Former 'I'm a Mac' Actor Justin Long Throws Shade at M1 Apple Silicon in New Intel Ad Campaign

[ruka.snow]

Not in the one that matters most: sales

It's more important for them to protect the dominance of x86. They know how to deal with AMD. The performance crown occasionally changing between these two is nothing new. But there is more to it than that, most importantly the breadth of Intel's products that creates the entire ecosystem. This is also a major problem for ARM. Apple has the capabilities and scale to build a custom chipset etc., but most OEMs don't.

AMD is sitting on 22% and growing. That is far more dangerous to Intel's bottom line than lost CPU sales to Apple. 4.1 points lost to AMD and growing. Losing Apple seems to just be more embarrassing.

 

[Rigby]

AMD is sitting on 22% and growing.

AMD has actually lost market share in the 4th quarter because they had to compete with other companies over TSMC's production capacity. That's the downside of not having your own fabs.

AMD Loses Market Share to Intel | The Motley Fool

Chip shortages allowed Intel to turn the tide in the fourth quarter.

www.fool.com

As soon as Intel has solved its manufacturing issues, the pendulum will likely swing back due to Intel's superior designs and ecosystem.

That is far more dangerous to Intel's bottom line than lost CPU sales to Apple.

I don't think they are particularly concerned about Macs per se (which represent only a few percent market share), but more about the perception that ARM could potentially be an alternative to x86 in the PC market.

 

[timelessbeing]

Not wrong

 

[Wildkraut]

Have you ever used one? How many times have you actually touch the screen on laptop and when you press on the screen it moves. Does it make you feel good? People buy laptops not because of touchscreen your argument is dumb.

Yeah I used one, many times, it has its usage scenarios.

I even had a Microsoft Surface and kinda miss it, sadly the Pen(Jitter) and the Battery life sucked, I hope Microsoft catches up on these ones, the Touch itself was top-notch. Anyway, the Battery and N-Trig Pen issues has nothing to do with the device type usage scenario.

I constantly see people trying to touch their laptop screens, because they are so used to touch screens(tablets, mobile phones) in general. They touch the screen, and then you see the disappointment on their faces.

You simply can't accept that different people want different things and have different usage scenarios, but you would probably be first one to jump on a Apple ***Magic*** Laptop with Touch, when they release one.

BigSurs UI change to bigger iOS like UI/Buttons is probably part of the groundwork for an upcoming Apple MacBook Touch.

 

[cmaier]

I think they're great ads! But they don't talk about the downsides to PCs and windows either which makes sense.

They also don’t promote Intel’s products. Macs use Intel chips and have for years, and always had the same limitations. Really these amount to “if you want a mac, there are only a few form factors. If you want more choice, since there are a million PC makers, you get more choice that way.”

Ok. But that has nothing to do with the merits of Intel’s processors.

 

[cmaier]

AMD has actually lost market share in the 4th quarter because they had to compete with other companies over TSMC's production capacity. That's the downside of not having your own fabs.

Of course, they’d have 6% market share if they were relying on their own fabs, so...

 

[Alan Wynn]

It is not a perfect solution for everyone, but for her it is perfect and she loves it.

Does Affinity Designer have a tablet mode and a computer mode? My BF used to use a Toshiba Satellite lap top with a screen that rotated and flipped over to become a pen display for his Photoshop work. The biggest problem he had with it was that when the screen was down (the only reasonable mode or maybe the only mode) for drawing, the keyboard was inaccessible, and Photoshop really needs the keyboard. He eventually bought a gamer keypad to use with it, for that purpose.

Love that the sensitivity of the stylus is the same as our Wacom.

Which Wacom? He switched from a Cintiq to using his iPad either natively or as a Sidecar device with his Macs as the responsiveness was so much better on the Apple Pencil than on his Cintiq. He had a portable 12” (?) Cintiq that he used with his MacBook when traveling and a big one (24” maybe) for his Mac Pro.

My point is that the Yoga design can be a terrific option. Not perfect as a tablet, but one that is very acceptable for many.

The question Apple would need to answer is are there enough people who want ”an acceptable” tablet coupled with a reasonable laptop, rather than one or the other to make it worth developing. I have played with various of the Surface products and I am an iPad Pro user. There was not one of the Surfaces I thought I would rather be carrying than my iPad Pro. I am sure there are some people who love that form factor, just are there enough to make it worth the trade-offs for Apple to build it.

(I see no tradeoffs at a portable computer - it really is a fantastic portable.)

The trade offs may not bother you, but there are there. The screen is heavier, takes more power, and, based on the repair data, is more likely to fail than a regular screen. These maybe great trade offs for some and not for others. Apple is always going to have a much smaller line, so they need to ensure there is enough demand to have it take a slot in their product line.

Apple with the M1 could probably build an absolutely amazing, astonishing Yoga product. If they did, my daughter would own it. Rather than continue towards $1T in stock buy backs, I wish Apple would commit to giving consumers more options.

Apple’s stock buy backs have nothing to do with whether they think there is enough of a market and whether they feel they can build a compelling enough product to make them do it. Apple produces products when they think they can make them compelling at a price point that maintains their margin and will sell enough to make back their investment.

A Yoga-styled portable for one. A version of a Fairphone for another (for people whose commitment to the environment exceeds their need for newest and shiniest).

While there is a non-zero chance of a laptop with Pencil support and a touch screen, there is zero chance of a Fairphone equivalent. There is no market for the product (they have so far sold fewer than 330,000 units in 7 years). Their phone costs €450 including only a 1% margin. For Apple that would make the price about €560 (using a 25% margin). They have so far been able to maintain software support for their Fairphone 2 for only 4 years. Apple has managed to maintain software support for 5 years. Their goal is to have people keep their phones for 5 years, something that already happens with iPhones (maybe not only with the same owner, but including the used market). There is no evidence that they have a lower total environmental impact with their design than Apple does with its designs. (I have seen a few analyses that claim their design is inherently less sustainable because it needs to be bigger with less integrated parts and more connectors to break. It is like the plastic bag ban. Seems like a good idea, but really is not.)

 

[Rigby]

Of course, they’d have 6% market share if they were relying on their own fabs, so...

True, for them outsourcing was the right move. But that doesn't change that they are now experiencing the downsides. It's a limit to their growth that's already kicking in at 20% share in one market.

 

[Alan Wynn]

You’re leaving the debate because you’ve gotten this wrong, and it’s a shame you won’t admit that.

Yup. The statement he made was:

while intel is certainly desperate, all of the videos posted were dead on.

The statement he argues is “the Macs discussed in the title of this thread have certain limitations against whole of the PC laptop world.” While that is a true statement it is meaningless and not what Intel’s ads say.

The thread title is completely irrelevant.

Yup.

These are desperate and deliberately misleading tactics from Intel, that will fail as Apple release higher spec M1 and M1X devices.

As @cmaier said, lots of free publicity for Apple that will only get better once they release their higher spec machines.

 

[MikesterAZ]

Capitalism incentivizes betrayal.

 

[Unregistered 4U]

This is treason.

this is sparta

 

[Unregistered 4U]

And that tells you that they are more concerned about protecting the x86 architecture's dominance in the PC market than they are about competition by AMD.

But the reactions in this thread are priceless. When Apple does it, it's cute. When Intel does it, it's desperate.

And that’s interesting... I just don’t see how the x86 architecture‘s dominance would even be threatened. By next year this time, there will be AT MOST 23 million Apple Silicon systems out there…. and the year after that, likely the same. The only threat to their dominance is Qualcomm/Microsoft, yet they aren’t doing anything about that.

It was desperate when Apple did it and it paid off. I don’t even know what the “win” state for Intel is here. That some current Mac users decide not to buy an M1?

 

[Alan Wynn]

Capitalism incentivizes betrayal.

Nope. Short term thinking and having no interest in maintaining a personal brand does that, in this case. The 1-off Huawei ad he did likely ensued Apple would never use him again, and that was not a very high budget spot.

 

[Unregistered 4U]

Intel's fault? Apple is the one just offering discrete graphics on very few models

There's no reason why Apple couldn't have used discrete GPUs instead of integrated GPUs, as a higher end model for 13" and Airs.

There actually was. Intel requires that you use their integrated graphics when using their CPU’s, so, as a system builder, you’ve got to make room for the CPU AND an Intel CPU. In smaller systems, you don’t have room for a discrete GPU. In larger systems, you’re still taking up a good sized chunk of the motherboard for a GPU you don’t even want.

 

[Unregistered 4U]

Funny how people are claiming Intel is afraid yet when Apple did this, they were bold.

No, Apple were afraid when they did this, too. They were barely breaking 3 million Macs a year and needed to grow their market.

 

[Unregistered 4U]

And I often find myself wanting to tap buttons on the screen when I'm using a normal laptop.

I do, too. Like, right now, I’m looking at a “Post reply” button and I just want to tap it. Instead, I’ve got to waggle my mouse to see where it is, then move it to the button THEN click it. To be clear, I don’t want and don’t think I’d want multi-touch on a regular laptop, just that little bit of interaction.

 

[Alan Wynn]

And that tells you that they are more concerned about protecting the x86 architecture's dominance in the PC market than they are about competition by AMD.

This makes sense for them because Apple’s low end machines might take a meaningful part of their market? Really?

But the reactions in this thread are priceless. When Apple does it, it's cute. When Intel does it, it's desperate.

When Apple did it, they had 5%-7% of the market and it was kind of funny. X86/x86_64 has more than 85% of the market. When the big player attacks the small player it makes them look silly or desperate. What is funny is that these ads are just as likely make people aware of the new Mac systems and when the next generation ones come out, handling many of the issues raised, they have created a permission structure for people to purchase these Macintosh systems.

 

[Alan Wynn]

As soon as Intel has solved its manufacturing issues, the pendulum will likely swing back due to Intel's superior designs and ecosystem.

Really? I think @cmaier might have something to say about “superior designs”. From my recollection, AMD usually had superior designs but lost to Intel’s fabs (scale and feature size).

I don't think they are particularly concerned about Macs per se (which represent only a few percent market share), but more about the perception that ARM could potentially be an alternative to x86 in the PC market.

If they are not concerned about Macs, why is that all they discuss in the ad?

 

[Unregistered 4U]

They've been reluctant to do so because of a fear that such a product would hurt iPad sales, but really they have no choice anymore given the huge popularity of 2 in 1 Windows machines.

Nothing is going to hurt iPad sales Apple’s not chasing after 2 in 1 because they have a tablet optimized solution and don’t have to create something that is both. Apple’s selling more iPads than any single laptop manufacturer is shipping laptops.

 

[Unregistered 4U]

Yes of course they have, however before the M1 when they knew exactly the thermal needs of Intel CPU, they still crammed it in to a completely unsuitable form factor

MMMMmmmm, more like Apple said, “This is what we’re going to be making, will your chip run well in there?” and Intel replied “DON’T EVEN WORRY ABOUT IT!! You’ll have space and cooling to spare, you might even want to throw those fans away because, heh heh, we’re going to be running coooooooooooler than we EVER have, buddy!”

Of course, that wasn’t QUITE what Intel delivered

 

[31 Flavas]

I think they're great ads! But they don't talk about the downsides to PCs and windows either which makes sense.

I mean, not that I'm defending Intel here - but no commercial will. Microsoft won't comment about red rings of death. Samsung won't talk about exploding batteries. Google / Facebook won't tell you how much they make off selling your data.

 

[MowgliWolf]

It's hard to showcase something you don't have. Even if Intel were to change course now, it's going to be years before we see any improvement on their end. Which means the only thing Intel can do now is to continue taking pot shots at Apple, even as Apple goes on to release additional M1 Macs that completely and utterly trounce Intel PCs in terms of performance.

That’s the sad truth, it’d probably be better for them to keep their heads down lest they Cyberpunk themselves at this rate

 

[ani4ani]

Game properly? Define gaming please. Am I not a gamer if I play point&click adventures?

I made no assertions about who is called a gamer or who plays games. I defined a Mac as not allowing me to play properly or play high intensity, fast paced, high definition games. But since you ask, then playing a point & click game, I would argue you‘re not, anymore than you would be writing code if you were recording macros in excel. A “gaming pc” has the ability to push scores of teraflops of data per second. That’s not supposed to be a slur and with all due respect just as you wouldn’t buy a Mac if you were into serious console+ style gaming then you wouldn’t need to pay $1000’s on a Mac to play point and click games either (I’m sure you didn’t). I play football (soccer) but the last thing I would call myself is a footballer.

 

[BigMcGuire]

I made no assertions about who is called a gamer or who plays games. I defined a Mac as not allowing me to play properly or play high intensity, fast paced, high definition games. But since you ask, then playing a point & click game, I would argue you‘re not, anymore than you would be writing code if you were recording macros in excel. A “gaming pc” has the ability to push scores of teraflops of data per second. That’s not supposed to be a slur and with all due respect just as you wouldn’t buy a Mac if you were into serious console+ style gaming then you wouldn’t need to pay $1000’s on a Mac to play point and click games either (I’m sure you didn’t). I play football (soccer) but the last thing I would call myself is a footballer.

I've played WoW, Starcraft II on Mac for the last 6+ years. (Retired last year officially). lol. But I guess that doesn't count as gaming either.

 

[Makosuke]

It has everything to do with Intel. Intel makes CPU and Chipsets synergy that, as Mac die hard would say, creates the ecosystem and it simply just works. Unlike AMD and M1 chipsets that might not work if they don't feel like.

I assume this is either failed snark or some sort of attempt to troll, but it doesn't even make sense.

Apple's entire Mac ecosystem, from September 2006 through October 2020, was 100% Intel based, so any of the disadvantages Intel is ascribing to the Mac are entirely due to software and have nothing to do with Intel, its chipset, or any synergy therein.

More importantly, I can put together an all-AMD Windows computer that has all of the advantages Intel is touting here with an AMD chipset, an AMD CPU, and an AMD GPU. Further, the AMD system at the higher end would massively outperform an all-Intel solution in GPU performance, and would somewhat outperform the Intel equivalent with CPU as well.

The point is that all of the advantages they're touting, synergistic or otherwise, come down to "This runs Windows" and can all be had with their direct competitor's products, many of which are generally considered superior at the same tasks. What they're advertising here is Windows, not Intel.

The relevant comparison would be an M1 and their own CPU and GPU of equivalent specs. Which they tried and looked pretty silly at, since they're barely keeping up in performance at two or three times the power consumption, and with a new competitor's first attempt at a bottom-of-the-line chip. Not to mention they won't make that comparison with AMD, either, since they generally look almost as bad there.