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No More Intel Inside, Apple Plans To Use Its Own Custom-Built Chips in Mac (bloomberg.com)

Apple is planning to use homegrown custom-built processors in its Mac line of computers, ditching Intel, the processors by which powers Apple's current line of computers, Bloomberg reported on Monday. The company could make the switch to its own chips as early as 2020, the report said. From the report: The initiative, code named Kalamata, is still in the early developmental stages, but comes as part of a larger strategy to make all of Apple's devices -- including Macs, iPhones, and iPads -- work more similarly and seamlessly together, said the people, who asked not to be identified discussing private information. The project, which executives have approved, will likely result in a multi-step transition.

The shift would be a blow to Intel, whose partnership helped revive Apple's Mac success and linked the chipmaker to one of the leading brands in electronics. Apple provides Intel with about 5 percent of its annual revenue, according to Bloomberg supply chain analysis. Intel shares dropped as much as 9.2 percent, the biggest intraday drop in more than two years, on the news.

15 of 513 comments (clear)

  1. Whoa by Anonymous Coward · · Score: 4, Interesting

    That is all, just whoa

    1. Re:Whoa by supremebob · · Score: 4, Interesting

      Yeah, a story like this is kind of hard to believe. I know that Apple isn't as good as keeping secrets as it used to be, but a leak about Apple's product line 2 years from now almost never happens.

      I'd love to see a second source of this information besides Bloomberg and the various tech blogs who are just pointing to the Bloomberg article.

    2. Re:Whoa by jwhyche · · Score: 5, Interesting

      This will not be a good move for Apple. It might turn out to be the final nail for apple as a computer manufacture.

      Back when Apple was 68K there where lots of companies that developed exclusively for Mac. Then Apple switched to PowerPC this forced all these companies to spend millions to rewrite code to support the new chips. To compound all this a few years later apple switched to x86 architecture. Again sending developers scrambling and spending millions to rewrite old code for the new architecture. The switch to x86 allowed some of these companies to mitigate some of the cost because now they had a code base that shared a common processor with windows.

      Because of these processor switches and the millions that had to be committed to rewrite old code send an number of developers, Adobe, looking for another market. Where Adobe used to develop their flagship products for Mac first and Windows as after thought, that is no longer true. Now Adobe and many former Mac companies now develop for windows first then mac as after thought.

      With the prospect of another processor switch and having to spend millions now to develop a code base for two different processor lines, I imagine many will simply drop Mac as a native platform all together. They simply will not see the value in supporting a shirking market place with millions of dollars worth of research. Not when they can develop one code base for windows and macs can run it under a windows emulator.

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    3. Re:Whoa by jwhyche · · Score: 4, Interesting

      Right, because Adobe would never develop

      Adobe used develop its flagship products for the Mac market first. Then they would back port their software to Windows. This is no longer the case. Now they develop for Windows first then back port to Mac, if they even port at all.

      This change in policy came about because of the processor switches that the Mac went through. Over the years Adobe support has continued to be scaled back for the Mac and shifted to Windows.

      There is a very good chance that if this switch comes about Adobe will pull all its support for the Mac.

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      I read at +2. If your post doesn't reach that level I will not see or respond to it.
    4. Re:Whoa by DontBeAMoran · · Score: 4, Interesting

      Apple has done two successful CPU transitions in the past, from 86K to PowerPC then PowerPC to x86. I'm sure they'll be able to handle x86 to ARM quite successfully.

      Apple's A-series processors now have comparable power to Intel and better built-in graphics capabilities. We can only imagine they would be even more powerful within laptops (bigger batteries) and desktop computers (no battery limitations at all, much better heat dissipation).

      Apple loses the economies of scale that Intel enjoys, eating into cost savings.

      Apple would gain even better economies of scale because they already need to manufacture their A-series CPUs for the iPhones and iPads. If they can somehow simply link more ICs together for parallel processing, their cost per IC would be even lower. As a bonus, they would stop filling Intel's bank account.

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  2. Umm yea. by jellomizer · · Score: 5, Interesting

    Am I surprised? No.
    Apple has a track record of moving across chip lines. Being that they make the OS and the Hardware, the processor isn't that big of a deal, and they have a really good track-record of keeping compatibility across different processor lines. Compared to say Microsoft who barely made the 64bit transition.

    That being said. The real question is for the people who duel boot their Macs, or use Virtualization. My biggest fear is if OS X moves to the closed infrastructure that is iOS. I can deal with Apple approved apps for my phone, but for my laptop, I will want to install whatever I feel like.

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    1. Re:Umm yea. by UnknowingFool · · Score: 4, Interesting

      I am surprised by the time estimate. Five years? Maybe. Two years: I don't think they are ready for that. Their Ax CPUs are good enough to power mobile devices and their small electronics like the AppleTV and the HomePod. I don't think they are ready for laptops and desktops yet.

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    2. Re:Umm yea. by thegarbz · · Score: 4, Interesting

      and they have a really good track-record of keeping compatibility across different processor lines. Compared to say Microsoft who barely made the 64bit transition.

      You're joking right? Compatibility with what? A whole version of Adobe's creative suite was missed on Mac due to one of their transitions, and software vendors almost universally hated them the last few times Apple dictated the move.

      I am surprised. I wonder if software vendors will continue to support the Mac line. I mean it's not like their shitty mobile apps are what laptop and workstation users want. There's some real effort involved in pleasing the fruit's decision of the day.

    3. Re:Umm yea. by tatman · · Score: 5, Interesting

      I am surprised. I wonder if software vendors will continue to support the Mac line. I mean it's not like their shitty mobile apps are what laptop and workstation users want. There's some real effort involved in pleasing the fruit's decision of the day.

      10 years ago I would say yes. Especially in the audio and visual software application markets. Today those applications are just as performance capable on the PC. When I hear of someone working in those fields, I asked what platforms they use and I'm hearing more say PC whereas the answer used to be exclusively a "Mac". There's a shift going on. And I feel, this time, Apples decision will hurt them more than help.

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      I've always said English was my second language. Had Romeo and Juliet been written in C, I might have understood it.
  3. Best chip designers? by Anonymous Coward · · Score: 2, Interesting

    Apple probably have the best chip designers in the world. A10X is far superior to any rival and theyâ(TM)ll probably do the same for desktop type computing.

  4. Re:Seamlessly work together without a touchscreen? by Pinky's+Brain · · Score: 3, Interesting

    For a laptop the use cases are so minimal that the downsides (reducing the quality of the display) are just not worth it. The niche of people who need touch on a laptop is too small for them to bother with. With the unified ecosystem they'll probably do 2-in-1 devices and you'll be able to get a touch screen.

  5. Re:Bootcamp compatibility? by cdsparrow · · Score: 4, Interesting

    Don't forget MS is launching full(ish) windows for ARM now... So as long as apple keeps their flavor of ARM compatible with what MS is targeting, dual booting will or at least may work.

  6. The real question by smooth+wombat · · Score: 1, Interesting

    Will we still have to throw out our Mac after three years when something goes bad because we can't replace it?

    How much will all those extra welds add to the weight of their MACs?

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    We will bankrupt ourselves in the vain search for absolute security. -- Dwight D. Eisenhower
  7. Re:Intel doubled Mac sales by blindseer · · Score: 4, Interesting

    Going Intel doubled Mac sales, going back to non-Intel may cut it in half.

    I saw nothing in the article that stated explicitly that the new processors would be incompatible with Intel. It's quite possible they want to have better control of the Intel compatible processors they use. This kind of a shift is not taken lightly, and has likely been considered for a long time.

    The current 64 bit architecture used by Apple, and shows in chips made by Intel, was developed by AMD. If Apple wants to make their own "Intel compatible" processor then they could enter a licensing agreement with AMD to do so. Intel might not be happy about this but I don't know what they'd do about it. Maybe they'd offer to fabricate these Apple designed chips under license from Apple?

    What I got from the article was that Apple has been using portions of the iOS in their desktops for some elements of running the system and wants to share more code between the two. That could mean a lot of things besides abandoning the Intel architecture. It might mean designing a CPU with asymmetric processing. They might put an ARM core and three x86-64 cores on a die for desktops and laptops, That means not having to put a separate ARM processor in the computers like they do now. If they want to have some x86 fun on the iOS devices then maybe a chip with a two ARM cores and a x86 core on it.

    Is it feasible or even desirable to have cores with different instruction sets on them in the same device? It must be because it sounds like Apple does this already, only the cores are in separate packages. If they believe the future is in having ARM running alongside x86 then they might just want to put those cores in the same package. To make that happen might mean having to design their own processors.

    I've seen things like this proposed before. I seem to recall someone at least planning to build a laptop had a tablet mode where the tablet used a low power processor and tablet based OS for most tasks in that mode. If there were things that required more processing power, or was opened up to become a laptop, then the higher power processors was "woken up" so it could run a standard desktop OS.

    Perhaps Apple wants a processor that is in every way compatible with what Intel offers but they just want a few "tweaks" so they can stay ahead of the performance curve. Apple is already in all kinds of technology licensing agreements so to pick and choose from, and to put them on a chip that they'd put in their own computers might not be that big of a burden for them. They might even be able to get in a deal to sell them to other computer makers, most likely after it's "old news" so as to not compete with their own products.

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  8. Would be nice if they were to choose RISC-V by kriston · · Score: 3, Interesting

    It sure would be nice if they were to choose RISC-V.

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    Kriston