“‘We believe that Apple will be the first in our sector to embrace ARM for some Macs, as early as C2H12,’ writes Barclays Capital hardware analyst Ben Reitzes [in a note to clients today], with a nod to speculation last week Apple may ditch Intel chips for ARM chips,” Tiernan Ray reports for Barron’s.
We believe that Apple is already working hard on the software to accomplish this feat within the MacBook Air line-up. Through its own development of ARM-based processors and ARM-based iOS software, this migration would be rather natural for Apple. Apple is already moving toward enhanced battery life and ultra portability with its current MacBook Air line, which uses NAND instead of HDDs. – Barclays Capital hardware analyst Ben Reitzes
Ray reports, “And since you’re probably wondering, no, there is no mention in the note of Intel’s momentous announcement last week of its ‘Tri-Gate’ process technology, which even some bears on Intel stock think could give it an edge on ARM-based chips. A curious omission, on Reitze’s part, to be sure.”
Read more in the full article here.
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