Apple, Microsoft, Intel 都在下棋布局.

本文内容已被 [ playForever ] 在 2011-06-08 09:32:37 编辑过。如有问题,请报告版主或论坛管理删除.

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).

所有跟帖: 

技术上不太可能。X86指令集臃肿效率低下,不适合移动设备 -flywhc- 给 flywhc 发送悄悄话 flywhc 的博客首页 (124 bytes) () 06/08/2011 postreply 04:45:25

A5 die size is not small, close to Sandy Bridge i3 die size -playForever- 给 playForever 发送悄悄话 playForever 的博客首页 (362 bytes) () 06/08/2011 postreply 09:28:32

但耗电差别很多。 -用户名被占用了- 给 用户名被占用了 发送悄悄话 用户名被占用了 的博客首页 (0 bytes) () 06/08/2011 postreply 09:30:25

New ATOM(z670) is also 3W, and much faster -playForever- 给 playForever 发送悄悄话 playForever 的博客首页 (0 bytes) () 06/08/2011 postreply 09:44:45

Apple COO was visiting Samsung recently, must be working on big -playForever- 给 playForever 发送悄悄话 playForever 的博客首页 (91 bytes) () 06/08/2011 postreply 09:49:24

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