Ruminations on the electronics industry from David Manners, Senior Components Editor on Electronics Weekly.
ARM Lined Up For Macs
Apple is said to be testing 64-bit ARM cores for its Macs.
The rumour comes from the French site MacBidouille and is quoted by CNET.
Financial analysts are already assessing the implications.
FBR Capital Markets say that if ARM gets a third of Apple’s computer slots it would cost Intel $740 million in lost revenue in 2017 and add $7 million to ARM’s revenue.
However if Apple switches to ARM for all its computers then it would cost Intel $2.59 billion a year in lost revenues and add $34 million to ARM’s revenue.
And if ARM moves further out into the PC market and takes 18% of it then Intel would lose $6 billion a year in revenue and ARM would gain $72 million a year.Tags: Apple, FBR Capital Markets, financial analysts, Intel, MacBidouille