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, Intel

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3 Comments

  1. david manners
    May 29, 2014 11:13

    This rumour is so old and surfaces so often Bob that Yes – it’s probably processor price negotiation time again for Apple and Intel.

  2. Bob Biscuit
    May 29, 2014 11:11

    Is this not fancy-speak from Apple to get a sweetheart deal from Intel?

  3. Mike Bryant
    May 29, 2014 09:40

    This would hurt Apple more than it would hurt Intel. Apple have already switched processor twice in the Mac family, first from 68xxx to the ill-conceived PowerPC, then onto x86 which at last gave the Mac the horsepower it needed.

    But each time the software community has been offered emulators and conversion tools and each time certain applications have ended up out in the cold.

    Another feature people like is being able to switch to Windows when needed. That would also be lost.

    Apple is finally building traction with the Mac and I really don’t think they would want to kill that. I suspect what they are actually looking at is putting an ARM processor in as well so that iOS applications can run natively. This would make a lot of sense and only add $20 to the BOM which on the cost of Macs is nothing.

    Oddly enough, this is moreorless what AMD are building of course with their combined x86/ARM server chip family. If I was AMD I’d be in Apple this morning offering to make exactly what Apple wants to do this, as they did with Microsoft and Sony.

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