“According to the usually right Apple analyst Ming-Chi Kuo (via AppleInsider), the 12-inch MacBook is now Apple’s best-selling [Mac], with the 13-inch MacBook Pro coming in second,” Ashraf Eassa writes for The Motley Fool. “If this is the case, then I believe that if Intel had lost the spot in the next MacBook [to an Apple A-Series processor] (something Intel would know at this point), such a development would have had a material impact on the Chipzilla’s financial guidance for 2016.”
“At its most recent investor meeting, Intel said it expects revenue in its client computing group (CCG) to be anywhere from flat to up by a ‘low single-digit’ percentage from 2015 levels,” Eassa writes. “In light of this guidance, it’s hard to believe Intel has lost its spot in the next generation MacBook.”
Eassa writes, “Although I do think Apple could handle going through a messy architecture transition on the Mac, I think the risk/reward for such a move is quite poor.”
Read more in the full article here.
MacDailyNews Take: As long as Apple’s A-Series processors keep making such strides and getting more powerful, this speculation will rage.
Analyst: Apple’s iPad Pro and its powerful A9X CPU pose threat to Intel – November 12, 2015