Apple, Microsoft, Intel 都在下棋布局.

不知 Citigroup 是不是真有Inside Info. 看这个 Link

http://allthingsd.com/20110607/arm-twisting-intel-to-fab-chips-for-apple/?reflink=ATD_yahoo_ticker

 

如果Apple真的决定用 x86  for all mobile devices. Apple 一定可以拿到很大的 Discount from Intel(may be a big bundle deal, include all CPUs for desktop/laptops/mobile devices, SSD/flash, and 3G/4G chip). Apple 也可以省下很多的R&D资金. 不必担 CPU design/manufactrure 的风险. Apple's CPU has to pay license fee for both CPU and GPU unit, and foundry fee to Samsung. Apple going with Intel 也可得到很大的好处. 如果Apple真这样, 那ARM可就惨了.Intel 短期可能会影响 Margin.但长期来说, HTC, LG, Motorola, Dell and HP  all will use x86 to make phones, ARM will be like RISC processors today after 5-7 years.

Microsoft + Nokia + Nvidia 的联盟用ARM可很难对付 Intel + Apple 还有 Google(Google Chrom book is x86).