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Intel and Qualcomm are extremely anti-competitive companies who have held back progress in their respective industries for years. Apple is the one bringing more competition with M1 and the Apple Modem.
Huh?
How has Intel held back progress?
Qualcomm has pushed modem technology.

Apple won't have a modem for a while. Buying Intel's failed/late attempt only gets them bad designs.
 
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?
It's not that far. Forget about what each company calls their technology. The only thing that matters is transistor density and Intel is not that far off.
 
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.
They have control over the market because other companies didn't have an integrated modem solution. An integrated solution means better reliability and lower cost.

The modems weren't bundled, they were cost reduced and put on the same silicon.

Qualcomm makes quite a bit. You should stop believing hype and hyperbole.

Do you work in the industry?
I do and have for several decades.
 
They have control over the market because other companies didn't have an integrated modem solution. An integrated solution means better reliability and lower cost.

The modems weren't bundled, they were cost reduced and put on the same silicon.
100%. They used their advantages in wireless IP to make an SoC that was superior because of the modem, not necessarily the performance of the SoC. Because of that, they have an effective monopoly over the American Android SoC market, even though their SoCs and driver support are absolutely mediocre compared to what Apple has been putting out.
 
Big promise for 2024. Still a long way. All the talk about competition, but I don’t see prices going down. Intel laptops are still priced too much for their uncertain future.
 
Intel is a great company with a lot of resources. It's new focus on its foundry business and it's acceptance and transistion to ARM will help the company regain its footing. I would not bet against it. Whether it can be done by 2024 though is questionable -- it will take decisive leadership by Gelsinger and a lot of execution. But I have witnessed far tougher turnarounds in the past.
 
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Intel is a great company with a lot of resources. It's new focus on its foundry business and it's acceptance and transistion to ARM will help the company regain its footing. I would not bet against it. Whether it can be done by 2024 though is questionable -- it will take decisive leadership by Gelsinger and a lot of execution. But I have witnessed far tougher turnarounds in the past.
Intel moving on form x86 is a given imo. That's why I had another thread, where I think it really sucks buying an x86 laptop now when the chip maker itself (intel) is transitioning away. I bet in 5 years or so, intel would start abandoning x86. We can already see the writing on the wall when Microsoft put such stringent CPU requirement on Windows 11, thus making the upgrade cycle more often for consumers in the future.
 
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Moving on to what? Last time they tried that it didn’t go so well. And they had the best Arm design team in the world and got rid of it.
Moving on (or returning to) ARM based chips. Max Tech seems to think the transition is well underway.

 
What value can they add to Arm chips? It’s not like they are good physical designers.
I think Intel knows the industry is shifting and it wants to play a part in where the market is going. Intel is a business after all with plenty of resources.
 
I think Intel knows the industry is shifting and it wants to play a part in where the market is going. Intel is a business after all with plenty of resources.

Resources are nice. Customers are better. So why would a customer want to buy an Arm from Intel rather than from all the other sources of Arm (including in-house design teams)?
 
Apple won't consider going back until Intel has proven themselves as a consistent leader again.
Apple has zero reason going back. Their Apple silicon will be with all of their devices forever and giving up vertical integration is a massive setback, much more so than bringing back Touch ID as tons touts on this forum.
 
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Intel and Qualcomm are extremely anti-competitive companies who have held back progress in their respective industries for years. Apple is the one bringing more competition with M1 and the Apple Modem.
I get it. You guys somehow hates competition and embrace monopoly. Good job. Let’s see if this will happen.
 
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I get it. You guys somehow hates competition and embrace monopoly. Good job. Let’s see if this will happen.
How did you get that out my comment? It’s literally the opposite of what I said. I think it’s great if Apple faces more competition- from companies that play fair and actually contribute to a more competitive environment, like AMD, as opposed to giants with a history of sketchy behavior- like Intel and Qualcomm.
 
That’s some massive hate about Intel and Qualcomm I smell in this thread. Can’t stop but wonder what will happen if both are dead and gone. What would be the competition looks like after then?

One thing for sure, is the competition will NOT go towards the direction you guys might have in mind.

I’m more than happy for Intel and Qualcomm stakeholders to fire their current leadership and pay their price for incompetence they deserve. It’s just so sad that this actually has very low chance to happen.
 
How did you get that out my comment? It’s literally the opposite of what I said. I think it’s great if Apple faces more competition- from companies that play fair and actually contribute to a more competitive environment, like AMD, as opposed to giants with a history of sketchy behavior- like Intel and Qualcomm.
I read that off of it cause you forgot this: every coin has two sides. AMD looks good cause Intel did bad things to hurt other businesses. Qualcomm is bad cause Apple is leading the mobile chip performance innovation. Without Intel and Qualcomm, someone else has to be the bad guy or the balance will be destroyed, leading to a disaster.
 
Sounds more like a political move to get at the slice of Biden's $2.5 trillion infrastructure funding.
 
They have control over the market because other companies didn't have an integrated modem solution. An integrated solution means better reliability and lower cost.

The modems weren't bundled, they were cost reduced and put on the same silicon.

Qualcomm makes quite a bit. You should stop believing hype and hyperbole.

Do you work in the industry?
I do and have for several decades.

Spot on! Seems many here are not aware of Qualcomms history, its founders, and the modern communications processing techniques and technology they developed going back many years, starting with Dr. Andrew Viterbi. They deserve a ton of credit for what we take for granted today.

It was a brilliant move Qualcomm purchasing Nuvia along with Apple's CPU and SOC architect Gerard Williams, rounding out their portfolio going forward. And I'm looking forward to seeing what they come up with.
 
Collaboration with MS, but not with Intel :). But obviously AMD needed licenses a lot more than Intel.
AFAIK Intel had* to sign a cross licensing contract with AMD prior to AMD64 and when that was developed, intel could use it without fee.

j.

(* IIRC a bit like FRAND to have a second source for x86 chips)
 
Why would Intel swiitch to ARM? It makes zero sense for them to do so. What makes sense is for them to manufacture your ARM based custom chip if you desire to ever design one.

Intel will be fine with whatever they do to x86 dinasour because they are like Windows, not going anywhere but staying right in the present day balancing past and future. Both Intel and Windows have a much bigger shelf life than anything Apple/MacOS or even worse yet Qualcomm/Android.
 
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