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Apple mulls switch away from Intel chips

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danny1024
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re: Apple mulls switch away from Intel chips
danny1024   11/6/2012 9:15:20 PM
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There's a tradeoff; Apple has to pay ARM for the architectural license and possibly per-chip royalties depending on the licensing agreement. Apple's competition also pays licensing fees (Qualcomm, Samsung,

danny1024
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re: Apple mulls switch away from Intel chips
danny1024   11/6/2012 9:17:17 PM
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Going with Intel enables Apple to retain Intel's very generous volume/courtesy discounts on the silicon while at the same time leveraging Intel's large driver and compiler teams. This in turn allows Apple to focus on innovating in other areas; OS/Middleware/Applications while at the same time improving margins and/or enabling Apple to price their products more competitively.

ewertz
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re: Apple mulls switch away from Intel chips
ewertz   11/6/2012 9:17:29 PM
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" If the consumer realises that all a Mac is, is a computer the same as a Sony or Lenovo, they won't pay the premium." Which has basically never been the case in the history ~40 year history of Apple. J.F.C...

danny1024
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re: Apple mulls switch away from Intel chips
danny1024   11/6/2012 9:33:54 PM
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Samsung is doing foundry work as well as some design-for-manufacturability and post-silicon validation/verification; Intel, Global Foundries and TSMC can easily do the same.

vdara0
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re: Apple mulls switch away from Intel chips
vdara0   11/7/2012 1:50:26 AM
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Any idea for Apple planning to switch from Samsung to TSMC/GF or even Intel?

wsw1982
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re: Apple mulls switch away from Intel chips
wsw1982   11/7/2012 11:07:06 AM
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This news must be originated from bloomberg,they has the reputation :) http://semiaccurate.com/2012/10/08/bloomberg-wrong-about-intels-woes/

jeffreyrdiamond
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re: Apple mulls switch away from Intel chips
jeffreyrdiamond   11/7/2012 4:29:56 PM
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The "architecture" (x86 vs ARM) is irrelevant. x86 is actually a disadvantage, but a minor one, as all Intel chips since the Pentium immediately translate x86 into an ARM like RISC ISA. What's left is microarchitecture and circuit technology. Of these, Intel currently leads in absolute performance per core, while ARM leads in performance per watt, which translates into throughput performance.

danny1024
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re: Apple mulls switch away from Intel chips
danny1024   11/7/2012 6:43:19 PM
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Apple's recent hires suggest that a TSMC move (for a portion of Apple's foundry needs) is imminent.

TarraTarra!
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re: Apple mulls switch away from Intel chips
TarraTarra!   11/7/2012 8:14:03 PM
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The node advantage is expected to reduce going forward if not go away. Smaller technology shrinks (22nm-14nm) are not providing the dramatic reduction in power or increase in frequency anymore. So if the Apple design team can get close to intel performance with better integration of other functions, the management would take that and get a huge improvement in margins. Remember that Apple is already pretty much vertically integrated already.

danny1024
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re: Apple mulls switch away from Intel chips
danny1024   11/8/2012 1:09:30 AM
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Integration is really the key challenge and it's unclear that Apple can or wants to do that. Intel's recent Digital RF on CMOS Atom SOC ("Rosepoint") is the first of its kind; no one else has demonstrated that level of integration on a modern process tech node.

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