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Next year Intel will be hit harder when Apple announces Macs based on its A series ARM chips and transitions its entire Mac line to it by 2023 or 2024. This move by Apple will also prompt other PC manufacturers (a lot more than before) to move to ARM if Microsoft continues to play along well on ARM.

Seems like Intel’s future is bleak, and the company may have to be broken into pieces.

I'd be curious to see where you've gotten such a bright future for ARM from. It feels very much like the "year of the Linux desktop" in being wishful thinking

While I think it's unrealistic to write Intel's CPUs off any time soon, ARM has been having a very bright present for years, haven't they? There are roughly 5x as many smartphones sold every quarter as there are PCs and the vast majority of those phones are using ARM-based CPUs -- in terms of units in use, there are way, way more of them out there than there are Intel CPUs.

As for ARM CPUs seriously moving into the PC space, who knows. It hasn't happened yet, but there's an ever-increasing amount of smoke around the likelihood of ARM-based Macs. It's silly to think that in five years Intel will be a destitute, hollow shell of its former self -- but it's not silly to think that ARM-based PCs are going to not only exist, but be both common and seriously competitive.

Do you see Apple selling its CPUs to other PC makers? If not, which ARM CPU licensee do you see as being competitive with Intel in the PC space?

Would be hilarious if the answer to your second question was Qualcomm.

Well, it probably is Qualcomm; they're likely ARM's biggest licensee in the mobile CPU space other than Apple -- and may be bigger than Apple by volume, when you consider how many Snapdragons there are out there.

Apple switching to Arm would be near impossible given many people run windows on apple and other non-apple programs that won't be able to be emulated fast enough on Arm. Steve Jobs might try that leap but Tim Cook won't want to scare anyone off from the Apple ecosystem.

Apple already did that transition multiple times. And running Windows on Apple hardware is not something that Apple cares about.

I am still disappointed that the menu item for Boot Camp to “log off and boot into Windows” never made it into the OS.

IIRC it was there in betas for a while. Typically when a feature was pulled from OS X betas it was either because it was too broken to make the release date, or patents.

1. The expected plan was to transition the MacBooks across first. Those users were never able to run Windows properly anyway and their apps aren't likely to be CPU bound.

2. The idea isn't to emulate OSX apps. It's to repurpose them to run on ARM. And they been doing this with all of the App Store apps for years:


vmware runs fine on macbooks

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