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> It seems like this implicitly assumes that everyone switching to Apple silicon is a possibility. Apple has flipped the tables. They went from being way behin
by ogre_codes 6y ago
> It seems like this implicitly assumes that everyone switching to Apple silicon is a possibility.
Apple has flipped the tables. They went from being way behind the pack in terms of price/ performance pile in the 90s and 00s to the point where Apple's base MacBook Air is now competitive in terms of performance with laptops that cost twice as much.
I suspect they will absolutely pick up share. I also expect AMD will gain some share here as OEMs look to compete with Apple's offerings and Intel has come up short.
Also, by losing Apple, Intel is also losing one of their most profitable customers. While Apple isn't Intel's biggest customer in terms of units shipped, Apple tended to buy Intel's higher end CPUs which other OEMs avoided.
Everyone isn't switching to Apple, but the competitive scene is changing a lot and it doesn't favor Intel.
- threeseed 6y agoAlso people are seriously underestimating the impact of being able to run iPhone/iPad apps. My partner is now able to run dozens of Korean apps which never have had a Mac equivalent.
- pjmlp 6y agoIf one is living on US or comparable countries, maybe. Over here Apple has to do much more to win market share over PC sales.
- ogre_codes 6y agoI'm not sure where "Over Here" might be, but I know in some places Macs are ridiculously expensive due to tariffs and whatnot. It's hard to account for regional differences. Though I expect they will pick up share everywhere, just might go from 0.5% to 0.9%. I suspect everyone will benefit from the secondary effects.