Apple has announced that they're coming out with a Mac powered by their own (ARM-based?) chip pretty soon. How bad will this eat into Intel's consumer biz? I know that Macs make up a small fraction (15% tops?) of the desktop market, but the brand damage might get ugly...
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apple’s doing more than their own “chip thing” and if they are successful will influence others in the industry, including Intel, AMD, MSFT, and PC manufacturers. if intel people are thinking it’s just a “chip thing” they in more trouble than they realize.
this news will come & Apple has prepared and done most parts of (software os & app, chipset, CPU) with longer term plan in placed for years . if one has studied its T2 chipset in 2019 & its big si engineering team out of its iphone CPU team, this is not surprising.
Apple is slow to adopt Intel's latest chips. Dell, HP and Lenovo always have the new stuff first.
Intel isn't holding Apple back. Apple is playing games most likely IMO to try to negotiate Intel prices down.
Processor design is a rat race. You have to be constantly improving and it is extremely expensive and burdensome. I don't think Apple has the fortitude to put the necessary resources and money behind a processor to make it a viable computer solution in the long run. I like Macs that can also run Windows and Linux. I have zero interest in an ARM Mac. If I want an ARM computer, I can get a Raspberry Pi for $40. Those are great computers.
It's a move that makes sense for Apple. They want to control their whole stack from hardware to software. I suspect it's going to be a trend for a lot of companies going forward. For Intel, it means that they need to diversify and provide more custom solutions because hardware integration, not just CPU performance, is going to be what customers demand. I think it's a trend that Bob Swan recognizes, but it's too early to say whether or not he'll be successful in steering the company there.
I think Apple will success and we need to think why apple started to make their own chip,
If intel follow apple new requirement and new technology well, they did not start the project.
Apple wants to own their soc like samsung and also wants to control everything.
under any circumstance this is never a good deal for Intel.
Apple wants to be on the cutting edge and partnering with Intel is not it.
Apple buys chips that are towards higher end. So there will be material impact. But Apple will be a bigger loser!
I think Apple will fail in a big way (bigger failure than Intel's ICDG) and will return to Intel's chips. This is just a reactionary response to Intel's complacency in the last few years. Once Intel gets back in the game (in2-3 years), things will be normal again. But, hey, by then data center would have taken over the chips and even if Apple does not return, it would be a minuscule loss for us.
The fab cannot currently keep up with demand, so this might not be a huge deal.