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Intel Corporation Message Board

  • wallisweaver wallisweaver Feb 12, 2013 11:40 PM Flag

    Apple Plays It Safe - And Chooses Intel

    Apple is not the risk taking company that it used to be. These days they prefer the safe, incremental moves rather than the bet the farm Steve Jobs leaps of faith.

    I expect to see this risk reluctance to come into play in Apple's choice of fabrication partner going forward. When it comes to fabrication, Apple is already in a high-risk situation. Using Samsung means giving business to their prime competitor. A situation that has already led to a parcel of lawsuits. Using TSMC means exposure to a foundry that struggled with ramping 28nm and that won't have 20nm production soon enough to demonstrate reliability in the face of Apple's huge demand.

    To insure the presence of a reliable supplier with state-of-the-art technology and a roadmap reaching far enough into the future to justify the enormous costs of changing fabs, there is only one low risk choice.

    And that is Intel. This reluctance to take excessive risk is the reason I believe that we will see Apple strike a deal with Intel in the next 12 months.

    I also think there is a fifty-fifty chance that the iWatch will be the early indicator that a much larger deal is taking shape...

    Sentiment: Strong Buy

 
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