(b) someone at Intel who can't keep a secret saw an an internal memo saying
Having working in huge companies before, it’s quite easy for folks internally to know how large a given contract is as it’s not excessively privileged information. However, if you
have the number, you can infer quite a bit. I think someone outside supplier management saw the value of the Apple contract, saw the number was FAR less than any of the prior few years, and inferred that Apple’s either getting an INCRIDBLE deal OR that Apple just wasn’t going to be buying many Intel chips. Which would mean that Apple intends to sell FAR fewer Macs OR they’re using someone else’s CPU.
For these folks, the modern smartphone will fit all of their needs.
And that’s the point. If one focuses on ARM can’t be as powerful as Intel’s highest end processors, you miss the point that the vast majority of folks don’t need Intel’s highest end processors. For those that prefer the desktop/laptop form factor, if the modern smartphone can fill all of their needs, a laptop/desktop with the SAME processor would do the same.
The top selling vehicle type is an SUV.
Is it SUV as a market or is the top selling mainly in the crossover area? Because a crossover is just a car that’s higher with more room for stuff which would seem to be what folks are looking for (especially as their knees are going bad).
it's because they forgot they had hungry competitors. Itanium failed because of Intel's arrogance in assuming the world would just fall in line because they declared IA-64 the future
This was my feeling, too. The initial Itanium was a bear, BUT if companies felt forced to buy and use it, Intel would likely have been able to iterate and improve. Having hungry competitors meant that there was an opening for a company to release something “as good” and undercut them.
Nobody has mentioned Apple's move to LLVM bitcode/IL which - if I'm not mistaken, would allow for most applications built in objective c or swift to be be compiled to bitcode - and from there to any one of several backed ISAs (PowerPC G5...)?
There was an article I read that explained this very well (can’t find it now) and that’s when I understood that they’d been prepping for the next transition, whatever it may be.
The question is, how much "legacy" software and abandonware is still hanging around that has x86-specific code
But the folks depending on legacy software is the smaller market. Apple sells almost half of their Macs every year to folks that have never owned a Mac before, so that concern is growing less and less important every year. It may never be of ZERO importance, but it’s probably already so low that Apple’s not even considering the pain it may cause.
They only care about not losing customers,
I’d change this to say that they don’t mind losing customers if it’s because those customers want what they aren’t going to make. The “extinction events” that someone mentioned earlier in this thread cost Apple LOTS of customers each time. And each time, they pivoted to a new group of willing customers.
AMD would invest it in years ago!
AMD’s focus is contesting Intel, so ARM wouldn’t benefit from doing anything with ARM... it would have pulled valuable resources from their x64 effort, which is now yielding dividends.