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Apple vs. Intel?

“One of the themes of the upcoming Intel Developer Forum (starting Tuesday) will be the chip giant’s foray into the smartphone and mobile Internet device (MID) markets. Intel’s current Atom chip is fine for Netbooks but has had little impact on MIDs [Mobile Internet Devices ]and zero impact on smartphones, where it is simply too power hungry to be usable,” Brooke Crothers reports for CNET.

“Enter Moorestown. A much more power efficient Atom chip, due by 2010, that should find its way into high-end LG smartphones, MIDs from Asian device makers, and tablets (from HP? Dell?),” Crothers reports.

“Just so happens that Apple is doing analogous chip development. When Apple acquired chip design firm P.A. Semi in March 2008 it got a team of very capable engineers that, almost certainly, are designing silicon for future iPhones, iPods, and tablets.
But it’s really not even necessary to speculate about the future. The Apple chip has already arrived. Some analysts believe that the Apple-branded chip in the iPhone is a fairly unique design and that Apple is simply using Samsung as a chip ‘foundry’ or manufacturer,” Crothers reports. “That would mean Apple is already competing with Intel’s Atom, not to mention the host of ARM chip suppliers such as Texas Instruments and Qualcomm.”

Crothers reports, “Apple has a current market capitalization of about $165 billion (Intel’s is about $110 billion). Two heavyweights with two competing visions of small devices.”

Full article here.

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