Intel Processor Market Share May Fall to New Low Next Year Due to Apple Silicon

[MacRumors]

Intel may see its market share fall to a new low next year, in large part thanks to Apple's decision to move away from using Intel processors in its Mac computers and instead use Apple silicon.

Apple announced last year that it would embark on a two-year-long journey to transition all of its Mac computers, both desktops, and laptops, to use its own in-house processors. Apple is expected to complete the transition next year and has so far only released four Macs with the first iteration of Apple silicon, M1.

As a result of the four Macs with M1 and upcoming releases, Intel this year will lose 50% of its orders from Apple, and eventually, losing all orders from the Cupertino tech giant will lead to Intel's market share falling below 80% in 2023, according to DigiTimes.

However, Apple's in-house developed Arm-based processor series is expected to play the key role in taking a major chunk from Intel's share in the upcoming year, the sources said.

Intel is expected to lose nearly 50% of its orders from Apple in 2021 and will eventually obtain no orders from the client. Losing Apple's 10% market share and seeing AMD staying firmly with another 10%, Intel's share in the notebook market is likely to slip below 80% in 2023, the sources noted.

Intel is seemingly aware of the impact that Apple silicon will have on its business as it has run multiple marketing campaigns against Macs, touting the view that laptops powered by Intel processors are superior compared to Apple silicon Macs. Bloomberg reported that Apple is testing high-end Apple silicon chips with as many as 32 high performance cores and 128 core options for graphics for future Mac releases.

Article Link: Intel Processor Market Share May Fall to New Low Next Year Due to Apple Silicon

 

[polyphenol]

That article appears to say an absolute zero of Intel processors - so what will we see in the very high end Mac Pro (or whatever arrives)? Suggestions that Apple will continue with Intel are not supported.

 

[Freeangel1]

I doubt it.
All the reviews I have seen about windows 11 are awesome. and all the parts to the new OS are not even there yet.

Which means lots of new pc's are going to be purchased.

I'm building an AMD box.

But Still.

LOOKS LIKE WINDOWS 11 IS A SUCCESS. They say it's just like MacOs only better!

 

[Shirasaki]

Can I say Intel earns this decline themselves? From major delay of 5nm to attacking campaign, to bragging about expertise, to barely any improvements YOY. I don’t think apple silicon is the determine factor of Intel’s decline, but maybe close to be the “last straw” to crush the company into recession.

 

[Serban55]

Digitimes...
It can fall no further than 10% since the mac market share is around that
Maybe it will fall also due to amd latest cpu that a lot of windows OEM took into consideration

 

[NBAasDOGG]

Funny how Apple (fanboy) website always assume that CPU market is affected by Apple products.
As if AMD and Intel depend on Apple… Clearly NVIDIA is also doing perfectly fine without Apple!

Both Intel and AMD are doing greate in the x86 market!

 

[xyz01]

Of course Intel's market share will fall.

They are losing Apple - while Apple is very far from a dominant vendor in the PC/laptop space (which is probably why MacOS is still as open as it is - thankfully!), losing 5% or so of this space in addition to AMD being extremely competitive both in PC/lapop and in the server space will obviously mean Intel's market share will fall.

For Intel to increase this again, they need to fix their production woes in addition to figuring out a decent roadmap based on being competitive rather than the last decade's focus on market segmentation.

 

[polyphenol]

I doubt it.
All the reviews I have seen about windows 11 are awesome. and all the parts to the new OS are not even there yet.

Which means lots of new pc's are going to be purchased.

I'm building an AMD box.

But Still.

LOOKS LIKE WINDOWS 11 IS A SUCCESS. They say it's just like MacOs only better!

Did you swallow the Microsoft marketing pill with your breakfast?

I'd have more faith if it were you saying it's just like MacOS only better rather than "they".

 

[Serban55]

I doubt it.
All the reviews I have seen about windows 11 are awesome. and all the parts to the new OS are not even there yet.

Which means lots of new pc's are going to be purchased.

I'm building an AMD box.

But Still.

LOOKS LIKE WINDOWS 11 IS A SUCCESS. They say it's just like MacOs only better!

Only better for gaming the rest , under the roots its still win10 with different UI

 

[Serban55]

I doubt it.
All the reviews I have seen about windows 11 are awesome. and all the parts to the new OS are not even there yet.

Which means lots of new pc's are going to be purchased.

I'm building an AMD box.

But Still.

LOOKS LIKE WINDOWS 11 IS A SUCCESS. They say it's just like MacOs only better!

You doubt it but you say you go with amd
So you are proof itself that pc guys started to prefer amd and not intel
You Contradict yourself

 

[Jarman74]

Here's hoping Windows 11 is gonna bring better ARM support to the table - that's all I would need to jump on the Apple Silicon bandwagon.

 

[Serban55]

Here's hoping Windows 11 is gonna bring better ARM support to the table - that's all I would need to jump on the Apple Silicon bandwagon.

Better arm support means developers
Win11 is the same win 10 with diff skin
So, unfortunately, it will not bring arm support but it is nicer for touch

 

[abhibeckert]

That article appears to say an absolute zero of Intel processors - so what will we see in the very high end Mac Pro (or whatever arrives)? Suggestions that Apple will continue with Intel are not supported.

The first generation is expected to be similar to the current M1 chip but instead of 4 high performance cores, there will be 40 of them. And a similar boost to graphics.

Remember the M1 is already faster than the 32 core Intel Mac Pro for some operations - so it would be a significant upgrade.

It will likely also be cheaper - those high end Intel chips sell for thousands of dollars.

 

[chucker23n1]

Can I say Intel earns this decline themselves?

Definitely.

They had a huge lead around 2005-15, and then hubris really served them poorly. They get attacked on mobile from Qualcomm and Apple, on desktop from Apple and AMD, and on server from AMD and ARM. They had engineering struggles, sure, but they totally did this to themselves.

 

[JOLoughlin]

I thought about it and the Intel fear makes sense. PreBuilt PCs especially desktops mostly suck compared to Apple. If consumers realized this they’ll flock to Apple unless they’re gamers. AMD should be worried too, to at least some degree.

 

[Fidgit]

I doubt it.
All the reviews I have seen about windows 11 are awesome. and all the parts to the new OS are not even there yet.

Which means lots of new pc's are going to be purchased.

I'm building an AMD box.

But Still.

LOOKS LIKE WINDOWS 11 IS A SUCCESS. They say it's just like MacOs only better!

I think windows 10 is pretty close to macOS now anyway. I used to actively hate having to use windows around the vista period and before, but now I just remember the differences and get on with it. Both do a good job of remaining largely in the background and doing what you expect them to do, and both are innovative in their own ways. Didn’t even know a windows 11 was in development - I thought they weren’t going to ever do any more whole number updates for some reason.

 

[Fidgit]

Can I say Intel earns this decline themselves? From major delay of 5nm to attacking campaign, to bragging about expertise, to barely any improvements YOY. I don’t think apple silicon is the determine factor of Intel’s decline, but maybe close to be the “last straw” to crush the company into recession.

They’re still dominating the market though. Hopefully it might push them into developing something that’s actually impressive to compete with the sexy new competitor chips, but I think recession is a bit unlikely.

 

[Fidgit]

I thought about it and the Intel fear makes sense. PreBuilt PCs especially desktops mostly suck compared to Apple. If consumers realized this they’ll flock to Apple unless they’re gamers. AMD should be worried too, to at least some degree.

This has pretty much always been the case, but the massive majority of people either don’t care, or won’t spend Apple money on a computer. That’s why the ‘flocking’ to Apple has never happened.

 

[Mr. Logo]

I wonder if that Windows 11 Release will finally feature a fully finished Settings module. Last time i used Windows 10 and had to change some (deeper) settings i felt i was back on Windows XP.

 

[haruhiko]

This has pretty much always been the case, but the massive majority of people either don’t care, or won’t spend Apple money on a computer. That’s why the ‘flocking’ to Apple has never happened.

The base model M1 MacBook Air is very competitive in $999 price range ($899 for education), considering the power it delivers over Intel PCs of the same price range. If “Apple money” means $899 then I don’t think the ‘massive majority’ of people won’t spend this sum on a gadget they find useful. The problem is, the average person just don’t buy any computer now. With Intel only having meaningful market share on computers, the future doesn’t look good to them.

 

[haruhiko]

I wonder if that Windows 11 Release will finally feature a fully finished Settings module. Last time i used Windows 10 and had to change some (deeper) settings i felt i was back on Windows XP.

I had to dig into some Windows XP level Control Panel applet to change the key repeat settings of the keyboard on my work Windows 10 PC (mainly because that computer thing is so slow that keys always repeat if I type too quickly). It’s so ridiculous. Just freaking let me use a Mac. I work even faster when I was using my Mac to remotely connect to the work PC at home during the pandemic.

 

[cocoua]

I doubt it.
All the reviews I have seen about windows 11 are awesome. and all the parts to the new OS are not even there yet.

Which means lots of new pc's are going to be purchased.

I'm building an AMD box.

But Still.

LOOKS LIKE WINDOWS 11 IS A SUCCESS. They say it's just like MacOs only better!

And probably will be a version on the works fully compatible to ARM, as they are willing to make the move also

 

[cocoua]

I had to dig into some Windows XP level Control Panel applet to change the key repeat settings of the keyboard on my work Windows 10 PC. It’s so ridiculous.

Surface pro 2 pencil prefs are in 3 different places and other different prefs affects pencil also, windows has a lot of easter eggs games like this build in it, so Entertaining!!

 

[leman]

That's odd, I didn't think that Macs represented such a large portion of Intel market share. Most of Intel CPUs are cheap SKUs that Apple is not interested in. Apple does buy a significant chunk of Intel's premium chips though, so Apple Silicon could leave a large dent in in Intel's revenue.

 

[vmistery]

Apple will have some influence but I suspect the major part will be AMD, outside the US Macs are not anywhere near as common. It just so happens after years of no competition for Intel, AMD has woken up and Apple has decided to go their own way at roughly the same time. I think the next few years could continue be a very exciting time for CPUs.