniques, HP Inc. India.
Powered with the newest quad-core eighth era Intel Core processors, the HP Spectre x360 comprises long-lasting battery life.
The angled USB-C port provides stronger cable administration and the twin chamfer design for more straightforward lid elevate from three aspects.
The computer comes with both FHD 4K (UHD) screen alternate options.
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By Valuentum AnalystsIntroduction
The computer hardware space, which spans the personal computer to the iPhone and iPad, is highly competitive. The industry is characterized by frequent product introductions and rapid technological advances that can cause dramatic market share shifts. Though some firms benefit from a strong brand, participants often price aggressively, pressuring margins. Firms are also subject to potential component shortages/disruptions, which can punish performance. Obsolescence may be an eventuality for some, and services revenue has become critical for others.
Apple (AAPL) may be the best example of a computer hardware company with robust potential in services revenue. The company's Services revenue, which remained on track of its goal to be doubled over the period from fiscal 2016-2020 and accounted for ~13% of total revenue in its fiscal 2019 first quarter, and growth in this area was helped along by the company's active installed base of devices hitting an all-time high of 1.4 billion in the quarter. We continue to highlight Apple's incredible ecosystem and ability to make its products and applications an integrated part of the everyday lives of consumers. This may, ultimately, be the greatest strength it has, and it becomes even more bonding with consumers when taken with the status symbol that is its brand.
Computer hardware companies are exposed to the potential slowing of the Chinese economy and the ongoing US-China trade dispute. For example, previously enacted tariffs impacted HP's (HPQ) operating profit in its fiscal fourth quarter, results released November 29, as its non-GAAP operating margin contracted by 20 basis points as a result of growth investments in 'Printing' and tariffs and higher commodities and logistics costs in 'Personal Systems' not being able to offset higher volume and average selling prices in 'Personal Systems.' The company believes its plan to mitigate the impact of tariffs is on course and the impact should ease moving forward, barring another change to trade policy such as additional or increased tariffs.
The impact of trade issues should not be taken lightly, but we believe the space holds some intriguing ideas, both in terms of dividend growth potential and capital appreciation. Perhaps more so in the technology space due to the aforementioned rapid technological advances, we favor companies with robust balance sheet health when searching for income ideas, and solid free cash flow generation is a must when attempting to identify long-term dividend growth potential. With that in mind, let's dig into three leaders in the computer hardware space.Apple - Dividend Yield: ~1.7%
Image Source: William Hook
Apple is as much a brand as it is one of the world's most innovative companies. The firm is no longer known for its iPods and personal computers, as the proliferation of the iPhone over the past decade has been a sight to behold. The company's execution remains top-notch, and we expect it to continue to roll out innovative products in smartphones and wearable technology. Apple's rollout of future iterations of the iPhone should propel its fundamentals higher. Though we're not embedding another blockbuster hit in our model, we wouldn't be surprised if Apple delivers another one from its pipeline.
Apple's growing Services segment bodes well for its long-term gross margin performance, and the segment is on track to hit its goal of doubling its revenue from 2016-2020. Apple Pay is now accepted by ~60% of US retailers, and paid subscriptions totaled 330 million at the end of fiscal 2018. Wearables has been an area of strength, and Apple holds ~45% of global smartwatch market share, according to estimates.
Investors should pay close attention to the firm's gross margin, which fell to just over 38% in fiscal 2018 from 40% in fiscal 2015 and is expected to remain below 40% in the near term. Pricing and cost pressures may be unavoidable and currency exchange rates should not be ignored as Apple generates more than 60% of its revenue outside the US. Revenue in the Greater China region has faced material pressure of late and fell nearly 27% on a year-over-year basis in the first quarter of fiscal 2019. Weakness will likely persist in the near term.
Apple's cash hoard is more than some of the market caps of the largest firms in the S&P 500. It retains tremendous flexibility, but it plans to take its balance sheet to cash-neutral over time. Its dividend growth potential may be unmatched for now and buybacks have become a focal point in its cash-neutral strategy.
Here's what we say about its dividend in the dividend report, and as for its valuation, we think there could be material upside based on our fair value estimate range (see image that follows):
Along with being one of the most innovative companies, Apple boasts unparalleled brand strength, giving it a material competitive advantage. We love what it has built through its ecosystem of apps and the presence it has in the everyday lives of consumers. A core tenet of Apple's investment thesis, and its dividend strength, is its massive net cash position, which stood at ~$126.6 billion at the end of fiscal 2018 (inclusive of short term debt). The company's tremendous free cash flow generation allows such a position to proliferate while continuing to pay a growing dividend. It averaged more than ~$56.5 billion in free cash flow from fiscal 2016-2018, well in excess of annual run-rate cash dividend obligations of ~$13.7 billion.
With such an impressive Dividend Cushion ratio, we have a difficult time finding large drawbacks in Apple's dividend growth profile. Cash flow from operations faced some pressure in fiscal 2016 and 2017, but any transient weakness in its operational performance should not impact dividend health in the near term thanks to its cash hoard. Competing capital allocation options have the potential to impact the pace of dividend expansion moving forward, specifically through strategic acquisitions of differentiated technology and share repurchases. Buybacks came in at an astounding $72.7 billion in fiscal 2018. We're not particularly fond of Apple's decision to go to a cash-neutral balance sheet, but it is far from a concern at this point in time.
Image shown: Apple is currently trading at $171 per share, which is below the lower bound of our fair value range. We think shares are undervalued.Hewlett-Packard (HPQ) - Dividend Yield: ~2.7%
Image Source: TAKA@P.P.R.S
Hewlett-Packard's recent split has resulted in two independent companies, HP and HP Enterprise. HP provides products, technologies, software, solutions, and services to individual consumers and small- and medium-sized businesses, as well as to the government, health, and education sectors. HP Enterprise provides technology solutions to business and public sector enterprises.
HP remains tied to the PC market as nearly 40% of net revenue comes from notebooks and another 20% from desktops. The global PC market remains under pressure, but some observers see it stabilizing on the back of improved all-in-one PC demand. The potential slowing of economic growth in China and the growing popularity and power of smartphones are underlying factors that continue to work against the market. The firm's market share sits at 22.5% as of the end of fiscal 2018.
However, its 'Printing' segment makes up 70%+ of non-GAAP operating profit despite accounting for only ~35% of net revenue as it carries a ~16% operating margin. HP is working to take part in the disruptive 3D printing industry with its HP Metal Jet, which is designed for mass production. It expects to build up to broad availability of the Metal Jet in 2021, and its Multi Jet Fusion is the most used industrial 3D printer in the world.
Though the company derives roughly 35% of net revenue from the US, it has a nicely balanced portfolio geographically speaking. The Americas account for ~45% of net revenue, followed by the EMEA region at 34%, and the Asia-Pacific and Japan region at 21% as of the third quarter of fiscal 2018.
Here's what we say about its dividend in the dividend report, and as for its valuation, we think there could be upside based on our fair value estimate range (see image that follows):
Though demand for Hewlett-Packard's products have faced pressure as of late due to a secular decline in the global and US PC markets, the firm continues to generate solid amounts of free cash flow, thanks to its non-capital intensive operations. It continues to evaluate the cost structure of its 'Print' segment, which should benefit its bottom-line and ultimately its dividend prospects. The company is looking to use its size and scale to help it gain traction in the disruptive 3D printing market, which could be a long-term growth driver. We think investors can reasonably expect ongoing dividend increases for the time being, but the secular headwinds in its end markets should give reason for pause despite its impressive Dividend Cushion ratio.
The biggest drawback to Hewlett-Packard's dividend growth profile, and its investment prospects in general, is the secular decline in the global and US PC markets. All-in-one PC demand may rebound in the near term, but the long-term outlook for the global PC markets remains a source of concern. The impact of competing uses of capital on the pace of dividend growth cannot be ignored as share repurchases have been prevalent of late. Though its balance sheet health has improved from the pre-split HP, the firm's debt load does not help its dividend growth prospects, as it held a net debt position of ~$821 million at the end of fiscal 2018 (inclusive of short term debt). We don't expect major issues to arise in the near term due to the debt load, however.
Image shown: Hewlett-Packard is currently trading at $23 per share, which is in the lower half of our fair value range. We think the company's valuation upside potential could reach $29+ based on our estimate of its intrinsic value.IBM (IBM) - Dividend Yield: ~4.6%
Image Source: Leonid Mamchenkov
IBM solves business problems via integrated hardware/software solutions that leverage IT and its knowledge of business processes. Its solutions help reduce a client's costs or enable new capabilities that generate revenue. Developing and delivering in emerging technologies such as blockchain will be necessary for IBM to remain competitive in helping enterprises tackle increasingly complex business problems. For 2019, the firm expects non-GAAP diluted EPS to be at least $13.90 and free cash flow to be ~$12 billion.
We like IBM's high-margin ~$116 billion services backlog, but fundamentals have been waning of late. Backlog trends haven't been great of late (fell ~3% in 2018 in constant currency), and revenue and operating income haven't fared much better. Management claims a portion of this is resulting from the productivity-based IT cost savings it is providing its customers being reinvested in areas other than IT.
Big Blue is an example of a company with poor earnings quality. Revenue declines, lower tax rates, and aggressive share buybacks to grow EPS represent a classic red flag that not all is well at the tech giant. Its long-term financial model includes revenue growth in the low-single digits, EPS growth in the high-single digits, and free cash flow conversion of ~90%.
IBM has agreed to acquire Red Hat (NYSE:RHT), leading provider of open source cloud software, for an enterprise value of $34 billion in cash, and the deal, which is expected to close in the second half of 2019, is expected to make IBM the leading hybrid cloud provider. Moody's placed IBM's credit rating on review for downgrade.
Here's what we say about its dividend in the dividend report, and as for its valuation, we think there could be upside based on our fair value estimate range (see image that follows):
IBM's massive high-margin services backlog provides its business with a reasonable amount of support and should continue to help fuel solid free cash flow generation. Its pre-tax income margin has improved considerably over the past decade, but it has retreated from its peak in 2012 as the firm continues to shrink. Its dividend yield is compelling, and management has shown a willingness to raise the dividend, with double-digit increases in each year for more than the past decade. Free cash flow generation averaged ~$12.6 billion from 2016-2018, well in excess of annual run rate cash dividend obligations of ~$5.7 billion. We're expecting ongoing growth in the quarterly payout based on IBM's solid free cash flow generation.
The ongoing decline in IBM's business will continue to weigh on its dividend growth prospects. Though its Dividend Cushion ratio remains solid, it has fallen materially in recent years. The firm has become the poster child for poor earnings quality, and considerable share buybacks have taken place in recent years; before averaging ~$4.1 billion in 2016-2018, respectively, repurchases ate up $13.6+ billion in capital in both 2014 and 2013. We think there are better uses for cash available, but such buybacks are likely to continue. The company's debt load is a concern as well, as it had a net debt position of ~$33.6 billion as of the end of 2018 (inclusive of short term debt), a risk that is will be enhanced by its Red Hat purchase.
Image shown: IBM is currently trading at ~$137 per share, which is in the lower half of our fair value range. We think shares have the potential to reach $146+ based on our estimate of its intrinsic value.Conclusion
Apple is far and away our favorite idea within the computer hardware space. Despite the less-than-rosy near-term outlook, we continue to like its shares, which are trading below the lower bound of our fair value estimate as of this writing. The company has unparalleled balance sheet strength, though it may eventually wane as a result of its own strategy and tremendous free cash flow generation, its dividend is among the healthiest we've seen. We're not panicking over short-term weakness in the Chinese market, and the firm's seemingly ever-growing ecosystem of devices and applications appears poised to find itself more and more integrated into the lives of consumers.
Disclaimer: This article or report and any links within are for information purposes only and should not be considered a solicitation to buy or sell any security. Valuentum is not responsible for any errors or omissions or for results obtained from the use of this article and accepts no liability for how readers may choose to utilize the content. Assumptions, opinions, and estimates are based on our judgment as of the date of the article and are subject to change without notice.
Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Additional disclosure: Apple is an idea in Valuentum's simulated Best Ideas Newsletter and Dividend Growth Newsletter portfolios.
HP will shuffle webOS into a new division to avoid losing it along with the company's hardware business, according to internal memos that surfaced over the weekend on PreCentral. The hardware division will remain under the company's Personal Systems Group, while the software side, which includes webOS, will split off and move to HP's Office of Strategy and Technology.
The division comes about two weeks after the company announced its plans to exit the PC hardware business, as well as stop all operations related to its webOS devices. The company and third parties have specifically avoided calling webOS "dead," "defunct," or even "pining for the fjords," though the company is publicly uncertain what will happen with the operating system.
HP has suggested that a spin-off may be in the future of the Personal Systems Group, but bundling webOS away to OS&T indicates the company may want to hold onto the operating system, perhaps licensing it to other mobile manufacturers. In a press release, Shane Robison, chief strategy and technology officer, notes that the move "supports the teams’ continued efforts with over-the-air updates and the application catalog." WebOS device owners, including those who picked up TouchPads in the recent fire sale, may not be left out in the cold after all.
It was too long ago for many of us to remember, but there was a massive shift in the laptop market somewhere around 2011. The MacBook Air, while released in 2008 to mixed reviews, had suddenly improved and snuck up on the whole industry, claiming the throne as the laptop to beat. It set the stage for modern devices: it prioritized thinness, lightness and design, and it had a great price.
Apple was selling millions of units, and between that and their iPad – which was predicted to lead the world into the ‘post-PC era’ – laptops from HP, Dell, Lenovo, Acer and Asus were losing ground. Intel was so scared of Apple’s new products that they began investing left, right, and center into any company that said they would make an ultrabook – a term that for a long time referred to a Windows-based MacBook Air.
After a couple of years other manufacturers did catch up, and even new players joined the fray. But, for the most part, they were guided by fear and a need to catch up to Apple – the goal was to be thinner and lighter than the Cupertino company. Everything was about being thin and light.
Windows 10 released in mid-2015, and it built on the failures of Windows 8 to deliver the first desktop operating system that was truly touch compatible. Manufacturers and analysts first saw this as a way to combine the ‘dying’ PC market and the upcoming tablet/mobile market, but they quickly realized that touchscreen laptops were unique enough to stand alone.
To take advantage of touchscreens, many manufacturers added rotating hinges or took them away entirely in the case of Microsoft, whose Surface line was taking off with the Surface 3. However, rather than focusing on how good their products actually were, manufacturers continued comparing themselves to Apple. The constant back and forth of the “I’m a Mac, I’m a PC” and “Less talking more doing” campaigns were evidence of that.
Other than the distinct operating systems (which are closer than ever in terms of features), touchscreens and value have stayed as the features that supposedly give Windows machines the edge. Apple has stubbornly refused to budge on either, and Windows device manufacturers have focused on refining their devices rather than adding new features, believing they already have the spec-sheet advantage.
The biggest flaw with the new MacBook Air: the keyboard can be a bit annoying. The biggest flaws with the Surface Laptop: no USB-C and the keyboard isn't particularly durable. The Dell XPS 13: no Thunderbolt 3 or NVMe storage. The Razer Blade Stealth: costs more than its competitors. These are petty differences compared to what it was like five years ago, and all these devices have changed very little over their previous iterations.
Laptops have stopped improving in meaningful ways. To drive sales, manufacturers will have to start making their devices different, very different.
First and foremost, this evolution will be driven by new solutions. Apple, already having desktop and mobile platforms, is unsurprisingly at the forefront of blending the two. As you can see above, two of their patents spotted in 2017 describe laptop-like shells, one of which uses an iPhone for processing power and a trackpad, and the other an iPad for processing power and a screen.
Apple is far from alone in this market, however. Razer took everyone by surprise back at CES 2018 when they revealed Project Linda, a working laptop shell that was powered by a Razer phone. Samsung, meanwhile, offers DeX, a desktop interface powered by a smartphone via a single cable, and it’s a fairly acceptable solution. Hardware: check. Software: check.
Not only is this technologically viable but there’s plenty of demand for a solution like this, too, particularly among students.
Think about it this way: for $1,200 to $1,500, you get a flagship smartphone or tablet, plus a fairly powerful laptop. While not too many apps would fully support a trackpad interface at first, apps designed for iPad would work reasonably well. And performance-wise, flagship smartphones and tablets offer a lot more performance than a $200-$500 laptop anyway.
Perhaps less likely to eventuate but no less interesting, there’s also a variety of very creative solutions that we’ve seen patented and discussed.
Apple, Razer, and Lenovo have been pioneering some very different concepts that revolve around multiple screens and new ways to interface with them. Very recently Apple patented a MacBook with a flexible touchscreen that sits above the keyboard, letting users see double the data while still offering a good keyboard.
Razer, meanwhile, showed off a triple screen laptop called Project Valerie. While such a product is doubtlessly bonkers, it does let users increase their productivity. And though it would be expensive, it might be worth it for creative professionals that connect their laptop to two or three external monitors at work and home.
Keen to cater to budding artists, Lenovo released the Yoga Book Create Pad, a laptop that traded a keyboard for a sketchpad. When we reviewed it about two years ago we concluded that it was beautiful and innovative, but flawed.
While all three of these solutions are completely different, they all have the same core appeal: they’ll make you better in creative tasks. Catering to creativity is an expanding market that's starting to catch up to catering for office work, as Apple’s latest iPad Pro and advertisements demonstrate.
Perhaps one day far into the future, Augmented Reality glasses like Microsoft’s HoloLens (which are about to get an update) and the Magic Leap One will find their way into professional workflows.
Before we dive too far into the future, however, let’s take a step back and look at the inevitable solutions.
First, there are folding phones. Their potential impact on the mobile world has been heavily discussed, but their impact on the laptop world also has the potential to be significant. Over time, more and more of our digital lives have switched over to phones, like checking email, reading the news and light gaming. What else might be pushed over to smartphone-land by the larger screen?
Secondly, there’s PCIe 4.0 and 5.0, which are poised to revolutionize the external GPU market. Right now, eGPUs only connect to the CPU via four PCIe lanes, which can reduce performance by 10-15%. And if you’re not using an external monitor, the bandwidth of the returning signal also cuts performance by 10-15%. External storage, keyboards, and mice? Don’t even think about it.
Once PCIe 4.0 roles out on laptops, possibly with the next generation of mobile Ryzen debuting in less than a year, Thunderbolt 4 can be developed, which will double the bandwidth. PCIe 5.0, which is about a year behind 4.0, will double it once again, truly abolishing any performance hits.
Not only will the next few years see the bandwidth bottleneck removed, but they’ll also see CPU bottlenecks reduced as well. Many laptops already have 6-core processors, but there are rumors and even a 3Dmark database entry for 8-core Intel laptop processors. Combine these factors, and eGPUs will be 20%-40% better value than they are now, which has the potential to seriously encroach into the desktop market.
All in all, the future holds fascinating potential for new devices and I'll be holding my breath with keen interest to see what comes next.
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