The timing worked out really well for them with Apple's industry changing M1. Samsung in box seat to potentially go head to head with Qualcomm for future ARM PC business as all the PC makers/Microsoft scramble to mitigate the competitive advantage Apple now has.
That won't happen and this is the reason: "another piece of information we’ve been able to confirm what the press release’s mention of “complementary products” means, and it’s pretty straightforward. In short, the AMD/Samsung deal is structured so that Samsung is only allowed to use AMD GPU IP in segments that AMD doesn’t compete in. In other words, AMD’s GPU tech can only be used in smartphone and tablet SoCs."
Didn't know that, ty, but we will have to see, long way to go. Nobody knows for sure if AMD is even working on Arm SOC's for future PC's (I assume they are though). Depending on how aggressively the PC industry follows Apple, and the traction they get, I doubt current agreements will necessarily mean much.
Perhaps a switch to RISC (although both AMD and Intel's chips are already quite a bit like RISC), maybe RISC V, but even with an ARM license, I don't see much benefit to AMD using it.
And quite a bit of Apple's success has been from putting ever more in the SoC. Will AMD and Intel be prepared to do that?
Tell me what advantage Apple now has? Because the latest figures from Canalys, IDC and Gartner show that Apple had 8% market share in 4Q 2020 and 7.6% market share for all of 2020. That is actually up from 7% in 2019 and 5%-6% in many of the years prior. Apple's high water mark was 15% during the Windows 8/8.1 debacle.
To put it another way, Apple sold 22.5 - 23.5 million Macs (inclusive of Mini, MBA, MBP, iMac, Mac Pro) in 2020. Meanwhile nearly 30 million Chromebooks were sold!
M1 Macs will be "industry changing" for people who use Macs, especially those who use both Macs and iPads as Macs will run the iPad apps. But for the other 90% of the population, they will be irrelevant.
say what? they only just launched, those market share numbers are irrelevant. They have completely and utterly changed the performance/battery trade off for laptops by massively enhancing both at once. The PC industry is terrified. But sure, tell yourself it's no biggie.
>>They have completely and utterly changed the performance/battery trade off for laptops Yes, for Mac users, which is still only 10% of the market.
The only massive change is going to be profit-margins on Macs for Apple will go even higher than they already are, and a major customer loss for Intel (potentially one of many with AMD kicking off their 5000 series laptop CPUs). Unless Apple start selling the M1 to OEMs to make Windows laptops, or that Hell freezes over.
Lol... 100% ... only apple I've owned was a gift for temp replacement until I got my new Samsung in after the other was stolen... hate iOS and paying too much for mediocre performance... Apple is for ostentatious douche bags who are computer illiterate 🤣😂🤣😂... I said what I said 😘
Apple are limited in how far they can expand as long as they require customers to remain in the Apple ecosystem. It doesn't matter how much more powerful their silicon is (unless it's far, far, far in exceed of everything else, which it is not).
I look forward to seeing how Samsung cripples the GPU implementation so that only a crusty binary blob for a single version of Android can run it and none of the open source Linux drivers work.
I think this'll be the other way. I think this'll be one of the first chips to be quickly mainlined. I'm ecstatic. I hope this chip becomes available for other manufacturers. I can't wait for all the hard work that's gone into software on the PinePhone to turn around and land on a 10x faster phone. This is the biggest CES news release for me, personally.
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mrtanner70 - Tuesday, January 12, 2021 - link
The timing worked out really well for them with Apple's industry changing M1. Samsung in box seat to potentially go head to head with Qualcomm for future ARM PC business as all the PC makers/Microsoft scramble to mitigate the competitive advantage Apple now has.high3r - Tuesday, January 12, 2021 - link
That won't happen and this is the reason: "another piece of information we’ve been able to confirm what the press release’s mention of “complementary products” means, and it’s pretty straightforward. In short, the AMD/Samsung deal is structured so that Samsung is only allowed to use AMD GPU IP in segments that AMD doesn’t compete in. In other words, AMD’s GPU tech can only be used in smartphone and tablet SoCs."mrtanner70 - Tuesday, January 12, 2021 - link
Didn't know that, ty, but we will have to see, long way to go. Nobody knows for sure if AMD is even working on Arm SOC's for future PC's (I assume they are though). Depending on how aggressively the PC industry follows Apple, and the traction they get, I doubt current agreements will necessarily mean much.Tams80 - Wednesday, January 13, 2021 - link
Perhaps a switch to RISC (although both AMD and Intel's chips are already quite a bit like RISC), maybe RISC V, but even with an ARM license, I don't see much benefit to AMD using it.And quite a bit of Apple's success has been from putting ever more in the SoC. Will AMD and Intel be prepared to do that?
fishingbait - Tuesday, January 12, 2021 - link
Samsung hasn't used their own Exynos chips in Chromebooks or ARM Windows laptops for years. Who knows why they don't.fishingbait - Tuesday, January 12, 2021 - link
Tell me what advantage Apple now has? Because the latest figures from Canalys, IDC and Gartner show that Apple had 8% market share in 4Q 2020 and 7.6% market share for all of 2020. That is actually up from 7% in 2019 and 5%-6% in many of the years prior. Apple's high water mark was 15% during the Windows 8/8.1 debacle.To put it another way, Apple sold 22.5 - 23.5 million Macs (inclusive of Mini, MBA, MBP, iMac, Mac Pro) in 2020. Meanwhile nearly 30 million Chromebooks were sold!
M1 Macs will be "industry changing" for people who use Macs, especially those who use both Macs and iPads as Macs will run the iPad apps. But for the other 90% of the population, they will be irrelevant.
mrtanner70 - Tuesday, January 12, 2021 - link
say what? they only just launched, those market share numbers are irrelevant. They have completely and utterly changed the performance/battery trade off for laptops by massively enhancing both at once. The PC industry is terrified. But sure, tell yourself it's no biggie.nathanddrews - Thursday, January 14, 2021 - link
It stands to reason that Intel is terrified, but the entire industry?Bender316 - Tuesday, January 19, 2021 - link
>>They have completely and utterly changed the performance/battery trade off for laptopsYes, for Mac users, which is still only 10% of the market.
The only massive change is going to be profit-margins on Macs for Apple will go even higher than they already are, and a major customer loss for Intel (potentially one of many with AMD kicking off their 5000 series laptop CPUs).
Unless Apple start selling the M1 to OEMs to make Windows laptops, or that Hell freezes over.
Erudition_lost - Tuesday, June 1, 2021 - link
Lol... 100% ... only apple I've owned was a gift for temp replacement until I got my new Samsung in after the other was stolen... hate iOS and paying too much for mediocre performance... Apple is for ostentatious douche bags who are computer illiterate 🤣😂🤣😂... I said what I said 😘Yemi - Tuesday, January 12, 2021 - link
Thank you for the reality checkTams80 - Wednesday, January 13, 2021 - link
Apple are limited in how far they can expand as long as they require customers to remain in the Apple ecosystem. It doesn't matter how much more powerful their silicon is (unless it's far, far, far in exceed of everything else, which it is not).Pessimism - Tuesday, January 12, 2021 - link
I look forward to seeing how Samsung cripples the GPU implementation so that only a crusty binary blob for a single version of Android can run it and none of the open source Linux drivers work.lmcd - Tuesday, January 12, 2021 - link
I think this'll be the other way. I think this'll be one of the first chips to be quickly mainlined. I'm ecstatic. I hope this chip becomes available for other manufacturers. I can't wait for all the hard work that's gone into software on the PinePhone to turn around and land on a 10x faster phone. This is the biggest CES news release for me, personally.Appleispoop - Monday, January 25, 2021 - link
Finally, qualcomm will get competition