“The financial impact of Apple’s potential move to dump Intel isn’t estimated to be that large,” Bill Maurer writes for Seeking Alpha. “According to Stifel analyst Kevin Cassidy, Apple only represented 4% of Intel’s revenues and 1% of profits last year.”
“Personally, I don’t think Intel bulls should take this as a shot against the company. While the Apple-Qualcomm relationship is extremely frosty, I don’t see a similar situation between Intel and Apple. I just believe this is a natural progression by Apple to bring more things in house, giving the company more control,” Maurer writes. “This probably is part of Apple’s plan for some of its cash pile, spending more on capital expenditures to build out required resources… The only way that this could have really hurt Intel moving forward is if Apple was planning on making a move down the PC price point ladder.”
“While the chipmaker would likely lose some revenues and profits, it’s not a major blow given all of the growth moves undertaken in recent years. For Apple, its a way to bring things in house more, allowing more control of product development,” Maurer writes. “In the end, that should tighten the Apple ecosystem, which means better products in the long run, a positive for shareholders.”
Read more in the full article here.
MacDailyNews Take: As we wrote earlier today:
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.
SEE ALSO:
Apple is moving on from Intel because Intel isn’t moving anywhere – April 3, 2018
Losing Apple’s Macs will hurt, but won’t kill Intel – April 3, 2018
Apple plans on dumping Intel for its own chips in Macs as early as 2020 – April 2, 2018
Apple is working to unite iOS and macOS; will they standardize their chip platform next? – December 21, 2017
Why Apple would want to unify iOS and Mac apps in 2018 – December 20, 2017
Apple to provide tool for developers build cross-platform apps that run on iOS and macOS in 2018 – December 20, 2017
The once and future OS for Apple – December 8, 2017
Apple ships more microprocessors than Intel – October 2, 2017
Apple embarrasses Intel – June 14, 2017
Apple developing new chip for Macintosh in test of Intel independence – February 1, 2017
Apple’s A10 Fusion chip ‘blows away the competition,’ could easily power MacBook Air – Linley Group – October 21, 2016
Ming-Chi Kuo: Apple to unveil new 13-inch MacBook, 13-inch and 15-inch MacBook Pros at ‘hello again’ special event – October 22, 2016
What to expect from Apple’s ‘hello again’ special Mac event – October 21, 2016
What Apple’s new MacBook Pro might have learned from iPhones and iPads – October 21, 2016
It’s official: Apple sends invitations for ‘hello again’ event on October 27th – October 19, 2016
Get ready, Apple’s new Macs are finally set to arrive! – October 19, 2016
All-new MacBook Pro, refreshed MacBook Air and iMac, and more coming at Apple’s October 27th special event – October 19, 2016
Apple plans to launch new Macs at special event on October 27th – October 18, 2016
macOS Sierra code suggests Apple could dump Intel processors in Macs for Apple A-series chips – September 30, 2016
Apple’s A10 Fusion chip miracle – September 20, 2016
The iPhone’s new A10 Fusion chip should worry Intel – September 16, 2016
Apple’s remarkable new A10, S2, W1 chips alter the semiconductor landscape – September 15, 2016