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Intel Corporation Message Board

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  • alexander.dumbass alexander.dumbass May 27, 2012 12:17 PM Flag

    Intel to drop the BOMB on Arm based chips.

    Buried in the message is a disclaimer that it is a "prediction".

    "Should my prediction about Apple going to Intel in phones come to be"

    It took a many years for Apple to bite the bullet and convert their Mac line from PowerPC to the Intel CPU. Apple did not seem bothered that Intel had CPU versions that were faster and consumed less power. Apple will be likely to surrender control of their supply chain to Intel. Intel has "most favorable pricing" contracts with its top customers and cannot beat those prices with Apple without having to adjust the prices with others. Intel probably will be able to build a "custome CPU" version for Apple with some custom feature that protects Apple from others easily copying their design and Intel pricing structure.

    Don't hold your breath on a near term conversion of Apple to use other CPU in their phones.

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    • Yet Apple is buying up future fab space on an even more aggressive pace...

      "Should my prediction about Apple going to Intel in phones come to be"

      what should happen if your prediction does NOT come to be...

      • 1 Reply to getanid61
      • I think that amdroadkill's prediction is a long shot. Apple does not like to surrender control and they would not relish fighting others using the same CPU. Maybe if Intel can customize it for them but I doubt they would change.

        IMO, I would expect the feature boundaries between smartphones, tablets, laptops, desktops, servers ... to blur and adjust. Apple will probably continue as they are with a large share (30% to 50%). Intel reference designs will change the landscape with many new competitors.

        It will be interesting to see what happens.

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