Apple to Switch From Intel Chips to ARM Silicon: Report
The company may be moving to ARM chips found in the iPhone and iPad and away from the Intel silicon found in its Mac desktops and notebooks.Consumer technology giant Apple is getting ready to replace the Intel processors used in its PCs with silicon developed by British company ARM, according to a Nov. 6 report in Bloomberg, which quoted unnamed sources familiar with the situation. Apple has been using Intel chips in its PCs since 2005, and the transition wouldn’t happen for a few more years, the sources said. Processors from ARM, which licenses chip designs to Qualcomm and others, are currently found in Apple’s iPhone and iPad products. An investor note from Sterne Agee said it would take some time before Apple can optimize the chips to run the Mac OS X operating system, but noted that eventually the ARM processors would be powerful enough to run intensive Mac applications. Sterne Agee analyst Shaw Wu said the migration to a proprietary chip was inevitable. “We are frankly not surprised as this has been talked about since iPad shipped in 2010 and Mac OS X Lion in 2011 that borrowed heavily from iOS. We believe it is inevitable to merge iOS and Mac but not likely for a few years as Mac code is optimized for [Intel chips],” the note said. “While we believe it is inevitable that [OS X and iOS] merge at some point, we don't believe it will likely happen for a few years. From our understanding, the key reason is because OS X is optimized for Intel x86 processors while iOS is for ARM RISC. It will likely take some time to optimize OS X and hence Mac for ARM.”
This is a challenge to Intel to deliver stronger battery life; an 11-inch MacBook Air, the smallest-form-factor mobile Mac, delivers battery life of about four to five hours under heavy use, which is only half the nine to 10 hours for an iPad, Wu wrote. The note said one key argument for the change is to simplify the architecture and to take advantage of the large code base that has been developed on iOS by Apple itself as well as through third-party vendors through the App Store.