“Apple is reportedly developing its own processors to replace the chips that Intel currently supplies for the iPhone maker’s Mac line of desktops and laptops,” Daniel Howley writes for Yahoo Finance. “And according to Bloomberg, the changeover might happen as soon as 2020.”
“As you’d expect, Intel’s shares took a major hit following the news, falling 6% at market close on Monday,” Howley writes. “It’s certainly a blow to Intel, but it may not be as big of a deal as the sell-off would suggest.”
“That’s because Apple is only Intel’s fifth largest customer behind giants like Dell, HP and Lenovo, and according to Mercury Research’s Dean McCarron, makes up just $600 million in sales per quarter,” Howley writes. “As McCarron points out, Intel owns 88% of the laptop and desktop market worldwide.”
Read more in the full article here.
MacDailyNews Take: It would hurt more than your average random beancounter would expect since Intel would no longer be included in the innovation leader’s personal computing designs.
Apple could come out with the next “MacBook Air” and Intel would have no earthly clue it was coming, dramatically slowing the ability of the PC dreck still using Intel’s constantly-delayed processors from knocking off Apple’s innovations.
Intel would be consigned to a bunch of Mac knockoff peddlers (HP, Lenovo, ASUS, Dell, etcetera). There are more benefits to being a part of computing’s innovation leader than mere units sold.
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