Intel CEO Expands on Desire to Make Apple Silicon Chips, Touts 'Competitive Fun' With Apple

[pipis2010]

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

Are the Intel guys HIGH? They have been bashing Apple for all this time and all of a sudden they have a "change of heart" and want to work with them now? Talk about "professionalism" by Intel...

 

[ani4ani]

Apple does not need Intel and more and more computer manufacturers will be designing bespoke chips and this is Intels problem.

Apple could and should consider its own manufacturing of chips within USA or a trusted ally outside of Taiwan. Apple could easily afford it although they should reconsider their investment in Germany after the EU showed it’s true colours in blocking exports of a company operating in EU.

TSMC could be a target for Apple but better for Apple to set up to produce its own chips plus possibly supply others as that will allay concerns on monopolising market or similar claims. Intel has failed to grasp the nature of the market has changed irrevocably let alone failed miserably on 7nm putting that off several times.

Apple designs its chips so to produce is a logical step from security of supply even to a US national interest and if Musk can get billions in subsidies and grants no doubt a state of the art manufacturing capability would suit Apple and the USA well.

the idea that because Intel returned increased profit means they are doing great is incorrect as much of the income is from customers who have no option to use other chips and that is changing rapidly and Intel have failed to grasp it.

Wow..are you answering someone else’s post because I never suggested any of that?

My point is, if you listened or read about what he says, Intel are going to open up their foundries to build chips for anyone who wants them as well as their own designs. They are likely to invest in at least two more foundries, which will not be in “Asia”

For all your Intel rhetoric, outside smartphones, Intel still makes 80+% of the chips that end up in personal computers and servers, so they’re going to be around with huge capacity which at the moment, the world needs.

 

[Will Co]

I certainly hope Intel can get back on track as a foundry and get their processes down to 7nm, 5nm and lower. Beyond the whole consumers win with more competition sentiment. It's quickly becoming all the worlds eggs in one basket. We're seeing the pains as TSMC can't keep up with all the companies who want to use their process.

I'm sure Apple has number one status with TSMC. But many other companies can't keep up with demand. Just look at consoles and GPU.

As far as I'm aware the only meaningful competition for TSMC right now is from Samsung. Unless anyone else is close in Fab size. So, come on Intel. We need another hat in the ring.

Spot on. It’s not hard to imagine what might happen to global chip supplies if a giant like TSMC were taken out of the supply chain. Even if not completely, a disrupted TSMC would be bad and not just for Apple.

 

[ani4ani]

Are the Intel guys HIGH? They have been bashing Apple for all this time and all of a sudden they have a "change of heart" and want to work with them now? Talk about "professionalism" by Intel...

Honestly, do you think they are operating in the school playground? Business's compete and collaborate. Samsung “bash” Apple everyday, fight them in law suits all of the time, but Apple still cannot operate at the scale they do without them. All of these businesses have to have thick skin

 

[michelb76]

It's a bit like Apple making fun of Intel and then using Intel CPU's again anyway.

 

[MikeyUnix]

Thats is not how the Foundry Market works, read the reply cmaier gave you.

You may also be glad ( or not ) to know China sinked $120+ Billion already and hasn't got anywhere with Foundries. The moat around leading edge manufacturing is much bigger than most people understand.

China is blocked from sharing in some of the technologies, Apple would not. They would be welcomed with open arms if they were to manufacture in the US. Apple has always been able to acquire skills, hence designing the chips. It would attract the best of the best and give the US security of supply. If Apple wanted to do it they have the wherewithall to do it and even better on USA ground.

 

[wanha]

If you’re American and you’re cheering against Intel I think you need to think more about this situation, and how eventually, that will impact you.
You want your country to be competitive in the global landscape. It is sad that Apple (an American company) has to look to a foreign country for its chip making needs, when there’s Intel still around just down the road.

it’s bad for the American industry ultimately if Intel were to die.

I suppose it's a microcosm of where the US is at the moment when Intel is slandering Apple in its commercials and yet still wants Apple's business. That's the country in a nutshell right now.

The US better get their act together if they want to salvage this.

 

[incoherent_1]

If you’re American and you’re cheering against Intel I think you need to think more about this situation, and how eventually, that will impact you.
You want your country to be competitive in the global landscape. It is sad that Apple (an American company) has to look to a foreign country for its chip making needs, when there’s Intel still around just down the road.

it’s bad for the American industry ultimately if Intel were to die.

That gate swings both ways, though. It’s also bad for the US if we prop up businesses that are uncompetitive globally out of a sense of nationalism. Sometimes the best way to adapt and do better is through painful lessons.

 

[flottenheimer]

Intel should focus on getting their own chips to 5nm or less ...

 

[MOFS]

Makes sense. Windows will move to ARM and Intel wants to continue making chips for chips for Windows computers and not cede all that work to TSMC.

There is a definite risk if Microsoft optimises Windows for ARM and then the Mac is the fastest way to use Windows! This is a problem for Intel and they may have only just realised it.

 

[CJM]

I see this as an admittance that Intel knows they're behind in chip designs but is seeking to bridge the gap when it comes to TSMC's lack of capacity. Which is good, because we damn well need more.

 

[rp2011]

I suppose it's a microcosm of where the US is at the moment when Intel is slandering Apple in its commercials and yet still wants Apple's business. That's the country in a nutshell right now.

The US better get their act together if they want to salvage this.

No.
It’s about a company falling behind plain and simple.
It’s about complacency, We see it happen to major iconic companies all the time.
It happens to complete industries. American car companies in the 80’s. Japanese cars filled a void where all three American car companies has become lazy and compacent and ate our lunch.

 

[Black Belt]

We’d rather our Macs not catch on fire 🔥 from terrible thermals

 

[Black Belt]

TSMC is the best in class. That’s why they have crazy demand and intel is looking for business from the company they just trashed “all in good fun”.

 

[twistedpixel8]

That man smiles like he’s clocked someone he knows but isn’t sure if they’ve noticed the hooker kneeling in front of him.

 

[skitidetdu]

Is Intel so big that the part that the section handling ad campaigns isn't in touch with the rest of the company? Seams strange to **** over a competitor (and ongoing costumer) and hope for future collaborations.

 

[TheOldChevy]

Intel's strategy may be clear for them, but it is quite obscure to me.

 

[MikeyUnix]

Apple buy Intel then inject capital into purchasing equipment from ASML.

You have to smile at Intel....they even use TSMC to produce some of their products.

 

[nexusrule]

Yes, that in a vacuum is true. However, when you start to slam your partner in commercials, the betting is off.

these de not kindergarten children, nobody at Apple or Samsung or Intel care about competitive marketing, they all know it’s part of the game, no actual adult businessmen take seriously or hold a grudge on something so frivolous, ads are for the consumers, they all know that. Apple making fun of MS didn’t stop MS from doing mac apps, Samsung making fun of Apple doesn’t stop Apple from buying billions of memory and display from Samsung, Intel making fun of Apple won’t stop Apple from having Intel manufacture their chips if Intel can deliver and the price it’s okay. All these rivalries are just a marketing show, only fanatics and people with nothing better to do takes them seriously.

 

[BornAgainMac]

As far as I am concerned, the Intel ads were done by Apple because I wanted a M1 Mac after seeing them. I thought that split screen laptop was freaky looking and probably heavy and bulky. I just want a laptop that isn't loud and good battery and faster performance than my desktop.

 

[Black Magic]

I’m not a CEO but I can imagine mocking a hopefully future client isn’t the best way to win them over

His first mistake as the new CEO of Intel. Also, when your marketing is focusing so much on another company's product , it means that your product really isn't up to snuff. He should focus on making better products and his marketing should focus on how great that product is.

 

[pshufd]

Apple just ignores Intel and works on rolling out their new PCs.

Strange that Gelsinger isn't trying to line up AMD as a customer as well. AMD is kicking Intel's ass on x86. I saw benchmarks on Rocket Lake showing their 11700K below AMD 5800 and up (some even with 5600) and 11700 performing worse in some benchmarks compared to the 10700 and 9700 and certainly 10900 and 9900.

Alder Lake is getting teased as being a fantastic performer (which means that they might catch up to AMD now) but nobody really believes Intel right now until they show the chips. And it's not like AMD is standing still.

 

[macsareveryinteresting]

Fine with me. As long as they don’t steal all the revenue from Apple.

 

[Freeangel1]

Not only does APPLE miss out on killer Intel CPU's coming down the Pipeline but also Killer New Memory DDR5!
Twice as fast.

Samsung Unveils Next-Gen Memory for Data-Hungry AI and Computers

(Bloomberg) -- Samsung Electronics Co. will release a new generation of memory chips in late 2021, its first in seven years, that promises to double speeds and offer the biggest capacity yet to keep pace with the growth of data centers and artificial intelligence demands.The world’s largest...

www.yahoo.com

 

[bp1000]

He just makes himself look stupid by pretending to have the upper hand.

It is clear to everyone that Intel have lost a huge growth market and he's pretending downplay it for investor confidence and behind the scenes he's probably got his knee pads out, doing whatever it takes to re-establish that contract.