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What is their incentive? Intel fixed their mobile battery life issues, so why should Microsoft care anymore? Furthermore why should app developers care? And the

What is their incentive? Intel fixed their mobile battery life issues, so why should Microsoft care anymore? Furthermore why should app developers care? And then why should consumers care? As long as x86 performance / efficiency is in the ballpark, which it is (mostly). No one is going to bother.

canucker2016 2y ago
Intel isn't fixed. Intel had to outsource much of their CPUs/GPUs to fix their battery issues. Meteor Lake (Core Ultra series 1) outsourced all to TSMC but the CPU and Foveros base tile. see https://en.wikipedia.org/wiki/Meteor_lake#Process_technology https://en.wikipedia.org/wiki/Meteor_lake#Process_technology Lunar Lake (Core Ultra 200V) is more TSMC than Intel, providing only the Foveros base tile, while TSMC provides the CPU tile this time as well. see https://en.wikipedia.org/wiki/Lunar_Lake#Process_node https://en.wikipedia.org/wiki/Lunar_Lake#Process_node Same with Arrow Lake (Core Ultra series 2). see https://en.wikipedia.org/wiki/Arrow_Lake_(microprocessor)#Architecture https://en.wikipedia.org/wiki/Arrow_Lake_(microprocessor)#Ar... It's like Intel provides just the car exterior and frame while TSMC provides the engine, entertainment system, tires, et al. Also TSMC makes Intel's recent GPU chips. Everyone is looking at the next Intel CPU, codenamed Panther Lake, which is supposed to return to the Intel fold and be Intel-only-fabricated chip sometime in 2025. Business-wise, Intel's revenue has dropped from an all-time high of $79B during the pandemic to $54B (close to annual revenue from 10 years ago). see https://en.wikipedia.org/wiki/Intel#Business_trends https://en.wikipedia.org/wiki/Intel#Business_trends In the Lunar Lake wikipedia article, a Goldman Sachs analysis states that Intel is spending about 10% of revenue ($5.6B) for TSMC foundry services in 2024, expected to almost double in 2025. Apple uses TSMC's 2nd gen 3nm process node. Intel uses TSMC's 1st gen 3nm process node for its compute tile. AMD uses TSMC's 1st gen 3nm process node for the Zen 5c core, 4nm for the other parts of the chip. Qualcomm uses TSMC's 4nm process node for Snapdragon X Elite. Qualcomm has the most to improve when it goes to smaller process node, while AMD is halfway there with its mobile CPUs. Intel is already at the smallest process node available, until TSMC (or more likely Apple stops buying) gets more capacity at smaller/more efficient process nodes. During the early to mid-2010s, Intel has shown that they'll take their sweet time providing CPU improvements to customers (app developers and computer users) if they have no competition (and they hide from the public how poorly their new fabs are doing).
panick21_ 2y ago
Running on more chips with more providers is just sensible for an OS. Developers will care if increasingly more ARM devices get sold. And for many apps its not that hard anyway. Consumers will care because more company make products and advertise those products, some consumers will buy them.

canucker2016 2y ago

Intel isn't fixed. Intel had to outsource much of their CPUs/GPUs to fix their battery issues. Meteor Lake (Core Ultra series 1) outsourced all to TSMC but the CPU and Foveros base tile. see https://en.wikipedia.org/wiki/Meteor_lake#Process_technology https://en.wikipedia.org/wiki/Meteor_lake#Process_technology Lunar Lake (Core Ultra 200V) is more TSMC than Intel, providing only the Foveros base tile, while TSMC provides the CPU tile this time as well. see https://en.wikipedia.org/wiki/Lunar_Lake#Process_node https://en.wikipedia.org/wiki/Lunar_Lake#Process_node Same with Arrow Lake (Core Ultra series 2). see https://en.wikipedia.org/wiki/Arrow_Lake_(microprocessor)#Architecture https://en.wikipedia.org/wiki/Arrow_Lake_(microprocessor)#Ar... It's like Intel provides just the car exterior and frame while TSMC provides the engine, entertainment system, tires, et al. Also TSMC makes Intel's recent GPU chips. Everyone is looking at the next Intel CPU, codenamed Panther Lake, which is supposed to return to the Intel fold and be Intel-only-fabricated chip sometime in 2025. Business-wise, Intel's revenue has dropped from an all-time high of $79B during the pandemic to $54B (close to annual revenue from 10 years ago). see https://en.wikipedia.org/wiki/Intel#Business_trends https://en.wikipedia.org/wiki/Intel#Business_trends In the Lunar Lake wikipedia article, a Goldman Sachs analysis states that Intel is spending about 10% of revenue ($5.6B) for TSMC foundry services in 2024, expected to almost double in 2025. Apple uses TSMC's 2nd gen 3nm process node. Intel uses TSMC's 1st gen 3nm process node for its compute tile. AMD uses TSMC's 1st gen 3nm process node for the Zen 5c core, 4nm for the other parts of the chip. Qualcomm uses TSMC's 4nm process node for Snapdragon X Elite. Qualcomm has the most to improve when it goes to smaller process node, while AMD is halfway there with its mobile CPUs. Intel is already at the smallest process node available, until TSMC (or more likely Apple stops buying) gets more capacity at smaller/more efficient process nodes. During the early to mid-2010s, Intel has shown that they'll take their sweet time providing CPU improvements to customers (app developers and computer users) if they have no competition (and they hide from the public how poorly their new fabs are doing).

panick21_ 2y ago

Running on more chips with more providers is just sensible for an OS. Developers will care if increasingly more ARM devices get sold. And for many apps its not that hard anyway. Consumers will care because more company make products and advertise those products, some consumers will buy them.