Can you cite an example of this ever happening before in the process node industry?
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Intel CEO Expands on Desire to Make Apple Silicon Chips, Touts 'Competitive Fun' With Apple
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Nah. Apple is a $tn industry. It doesn't move or behave like a scorned teenager and is more than capable at lashing out itself. Actually burning bridges takes more than an ad campaign.
"Tape out" is not the same as "meeting realistic yields for mass production." They could be years away from mass production still.
Rumor has it that Apple is looking at releasing HomePod devices that have screens, not too unlike the Amazon Echo Show and similar devices. If they are going to do this, they will also have to price the new HomePods in the same range as these competitors otherwise they will hit the wall again with sales numbers. They do have to reduce prices and they know it.
And still booking record sales. The market at work. Apple’s products are priced right.
I hope that Intel does make Apple M processors, it would be good for Apple to not put all of their eggs in the TSMC basket, and it would be good for the US economy for an American company to make more semiconductors.
The Justin bit was not a good idea. But the Hodgman bit was unnecessary and a bit of salt in the wound.
to his credit, at least he didn't actually say "we've got great things in the pipeline"
That is true, but also read everything I wrote, he obviously has insider knowledge
.Also, Intel bet in the wrong horse years ago in technology (not going EUV), they’ve corrected that but it takes years to recover from that ... time will tell
So Apple wants to do business (buy components) with a company (Samsung) that competes with it in the iDevice and wearables market? Interesting business model!
yes, i've seen these rumors. the homepod mini priced at $99 seems like a fair comparison, no? i have no clue how much the echo show is, mostly because i'm not very interested in the amazon ecosystem. it's probably a matter of my biased opinion, but apple's ecosystem blows competitors out of the water to the point, where most people who are already invested in it, don't really care if it cost more than a similar product from amazon or google. i know i don't.
Intel does not seem to be taking this breakup well... the ads, now saying they want Apple’s business again, “lifestyle company from Cupertino”... AMD is what they should be worried about. Still, getting into the foundry business is good for the industry, Intel, and the US government, so I wish them all the best. There will be no shortage of customers for them. I believe at their event they said they had the support of Microsoft, Amazon, etc. But Apple was not on that list. Because they probably aren’t coming back.
Mr. Gelsinger's strategy seems about as sophisticated as walking up to the girl you like in the schoolyard and punching her.
I do have hopes for Gelsinger but yeah, the ads are just kinda goofy. Just seems like groveling which they don't need to do; the average consumer isn't aware of the current state of Intel; they just know they see their shiny stickers on the case.
Apple is doing some innovative things with processor technology. AMD is also doing some great things. Cheap marketing shots is not innovation so I don't know what this guy is talking about.
Which is why they either figure it out (and quick) or begin to shift towards manufacturing; seems like everybody has their own chip designs but need someone to make it happen.
Apple to Intel: "Keep a Knocking But You Can't Come In...."
In an interview with Yahoo Finance today, Intel's newly appointed CEO Pat Gelsinger said that the ongoing competition between his company and Apple is "fun," while also saying he hopes to make amends with the Cupertino tech giant.
Over the next two years, Apple will transition its Mac lineup away from Intel processors to its own Apple silicon chips. Apple is already well underway on the transition, having released three Mac computers based on its M1 SoC. Intel in response launched a marketing campaign last week to label Macs and M1 as inferior to Intel processors.
Despite the barrage of attacks, Gelsinger has indicated that he hopes to have Apple as a future customer. In his interview with Yahoo Finance, Gelsinger said that Apple relies too heavily on its current supplier, TSMC, for manufacturing Apple silicon and that Intel wants to offer its own services instead.Gelsinger attributed the recent tense competition with Apple to the fact that there's still room for innovation in the industry and the bonus that PC demand is the highest it's been in over a decade. Gelsinger went on to say there's "competitive fun going on with Apple and the Mac ecosystem."As part of its anti-Apple silicon marketing campaign, Intel recently hired former "I'm a Mac" actor Justin Long to star in a series of ads comparing M1 Macs to laptops powered by Intel processors. Additionally, Intel has turned to Twitter for the campaign and has created its own website to compare M1 Macs against PCs.
Article Link: Intel CEO Expands on Desire to Make Apple Silicon Chips, Touts 'Competitive Fun' With Apple
Exactly, this guy apparently wasnt briefed properly about the foundry business before casually representing Apple as a "lifestyle company", then going on to approve the Justing Long campaign just to circle right back to beg business.
Of course if they offer something meaningful Apple might use them as a foundry, but the bridges are burned in terms of inviting them to stage or promoting Intel in any way shape or form imho.