3 ms·

Why would Apple ever want to own ARM? Their internal CPU design team is years ahead of the ARM team. Apple has an architectural license and doesn't care about A

Why would Apple ever want to own ARM? Their internal CPU design team is years ahead of the ARM team. Apple has an architectural license and doesn't care about ARM core designs. Quite honestly, ARM falling on its face hard is actually a benefit to Apple. That would mean that Apple Silicon and iPhone SoCs have less competition. Imagine if Qualcomm chips based on ARM designs are 5 years behind instead of the 2-3 years now. But the Nvidia + ARM combo made sense from a technical and strategic standpoint though.

klelatti 3y ago
> But the Nvidia + ARM combo made sense from a technical and strategic standpoint though. Made sense for Nvidia. Not for other Arm customers.
- justin66 3y ago
  ...because seriously, how many of those customers could ever possibly want to use Nvidia's graphics or AI silicon? That stuff is never going to fly.
  - deleted 3y ago
    [deleted]
    - justin66 3y ago
      I mean, the law can govern these things, but it's true that preventing the merger was a certain way to prevent them. And ensure that ARM never have the capital needed to become much more than they are today. Nvidia dodged a bullet when the merger failed. ARM, not so much. I would be delighted to be proven wrong about all this by ARM's future success. Unless I succumb to the temptation to short the stock, in which case my happiness would be attenuated somewhat.
orlp 3y ago
> Why would Apple ever want to own ARM? You answered your own question: > Quite honestly, ARM falling on its face hard is actually a benefit to Apple. That would mean that Apple Silicon and iPhone SoCs have less competition.
- senttoschool 3y ago
  No I didn't answer my own question because a hostile takeover of ARM can cost $70b and it doesn't guarantee that ARM would fall on its face after the acquisition because it has long-term contracts.
  - orlp 3y ago
    > a hostile takeover of ARM can cost $70b Sure, but the question was "why would Apple want to own ARM", not "is it worth the cost?" > it doesn't guarantee that ARM would fall on its face after the acquisition because it has long-term contracts Having full control of the company would guarantee that as much as any other method could by a mirroring argument, as far as I can see.
    - senttoschool 3y ago
      Sure, what other imaginary ways for Apple to destroy the competition do you have? Maybe buy Samsung and destroy the Galaxy brand? Buy Google and destroy Android? Let us know what other genius ways you can think of.
Vogtinator 3y ago
> Their internal CPU design team is years ahead of the ARM team. Was. They're now at Qualcomm.

klelatti 3y ago

> But the Nvidia + ARM combo made sense from a technical and strategic standpoint though. Made sense for Nvidia. Not for other Arm customers.

justin66 3y ago
...because seriously, how many of those customers could ever possibly want to use Nvidia's graphics or AI silicon? That stuff is never going to fly.
- deleted 3y ago
  [deleted]
  - justin66 3y ago
    I mean, the law can govern these things, but it's true that preventing the merger was a certain way to prevent them. And ensure that ARM never have the capital needed to become much more than they are today. Nvidia dodged a bullet when the merger failed. ARM, not so much. I would be delighted to be proven wrong about all this by ARM's future success. Unless I succumb to the temptation to short the stock, in which case my happiness would be attenuated somewhat.

orlp 3y ago

> Why would Apple ever want to own ARM? You answered your own question: > Quite honestly, ARM falling on its face hard is actually a benefit to Apple. That would mean that Apple Silicon and iPhone SoCs have less competition.

senttoschool 3y ago
No I didn't answer my own question because a hostile takeover of ARM can cost $70b and it doesn't guarantee that ARM would fall on its face after the acquisition because it has long-term contracts.
- orlp 3y ago
  > a hostile takeover of ARM can cost $70b Sure, but the question was "why would Apple want to own ARM", not "is it worth the cost?" > it doesn't guarantee that ARM would fall on its face after the acquisition because it has long-term contracts Having full control of the company would guarantee that as much as any other method could by a mirroring argument, as far as I can see.
  - senttoschool 3y ago
    Sure, what other imaginary ways for Apple to destroy the competition do you have? Maybe buy Samsung and destroy the Galaxy brand? Buy Google and destroy Android? Let us know what other genius ways you can think of.

Vogtinator 3y ago

> Their internal CPU design team is years ahead of the ARM team. Was. They're now at Qualcomm.