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  • Apple (AAPL) "will introduce the first 64-bit ARM-based chip this year," writes Evercore's Patrick Wang. Wang doesn't state which Apple products the chip will go into, but does note the adoption of 64-bit parts will lift ARM's (ARMH +3.4%) royalty rates. He also sees a 2H ramp in chips using ARM's big.LITTLE architecture boosting rates, and talks up the potential of ARM server CPUs from Applied Micro (AMCC -1.5%) and Cavium (CAVM -0.5%) - Wang sees AMCC's X-Gene CPU cementing its early lead in the market. ARM announced its 64-bit Cortex-A50 cores in October. (previous: I, II[View news story]
    Large partner rules out Calxeda. And Samsung doesn't design their own cores. Of the remaining possibilities I'd only classify Apple, NVIDIA, and Qualcomm as large. Of those three NVIDIA and Qualcomm both telegraph their roadmap. That leaves Apple.
    May 5 09:16 AM | Likes Like |Link to Comment
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