People still code in COBOL. IBM still exists for some reason.
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Qualcomm Looking to Combat Apple Silicon With New Generation of PC Chips
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People still code in COBOL. IBM still exists for some reason.
Nothing has changed in the last 5 years. Qualcomm and Apple have been developing ARM chips for devices for a while.
Intel is threatened by the changes, and their 12th generation chips are a good showing of them using their resources to respond to the market demand of more efficient processors.
Had Intel had the 12 gen performance and efficiency 3 years ago, I doubt Apple would have seriously considered releasing the M1 on MacOS. Status quo is the safer bet than shaking up the market.
Apple has been planning this for a lot longer than 3 years, and 12 gen proves them right. Efficiency is better than 11th gen, but is nowhere near what they get with their own processors.
If and when anyone cracks AAA PC games on Arm it would be Nvidia with their SOC not QCOM. Given that AAA games require similar CAPEX to major movies the installed base has to be exceptionally large. Even Apple, with double digit "PC" market share, is way too small to capture any interest from the major game publishers.
Apple should buy a game studio and create exclusives for their products. They were willing to spend the money for AppleTV+, why not this too?
Apple only looks good at the low-end, At the high-end ARM based multicore CPUs are way more powerful than the M1 Max. See the link below and notice it is over a year old.
The current high end is 80 ARM cores at 3.3GHz and 1 terabyte of RAM.
https://venturebeat.com/2020/03/03/ampere-altra-is-the-first-80-core-arm-based-server-processor/
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Why would Apple want to lose money for their investors ? IF the ROI was there existing publishers would already be developing for the platform. Burning significant money to produce original AppleTV content is a bet that the currently low subscription base can be expanded. How much can you expand the Mac market by creating a few original games considering that it's supported by content creators ? The low hanging fruit was allowing iOS games to run on macOS. There are no shortage of investment opportunities that would make more strategic sense but still don't pass the NPV test. Investments like NAND or manufacturing capacity instead of dealing with Foxconn.
I'm very familiar with Ampere. You're comparing two things that are not even in the same universe by using the Arm keyword and not fundamentally understanding what you're comparing. I could also compare SpaceX rockets to lawnmowers since they both use a combustable fuel.
They can try to expand into the gaming market with a unified platform of Mac, iPad, and Apple TV with good exclusives.
They can sell more Macs and TVs and also make money on games sold in the App Store. Why does this make less sense than original content on Apple TV+? If anything it makes more sense. Gaming is a bigger industry than film, it's a weak spot in Apple's ecosystem, and there is a hardware angle to it, unlike TV+ which is totally disconnected from Apple's other products.
Let's see what Qualcomm can deliver. Currently, Qualcomm chips are in no shape to give intel a good beatdown like Apple Silicon did.
Luckily, intel has fabs. So worst comes to worst, they'll just fab others' chips like TSMC does.
Yes and all of that research would have gone into A15+ had they not decided to switch to M1 for Macs.
Kinda a chicken and the egg, but without the M1, Intel would have not have focused on efficiency as much. Again status quo and Intel was the top dog even if they weren't the top performer.
Apple marketshare is at about 10% at least for laptops... and that is a significant hit for Intel to loose Apple's business but it is no where near what would be required to unseat Intel from their throne.
Agree. I feel x86 will remain on Windows side for some time, and any transition to ARM won't happen anytime soon.
First, the ARM hardware offerings themselves from the likes of Qualcomm are still weak. Their performance are not there yet to replace intel, unlike Apple Silicon.
Then comes the second problem, the emulation. This relies on Microsoft, and considering the legacy baggage of x86, it hill is way higher than Apple's.
Although the time will come for ARM transition if x86 is not getting improvements in efficiency in the next 5-10 years, the transition itself will take decades. I mean look at 32bit to 64bit. Even today, Windows still lives in a mixed 32bit and 64bit world, while Apple is completely 64bit for years already.
On the bright side, it actually comforts me, that if I am looking for a new Windows laptop, I'm not concerned of being obsoleted by ARM in just a few years.
It's not that there's no benefit as there clearly would be. The company does extensive marketing research on what exactly moves product and by how much. It then becomes a question of how to maximize return. Keep in mind that the company can also just do something as direct as share buybacks which has an immediate benefit to share price, the ultimate metric. The VOD market is drastically different than Mac, iPad, or iPhones. Subscribers do respond rapidly to key content which is why every service is fighting over content production and licensing despite astronomical costs.
That’s not how market capitalization works, it works by investors purchasing a certain stock and when purchased, the market capitalization rises of this certain company, they only have 370 billion dollars in revenue per year and only 70 billion dollars cash on hand.
No, Apple has very generous offerings especially in bonuses and stocks with an above-average salary with excellent working conditions
I don't buy it. My x86-based work laptop easily lasts an entire work day, is more than fast enough for anything I use it for, and doesn't get more than hand warm at worst. By 2023, AMD and possibly Intel CPUs will be manufactured using a comparable process like the TSMC process that is used for the Apple M series, and the efficiency will likely be equivalent.
Yes but even longer battery life in a smaller lighter package isn’t to be sneezed at. If Windows arm can deliver in the end like MacOS in M1, why not?
You are looking at the situation from a perspective of what it currently is.
I would say that the iPad has nurtured a generation of kids very comfortable playing iOS games. The iPad is 11 years old. The kids are turning into teens now.
My take is Apple is just going to let nature takes it's course, while at the same time preparing the infrastructure with AS.
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I think if they want, they can. But till now they don’t have any incentive.Keyword: "sustained performance and battery life". Translated - "we will have a lot of cores, each slower than M-series"