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A big problem with the thesis of this story: no one else has ARM SoCs as fast as Apple's. The highest end Android phones available get smoked on performance by
by om2 6y ago
A big problem with the thesis of this story: no one else has ARM SoCs as fast as Apple's. The highest end Android phones available get smoked on performance by the 3-year-old iPhone 8:
https://www.anandtech.com/show/15603/the-samsung-galaxy-s20-s20-ultra-exynos-snapdragon-review-megalomania-devices/7 https://www.anandtech.com/show/15603/the-samsung-galaxy-s20-...
The tablet situation doesn't look much different.
Who's going to design equally capable SoCs for Windows portables? Doesn't look like it's going to be Qualcom or Samsung.
- ztjio 6y agoAlthough it's not clearly on their radar, this is something nVidia could pull off. They've got Tegra and experience targeting 5nm, or at least, they appear to be growing it. It could be reasonable to see nVidia willing to jump to 5nm for Orin or whatever is after it. Yeah I don't know how realistic that is, but, I struggle to guess at any other company that could stand up and go toe-to-toe with Apple at least in some target markets on ARM... if they wanted.
- om2 6y agoNot clear why they'd be interested, since their business model seems aimed at commodifying CPUs and putting the value proposition in the GPU.
- saagarjha 6y agoThe tablet situation is if anything worse because demand is terrible :/
- tonyedgecombe 6y agoInterestingly it's strong enough to support a fairly broad range of products from Apple.
- cromwellian 6y agoDoes single thread CPU matter? It's been facing marginal returns for years. Most of the growth in computing power expansion is in chiplets, GPUs, and TPUs. The real question is mobile GPUs, and whether NVidia or AMD want to step into that market. On the desktop, Ampere and RDNA2 absolutely crush Apple's offerings, Apple is multiple generations behind. However this is at the expense of not really carrying too much about TDP. The real question is can NV or AMD squeeze a cut down version of their architectures into a SoC thats power competitive. That is, I might be willing to buy an AMD "Fusion" that has a Ryzen and RDNA2 architecture in it, even if it is a severely cut down version, over a MacBook if the battery life is reasonable.