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Intel, AMD, and Nvidia are all reportedly bracing for a possible decline in shipments as well as a possible drop in revenue for the remainder of 2022 while the Mac is expected to continue to grow in popularity.

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Citing industry sources, DigiTimes reports that Intel, AMD, and Nvidia have revised and lowered their own expectations for how many chips and products they'll ship in 2022 and their revenue goals.

Apple is the only company that's expected to see continued momentum for its Mac, such as the new M2 MacBook Air and MacBook Pro, the report says.

Intel has lowered its revenue goals for 2022 by roughly $11 billion and expects PC chip shipments to drop 10% compared to 2021 due to lower demand. AMD excepts its shipments to drop between 14% and 16% in 2022, compared to a 7%-9% drop it was originally expecting.

Specific laptop makers are also bracing for a rough 2022 and early 2023. Companies such as Dell, Acer, HP, and Asustek Computer have all cut their expectations and projections for shipments and revenue.

Apple, on the other hand, is expecting to ship around 29 million MacBooks in 2022, an estimate higher than in the past three years, according to DigiTimes.

Apple has nearly completed its transition away from Intel processors in the Mac to its own custom-made Apple silicon chips. The company most recently announced the all-new M2 chip, promising 1.4 times faster performance than its M1 counterpart and up to 15 times faster than an Intel-powered model.

Apple has so far announced the M1, M1 Pro, M1 Max, M1 Ultra, and M2 chips for its Mac lineup. The highest-end Mac Pro and a low-end Mac mini are the only Macs that remain in Apple's lineup with Intel processors. Both are expected to be replaced as soon as this fall.

Article Link: Intel, AMD, and Nvidia Reportedly Bracing for Declines as MacBook Popularity Grows
Wow 15 times faster than my Intel MacBook Pro! That’s fast! However for my needs the intel unit works just fine and is very fast but I am comparing it to my previous 2012 MacBook Pro and the PC desktop I use at work.
 
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I can't understand why Apple can't provide a native way to run Windows and Linux on Apple silicon. That would be the final nail in the coffin. Seems like a no brainer.
 
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AMD expects their revenue to increase 60% in 2022 over 2021. Their decline is consumer CPU and GPU's only, and not 'chips' in general. They say it is because of the huge increase in consumer CPU/GPU's sold during the corona shutdowns, which makes sense. So short of the crypto crash, a decline in consumer chips would be expected anyway.
 
I mean, it makes complete sense that PC shipments are slowing. It also makes sense the AS hype is allowing Apple to grow. The former is not a result of the latter, not even close.
 
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The recession doesn't effect apple /s
Seriously this is an article about a recession and it’s impact on chip manufacturers somehow framed as a pro-Apple piece. It’s great for stockholders if the recession doesn’t impact apple as much (luxury goods tend to have less downturn) but every industry is reported lower expectations because they have to give accurate assessments and reduced profits are normal in a recession.
 
I can't understand why Apple can't provide a native way to run Windows and Linux on Apple silicon. That would be the final nail in the coffin. Seems like a no brainer.
That's because Microsoft dont sell the ARM version of Windows so it would atm be pointless Apple creating the function to run Windows. Apple have never really been interested in Linux running on a Mac.
 
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Linus Tech Tips on YouTube doesn’t like Apple much but a recent video explains why Apple’s approach is the future, and that Intel, AMD, Nvidia, and others know it too. The nerd rage in this video is strong with commenters saying they will NEVER give up ‘building’ their own PC with swappable parts. It’s only a matter of time, people.

 
Superb, keeping the price down. Finally, some affordable gaming PC, used to be $1500 CAD back in the days for high end in Battlefield 3 era.

Now, it's like $2500-$4000
 
Like many, I’m still holding out on the Intel side because of Multi OS compatibility and legacy software. Not looking to spend a lot of money just to crossover to the “M” hardware or move to a new subscription models by uodated software.
There is plenty of used machines out there that will keep me going for the next five years.
Who knows by that time iOS will no longer have any connection to older Intel hardware so no more sync capabilities. Was able to continue to sync iOS until September 2014 on my PowerPC hardware. Extrapolating that out, I may get even more than 5 years from Intel. :rolleyes:
 
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This article is a complete fan boy mess.

It lists the number of MacBooks that will be sold, 29 million but compares that to lower percentages of computer sales from AMD and Intel? So PC sales will be 300 million vs 350 million?
The problem for the PC manufacturers is that Apple eats up more and more of the segment of the market where actual money can be made, leaving the bottom-of-the-barrel segment to the competition to fight over.

And with their own processors Apple can even advance towards cheaper models, too, if they so choose, still making money where the competition would be in the red already. I don't expect Apple to go too far in that direction, but the option does exist now.

I remember in 2003 when Steve Jobs called it the year of notebook. But I think it’s been that ever since. Hence the reason Apple is slow to update the desktop Macs to date. There really isn’t that much of a demand I personally believe for even something like the Mac Pro. For most who even want a desktop, they would rather get an iMac. The that I see so many walking out the store with one, proved my point. But I think Apple is gonna go even harder on notebooks in the coming years, especially since they have so much control from the silicon to the software and hardware.
I still want and need a decent desktop machine like my Mac Studio now, but for more and more people it's really just a choice according to the way they want to use their computer, and that means a notebook in most cases. And Apple is clearly ahead in that area with their much better processors.
 
Like many, I’m still holding out on the Intel side because of Multi OS compatibility and legacy software. Not looking to spend a lot of money just to crossover to the “M” hardware or move to a new subscription models by uodated software.
A problem will of course be when macOS security issues are no longer fixed for Intel Macs. Then it gets even tougher to recommend staying behind.

Compatibility is not a big issue in Apple Silicon, though, if you're using halfway up-to-date software.

I haven't run into any significant issues yet, and some of my programs are still Intel (running under Rosetta). Unless I take an active look I don't even notice that.

There is plenty of used machines out there that will keep me going for the next five years.
Who knows by that time iOS will no longer have any connection to older Intel hardware so no more sync capabilities. :rolleyes:
That depends on macOS versions if anything, not on CPU types.

Generally not a good idea, though, to keep iOS devices on older OS versions with known security issues just to stay compatible to an outdated Mac which is also running an outdated and unsupported macOS version.

I do support further extended support for older devices, of course, even if that takes legislative mandates!
 
Linus Tech Tips on YouTube doesn’t like Apple much but a recent video explains why Apple’s approach is the future, and that Intel, AMD, Nvidia, and others know it too. The nerd rage in this video is strong with commenters saying they will NEVER give up ‘building’ their own PC with swappable parts. It’s only a matter of time, people.

Of course AMD knows it, their SOC for PS5 has 3 X teraflops of M2, and was released around the time of first M1's.
They could smoke Apple in currently available desktops on every metric, except power/watt and noise. For this reason laptops will need some time to be in the same ball park.
 
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As soon as Microsoft is able to start developing and actually selling consumer Windows for ARM, more PC manufacturers will start to have ARM options available. It will be interesting to see what happens if Dell or HP started to sell ARM machines running Windows.
 
Ha I like Justin Long, but he really has been demoted in the advertising world slowly moving down the food chain. I would expect him doing a Arby's commercial soon, I mean it was good enough for Darth Vader.

Would Apple ever lure him back from the dark side?

Or is has his stock with Apple tarnished to the point where he could never pitch for them any more?
 
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I can't understand why Apple can't provide a native way to run Windows and Linux on Apple silicon. That would be the final nail in the coffin. Seems like a no brainer.
They could, but currently windows for arm isn't sold by Microsoft to end users. Just OEMs and Apple's not going to pay Microsoft themselves for windows arm licenses. So until Microsoft themselves supports end users buying windows for arm there's no reason for apple to have Bootcamp 2.0 for arm.
 
Of course AMD knows it, their SOC for PS5 has 3 X teraflops of M2, and was released around the time of first M1's.
They could smoke Apple in currently available desktops on every metric, except power/watt and noise. For this reason laptops will need some time to be in the same ball park.
I'm actually perfectly happy that Macs are non-smoking computers, especially now in summer! 😎

(And they are still faster even so!)
 
Correlation is not causation. Mac is doing well yes but not because buyers no longer want PCs. PC sales soared between 2020 and mid 2022.
 
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Probably not, simply because of the way the OS is constructed. Everything is compartmentalized, unlike Windows which for so long has had the System Registry which was its Achilles heel. But I'm sure malware will proliferate.
Windows has been fairly compartmentalized for over a decade now. The issues with Windows XP were fixed with later releases.
 
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Didn't Macrumors posted Apple's Q3 2022 where apple themselves said Mac sales down 10%? where does this "MacBook Popularity Grows" comes from lmao
 
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