Name: Apple Silicon will force industry to reconsider use of Intel chips, says ex-Apple exec | AppleInsider
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Apple Silicon will force industry to reconsider use of Intel chips, says ex-Apple exec | AppleInsider

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&nbsp;&nbsp;&nbsp;AppleInsider is supported by its audience and may earn commission as an Amazon Associate and affiliate partner on qualifying purchases. These affiliate partnerships do not influence our editorial content.The creation of will force Microsoft into making its Windows variant for ARM better and to make better ARM-based hardware, former Apple executive Jean-Louis Gassee has suggested, as Apple's shift will prompt the rest of the PC industry to reconsider its usage of Intel chips. Apple's transition away from Intel-based Macs to versions using its self-designed Apple Silicon will take place over two years, as it announced during WWDC 2020. While the move will prompt a major change in macOS and how developers treat app development, Gassee also suggests the major shift could also heavily impact Apple's main software rival at Microsoft. While Apple isn't going to cause issues with Intel's chip sales in a sizable way, which Gassee is because of its 7% PC market ownership as well as Apple's demands affecting the relationship, Gassee suggests "The impact on Intel - and the entire industry - will be felt beyond Apple's small share of the PC market." Apple is seeing the billions of dollars of investment into Apple Silicon as a way to make the Mac better, Gassee believes. Power dissipation improvements are anticipated, with the 's performance and cool running highlighted against an Intel Core i7 processor with a TDP of 28 watts. Throughput is also a concern, with Gassee unable to imagine "tomorrow's Apple Silicon Macs providing less than a 25% throughput advantage against corresponding x86 PCs." While admitting they're "broad strokes" of assumption, Gassee suggests to the reader "think faster, svelter laptops actually lasting 10 hours on a battery charge. If not, once again, why bother burning the billions?" In how it will affect the industry, the former Apple executive refers to Microsoft's 2012 move to ARM with an early Surface launch, which "didn't work too well." Generations later, the continuation in the was an improvement that has still seemingly failed, which was largely put down to how Microsoft's core applications didn't run in a native mode. Gassee also points out that the disparity was "even more embarrassing" for Microsoft, as Office was shown to be working on Apple Silicon during WWDC without issue. "This leaves Microsoft with a choice: either forget Windows on ARM and cede modern PCs to Apple, or forge ahead, fix app compatibility problems and offer an ARM-based alternative to Apple's new Macs," writes Gassee, before admitting it's a false dilemma, as Microsoft "will forge ahead, with repercussions for the rest of the Windows PC industry." Other computer vendors will have to follow suit if Microsoft goes down the same route as Apple, he proposes. For Intel, it is suggested that the company was unable to take part in the "Smartphone 2.0 revolution" due to its reliance on high-margin x86 chips, and the Intel/Windows duopoly. By Microsoft moving towards ARM, "that advantage is about to disappear," which could force Intel into an "if you can't beat them, join them" situation of acquiring an ARM license. "Margins will inevitably suffer as the ARM-based SoC field is filled with sharp competitors such as Qualcomm and Nvidia, sure to be joined by arch-enemy AMD and others, all ushering in a new era of PCs," warns Gassee in closing.Agree with this. Don't think Intel is going anywhere soon, but if you have stock I think now is a good time to sell.&nbsp;Intel is vulnerable right now. There's a lot of laziness and content out there right now. Apple Silicon is going to wake a few business units up at MS and Intel, at least it better for their sake.Apple's potential for success with this transition seems possible only because of all the custom narrow-function silicon and software stacks built on top of the base ARM architecture that they've constantly refined with each new iPhone and iPad SOC over the years. While not impossible, I would be shocked to see anyone be able to compete in performance using ARM anytime soon. Best case scenario, Microsoft has had a skunk works project going for many years developing a similar custom SOC based on ARM that we don't know about yet, but no amount of money can substitute for the experience of having production hardware and software in people's hands for the better part of a decade.said:Agree with this. Don't think Intel is going anywhere soon, but if you have stock I think now is a good time to sell.&nbsp;Intel is vulnerable right now. There's a lot of laziness and content out there right now. Apple Silicon is going to wake a few business units up at MS and Intel, at least it better for their sake.I am not sure sure about a halo-effect. Exactly because of all this laziness. So far, the x86 camp doesn’t appear to have impressed with innovation, and simply accepted whatever intel fed to them. And it seems to most customers that seems enough as well.&nbsp;Obviously, as soon as Apple Silicon starts running circles around x86 everybody will claim that they planned for ARM already long time, just coincidentally Apple was faster on the market.It isn’t a matter of forcing Microsoft, it’s clear MS wants to make the move given they have taken two stabs at it in the last eight years. The business model of software/processors/systems all being made by different entities with competing interest is the challenge. Given that MS has been working with Qualcomm to develop processors for Windows on ARM there might be some traction on at least part of the move. Maybe Apple Silicone with light a fire under Qualcomm and the various PC manufactures.&nbsp;This is likely to create a downward pressure on Intel's margins in the long term, as they find themselves having to compete not only against AMD who do price competitively and who finally have a compelling product, but against large OEMs coming out with their own ARM SoC designs for their Windows devices, using recently announced ARM Cortex X1 (and future enhancements). They might not compete with Apple Silicon but they could let the OEMs drop pricing significantly.OTOH Qualcomm are institutionally unable to price their SoCs cheaply, nor get the best performance out of them, so maybe less pressure from updated 8cx chips.Please enable JavaScript to comment&nbsp;Apple's long-rumored VR headset and AR glasses could actually involve more than just two devices, with at least three of the head-mounted devices apparently in the works.The iPhone 14 Pro has long been rumored to be switching from a notch to an i-shaped cutout, but a late rumor suggests something different.A fresh rumor on Tuesday claims that the Apple Watch Series 8 will include a new shade of (PRODUCT)RED, while otherwise it will remain largely the same as the Apple Watch Series 7. It's also claimed that there won't be a repeat of last year's shipping delays.Apple released the Apple Watch Series 8 alongside an updated Apple Watch SE on September 7. 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And it's up to $200 off, with upgraded models starting at just $1,279.New regulatory filings show that the Apple Watch Ultra has a battery that is 76% larger than that in the Series 8, and more than double the size of the small Apple Watch SE.Apple's long-rumored VR headset and AR glasses could actually involve more than just two devices, with at least three of the head-mounted devices apparently in the works.The iPhone 14 Pro has long been rumored to be switching from a notch to an i-shaped cutout, but a late rumor suggests something different.A fresh rumor on Tuesday claims that the Apple Watch Series 8 will include a new shade of (PRODUCT)RED, while otherwise it will remain largely the same as the Apple Watch Series 7. It's also claimed that there won't be a repeat of last year's shipping delays.Apple's iOS 16 makes the iPhone more customizable than ever. This is the ultimate guide on how to make the iPhone a more personal device.It's been a rocky road to the iOS 16 launch. 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&nbsp;&nbsp;&nbsp;AppleInsider is supported by its audience and may earn commission as an Amazon Associate and affiliate partner on qualifying purchases. These affiliate partnerships do not influence our editorial content.The creation of will force Microsoft into making its Windows variant for ARM better and to make better ARM-based hardware, former Apple executive Jean-Louis Gassee has suggested, as Apple's shift will prompt the rest of the PC industry to reconsider its usage of Intel chips. Apple's transition away from Intel-based Macs to versions using its self-designed Apple Silicon...

Apple Silicon will force industry to reconsider use of Intel chips, says ex-Apple exec | AppleInsider

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