If Apple moved to Intel, you can bet they’d be Intel’s number one priority (for its foundry business).
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Intel Plans to Make Chips for Qualcomm in the Future
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Why Intel is so confident that they will gain "process performance leadership by 2025”? It is far behind TSMC and Samsung at present, and 2025 is not that far away. Did it get an endorsement from a superpower, say, NSA?
These comments are neither arrogant nor disgusting.
And the fact of the matter is, Intel used anticompetitive tactics well into the 90s to keep competition such as AMD at bay. Then they failed to innovate for years. And they executed terribly.
It’s actually a good thing when a company that has not innovated, has failed to execute, and which has used illegal tactics to prevent competition fails.
There is a division between fab and design at intel that has existed for years and is the heart of their delays in the past. I haven't seen anything to make me believe that they've resolved this, actually the opposite of trying to make each business individually profitable. To me this is also the better bet for intel.
The x86_64 architecture is, by its design, going to have a hard time competing in a compute per watt world. At this point few people need faster machines, we just want more efficient ones. On the consumer side we want our devices to last longer on battery, on the business side we want our servers to do the same thing cheaper.
And so it'd be wise for intel to pivot to survive. Fab for other folks and make that business profitable in case the chip design market for x86_64 chips dries up.
Now if Intel some how could move their design team to making ARM chips that might be something... They reverse engineered the AMD64 architecture and built chips with that so no reason they couldn't do it with ARM. And they wouldn't even have to reverse engineer the architecture since its open...
The x86_64 architecture is, by its design, going to have a hard time competing in a compute per watt world. At this point few people need faster machines, we just want more efficient ones. On the consumer side we want our devices to last longer on battery, on the business side we want our servers to do the same thing cheaper.
And so it'd be wise for intel to pivot to survive. Fab for other folks and make that business profitable in case the chip design market for x86_64 chips dries up.
Now if Intel some how could move their design team to making ARM chips that might be something... They reverse engineered the AMD64 architecture and built chips with that so no reason they couldn't do it with ARM. And they wouldn't even have to reverse engineer the architecture since its open...
Many share that view, but many see it another way. It was Jobs way of finally making Microsoft pay for stealing from Apple in the beginning with Windows 3.0.
I'm ashamed to hear many in the audience booing Bill Gates. Not cool.
They didn’t have to reverse engineer AMD64, since they had a license and we published the specs.
If Apple moved to Intel, they’d have to be Intel’s number one priority period, not just number one in the foundry division. Otherwise they’d still be competing with Intel for fab capacity. Obviously, Intel could theoretically make that commitment to attract Apple as a customer. But I don’t think Intel will be willing to offer Apple a good price and priority for its SoCs at the expense of Intel‘s higher margin internally designed chips.
Are they working on chips to complete with Apple's 2021 silicon or Apple's 2022 silicon? Do they know where Apple chips will be in a year?
Qualcomm has the best VR chip on the market right now. Thousands are being sold every week with sales of Oculus quest 2 headsets. I have been selling at least 10 headsets every weekend at my single Best Buy store. This is where things are going. Have you tried vital desktop yet? Who needs a monitor or laptop or desktop. 15 years from now we will laugh how we use to use computers.
It sounds to me that the foundry division is siloed from the rest of the company. Though I guess we’ll see.
A bit later on the production until I was already reached out for TSMC for production of some chips in the next two years if not less
Dude where were you in 1992, Ever hear of the lawnmower man with pierce Brosnan?! Great movie check it out then you’ll see why some of us don’t believe in 15 years such computers will have this we’ve been waiting over 15 years for it to happen now stores in there yet
Likewise TSMC has already started production outside of Taiwan is Indonesia as well as USA India and they’re looking elsewhere
Wellllll, sorta. They did get a license in time but not originally. Intel developed x86 but AMD designed the x86_64 extended instruction set. The Yamhill project at Intel originally reverse engineered what was designed into the original Opterons that AMD built.
I wasn't in the room where the conversations that were had with Intel while I was part of the Windows team (I was just a lowly engineer), but my understanding was that when they were working on the "Intel 64" platform originally they wanted a separate compiler for windows for their platform to further optimize it over AMD64.
This was in the middle of the Vista reset and MS had its hands full. MS said "Nope" to Intel and told them they had to conform to the same base set of instructions as AMD or they would not get 64bit code on their chips in Vista. MS had already built for Itanium which was a pretty serious flop so they were able to say "you have your 64 bit architecture and it failed." So Intel had to get their x86_64 license. Intel really didn't want to pay AMD for a license...
For better or worse, Apple is not going back to Intel. They are committed, this is their chance to seize their own destiny and own the widget from to back. Failure is not an option at this point. Any thinking to the contrary is simply fantasy.
That’s not correct. I was at AMD at the time, and I was one of the original AMD64 designers. I was the original designer of the 64-bit integer instructions, and the original designer on the integer execution units and the scheduling unit.
Don’t forget qualcomm charging their customers a crazy amount of money for their chips, one company I won’t feel sorry for if they go under.
Qualcomm I don’t care about, but Intel, I would love to see themselves being called beleaguered. This morass of crappy incremental performance gains, predatory pricing on Xeons to pay for blow and hookers and their lack of leadership in pretty much everything since 1980, plus the fact that they directly or indirectly killed PA-RISC, DEC Alpha and the Intergraph Clipper chip back in the 1990s leaves a bad taste in everyone’s mouth that remembers how they stifled competition by hook or by crook. So, yes, I would to see them truly become a dumpster fire and for every other company pick their bones clean. They deserve everything they get.
One problem with that is there really isn’t any other company that yet makes radio silicon that is as good as qualcomm’s. Fingers crossed that Apple’s own efforts in that regard are as successful as M1.
This is interesting. Like I said, I wasn’t in the room. It made sense to me that intel didn’t want to license from AMD because it would be expensive. How did it work from your side? Was it a collaboration as you saw it?
That… doesn’t mean much, unless those ex-employees are willing to breach their non-compete clause. Or violate patents of the technology, as I’m sure Apple filed to protect their IP.
Also, AT&T…either one can go first, I have no preference, but bursting into flames and crashing and burning. The sad part is that upper management never gets the pantsing they deserve, just the rank and file, when it’s the suits that deserve to lose their golden parachutes for their incompetence.
Qualcomm is just as bad. They have control over the US Android SoC market because they bundled modems in with their SoCs, letting them push out competitors like TI, Nvidia. Without any alternatives they have stagnated and are not remotely competitive with Apple. Their long term support for their SoCs is atrocious too. At least Intel actually manufactures things. The only thing Qualcomm manufactures is patents and lawsuits.
Collaboration with MS, but not with Intel
. But obviously AMD needed licenses a lot more than Intel.