Apple to replace Intel and move to ARM - *** Confirmed as "Apple Silicon" ***

Sadly I don't see AMD CPUs in any Apple hardware in the foreseeable as much as I'd like it to happen. But it'll be very interesting to see how the ARM switch goes.

Agreed they've spent so much time optimizing MacOS for Intel and possibly ARM going forward that it wouldn't make sense for them to go AMD in my opinion.
 
Yep, looking forward to it

Where the hell did intel go wrong

I think their inability to escape 14nm did the damage, their chips run hot and that doesn't really fit with Apples design ethic. You look at the difference between what Intel and AMD are achieving with 15W currently and you can see there's a problem. Intel have 4c8t and AMD are twice that with the 4800U, which has a better iGPU too.

Apple are running their 10th Gen Intel chips right on the thermal edge to keep noise and thinness acceptable.

ARM will likely be even more efficient in the low power arena, I'm just not sure how ARM will perform in the higher performance tiers like an iMac or 16" Pro, let alone the Mac Pro if they go ARM across the range.
 
I do wonder how Intel's share price hasn't completely collapsed between AMD destroying them with Ryzen on the desktop/laptop sector in terms of performance/price/efficiency and Microsoft/Apple increasingly making moves to replace them with ARM in their laptop lines. Not to mention they appear to have basically no chance of gaining any traction in the phone/tablet sector now either.

Do we think they'll pull some kind of Rabbit out of the hat as if I was an investor I'd be very nervous about the direction the company is headed right now? Many have felt they've been resting on their laurels and holding back to maximise profits. If they have a new process/technology/design they've been saving for a rainy day now seems like the time they'll need to use it!
 
I do wonder how Intel's share price hasn't completely collapsed between AMD destroying them with Ryzen on the desktop/laptop sector in terms of performance/price/efficiency and Microsoft/Apple increasingly making moves to replace them with ARM in their laptop lines. Not to mention they appear to have basically no chance of gaining any traction in the phone/tablet sector now either.

Do we think they'll pull some kind of Rabbit out of the hat as if I was an investor I'd be very nervous about the direction the company is headed right now? Many have felt they've been resting on their laurels and holding back to maximise profits. If they have a new process/technology/design they've been saving for a rainy day now seems like the time they'll need to use it!

I think consoles use AMD chips don't they? Who's actually buying intel chips these days? Business for servers?
 
The server market is still completely dominated by Intel. It's extremely difficult to convince the decision makers not to buy Intel.
 
I'm curious about any Osbourne effect that these rumours *may* start. If I were looking for a laptop to buy now I'd want to wait for their ARM offering. I'm also curious about the future of iPad OS, I wonder whether we'd see Mac OS running on an iPad sometime in future.
 
The server market is still completely dominated by Intel.

This and it’s where all the money is. They also dominate the Laptop Market which makes up most consumer shipments.

While AMD are ‘faster’ it’s really not that clear cut and they are not that much faster in the real world. Intels chips are faster in a wide range of work loads due to their higher clock speed, their support is far better as is their drivers and software. Reliability is also a key factor, intel is typically rock solid.

Intel also make much more than CPUs, they actually have quite diverse revenue streams for a tech company largely known for doing one thing.

If you talk about a company that rests on its laurels and gouges it’s customers I’d suggest nvidia should be your target.
 
The server market is still completely dominated by Intel. It's extremely difficult to convince the decision makers not to buy Intel.

Epyc is changing that. Granted it was 4.3% last year, but that's up from near zero. Simply put, Epyc is much more cost-effective: you can get more in a rack for much less.
 
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