Analyst: Intel will stamp out Apple ARM-based iPhone processors – if Apple switches to x86 chips in iPad

RBC Capital anaylsts Doug Freedman reports Friday that Apple is in talks with Intel regarding a possible two-pronged deal:

“Intel would agree to use Apple’s preferred architecture for the iPhone — the one from Intel’s British rival, ARM Holdings,” Philip Elmer-DeWitt reports for Fortune. “In return, Apple would agree to switch to Intel’s x86 architecture for the iPad.”

P.E.D. reports, “According to Freedman, Apple’s demand for 12-inch system-on-a-chip wafers in 2013 could approach 415,000 — outstripping Samsung’s ability to supply. ‘We believe,’ he writes, that “Intel has the upper-hand due to the limitations of capacity at alternative sources” — chiefly TSMC and GlobalFoundries.”

Read more in the full article here.

MacDailyNews Take: Intel has the upper hand? Pfft. If they don’t get a deal with Apple, they’ll soon have no hands at all.

Besides, how many fans and extra battery capacity can Apple fit into an iPad? Nobody wants two-inch thick, liquid-cooled iPads with 5-hour battery life.

[Thanks to MacDailyNews Reader “Dan King” for the heads up.]

35 Comments

    1. Agree–not happening. A move to x86 for iOS devices would negate all the ARM A series investments AAPL has made. ThoughI can see Intel fabbing & wafering for the A chips & continuing x86 for the apple workstations

  1. Buy AMD with their Fab’s and be done with it! That’s assuming AMD has any Fabs left. Sell those Fabs to TSMC with the understanding that Apple gets top priority over capacity. Keep AMD patents, absorb all the best talent and let the rest go. Then work on getting rid of Nvidia from all their products.

    “Be water my friend”. Bruce Lee.

      1. AMD’s current market cap is 1.2 Billion. You could probably buy AMD easily for $5B. A modern fab, like Apple wants, goes for $5-$10B, and apple would need several.

  2. Intel? We don’t need no stinkin’ Intel in our iPads! Of course, if Intel wants to *manufacture* chips to Apple’s designs, as Samsung and TSMC do, maybe Apple has something to talk about.

    Apropos, just fired up my new iPad yesterday. Nice. Real nice.

  3. If Intel were serious they’d ask for a commitment to keeping x86 on the mac and make a healthy profit supplying Apple with all the ARM chips they need.

    Forget the ipad, its a done deal and i don’t see Apple switching to intel for the ipad. It would require fat binaries and a re-compile of all existing apps at the least.

  4. I don’t think Intel has the upper hand here. PC sales are in the toilet so what good would their excess capacity do them trying to foist their crap onto Apple and what’s Apples a upside in taking that deal? Intel still haven’t proven that they can make an efficient processor for portable applications, and how many hundreds of thousands of apps would have to be rewritten or run under emulation at a painfully slow clip wasting battery power?

  5. The iPad needs to become lighter and thinner, pronto. And after they finalize their latest light and thin model, they need to start working on an even lighter and thinner version. The last thing they could do is put those big stupid Intel chips in there. Imagine the goddamn iPad mini with Intel Inside.

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