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Intel Corporation Message Board

  • ideal_invst ideal_invst Sep 14, 2011 1:07 AM Flag

    GoogTel - Where does this leave Apple?

    Though the GoogTel announcement today is certainly very helpful to Intel, Google is going to gain quite a bit from this alliance:

    1. Standardized chip platform compared to varied ARM processors like
    Tegra, OMAP, Snapdragon etc. It is a big headache to ensure compatibility
    and performance from a wide range of competing ARM vendors.

    2. Intel is getting security at the chip level. Recent reports have indicated that
    Android has been the target of many attacks. Intel will be able to provide
    a more secure platform for Android versus the ARM vendors.

    3. Google will get a wide range of x86 processors to target multiple performance
    and price levels.

    So the big question is: Where does this leave Apple? Can they stay on their current path of developing their own A5/A6/Ax processors? If they do, how will they handle #2 and #3 above?

    Will Apple eventually go Intel for Tablets and Smartphones?

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    • Certainly a very big positivo for INTC.

      Look for mid-twentyish in stuck price before the end of the year.

    • <Will Apple eventually go Intel for Tablets and Smartphones? >

      I think, yes. This might already be underway. If Samsung has to go, the only plausible alternate source would be Intel.
      Just because Apple isn't mentioned at the IDF doesn't mean the isn't a deal with Apple...Apple insists that no supplier discuss their relationship with Apple. Google, OTOH, is wide open about relationships.

      If it turns out that Intel wins Apple as well as Google and the Ultrabook is a winner, ARMH will be crushed.

    • Also, what will Google gain from an alliance with Intel?

      Almost MS like access to x86 operating system development. Google has bigger plans than just Android for mobile phones. This is their first step to develop Android for PC. Also with Intel still owning Meego, gives Google options for Android should patent issues cause problems from Apple, MSFT etc.

    • Just wondering if Intel gave Apple early release of technology in order to nail the Apple market for PC CPU's.

      Few things to consider.

      1. Apple droped PowerPC processor in order to use Intel Core CPU's.
      2. Apple to get first chance on Intel Thunderbolt technology.
      3. Apple probably got very attractive pricing from Intel on SSD's
      4. Apple went it's own way with Iphone, choosings it's own ARM architecture.
      5. Apple went it's own way with Ipad, choosings it's own ARM architecture.
      6. Surprisingly MacAir, looks very simular to an Ultrabook, yet no mention by Apple over copyright?

      • 1 Reply to Gooddigger
      • 1. Apple droped PowerPC processor in order to use Intel Core CPU's.

        there is no other real choice for a computing device. IBM could/would not invest in low end, low power PowerPC that could compete with x86.


        2. Apple to get first chance on Intel Thunderbolt technology.

        Thunderbolt is new and has only one customer. Apple makes Thunderbolt a desireable technology (patent protected) for other vendors to design in.


        3. Apple probably got very attractive pricing from Intel on SSD's

        maybe, but there probably other "best customer price" contracts that Intel would have to adjust if they gave favorable pricing.


        4. Apple went it's own way with Iphone, choosings it's own ARM architecture.

        like #1 above, there was no other CPU that met the performance/power curve for a small battery.


        5. Apple went it's own way with Ipad, choosings it's own ARM architecture.

        like #1 above, Apple did have their own ARM in-house and could assign their own employees and make their own changes that could make it harder to duplicate. making the design harder to replicate, delays copy-competition (far east counterfeits) and allows more robust pricing.


        6. Surprisingly MacAir, looks very simular to an Ultrabook, yet no mention by Apple over copyright?

        large, established companies have large patent portfolios. There is no reason for Apple to divert the development of a device they can squash later. Every day that competitors are busy going down a dead end, is a day more lead for Apple. NOTE: that I am not saying there is a problem. I am only saying that it is not in Apple's best interest to pull the lawsuit trigger too early.

    • Building security features into Android and the pending release of Win 8 will probably goose Aapl into doing it faster.

    • If Apple cares about being on the cutting edge, Intel's three year lead in fabrication doesn't really leave them much choice.

      And Apple is obsessive about being on the cutting edge.

      Do they want to leverage their Mac Air success or instead throw out some bargain low-end ARM laptops? I can't see Apple caring about the low end and that's all ARM can produce...

 
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