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Like it or not, Apple isn't going to sell M1 or subsequent processors separately. And a lot of people in the world will not pay a premium for an Apple laptop.

Like it or not, Apple isn't going to sell M1 or subsequent processors separately. And a lot of people in the world will not pay a premium for an Apple laptop. The short term threat to Intel is from AMD. The long term threat is proliferation of 5nm tech and design lapses from Intel side. Apple is not a competition to Intel, atleast directly. Macs will never be a mass market product, unless Apple slashes prices. But that is not going to happen. What will happen is Intel will pull through, for another decade or so, with mediocre but cheap processors, supplying mass market volumes, with AMD being a tough competitor.

HacklesRaised 6y ago
This. The M1 achieves its remarkable performance through some good engineering and the extension of the SOC concept to include system memory and storage. The same reason that Qualcom could not match the A series processors. I do think the GPU team deserve a hearty pat on the back though!
totalZero 6y ago
Intel isn't some two-bit company and its products aren't mediocre. The company has above 90% market share in datacenters. It's not on life support by any stretch of the imagination. AMD has been executing well for years and the market only recently took notice. That doesn't mean Intel can't benefit as the pie gets bigger, and it doesn't mean 10nm has to be a death knell for Intel. Apple released a new chip to its own fanfare, but unless you bought an M1 device or made a shopping appointment in an Apple Store (they wouldn't even let me walk over to the MacBook when I went to pick up an online order), you don't have much reliable information outside of what some tech journalists have posted on the internet.
- jbverschoor 6y ago
  Intel has been unable to deliver. They need big changes for that to happen. AMD is doing well indeed. AWS and others are trying to push ARM because of better performance/watt in datacenters. Exactly the same metric for laptops.
txmachinery 6y ago
> Macs will never be a mass market product, unless Apple slashes prices. But that is not going to happen. They just have. The M1 range are $3000-$4000 worth of computer starting at around $1000.
- jbverschoor 6y ago
  I was expecting to fork over around €3000-€3500 for my new laptop. It's half. I was shocked by the low price.
karmakaze 6y ago
1. Intel will lose Apple as a customer. 2. Others will imitate, Microsoft Windows on ARM. 3. The iPhone wasn't originally a mass market product.
ddacunha 6y ago
By showing what is possible with an ARM CPU in terms of performance/power efficiency ratio on the CPU. Apple may trigger an increase of investment in ARM technology. The wave will not happen overnight. Intel has opportunities to adapt. But their are a lot of corporates (and consumers) that are waiting switch to greener, more power efficient computing.

HacklesRaised 6y ago

This. The M1 achieves its remarkable performance through some good engineering and the extension of the SOC concept to include system memory and storage. The same reason that Qualcom could not match the A series processors. I do think the GPU team deserve a hearty pat on the back though!

totalZero 6y ago

Intel isn't some two-bit company and its products aren't mediocre. The company has above 90% market share in datacenters. It's not on life support by any stretch of the imagination. AMD has been executing well for years and the market only recently took notice. That doesn't mean Intel can't benefit as the pie gets bigger, and it doesn't mean 10nm has to be a death knell for Intel. Apple released a new chip to its own fanfare, but unless you bought an M1 device or made a shopping appointment in an Apple Store (they wouldn't even let me walk over to the MacBook when I went to pick up an online order), you don't have much reliable information outside of what some tech journalists have posted on the internet.

jbverschoor 6y ago
Intel has been unable to deliver. They need big changes for that to happen. AMD is doing well indeed. AWS and others are trying to push ARM because of better performance/watt in datacenters. Exactly the same metric for laptops.

txmachinery 6y ago

> Macs will never be a mass market product, unless Apple slashes prices. But that is not going to happen. They just have. The M1 range are $3000-$4000 worth of computer starting at around $1000.

jbverschoor 6y ago
I was expecting to fork over around €3000-€3500 for my new laptop. It's half. I was shocked by the low price.

karmakaze 6y ago

1. Intel will lose Apple as a customer. 2. Others will imitate, Microsoft Windows on ARM. 3. The iPhone wasn't originally a mass market product.

ddacunha 6y ago

By showing what is possible with an ARM CPU in terms of performance/power efficiency ratio on the CPU. Apple may trigger an increase of investment in ARM technology. The wave will not happen overnight. Intel has opportunities to adapt. But their are a lot of corporates (and consumers) that are waiting switch to greener, more power efficient computing.