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"We'd love to have you as a customer - please come show us your designs and R&D..."

- Samsung to Apple once upon a time...
 
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This is business so if they can be competitive I'm pretty sure Apple wouldn't turn them down. The real question is how are they going to leapfrog TSMC which is currently way ahead in their manufacturing technology.
Well, they say they are investing $20B and will have 7nm in 2023. That’s more or less equivalent to TSMC 5nm. So in that time frame Apple would likely be buying a lot of 5nm chips from TSMC, so maybe it makes sense.

It’s not easy to target BOTH intel and TSMC with the same design, though. I’ve done that sort of thing before, and it’s a bunch of work up-front to create your own design rules that would obey both, and you give up a little performance by targeting the common denominator. It also means you are duplicating a lot of work at the back end (DRC, LVS, fracturing, verification, etc.)
 
... Intel, you fell behind. Good luck building Apple's 3nm chips.
True. Intel won't be able to make M1 SoCs or the next generation of Apple Silicon, but Apple makes other devices that use a larger process.

The current Apple TV uses an A10X, which is a 10nm process. I think Intel can fab this today.

The A12 (used in the iPhone XR, iPad and iPad mini), A12Z (iPad Pro) and A13 (iPhone SE and iPhone 11) use a 7nm process. Intel is saying that they will be able to support that very soon now.
 
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It’s just business not personal. Companies don’t get offended by ads making fun of their products. Apple would buy from Intel in a heartbeat if it made sense. Now since Apple has been making their silicon for years without Intel’s help I’m not sure it would make sense.
 
No way intel can compete with TSMC on pricing. If this was a possibility, why did they wait so long? Sounds more like the rantings of corporate speak before a mass firing; we are doing this, this, and that.... trust us, the company is fine. Ten days later, worst quarterly of the company’s history. Intel chose to lose market share, this wasn’t some surprise, the fact they are trying to get on the RISC-V bandwagon this late in the game; shows how desperate they are. RISC-V would never work with Intel’s business model.

Intel wasted a good 10 year advantage in the high-end chip sector, the fact it took getting to 7nm just to dominate their market share is a testament to how far ahead the rest of the market they were... That was now, as x86 shifts to 5nm through AMD, I don’t know how Intel intends to sell chips. The Power management alone at 5nm will make Intel unable to produce a competing mobile chip, and things are only going to get worse from there.

Next year’s CPU gaming options will put Intel into 2nd tier with no option of a top tier competitor. I don’t see how Intel gets out of this one, unless they merge or sell at this point.
 
True. Intel won't be able to make M1 SoCs or the next generation of Apple Silicon, but Apple makes other devices that use a larger process.

The current Apple TV uses an A10X, which is a 10nm process. I think Intel can fab this today.

The A12 (used in the iPhone XR, iPad and iPad mini), A12Z (iPad Pro) and A13 (iPhone SE and iPhone 11) use a 7nm process. Intel is saying that they will be able to support that very soon now.

No way apple redesigns any of those chips for intel’s processes. That‘s a ****-ton of work.
 
No thanks. I don't want Intel manufactured chips considering how ancient Intel technologies are, both in terms of manufacturing (they cant even get past 10nm) and the actual tech of the chips. I know Apple designs M chips and Intel just follows the exact orders to build them, but Intel just sucks at everything now
 
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What I think of is Apple’s relationship with Samsung when I hear of this. I think someone else has already said this. But, just think about it: being a chip fab is almost directly analogous to being a display manufacturer: you’re simply providing the manufacturing capability to produce another company’s vision. It is completely different than Apple using Intel’s designs: they’d just be using them like how they use Samsung today. Samsung builds the display panels on the iPhone, but would you say that the iPhone is a Samsung product?
 
So, Apple would want to make their chips on Intel's 14 nm++++ process, instead of superior TSMC 3nm process? Are investor so oblivious that they believe everything now.
 
This is not particularly surprising. For all the public drama between Apple and Samsung, Apple quietly spends billions with Samsung building iPhone components. Not to say they'd go to Intel for chip production necessarily, but that marketing stuff is really a bunch of theater to influence the consumer marketplace and get leverage. Behind the scenes, it's all about cold numbers.
 
It’s always a good idea to diversify component vendors as Apple has always tried to do. But it would be up to Intel to deliver competitive chips based on both process and price point. And right now, it seems Intel would have difficulty with both.
 
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Apple used to source from Samsung even when Samsung's phone ads mocked Apple. I don't see a problem here.

I do see possible technical barriers, plus Apple rarely reacts well to other people talking about being an Apple supplier. But I can definitely see Apple using Intel as a stalking horse or stick to get better prices out of TSMC. And apple hates having a sole source supplier for anything...and their CEO used to own the supply chain.
 
Using Long to tout Intel PC's will never make anyone forget that Bill Gates clone putz. That was the real clown winner of that ad campaign.
 
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