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For modems, for some models (not Verizon or anything to be sold in China, apparently). A lot less exciting than the headline sounded at first. Still interestin
by bydo 10y ago
For modems, for some models (not Verizon or anything to be sold in China, apparently). A lot less exciting than the headline sounded at first.
Still interesting, but not as much as Intel fabbing the A10 would have been.
- deleted 10y ago[deleted]
- tsuru 10y agoBut yet ARMH still tanked 4.85% and then another 4.80% in after hours.
- Cyph0n 10y agoDamn that's a significant hit. Are shareholders that paranoid? I mean, this will in no way affect ARM's total domination of the low power SoC design market, at least that's the way I see it. These guys basically print money through licensing. It's a dream revenue model imo.
- mattmanser 10y agoI'm completely no expert, but wouldn't it be simple leverage to lower prices? ARM: "Hey Apple, let's talk about what you're buying next year!" Mr. Apple: "Well, I've been talking to Intel and actually just bought some of their spiffing chips, how much did you want again? Because, you know, Intel said they were totally in to that thing you said no to..."
- Alupis 10y agoARMH doesn't sell chips nor manufacture them. They license the IP so that Apple can make their own custom chips. This is not something INTC has every historically been keen to do, and it doesn't appear that's what going on in this instance either.
- gleenn 10y agoBut if you sell plans to make chips that less people want, it'd lower the demand for those plans. Might not be direct, but I'm sure Arm cares and uses their market dominance to boost prices.
- RockyMcNuts 10y agothere's still an ARM core in every smartphone, whether Intel fabs it (they don't), or Samsung, or TSMC. Intel gave up the ARM business. They have the best fabs in the world and could dominate the business... but not without cannibalizing the x86 business. The problem is, Chromebooks running ARM are starting to be competitive with x86 ( http://www.wsj.com/articles/why-its-time-to-take-googles-pc-operating-system-seriously-1465185662 http://www.wsj.com/articles/why-its-time-to-take-googles-pc-... ). And now that ARM 64 is in widespread use, it can address lots of RAM, and servers could be on the horizon. ARM devices are going to keep replacing x86 devices, ARM is going to keep moving up into higher-end devices, and the impact on Intel is going to worsen. At some point Intel might throw in the towel and start supplying ARM chips, but at that point they will just be another (very good) fab, not an x86 monopolist.
- seabrookmx 10y ago> there's still an ARM core in every smartphone, whether Intel fabs it (they don't), or Samsung, or TSMC ALMOST true, but not entirely true. The Asus Zenphone 2 shipped with an Intel Atom SoC and was actually a pretty decent mid-range smartphone.
- drcode 10y agoDarnit, I hadn't checked my stock portfolio yet today.
- subway 10y agoWhich is rather bizarre, considering the majority of Intel's modems ship with multiple ARM cores (One in the X-Gold baseband, and another running the "application" firmware implementing mbim/qmi/whatever.)
- agumonkey 10y agoEven then, it feels like intel got a foot in AAPL's door which is one big door.