It’s interesting how the wave of adoption of one technology affects another. The old Wintel monopoly acted as if it was an island and a single monopoly controlled the world. Things are more complicated today. The main sign of life in Wintel is the notebook computer which gives a desktop-like experience in a mobile package. It depends heavily on batteries for that mobility.
“Lithium pricing has also increased by 60% since 2016 and with electric vehicles expected to reach shipments of two million units by 2017 and 9-20 million by 2020, the lithium pricing is unlikely to see any decline for the next three years and may result in further hikes in notebook battery prices.”
See Notebook lithium battery prices risingWhat else depends heavily on batteries these days? Electric vehicles. You can hide the price of an expensive battery in an expensive car but you can’t in a notebook. Guess who’s going to win this one? EV production/sales are ramping up and notebooks are languishing. Rising prices for batteries is another millstone around the neck of Wintel. Meanwhile small cheap computers running on ARM are less affected because we don’t need to haul around 2kg of battery to make them run.
I just hope I get my Solo EV before the price rises too far…