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

[Atlantico]

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

I guess you are joking, I can't tell - but Windows 11 looks like a Gnome skin and is otherwise exactly the same as Windows 10. Except with a terrible Start Menu, which can't even be resized.

Also, it's really only in the hands of sycophants right now, so "reviews" are not in. The build was from late May, so it's not even that old - and most of the UI comes from "Windows 10X", which allegedly has been in development for over two years. So this is the result of two years of active development by Microsoft.

It's garbage. I'm not a Microsoft fan, but I do expect better from them than the disaster that is this Windows 11 leaked preview.

 

[arvinsim]

exit CPU market? all they do is build CPUs?

Maybe he means that they become like TSMC.

That is, they just fab or literally build CPUs and stop designing them.

 

[smiddlehurst]

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.

It's not about flocking to Apple, it's about the form factors and devices Apple can make and how that affects perception of Windows devices for the manufacturers.

Let me put it this way: the new Macbook Pro's come out and, for arguments sake, pack mini LED displays along with the usual high end everything construction etc. M2 provides great performance *and* great battery life with little to no fan noise and minimal heat. This gives the likes of Dell, HP etc a massive headache. Not only does Apple have the advantage in terms of what the silicon can do it's also benefiting from lower costs for that SoC which gives it more overhead to put in new tech like that mini LED screen.

Now if you're one of the top end decision makers at Dell... how long until you start looking at what Apple are doing and wondering why you can't do the same thing? Sure you need Windows to come to the party and support it but if the third largest PC vendor came knocking on MS's door with a proposal to transition the bulk of their product stack to ARM how long would it take them to agree to support that project (properly this time)? Same for hardware manufacturers, they're not going to turn down that potential market if the investment is there.

*That's* the real danger to Intel here, the potential for Apple to show the benefits of using a SoC rather than a typical x86 CPU. And this is just the surface stuff, don't underestimate the value of having all that custom silicon in place to help with specific tasks (the obvious example right now being the image pipeline for webcams). Remember that over 75% of PC's sold in 2020 came from just five companies and the top three accounted for 62.5% (Apple 4th with around 8%). That's all it'd take, just three companies deciding there's a better way to go for a majority of their sales, and Intel could see 50% of its PC market vanish in very short order.

 

[polyphenol]

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.

This very site suggests at least one upcoming Mac Pro could have Intel:

https://www.macrumors.com/roundup/mac-pro/

 

[Danoc]

16% worldwide, 25% in North America, 16% in Europe, 10% in Asia.

https://gs.statcounter.com/os-market-share/desktop/worldwide

Not insignificant market share at all. If all those market shares are converted from Intel to Apple, it will have material impact.

 

[Manzanito]

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!

Intel had about 10% of marketshare for granted with all macs getting intel processors. They’ll loose that once apple completes the transition. It’s just mathematics, completely unrelated to the site’s allegiance.

 

[arvinsim]

16% worldwide, 25% in North America, 16% in Europe, 10% in Asia.

https://gs.statcounter.com/os-market-share/desktop/worldwide

Not insignificant market share at all. If all those market shares are converted from Intel to Apple, it will have material impact.

I am actually interested on the Unknown OS category, 🙂

 

[Atlantico]

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.

It does not, mostly because "Windows 11" is just Windows 10 with a new UI theme. The "big" version number change is just a red herring, there's nothing changing underneath the hood and it's still the same Windows 10 glacial development.

If anything, this is just Microsoft executives trying to force out the appearance of progress, and hoping people are stupid enough to believe it, because 11 is bigger than 10.

 

[iHorseHead]

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.

It'll never happen.
Windows supports many more languages and it has way more apps. Often when Apple releases their new OS older apps break down / become unusable.
You'd be surprised to learn how many businesses there are that still use apps from the 90's.

 

[Atlantico]

Bit of a daft article. Windows 11 will cause a huge spike in PC sales.

There already is a huge spike in PC sales, in fact the production can't keep up with the spike and causing a spike on top of the spike won't even matter. Prices won't rise, except for scalpers perhaps, it will just make people more annoyed.

Windows 11 is a stupid idea by stupid people who thought a really smart idea would be for Microsoft to make and sell an Android phone.

 

[Lesser Evets]

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

What does this even MEAN? "JUST LIKE MacOS.... only better".

Think about that for a minute, and realize the idiocy.

JUST LIKE... yet better.

How can it be "just like" and yet "better"? Is it JUST LIKE or BETTER? It can't be both.

Regardless, losing Apple won't be of any benefit. Unless you think people will now FLOCK TO INTEL PROCESSOR COMPUTERS because they finally lost Apple, which spells utter success for how well Intel is making their product. I mean, if Apple stopped using Intel, it MUST BE superior product... omg... you are made for the PC ecosystem--your if-then processes are returning gibberish.

 

[LukeHarrison]

Oh no! Only 80%?!? Whatever will they do?!?

 

[deputy_doofy]

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.

FULLY agree! I love my MBP 2013. Has a still-powerful i7-4960HQ, and has been my baseline benchmark when considering new machines. Up until maybe 2019, I hadn't been impressed with Intel's offerings. Finally, 8-core i7s and i9s hit the market and showed some worthwhile values. Took 6 YEARS to make a better processor (for mobile)? I mean *substantially* better.

When my MBP had the infamous battery problem during the pandemic, I had little choice but to buy a new machine. Got the early 2020 MBA i7 which benchmarked essentially the same as my MBP. That sufficed.

Then I got the new MBA M1 and it's just worlds faster (and cooler) than both of those aforementioned machines. Intel should be worried. They dragged their feet for a near decade while puffing out their chest.

 

[bd139]

Interesting times. Of course there's going to be a massive drop in Intel sales. Three reasons:

1. Everyone hoovered up all the laptops last year due to Covid and has new shiny ones already so they're not going to be buying them again for 1-2 years when their bottom of barrel trash crate's screen hinges break off or the battery goes spicy pillow.
2. Supply chains have collapsed for big chunks of PC bits that Intel don't make but are required to build PCs with which is making new ones difficult to get hold of.
3. Apple dropped Intel in favour of their in house silicon.

As for the windows 11 praise on here, huh? All they did was change the thin veneer of excrement over the top of windows 10 and declare it a new OS so far because having the same version forever went out of fashion the moment Apple released macOS 11.

 

[TheMacDaddy1]

Nah usually Windows Apps are far more advanced and mature than macOS Apps.
On Windows you can use all kind of Apps and Hardware, which makes it far more productive and flexible.

The macOS UI is fine but sadly it is becoming too iPad'ish, and macOS also has an unmaintained Unix+Tools beneath, but that's all. Beside Games, there are many "professional" Software types for Windows which never existed for macOS. Simply because it does not worth developing these Software types for macOS. macOS is fine for Office, Apple Ecosystem Software development, bit of Video editing and Music creation, and few other minor things.

But real business and productive Apps are primary being used on Windows and Linux, Software types that keeps the World running.

E.g. CATIA, SolidWorks, ProEngineer
Even the Milling Machines that Apple uses to manufacture their devices runs on Windows or Linux.
Most Animation Studio Pipelines are build on Windows and Linux.
Whole Cloud Clusters runs on Windows, Linux, FreeBSD.
Even Apples own AppStore is build on top of JAVA running on Linux.
All the AAA+ PC and Console Games are developed primary on Windows.
Medical devices runs mainly on Windows, Linux.
And there is so much more...

Not that it wouldn't be possible to run these Software on macOS, but macOS running on Apple Hardware is too inflexible, and just build for the low tech consumers.

I mean look at the Hardware that Apple offers, it's a joke, even when they used Intel as CPU.
They always offered older CPUs, older GFX, slower RAMs, etc. and all for twice the price.

With a PC and Windows you simply get more bang for your bucks.

Yes Windows is better in the business world.

On the consumer side Windows is simply horrible. The Microsoft eco system for consumers just plain sucks. Especially compared to Apple. PC gamers use Windows because there is no other option for PC gaming.

good thing for Apple the consumer market is bigger than the business market for computing devices.

 

[TheMacDaddy1]

Interesting times. Of course there's going to be a massive drop in Intel sales. Three reasons:

1. Everyone hoovered up all the laptops last year due to Covid and has new shiny ones already so they're not going to be buying them again for 1-2 years when their bottom of barrel trash crate's screen hinges break off or the battery goes spicy pillow.
2. Supply chains have collapsed for big chunks of PC bits that Intel don't make but are required to build PCs with which is making new ones difficult to get hold of.
3. Apple dropped Intel in favour of their in house silicon.

As for the windows 11 praise on here, huh? All they did was change the thin veneer of excrement over the top of windows 10 and declare it a new OS so far because having the same version forever went out of fashion the moment Apple released macOS 11.

I think AMD is the biggest reason for the Intel decline. PC gamers have moved to AMD. At work all of our new VMware ESXi hosts are now AMD. AMD now has great offerings in the laptop market which was the final hold out for Intel.

Intel is running out on momentum and the fact, at least during the pandemic, that AMD could not supply all of the demand.

 

[m4mario]

Time to sue Apple for their monopolistic behavior. By choosing which processor they want to use, they are choosing who will stay in business and who won't. Also when they decide to do things themselves, they completely eliminate businesses. Apple should not be allowed to do anything. It needs to be broken up so other business can thrive. Else Apple will be the only company that will exist and everything else will go extinct. It will actually be better for everyone to completely dissolve Apple and return money to share holders. Some money can be paid to employees for the inconvenience as well. And if any company becomes big, we should do the same. That way, small businesses that are cropping up like mushrooms these days (thanks to the iPhone and the App Store), will be allowed to become oak trees.

Stay smart people! Fanboys can't understand how smart we are. Later, we smart people can decide what to do with others who we feel threatened about.

 

[lorca2770]

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!

Yap. Just like MacOs since 1992
Jayyzzzzuuuzzzz, Amen

 

[TheMacDaddy1]

It does not, mostly because "Windows 11" is just Windows 10 with a new UI theme. The "big" version number change is just a red herring, there's nothing changing underneath the hood and it's still the same Windows 10 glacial development.

If anything, this is just Microsoft executives trying to force out the appearance of progress, and hoping people are stupid enough to believe it, because 11 is bigger than 10.

Windows 11 = 99.9999999999999% Windows 10 with the GUI of the failed Windows 10 X. Or as they say lipstick on a pig.

 

[redfirebird08]

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.

And yet Intel is still going to have 80% market share. They don't have anything to complain about. Crazy high percentage of the market, given their laziness.

 

[TheMacDaddy1]

Time to sue Apple for their monopolistic behavior. By choosing which processor they want to use, they are choosing who will stay in business and who won't. Also when they decide to do things themselves, they completely eliminate businesses. Apple should not be allowed to do anything. It needs to be broken up so other business can thrive. Else Apple will be the only company that will exist and everything else will go extinct. It will actually be better for everyone to completely dissolve Apple and return money to share holders. Some money can be paid to employees for the inconvenience as well. And if any company becomes big, we should do the same. That way, small businesses that are cropping up like mushrooms these days (thanks to the iPhone and the App Store), will be allowed to become oak trees.

Stay smart people! Fanboys can't understand how smart we are. Later, we smart people can decide what to do with others who we feel threatened about.

Lol! I love the sarcasm but the sad truth of our current political climate makes this post scary because we are heading in that socialist direction.

 

[Zdigital2015]

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!

No, lot's of ne PCs being purchased is not going to be a direct result of Windows 11. Lots of upgrades, maybe, and new PCs with Windows 11 pre-installed but that doesn't mean that any sort of spike is heading our way. Pandemic purchasing is over with for the most part and any issues with supply now are component shortages. Most Windows PCs purchased in the last 12-16 months will get upgraded as long as the 11 upgrade is pretty seamless, otherwise PC users are notorious for not updating Windows if its working well already.

 

[chucker23n1]

And yet Intel is still going to have 80% market share. They don't have anything to complain about. Crazy high percentage of the market, given their laziness.

Sometimes the mighty do fall, though.

 

[Glideslope]

I don't imagine the Apple market is worth much for Intel, I can see their stock falling for combination of reasons:-

1-Lost Apple
2-AMD gaining market share
3-Nvidia buying ARM, speculation of new competitor in the market
4-failed at phone modems
5-lost their cool factor as a brand, everyone is laughing at them.
6-News that Microsoft is investing in ARM devices

Totally on point. All the above enabled by complacency, and a general Malaise toward the future and their role in it.

 

[GuruZac]

I had read reviews on M1 MacBook Air and had read from users experiences here, but not until I bought one did I realize how much better the M1 Macs are vs Intel based Macs. Speed, thermals, and efficiency (battery) on my M1 Air are so much better than they were on my 2017 MacBook Pro and my buddy's early 2020 Intel MacBook Pro. His fan would come on simply running PowerPoint, as would mine. It's hard to believe how inefficient Intel chips became and not until we got the M1 did we realize how crappy they are in comparison.