Apple has been the poster child/ success story for ARM for years now. So much of their value has been attributed to the iPhone and iPad. As Apple's stock price takes a nose dive how can ARMH not get taken along for the ride? Look at the share prices for strongly tied suppliers to Apple's iProducts such as Ciirus Logic (CRUS). True ARMH is spread out across the industry which helps deflect one major supplier downturn but you would expect that if Apple sneezes ARMH would catch a cold?
The problem is that I don't believe that in the big picture ARMH really isn't that diversified from Apple. Apple basically started both the smartphone and tablet revolution. They have a loyal fan base that will wait in line all over world for each new iProduct they think up. Yet with all of this going for it, the stock is dropping? The real question is why? Why is this very cash rich company with a possible book value of $285 a share (what I read, don't quote me on it) selling for such a low premium? Apple's P/E Ratio is now lower than Intel's!
The biggest question, can you honestly say or suggest that the problems with Apple have absolutely nothing to do with ARMH or the rest of the fabless model? Don't forget that analysts were blowing mad kisses at this concept not even a year ago stating that boutique processors were the wave of the future and how much more money could be made if you didn't share it with Intel. Now that the largest success story has hit rough waters why isn't ARMH sinking like a stone?
"What problems has Apple got that has ANYTHING to do with ARMH (or the fabless model)?"
[Well, one could go on all day about this but let's take the obvious one. The big fat overheating processor in the "new" iPad. The one that caused it to be so thick. Start with that one, pilgrim, and I'll bring you another. Extra credit for identifying the movie that line came from...]
"As Apple's stock price takes a nose dive how can ARMH not get taken along for the ride?"
Whoever gets the sale... Apple, Qualcomm, Samsung, NVidia. on & on....
"can you honestly say or suggest that the problems with Apple have absolutely nothing to do with ARMH or the rest of the fabless model? "
Yes... world adoption of Android, along with the variety of competition
You could say Apple & Wintel has pushed the rest of the world into Android...
Do you think Apple does more business with iOS on ARM ... or MacOS on x86...
Better question is when do you think Apple dumps x86 entirely...
Even better question, who do you think has more to do with the sales slump Apple is in right now, ARM or Intel? The problems with Apple suggest that ARM's sales model is far too generic. The market changes too quickly for Apple's taste. They like a new iPhone once every two years and a new update in the off years. This doesn't work for ARM which up until recently could have 3 major updates in a year.
Apple is marketing 40nm and 32nm processors and staying clear of 28nm. You would expect that they would be the first in line for 28nm and offer the latest and greatest. Because they don't speaks volumes about their position in the ARM ecosystem.
Do you really expect any of to believe that Apple wants to push their OS/X business towards ARM64?
It's right up there with ARM has broken the Wintel franchise.