Wednesday, November 7, 2012

Apple Inc. (NASDAQ:AAPL)’s ARM plans stirs up analysts - Intel Corporation (NASDAQ:INTC)

The prospect of Apple Inc. (NASDAQ:AAPL) moving away from Intel Corporation(NASDAQ:INTC) to ARM-based processors for its desktops and laptops has created a buzz among analysts who think that it would be some years before Apple's goal can be achieved.

Should Investors Buy AAPL After The Recent Slump? Find Out Here

Intel shares fell on Tuesday after a report which was carried by Bloomberg saying that Apple was considering the possibility of using its mobile-based chip designs to power its Macs as well.

Stern Agee's Shaw Wu said that he was not surprised by the speculation as it has been talked about for a while but it would take time to optimise the Mac for ARM.

"It will likely take some time to optimize OS X and hence Mac for ARM. In addition, INTC processors are much more powerful for running compute-intensive Mac applications and for development."

"We believe this is a challenge to INTC to deliver stronger battery life. Today when using an 11-inch MacBook Air, the smallest form factor mobile Mac, we notice that it lasts about 4-5 hours under heavy use which is only half of 9-10 hours for an iPad."

Piper Jaffray's Gus Richard said that Apple could be following in Microsoft's footsteps.

"We believe that Apple is a pioneer in this movement and would not be surprised if Apple, like MSFT, moves to an ARM-based PC product. In addition, we believe that Apple is one of the companies licensing ARM’s next generation processors that support 64-bit, the Cortex-A53 and -A57. The A50s are expected to be used in servers and an Apple-based design would likely provide enough horsepower for Apple power users. "

He added that such a product would not be available before 2015.

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