“Approximately 95% of the world’s mobile handsets and more than one-quarter of all electronic devices use an ARM chip,” Rooney reports. “‘The reason why ARM is going to kill the microprocessor is not because Intel will not eventually produce an Atom [Intel’s low-power microprocessor] that might be as good as an ARM, but because Intel has the wrong business model,’ said Dr. Hauser. ‘People in the mobile phone architecture do not buy microprocessors. So if you sell microprocessors you have the wrong model. They license them. So it’s not Intel vs. ARM, it is Intel vs. every single semiconductor company in the world.'”
If you look at the history of computing there was mainframe, which was dominated by IBM, then came the mini computer dominated by DEC, then came the third wave with workstations dominated by Sun and Apollo, then the PC, and now it’s the mobile architecture that is going to be the main computing platform at least on the terminal side. There is no case in the history of computing where a company that has dominated one wave has dominated the next wave and there is no case where a new wave did not kill the previous wave — as in obliterate them…the people that dominate the PC market are Intel and Microsoft. – Dr. Hermann Hauser, a co-founder of ARM
Rooney reports, “Christian Heidarson, a principal analyst with Gartner’s semiconductor industry team agree[s] that Intel faces a serious threat to its position. That threat is not ARM per se, ‘but the threat comes from vertically integrated manufacturers like Apple — they do everything from product design right down to processor design. If a company like HP decided to follow suit, e.g. by buying Palm for its OS and licensing ARM, well that might be a nightmare scenario for Intel.’ He suggested that Intel needs to take a leaf from Apple’s book and help their customers: ‘They can do more vertical integration themselves so they can provide a more integrated solution to the likes of HP or Dell to better compete with Apple.'”
Read more in the full article here.
MacDailyNews Take: We lived through The Dark Ages of Personal Computing without ever resorting to having to rely on a Windows PC. The blight, pestilence, despair, and utter idiocy surrounded us at all times, but, thanks to our Macs’ protection, we were never enveloped by The Soul-Crushing Death and emerged unscathed with, not only our Macs, but our Mac’s progeny, iPods, iPhones, and iPads, too! We hope you were also able to do so. Now, long live the renaissance!
[Thanks to MacDailyNews Reader “James W.” for the heads up.]
Well said! The future of Apple in this wave is secured. And when Apple creates the next wave, it will be theirs too!
Innovate … Create … or Die!
“‘They can do more vertical integration themselves so they can provide a more integrated solution to the likes of HP or Dell to better compete with Apple”
Does he not understand that Apple is one of intel’s largest customers? Aditionally they are easily the most visible and likely the most advanced. The dells, acers and the rest of the commodity hardware makers are in a race to the bottom. That doesn’t help Intel. “Partnering” with one (or several) of them against Apple would be the stupidest move Intel could make. And they are not a stupid nor irrational. (like MS IS)
This is just the ravings of another analyst / MS apologist, who just can’t believe that ms is crumbling (before his eyes)
Office managers rely on techs to tell them which computers to buy and techs always recommend Windows machines. I asked one tech why. “Because they break!” was his reply. “If they buy Macs I’m out of a job!”
Because of mobile handsets, Intel/MS doesn’t have an ARM to stand on…errr…
Vive le Renaissance!
Seeing that there are 1 billion computers running a flavor of Windows though not necessarily on Intel architecture this talk about the death of the WinTel monopoly is rather premature.
It will take a long time before the dominance of Windows wanes in the desktop given that corporates buy PCs on autopilot year on year.
Well said MDN. Let’s hope the same thing happens to liberal-Marxists that is happening to Intel and friends. We need to vote these lunatics out in 2012 and beyond.
I never relied on Windows ever either. Been using Macs since they were first sold. Replaced an IBM mainframe with networked Macs in 1989 at work and never looked back. Faced lots of ridicule from the Windows Sheeple. Thank God that Steve Jobs was able to get back to Apple to finish what he started.
MS’s and Intel’s delusion that Windows and Office were their golden ticket to mobile nerdvana has finally come back to bite them in the proverbial backside. They wasted a decade never addressing the fundamental problems in their mobile devices.
1. Lack of a thoroughly mobile interface
2. Lack of excellent power management in the OS and apps
3. Lack of ultra-low-power, cheap chips from Intel
4. Lack of any meaningful synergy between WinCE and Windows.
5. ARM support is still two years away–minimum.
MS and Intel simply assumed everyone would be inexorably tied to the Wintel/Office universe when they moved to mobile but Android/ARM/Apple triumvirate caught them totally unprepared now, after three years and 100s of millions of non-Wintel mobile devices, people are realizing that Windows, Office and Intel aren’t really that important for most of what they want to do with computing devices. Sure, 20% of us need to run Pro Tools or PS or Final Cut, but the rest of the world is just fine with an iPad.
The Mac has had one record quarter after another in the last five years. That should irritate MS and the PC OEMs. But the iPad is outselling the Mac in less than a year. That should scare the $%*^ out of them.
MS is a good two years away from any real answer which can compete with weight, battery life, ease of use and ecosystem.
The iPad is the tipping point for MS and Intel.
ChipBath!!
It’s funny, but in the late 80’s I was touting and banging the drum for RISC processors as being the future…
And then it all went quiet for 12 years, as Microsoft quashed all innovation that wasn’t to its benefit.
And here we are today, its destroying Microsoft and Intel.
Hooray.
MDN, sorry, but back in the day’s of OS 9.2.2 I had to reboot my Mac several times a day. I was not alone since the other Mac’s used in our office had to be rebooted just as often. If it wasn’t for Steve Jobs and the acquisition of Next, Apple Macintosh would have been obliterated a long time ago. I go as far as saying that back in the 9.2.2 days, Microsoft had the upper hand with NT. At least NT was a solid OS regardless where MS got it from. So MDN take seems a bit disingenuous to say the least. Now OSX is a deferent story, but one can never forget Copland and it’s empty promises that only showed a shadow of what it was supposed to be with the release of 9.2.2.
From Hausers lips to God’s ears. The world would be a nicer place without companies like Microsoft and their clueless followers of unimaginative tech junk. If we Aplpe followers seem a little fanatic at times there a damn good reason for it.
The Dark Ages are ending. Rejoice!
Don’t count your chickens before they are hatched. But there is hope! Perhaps this is more: the end of the beginning rather than the beginning of the end. Wintel -> a bit unfair to stick Intel with microsh*t.
@MDN
Yes, you did not use a “PC”. However, the Macintosh follows the PC model of the discreet processor.
That is the model that is dying.
Apple should help Nvidia with their Denver project. Considering the number of technologies relating to GPU-CPU in Snow Leopard, I’d say they were already waiting for something like this.
@ qua,
If you knew your history you would have said that the PC and the Mac follow the Apple ][ model of the discreet processor.
@Uncle Fester’s Cousin,
using your logic, the day Apple decides to design it’s own ARM-based processors for a future Mac desktop – say, the imac – is the day the bosses at Intel will start shitting bricks.
The Apocalypse is nigh!
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See, this is why I love this place:
MDN: “Now, long live the renaissance!”
**smoochy <3 <3 (((^_^)))**
PoliTard anonymous coward InfilTraitors be damned. MDN lives on despite your propagandist spewage!
;-D
*ERROR*ERROR*ERROR*
@qka sez: “… the Macintosh follows the PC model of the discreet processor. That is the model that is dying.”
INCORRECT!
Apple created and lead the Personal Computer market for years before IBM even admitted the “PC” was viable. It was IBM COPYING Apple’s PC model that you discuss. It’s a common error.
And obviously the Mac market is GROWING and EVOLVING. There is no death of the Mac in sight. There never has been. Instead we are watching the Mac evolve as well as merge with iDevices.
‘We are ONE.’
And let’s get real here: The “next generation” of computing has never exactly ‘obliterated’ the previous generation. Mainframes evolved and still survive in some respects today. Check out Oracle/Sun etc.
Also witness the continued proliferation into the public of a very OLD operating system called UNIX via iOS devices among others. Even Android exists thanks to UNIX.
It’s the usual case of: We never know everything about anything.
Now for the bonus question:
Q: Should Wintel be obliterated?
A: If you have to ask, you won’t comprehend the answer. Suffer on, suffer on…
Wishful thinking. Immature. Not surprisingly Hauser is not related to ARM helm in spite of being co-founder.
MDN does not realize that Apple is main Intel customer, that Mac’s revival is largely due to the quality and predictability of Intel’s CPU. This partnership will continue as mutually beneficial.
As far as SJ is in charge Apple will always choose the best for its products. It will take some time for Intel to become competitor in the mobile CPU space but they will catch up and take large share.
Intel is the only remaining US CPU in-house manufacturer. As such they survived based on being able to deliver to OEM and catering to the larger volumes to fill their factories. The large volumes were in PC then Mobile and Intel delivered. Now the major shift is in handheld and Intel will move in this space too. Before, there obviously was not enough volume (or margin) to compete in this space.
MDN take on it is laughable. Neither Apple will begin to manufacture CPU not Intel will produce shiny devices or software. Those two will coexist and partner quite well.
Guys, please understand that Apple and Intel are NOT competitors. They have partnered closely in the past and nothing prevents such partnership to grow in the future.
Just my 2c.
@ Uncle Fester’s Cousin:
While Apple may be one of Intel’s largest clients, that is also the problem. Apple uses Intel chips for Macs and ARM chips for the iPhone, iPad, and iPod. Apple sells millions more of the latter devices than Macs every quarter.
Just on revenue from Apple alone, ARM trounces Intel. And the divide is only going to grow.
GeeOne,
I would say that is an astute assessment: Intel can not afford to make a preemptive marketing strike against apple (like “partnering” with dell to combat apple) Steve J is in the proverbial cat bird seat, he can pick and coose the best available. And when the best isn’t quite up to snuff he can and will design it in house (in the case of the A4)
Intel’s best bet is to make the best chips on the market (somthing they have managed to do on a regular basis, to MAKE themselves indispensable.
When you think about it, that has been Apple’s MO since s Steve’s return. Make the absolute best products, and leave the double-talk marketing nonsense to Mr sweaty over at MS. While Ballmer T McClown was puffing on and on about “liking his strategy… a lot” Apple was again and again making unique products that were (for the majority of people) almost irresistible (even to people who were huge MS fans and didn’t like apple)
I think Apple should buy ARM. I’d love to see ARM-equipped Macs.
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