3 ms·
Agreed that x86 isn't going anywhere, at least for another decade. The point is that we're about to embark on some very interesting and untested waters for the
by paulpan 6y ago
Agreed that x86 isn't going anywhere, at least for another decade. The point is that we're about to embark on some very interesting and untested waters for the overall silicon/semiconductor industry.
The collapse of so-called "Wintel" will not be directly from Apple's move to switch to their own silicon, but as a second order effect on the other OEMs such as HP, Dell, Lenovo. Just as they're reaching build parity (e.g. XPS 13, X1 Carbon) with Apple's Macbook offerings, Apple is potentially about to pivot and take a lead in where they can't follow - in CPU performance. Make no mistake that ARM-based Macbooks will easily surpass the performance on the existing Intel-based offerings. What will Dell, HP, and Lenovo do to be competitive?
Microsoft has arguably seen this risk and trying to mitigate with shifting Windows to ARM. But there's a big problem - Qualcomm is not Intel and their chips as-is (e.g. SD845) have both compatibility and performance issues. Are there any alternatives? AMD could bring back their shelved "Seattle" chips, or maybe Intel's Lakefield platform will be fruitful, or even Nvidia will join the fray with a worthy Orin-successor?
Very interesting times ahead indeed...