The end of ChromeOS is a new dawn for cheap Android laptops (2024)

The end of ChromeOS is a new dawn for cheap Android laptops (1)

When I first explored ChromeOS Flex, it felt like a minor miracle. Here was a platform that breathed new life into aging x86 hardware, transforming dusty laptops into lightweight, secure, and efficient devices. At the time, I saw it as a solution with great potential -- not just for reducing e-waste but for extending the usability of older systems in an increasingly fast-paced tech world.

But even then, I recognized its flaws. As innovative as ChromeOS Flex was, the lack of native Android app support stood out as a glaring limitation. Google's extensive ecosystem couldn't be fully leveraged, and for many users, that was a dealbreaker. On top of that, its reliance on x86 architecture made it feel like a relic in a market shifting rapidly toward Arm-based computing. These shortcomings left me wondering whether ChromeOS Flex could ever be more than a niche solution.

Also: How Google turns Android into a desktop OS in 5 steps

With reports seemingly confirming Google's plans to consolidate ChromeOS and Android, the company clearly is pivoting to address these issues. Having observed Google's strategies for years, I view this merger as both a necessity and a chance for the company to redefine its position in the Arm-based laptop and tablet market. This comes in light of reports this week that the DOJ is seeking to break up Google's monopoly on web browsers and search by requiring it to divest Chrome.

Why the merger makes sense

The reality is simple: Google can't afford to cede the Arm-based laptop and tablet market to Apple. The iPad has been an undeniable juggernaut, and Apple's M-series-powered MacBook Air set new expectations for what laptops under $800 can deliver. For years, I've watched Apple dominate this space with a mix of innovation and ecosystem synergy.

Also:7 reasons why a Chromebook is the best laptop for most people

Today, you can find an 8GB MacBook Air for as little as $650 if you are willing to go for an older (but still very well-supported) M1 model, though it's worth noting that Apple's latest SKUs are 16GB M2 models starting at $799. Retailers are clearing out older M2 and M3 Macbook models from inventory, flooding the market with discounted stock in the pre-Black Friday rush. This surplus has created an unbeatable value for students, educators, and casual users -- the exact demographic that Chromebooks have traditionally targeted.

Even more challenging for Google, Apple's M2-based iPad Air ($599) and base-level iPad ($349, often sold for less) are narrowing the gap further. Pair an iPad with a Bluetooth keyboard, and you have a highly capable alternative to a Chromebook, backed by Apple's optimized apps and robust hardware ecosystem. I've seen firsthand how these devices dominate classrooms and casual use cases, making the competition tougher for Google.

Chromebooks, including Arm-based and x86 models in the $300 range, have long supported Android apps, unlike ChromeOS Flex. However, there's a significant issue: these apps were not optimized for laptops. Using Android apps on Chromebooks was similar to using iOS or iPadOS apps on a Mac. While functional, it was often frustrating. Apps designed for touchscreens did not adapt well to keyboard and trackpad navigation, and multitasking frequently felt cumbersome. Additionally, ChromeOS lacks a true "desktop" user experience, as it was not designed to support one.

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As a result, many consumers are shifting their decision between a Chromebook and a discounted Apple product from purely cost considerations to capability. Apple's products are setting new benchmarks for performance and functionality, while Chromebooks struggle to compete due to their limited app support and ecosystem integration.

AI as the X-factor

As I've watched the industry evolve, one thing has become clear: AI is becoming the defining differentiator in personal computing. Google knows this, and integrating Gemini across its product portfolio highlights how seriously it's taking this shift. From Android to Workspace and beyond, Gemini powers everything from conversational AI to productivity-enhancing features, seamlessly embedded into Google's ecosystem.

Also: This absurdly simple trick turns off AI in your Google Search results

Imagine an Arm-based laptop with Gemini's capabilities deeply integrated. Picture real-time predictive text, intelligent task suggestions, and advanced data processing working harmoniously to enhance workflows. This level of AI integration could transform Google-powered laptops into uniquely compelling tools for students, professionals, and creatives alike.

Apple's M-series chips are remarkable, and Microsoft's Copilot is making waves in Windows. Still, neither company has matched the scale of AI integration that Google is building with Gemini. If done right, this could be Google's ace in the hole -- a chance to redefine what an AI-powered device can offer.

The Arm-Qualcomm dispute: ripples in the ecosystem

While Apple continues its dominance in the Arm space, I've closely monitoredQualcomm's legal battle with Arm Holdings. The stakes in this dispute could reshape the entire Arm ecosystem. Arm's claim that Qualcomm's acquisition of Nuvia invalidates its architecture license -- and Qualcomm's insistence otherwise -- has created significant uncertainty.

Also: The best laptops: Expert tested and reviewed

Arm's recent 60-day notice to cancel Qualcomm's architectural license raises the stakes further. If enforced, this move could block Qualcomm from shipping chips using Arm IP, disrupting its processor roadmap and affecting countless OEMs in the PC, mobile, and automotive sectors. A ruling in Arm's favor could even push some OEMs back toward x86 processors from Intel and AMD.

Still, Qualcomm's confidence is notable. The company appears unfazed with a history of winning high-profile legal battles (including against Apple). However, I see this dispute as a destabilizing force that could delay Arm-based innovation for Microsoft and others, potentially giving Google a window of opportunity to solidify its position in the Arm laptop market.

Google's custom silicon: the long road ahead

Google's efforts to build custom silicon have been fascinating to watch. The upcoming Tensor G5, expected alongside the Pixel 10 in 2025, represents a critical step in its journey. Designed using TSMC's second-generation 3nm process and InFO-POP packaging, the Tensor G5 is expected to bring improved thermal efficiency, smaller chip size, and better power management -- all key elements for next-gen Arm laptops.

Also: Why I recommend this Google Pixel phone to most people

Having observed Apple's success with its A-series and M-series chips, I can't help but see parallels in Google's approach. By tightly integrating hardware and software, Google could unlock performance and efficiency gains similar to Apple's. But Google is years behind, and catching up won't be easy, especially with competitors like Qualcomm and Microsoft racing to innovate.

If the Tensor G5 lives up to its promise, and with Gemini's AI capabilities fully integrated, Google could finally deliver an Arm-powered laptop that stands out in a crowded market. The potential is there, but execution will be everything.

A pivotal moment for Google

For years, I've seen Google's hardware efforts oscillate between bold ambition and strategic missteps. The merger of ChromeOS and Android feels like a turning point -- a chance for Google to address long-standing flaws and redefine its vision for personal computing.

But success isn't guaranteed. Apple's dominance in the Arm space is unmatched, and Microsoft's Copilot-enhanced Arm laptops are gaining traction. Google must execute flawlessly and innovate in ways that differentiate its products from those of its competitors.

Also:How to upgrade an 'incompatible' Windows 10 PC to Windows 11: Two ways

This is Google's moment to prove it can deliver on its vision. If it succeeds, we could see the rise of a new era for Android-powered laptops. If not, it might be another chapter in Google's history of unrealized potential.

For now, I remain cautiously optimistic. However, as someone who has followed Google's pivots for years, I'll reserve my final judgment until I see a "Droidbook" in the wild.

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The end of ChromeOS is a new dawn for cheap Android laptops (2024)
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