Intel CEO Hopes to Win Back Apple by Making Better Chips Than Apple

[senttoschool]

that maybe, but again different markets. Also considering windows OS has a far larger share in the market than macOS and a market where AMD CPU’s are a part of I don’t see AMD being scared of apple, maybe if intel is extinct one day perhaps ( I wish)

In the US, Mac is now 16% marketshare. This is expected to increase a lot after Apple Silicon.

So imagine one day the Mac has 50% market share (same as iOS/iPadOS). The market becomes 50% smaller for AMD.

So yes, AMD is afraid. Intel is too. Anyone who chooses a Mac would not be using an AMD/Intel CPU.

 

[laptech]

The problem Intel will always have against Apple is that Intel do not have the luxury of having a bespoke OS designed specifically to get the maximum out of their chips. Apple have had and will always have this advantage over Intel because Intel have to rely on OS such as Microsoft Windows who have to design the OS so it will work on virtually everything which means some Intel chips will always take performance hits.

Apple being the chip designer and OS designer, they have the unique advantage of being able to write their OS to get maximum performance out of their chips. I am sure if Intel went to Microsoft and said 'here is x million of $, now write a version of windows that is specific to X chip', the Intel chip would be able to match Apple's chip for performance.

Also, from what I understand about ARM cpu's, the whole point of the ARM architexture is have cpu's that operate on low power but maintain good running performance. One of the advantages of using ARM technology is that battery life can be extended. This is where Apple need to be careful because they do not want to be building ARM chips that use more power so they can gain better performance on their next machines because it will defeat the purpose of what ARM is all about.

 

[GadgetBen]

Oh, so now they've realised? Those dumb executives thinking that spending money on a smear campaign against Apple would work.

Here's an idea, get off your mediocre pedestal you've sat on for way too long and step up to the bar that Apple has set.

 

[Homme]

In the US, Mac is now 16% marketshare. This is expected to increase a lot after Apple Silicon.

So imagine one day the Mac has 50% market share (same as iOS/iPadOS). The market becomes 50% smaller for AMD.

So yes, AMD is afraid. Intel is too. Anyone who chooses a Mac would not be using an AMD/Intel CPU.

I understand and agree that more people will switch to apple silicon over time, the problem in this regard is that macs are still expensive though compared to PC’s, perhaps if they are cheaper ( or apple releases some form of Mac/MacBook SE) with an updated version of apple silicon ( like iPhone SE) for a very good price point ( again like iPhone SE although I’m wishing lol) then that will definitely worry AMD, for now AMD doesn’t have to worry yet as long as Lisa Su has a plan long term. They are just lucky in this regard that they never had to develop CPU’s for apple and that they are moving forward with Lisa compared to Intel

 

[Craigwilliam]

I think it's a little bit late for Intel to start making good chips, I think Apple needed them years ago when people were putting Macbooks Pro in their freezers for youtube clicks.

 

[LeeW]

In the US, Mac is now 16% marketshare.

They are doing ok that is for sure.

So imagine one day the Mac has 50% market share

Very unlikely. Apple Silicon alone is not going to result in that kind of market share. People are not going to convert to Apple devices today for the same reasons they didn't before Apple Silicon. A significant amount of other elements would need to change for that kind of market share to be even an aspirational goal. Not saying it's impossible but Apple is not yet positioning itself for the kind of sweeping market share change.

 

[The Other Steve]

Unless Intel is secretly working on isolinear chips or a flux capacitor, then Apple isn't going anywhere near Apple Park. Well, there's always Intel's USB technology.

 

[senttoschool]

They are doing ok that is for sure.



Very unlikely. Apple Silicon alone is not going to result in that kind of market share. People are not going to convert to Apple devices today for the same reasons they didn't before Apple Silicon. A significant amount of other elements would need to change for that kind of market share to be even an aspirational goal. Not saying it's impossible but Apple is not yet positioning itself for the kind of sweeping market share change.

Hence, why I said "imagine".

There is no fundamental reason why Macs can't attain 50% marketshare in the US.

There are more iPhone + Windows users than iPhone + Mac.

Apple owns 50%+ market for phones, tablets, and watches in U.S. Laptops next.

Apple Silicon will allow Apple to release a cheap MacBook SE that blows away the competition and win in the premium market. Oh, and Apple Silicon costs considerably less than buying Intel chips so margins will also increase.

 

[ilikewhey]

Poor dumb Intel,

the fact this is happening hours before Apple is showing the M1X ( which will destroy almost every Intel Chip) is the final nail in the coffin for Intel’s desperation ever since the move to Apple Silicon

Apple is not going back to Intel neither for its desperation and especially for x86 when ARM is far superior and M1 is better than most Intel x86 CPU’s

just F off Intel for once and be creative and move on from apple knowing very well you stuffed king apple up on more than one occasion ( especially with how **** Intel modems are)

to be fair the intel modem was apple's choice, they didn't wanna settle with QC until much later.

 

[senttoschool]

I understand and agree that more people will switch to apple silicon over time, the problem in this regard is that macs are still expensive though compared to PC’s, perhaps if they are cheaper ( or apple releases some form of Mac/MacBook SE) with an updated version of apple silicon ( like iPhone SE) for a very good price point ( again like iPhone SE although I’m wishing lol) then that will definitely worry AMD, for now AMD doesn’t have to worry yet as long as Lisa Su has a plan long term. They are just lucky in this regard that they never had to develop CPU’s for apple and that they are moving forward with Lisa compared to Intel

Read this: https://forums.macrumors.com/thread...a-macbook-se-and-at-what-price-point.2276759/

I predict that Apple will release a Macbook SE for $750 or less using M2/M3 SoC.

 

[ilikewhey]

There is no way Intel is going to make better chips than Apple. Apple is way far ahead now. Too late Intel.

you meaning designing the chip, apple doesn't make any chips they are not a fab.

 

[Homme]

Unless Intel is secretly working on isolinear chips or a flux capacitor, then Apple isn't going anywhere near Apple Park. Well, there's always Intel's USB technology.

Thunderbolt not USB. And intel ain’t going nowhere near Apple Park. I can’t imagine apple going anywhere near Apple Park mate😉

 

[pawkor]

Just like Nvidia won Apple back
Good luck!

 

[ilikewhey]

Intel Xe iGPU and Quick Sync video encoding/decoding are already better than Apple M1. Only thing Intel is missing is outsourcing to TSMC or Samsung 5nm or 3nm. If Intel does that I'll give up AMD and Apple and go back to Intel.

As it stands right now AMD > Intel > Apple.

i doubt that will happen for political reasons, if intel stop fabbing its own chips, then you looking at a huge monopoly tsmc gonna hold over the entire industry.

 

[0924487]

x86 was never designed with efficiency in mind, so using TSMC’s process won’t be enough to close the gap. Intel will need to evolve an Instruction Set Architecture that beats the current RISC options, including ARM.

RISC-V is the future. Ship has sailed. There is no way now.

 

[polyphenol]

x86 was never designed with efficiency in mind,

Which is (partly) why we have had heat and battery issues pretty much forever.

From the Osborne it was obvious that efficiency would become a major issue. That Intel didn't address this way, way back is a huge issue.

 

[Homme]

Read this: https://forums.macrumors.com/thread...a-macbook-se-and-at-what-price-point.2276759/

I predict that Apple will release a Macbook SE for $750 or less using M2/M3 SoC.

good thread ( I never visit the Mac forums here).

But I wish less than 750 if this is true, current Macbook prices are expensive in Australia

 

[Andropov]

Well at least this is a better approach than publicly mocking Apple with silly ads.

 

[senttoschool]

good thread ( I never visit the Mac forums here).

But I wish less than 750 if this is true, current Macbook prices are expensive in Australia

It's almost a given that Apple will release a Macbook SE.

Apple is a subscription/services company now. They need to capture more Mac marketshare. The biggest barrier to people owning a Mac is the starting price. Apple Silicon + SE will solve this problem.

 

[iHorseHead]

I for one am looking forward to an intel-free ecosystem. I’ve got a Ryzen 5900X 3080ti gaming pc for heavy duty workloads and hopefully an M1X MacBook Pro for everything else in a week.

Agreed. My MSI laptop with AMD Ryzen is perfect, but my work laptop with Intel sounds like its going to blow up at any time.

 

[senttoschool]

Agreed. My MSI laptop with AMD Ryzen is perfect, but my work laptop with Intel sounds like its going to blow up at any time.

Intel's 8-core TigerLake laptops are already better than Ryzen.

Neither could touch Apple Silicon though.

 

[polyphenol]

Saying they want to win back Tim’s business is itself a demonstration of lack of understanding.

How many posts have there been predicting Tim moving on? (And with reasonable justification – it probably is about time for him.) There is no possibility of him being in charge by the time Intel has anything to offer.

Referring to “Tim’s” business comes across as vomit-inducingly patronising. Whether from Tim’s point of view or ours.

 

[cihag]

Gelsinger: I never give up on the idea of anything not running on Intel chips.

Uhm… Is it just me, or is that a classic Freudian slip right there? 🤓

 

[obamtl]

The instruction set in a closed system is far less important than how well optimized the ISA and OS are optimized together. A general purpose chip will never match a chip like the M1 WHEN RUNNING A MAC OS no matter how hard they try. I’d wager windows on an M1 Mac even were it fully supported would be underwhelming by comparison.

Realistically, apples cpus have a lot of the same benefits as game consoles. They don’t NEED to do everything or support every config, just the ones relevant to the target device. Basically iOS and macOS api calls on apple silicon are just closer to the baremetal than any x86 chip because x86 requires extra abstraction by design.

I agree that the level of optimisation Apple can reach with that vertical integration will always be one heck of a mountain to climb to take the chip business from them. That means Intel can’t aim for simply having a chip that is 10% faster and more efficient on its own. It would need to achieve order of magnitude improvements such that the benefits will start to outweigh the costs again for Apple. I don’t see a technology path to that for them.

With that in mind, the only space I can see them winning Apple business back is in fabrication, IF (and this is a HUGE IF) they can improve their process fast enough to close the gap with TSMC, so Apple may start to be tempted to use Intel to manufacture their lower end chips first, and maybe someday, even the higher end ones, IF Intel regains the process lead from TSMC.

But then, they’d just be manufacturing Apple Silicon for Apple in a competitive market where Apple can play them against TSMC and Samsung, so the margins will be nowhere near what Intel gets on their own chips.

 

[anthorumor]

Meanwhile in the PC world, people are moving to AMD