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Apple (AAPL) is reportedly dumping Intel (INTC) chips in favor of ARM-based (ARMH) chips for its...

Apple (AAPL) is reportedly dumping Intel (INTC) chips in favor of ARM-based (ARMH) chips for its laptops and possibly its desktops, SemiAccurate's Charlie Demerjian writes. Apple's alleged move to ARM processors is expected to take place "as soon as possible," likely when 64-bit variations are available by late 2012 or early 2013. ARMH +5.1%, INTC -0.7%, AAPL +0.9% premarket.
Comments (15)
  • gnuman
    , contributor
    Comments (85) | Send Message
     
    I highly doubt that it would be feasible. Either that or AAPL is desperate in trying to get more sales. AAPL just changed from PPC based architecture to x86 architecture and now it will go back to another architecture? Either this is incorrect info or AAPL doesn't take its fanboys too seriously as changing architecture twice in 7 years will make the company look bad.
    6 May 2011, 09:31 AM Reply Like
  • kmi
    , contributor
    Comments (3975) | Send Message
     
    Well, one of the reasons Apple has eaten MSFT market share in laptops/desktops has been enabling a transition by running on INTC's chips and having a dual boot Windows/OSX environment available.

     

    I know a lot of folks who are on Apple product because they transitioned to it through that dual boot environment which only really was feasible after Apple moved to Intel chips.

     

    The reverse - commodity hardware running Apple OS - was never possible since Apple only makes or allows drivers for hardware it approves or uses, so you can't build a cheapie PC and run Apple's OS on it.

     

    In order to continue eating MSFT market share in this manner they have to run on hardware that MSFT also runs on, which is still Intel hardware.

     

    The issue here is that with BOTH Microsoft and Apple enabling their Desktop OS to run on ARM hardware, Apple should continue to eat MSFT marketshare, and this may even be its strategy, seeing MSFT move to support ARM, it may feel the need to do likewise to continue to eat MSFT market.

     

    AND it 'seems' bearish for Intel. But Intel is a bad beast to pick a fight with I'd say.

     

    However, we have to see what the performance of the upcoming quad core ARM based chips is versus upcoming Intel product before we can get a real sense of how this plays out.

     

    Final takeaway - convergence between smartphone and desktop platforms is inevitable as the convergence between the hardware is pointing to that.
    6 May 2011, 09:40 AM Reply Like
  • Paul S from Chicago
    , contributor
    Comments (12) | Send Message
     
    So $aapl is going to give up their ability to attract switchers from PCs by letting them run windows software — either in boot camp or, more likely, VMWare or Parallels?

     

    Highly unlikely.
    6 May 2011, 09:48 AM Reply Like
  • kmi
    , contributor
    Comments (3975) | Send Message
     
    Windows8 will be running on ARM, right about the same time Apple expects to transition to ARM....
    6 May 2011, 10:01 AM Reply Like
  • alphaisbeta
    , contributor
    Comments (120) | Send Message
     
    What a load of crock. I love how so many of these small AAPL only 'analysts' use really far fetched news items to try and get some publicity.
    6 May 2011, 09:52 AM Reply Like
  • Cincinnatus
    , contributor
    Comments (3324) | Send Message
     
    SA has hit a new low citing Charlie Demerjian as a source. This guy lost all credibility long ago. Even The Inquirer got tired of this crank and had him move on.

     

    directmag.com/magill/0.../
    doazic.wordpress.com/2.../
    www.hardwareanalysis.c.../
    6 May 2011, 11:33 AM Reply Like
  • gnuman
    , contributor
    Comments (85) | Send Message
     
    Windows I think did run on ARM or some other based architecture once and they killed it off. It isn't too difficult for AAPL to transition on platforms since they are running on Freebsd which is from Unix and it is easy to transition assuming that programming-wise it is the same like x86.

     

    Windows is not scalable and I'm surprised they will release a version for ARM processors. One would think that they would just build ontop of Windows Phone 7 version and have it running as a tablet.
    6 May 2011, 12:58 PM Reply Like
  • Origa
    , contributor
    Comments (543) | Send Message
     
    Hmm, after reading this I must say, once again a credible information source has taken advantage of a specific information.

     

    Today, is dividend day.
    newsroom.intel.com/com...

     

    By providing this information, just the day before dividends are pay´ed, it is in my view, not a positive view.

     

    INTC vs ARMH
    Lets speculate a little about this information and the future.

     

    This information guarantees that in Q4 2012 and in Q1 of 2013, ARMH is going to release a CPU that is so impressive that every major company on earth, would drop INTC and go for ARMH.

     

    What is more likely, is that APPL has decided to grant support to ARMH when there CPU line hits the market. But for APPL and MSFT to over a course of 6 month, no longer will support INTC products is simply not true.

     

    When ARMH releases its CPU, and it is benchmarked against Intel/AMD Cpu, and let say ARMH is faster than Intel's.

     

    The Intel response would be, we are going to continue and will beat the it-performance of ARMH. Why, INTC has a steady stream of young People,with PH.D while it has kept the PH.D´s from when the company was founded. And because of its talent mass, INTC also has the money behind it to support the development of new products. That's why INTEL has their school programs for young adults and teenagers.

     

    To continue the speculation, INTC could also decide to lower its prices and go head to head, and try to draw out enough money from ARMH. Who has enough money, and who is must likely to get as much cash in case of bank supports, major investors, etc.
    I believe today Intel has the advantage.

     

    ARMH vs. Intel in the small low power server business.
    Intel is shipping, and improving their product line very rapidly.
    Intel is shipping their products.

     

    Here is a good article on the competition ARMH is entering.
    www.anandtech.com/show...

     

    ARMH is still developing their CPU line to counter INTC.

     

    This article helps Intel, because they now know, there lead time is around end 2012 and beginning of 2013, before ARMH enters the competition.

     

    I could also include ARMH and its waffer production etc, but I may or may not write about it. But ARMH cannot produce what the articles suggest, and APPL will not accept having 100k+ Laptops without ARMH CPU.

     

    ARMH could do it, but it will sacrifice its hold on mobile and tablets.

     

    To sum it up, todays lower price may have been a move to buy the stock, just before pay day. Then in next week, there are also going to sell the INTC stock.

     

    The interesting part of INTC, is now and between the next reporting day on July 20´th.
    7 May 2011, 07:59 AM Reply Like
  • kmi
    , contributor
    Comments (3975) | Send Message
     
    "This information guarantees that in Q4 2012 and in Q1 of 2013, ARMH is going to release a CPU that is so impressive that every major company on earth, would drop INTC and go for ARMH."

     

    I believe nVidia will be shipping a quad core 1.5ghz chip by the end of the year...

     

    www.engadget.com/2011/.../

     

    Also a google search on "ARM roadmap' shows some pretty powerful stuff in the pipeline. It is definetly conceivable that power wise ARM chips will start to catch up by 2012.

     

    Of course one would have to compare that to INTC roadmaps as well..
    7 May 2011, 10:45 AM Reply Like
  • Origa
    , contributor
    Comments (543) | Send Message
     
    ARMH has been around for decades, INTC is now moving into ARMH main business area, and seems to get it right.

     

    It is ARMH that will have difficulty entering INTC small server.
    7 May 2011, 11:06 AM Reply Like
  • Cincinnatus
    , contributor
    Comments (3324) | Send Message
     
    INTC is moving much faster down into ARM's space (by reducing power consumption), while ARM has shown little to no progress in closing the gap with INTC in performance. A 1.5GHz quad is not going to cut it, and that engadget link doesn't claim anything more than the target platform is a tablet, not a laptop or desktop which would be laughably uncompetitive. (It's not even clear to me how a tablet could effectively make use of four cores given the typical tablet workload.) If ARM could increase frequency without dramatically driving up power consumption to close the performance gap they would, but they can't.

     

    Here's an intelligent response to Demerjian's fevered hallucinations.
    venturebeat.com/2011/0.../
    7 May 2011, 10:09 PM Reply Like
  • gnuman
    , contributor
    Comments (85) | Send Message
     
    When the world is still running on MSFT Windows ARM will not have much of a chance to gain marketshare. Sure they are releasing a Windows 8 version for ARM but think of it. How many companies are willing to pay a premium for their architecture?

     

    Intel flopped with it's Itanium architecture and MSFT stopped creating a Windows server version that runs on that platform. The only way ARM will get ahead is quite simply rely on Red Hat and other Linux distributions for its support as it is much more flexible.

     

    ARM will not be successful in the field for servers. Sun has it's own chips, IBM still supports PowerPC chips that it has created then you have x86 chips from INTC and AMD it's a field that is overwhelmed and only way for ARM is to stick with its mobile offerings.
    9 May 2011, 08:52 AM Reply Like
  • Origa
    , contributor
    Comments (543) | Send Message
     
    The Itanium flop, were there, the first day Itanium were released.
    9 May 2011, 11:33 AM Reply Like
  • mahanmd
    , contributor
    Comments (10) | Send Message
     
    Intel makes the best product and has the reputation to stand by it. I am 48 and will not buy anymore inferior machines with AMD chips in them. I also believe mac will still want their machines to be the elite albeit more expensive machines. So why again go to a cheaper processor? My company has 22 apple computers, and 45 PC's . Now intel also has the technology design for the future being touted. Mac won't stop using intel chips altogether.
    Maybe a discount line....
    9 May 2011, 08:14 PM Reply Like
  • gnuman
    , contributor
    Comments (85) | Send Message
     
    If you look at the processors currently used by Apple in it's iPhone and iPad the A4/A5 is currently using ARM's A8/A9 processor. So there could be some sense to this but still to change over to another platform in 6 years is not good for people who are buying current Apple computers to be outdated. Then software will still be an issue as it takes time for developers to change over unless Apple thinks iOS would be a commercial hit on a regular sized computer which would be crazy.
    10 May 2011, 07:25 AM Reply Like
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