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> X86 to ARM transition for consumers Apple did. > ARM will happen first in the server/cloud space, but consumer will have to wait much longer. It's not obvio
by qwytw 3y ago
> X86 to ARM transition for consumers Apple did.
> ARM will happen first in the server/cloud space, but consumer will have to wait much longer.
It's not obvious to me that this is somehow inevitable. Yeah power efficiency wise Apple is ahead currently. But are there any reasons AMD/Intel why wouldn't be able to catch up and surpass Apple in a generation or two?
- FirmwareBurner 3y agoNot while Apple is the main investor in TSMCs leading edge nodes, plus, X86 still has a lot of backwards compatibility cruft keeping it back. Eventually the gap will narrow as Apple already picked the lowest hanging fruits with the M1 design, and as we saw the jump to M2 was no longer as impressive, so we just have to wait.
- qwytw 3y ago> Not while Apple is the main investor in TSMCs It's not inconceivable that Intel might catch up and surpass TSMC. I mean they were in a somewhat similar situation they are in now back in the early to mid 2000s.
- FirmwareBurner 3y agoMaybe, maybe not, maybe Samsung ups their game, who knows, nobody can predict what will happen with semi fab players and their processes in the distant future, it's all just speculation at this point.
- ac29 3y agoIf you believe Intel, the "distant future" is 2025. Thats when they say they will take fab process leadership. Of course, you should take what any company says about future timelines with some degree of skepticism, but Intel isnt that far behind currently and the first product on their next node (Intel 4) is being launched next month.