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Apple CPUs to Replace Intel in Macs?


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#101 Janichsan

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Posted Yesterday, 04:45 AM

Part of this discussion is moot anyway, as Tim Cook just two days (again) pointed out that Apple has no interest in unifying Macs and iPads. That surely doesn't rule out ARM based laptops or desktops, but there won't be iOS based gimped "Macs".

View PostDirtyHarry50, on 21 April 2018 - 02:51 AM, said:

I would agree Matt that stock trading does not represent proof. It represents a perceived likelihood. My point in referencing that was that there are people who monitor tech also thinking it is going this way, so much so that it impacted Intel stock significantly on the news from multiple articles which are leaks that have to be considered with a grain of salt.
I strongly have to disagree with you here. First of all, the drop in Intel's share value has nothing to do with the actual feasibility of ARM based Macs or whether this imagined ecosystem dominated by tablets and a few computers is a grand vision of the things to come. It's simply a result of the potential impact on Intel's profit. The thought process was not "Oh, Apple wants to switch to ARM CPUs, that's the future!", it was rather "Oh no, Intel might potentially lose one of its most famous customers". And then they thought "Who cares?" as they took into account that Intel is absolutely not dependent on Apple and Intel's shares started to rise again on the same day. By now, that drop is long forgotten and the shares are worth more than before.

When you take a look at the larger picture, the effect of that news on Intel's share value barely registers. Here's the chart for Intel for the last 12 months:
Posted Image
The April 2 drop is one of the tiny dips in the upper right. That's just fluctuation.

By and large, that the tech stock traders' reaction on this rumour was a resounding "meh".

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#102 Spike

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Posted Yesterday, 10:11 AM

View PostDirtyHarry50, on 21 April 2018 - 02:51 AM, said:

Spike, you asked me, "And how many of those are using an ARM based computer again?" The answer is all of them. Those 10,000 iOS devices ARE computers. Even when I list that as a definition you still blow it off. They are computers being used to do WORK in a business now.
etc.....

I obviously meant desktops/laptops with ARM.

Again, I need to repeat in response to all that mumbo jumbo is again I am discussing Macs replacing Intel -- NOT computers being overtaken by iOS. For an iOS overtaking Macs or other words Macs are doomed discussion, I again suggest a different thread.

#103 Matt Diamond

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Posted Yesterday, 10:52 AM

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Spike, you asked me, “And how many of those are using an ARM based computer again?” The answer is all of them. Those 10,000 iOS devices ARE computers. Even when I list that as a definition you still blow it off. They are computers being used to do WORK in a business now.

I think we get it, they're computers, people work on them. But from that you can't conclude that full desktops and pro laptops will simply go away. Or that Apple could switch those to ARM expect users to stay on board. Even if you look at the trends and think such a move is inevitable, that doesn't mean it will happen in the next 2-3 years.

As evidence, consider the success of the iMac Pro, and the very public plans to reboot the Mac Pro. Apple is acknowledging that there is a market there.
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