No kidding, it is a little hilarious how often Intel has publicly remarked on Apple's CPU transition. You'd think Apple was just another supplier to Intel: Intel, just continue selling to your hundreds (thousands?) of other x86 customers...
March 2021: YouTube | Go PC Video #1 w/ Justin Long ("same battery life as M1!") October 2021: YouTube | Go PC Video #2 w/ Apple "customers" demanding 4K touchscreens April 2022: Q1 Earnings | "Lower revenue on ramp down of Apple CPU/modem business"
Never knew Apple was such a relevant customer of Intel, in the grand scheme of things, that they'd still warrant a line in Q1 2022 earnings.
Because the Mac revenue just went up by 14%, at a time when PC sales are falling year over year. This means Macs are taking x86 marketshare.
The Mac seems destined to grab about 30-40% of the PC market because it's far superior to anything Intel or AMD has out now and anything in their roadmaps. Not only will the Mac take marketshare, it will likely own the high-end, leaving scraps for Intel and AMD.
Wishful thinking about Mac market share? Even in mobile space where Apple does have better position it declines from 15% (iOS 2014) to 13% (iOS 2021). Mac OS X in on flat 16% in desktop worldwide. So when you are talking about "grab about 30-40% of the PC market" do you talk about market share? Or about unit shipment in the year or about revenue in the year?
I’m not seeing a decline from 2014 in that chart, in fact 2021 looks like the best year since 2012.
Seems fair to say apple has a share of about 15%, though.
I think that’s probably the upper limit on Mac unit market share, too… unless apple were to make a strong push to compete for two classes of customers they currently (mostly) ignore: gamers and server/cloud/datacenter. I know people will scoff, but from a technology standpoint Apple is poised to compete in those markets. The big question is whether they’ll make the business effort to do it. Seems to me they are leaving money on the table if they don’t, though.
they operate like an entire country with control over their supply chain. I wouldn't be surprised if they were mostly capped by their higher price of entry, so it's unlikely their total share will grow since they would risk devaluing their products.
Seen your posts a lot of times here on how amazing Apple is. And 40% of the PC market ? ROFL. Which lalaland has that projection may I know or is it something that your fantasy of Apple spun up ?
Nobody cares about that walled garbage overpriced junk. Stupid Apple M1 Ultra and others are at $3000+ and they charge an arm and leg for basic SSD upgrades. On top everything being soldered. Meanwhile a PC can be upgraded with virtually all parts at disposal. Apple garbage is only bought by the uber brainwashed normies and fantatics the Mac OS is a huge downgrade mess. So many Apple staunch supporters call out the issues with the OS from the App compatibility and the UI regression. Just because ARM has dedicated blocks of compute for that Video production Apple is in business. Once AMD leverages FPGA on the CPU, ARM is toast forever. Also do you know that 14% is in pure numbers. Here's something reality.
The latest Canalys data shows that worldwide shipments of desktops, notebooks and workstations grew 1% year on year to 92 million units over 91 million a year ago.
"This pulled up total shipments for full-year 2021 to 341 million units, 15% higher than last year, 27% higher than 2019 and the largest shipment total since 2012.
Notebooks and mobile workstations continued to lead the charge, with shipments of these devices growing 16% in 2021 to reach 275 million units. Desktop and desktop workstation shipments increased 7% in 2021 to reach 66 million units."
And below is for Apple lmao..
"Apple saw its annual Mac shipments grow from 22,574,000 in 2020 to 28,958,000 in 2021."
Do you forget how America is now in recession ? 8% Inflation, thanks to FED Printing and also that Trillions of dollars in debt. Seen how Stock market is nowadays ? Entire 2021 Fiscal year profits are wiped clean.
Apple trash is not going to do anything. Intel is effectively leveraging that thin and light BGA trash (thanks to all normies everyone likes the use and throw) with the BigLittle junk, that is exactly why Intel spends more effort on them. AMD is also now rumored to start Zen 4 with iGPUs included with RDNA2 on the silicon chipset and TSMC 5N this portable market will have even more volume. Apple is left in dust, overpriced non upgrade-able proprietary dumpster.
So long as the shareholders don’t revolt and Gelsinger can keep his job, these numbers matter only in so far as they indicate that Intel is able to fund investments. And it looks like they are.
By far the most important thing now is getting 7nm (or “Intel 4”) out the door. TSMC’s pace has slowed. There might be an opening for Intel. But it’s just a huge question as to whether Intel can take advantage. Intel has to prove it with shipping products — not many people believe the promises. If Intel were to beat TSMC on process again, though, stockholders will be richly rewarded.
I doubt TSMC will be the only one slowing down at the 3nm range. And even if Intel manages to obtain a phyrric victory by relying on GAAFETs and High-NA EUV, TSMC will be making better margins/more wafers by sticking to ridiculously optimized FINFETs for as long as possible.
As usual, I look forward to combining this with AMD’s results on May 3rd to get a genuine picture of PC demand.
The result that’s interesting is the rise in data centre revenue, as that’s an area AMD Epyc has been making serious in-roads. I wonder if we’ll see that continuing next week.
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ikjadoon - Thursday, April 28, 2022 - link
No kidding, it is a little hilarious how often Intel has publicly remarked on Apple's CPU transition. You'd think Apple was just another supplier to Intel: Intel, just continue selling to your hundreds (thousands?) of other x86 customers...March 2021: YouTube | Go PC Video #1 w/ Justin Long ("same battery life as M1!")
October 2021: YouTube | Go PC Video #2 w/ Apple "customers" demanding 4K touchscreens
April 2022: Q1 Earnings | "Lower revenue on ramp down of Apple CPU/modem business"
Never knew Apple was such a relevant customer of Intel, in the grand scheme of things, that they'd still warrant a line in Q1 2022 earnings.
lemurbutton - Thursday, April 28, 2022 - link
Because the Mac revenue just went up by 14%, at a time when PC sales are falling year over year. This means Macs are taking x86 marketshare.The Mac seems destined to grab about 30-40% of the PC market because it's far superior to anything Intel or AMD has out now and anything in their roadmaps. Not only will the Mac take marketshare, it will likely own the high-end, leaving scraps for Intel and AMD.
kgardas - Friday, April 29, 2022 - link
Wishful thinking about Mac market share? Even in mobile space where Apple does have better position it declines from 15% (iOS 2014) to 13% (iOS 2021). Mac OS X in on flat 16% in desktop worldwide.So when you are talking about "grab about 30-40% of the PC market" do you talk about market share? Or about unit shipment in the year or about revenue in the year?
Blastdoor - Friday, April 29, 2022 - link
Seems to me that iPhone market share (in terms of units sold) is pretty stable annually with a lot of seasonality:https://www.statista.com/statistics/216459/global-...
I’m not seeing a decline from 2014 in that chart, in fact 2021 looks like the best year since 2012.
Seems fair to say apple has a share of about 15%, though.
I think that’s probably the upper limit on Mac unit market share, too… unless apple were to make a strong push to compete for two classes of customers they currently (mostly) ignore: gamers and server/cloud/datacenter. I know people will scoff, but from a technology standpoint Apple is poised to compete in those markets. The big question is whether they’ll make the business effort to do it. Seems to me they are leaving money on the table if they don’t, though.
whatthe123 - Friday, April 29, 2022 - link
they operate like an entire country with control over their supply chain. I wouldn't be surprised if they were mostly capped by their higher price of entry, so it's unlikely their total share will grow since they would risk devaluing their products.Silver5urfer - Friday, April 29, 2022 - link
Seen your posts a lot of times here on how amazing Apple is. And 40% of the PC market ? ROFL. Which lalaland has that projection may I know or is it something that your fantasy of Apple spun up ?Nobody cares about that walled garbage overpriced junk. Stupid Apple M1 Ultra and others are at $3000+ and they charge an arm and leg for basic SSD upgrades. On top everything being soldered. Meanwhile a PC can be upgraded with virtually all parts at disposal. Apple garbage is only bought by the uber brainwashed normies and fantatics the Mac OS is a huge downgrade mess. So many Apple staunch supporters call out the issues with the OS from the App compatibility and the UI regression. Just because ARM has dedicated blocks of compute for that Video production Apple is in business. Once AMD leverages FPGA on the CPU, ARM is toast forever. Also do you know that 14% is in pure numbers. Here's something reality.
The latest Canalys data shows that worldwide shipments of desktops, notebooks and workstations grew 1% year on year to 92 million units over 91 million a year ago.
"This pulled up total shipments for full-year 2021 to 341 million units, 15% higher than last year, 27% higher than 2019 and the largest shipment total since 2012.
Notebooks and mobile workstations continued to lead the charge, with shipments of these devices growing 16% in 2021 to reach 275 million units. Desktop and desktop workstation shipments increased 7% in 2021 to reach 66 million units."
And below is for Apple lmao..
"Apple saw its annual Mac shipments grow from 22,574,000 in 2020 to 28,958,000 in 2021."
Do you forget how America is now in recession ? 8% Inflation, thanks to FED Printing and also that Trillions of dollars in debt. Seen how Stock market is nowadays ? Entire 2021 Fiscal year profits are wiped clean.
Apple trash is not going to do anything. Intel is effectively leveraging that thin and light BGA trash (thanks to all normies everyone likes the use and throw) with the BigLittle junk, that is exactly why Intel spends more effort on them. AMD is also now rumored to start Zen 4 with iGPUs included with RDNA2 on the silicon chipset and TSMC 5N this portable market will have even more volume. Apple is left in dust, overpriced non upgrade-able proprietary dumpster.
scineram - Saturday, April 30, 2022 - link
Total retard.Blastdoor - Friday, April 29, 2022 - link
So long as the shareholders don’t revolt and Gelsinger can keep his job, these numbers matter only in so far as they indicate that Intel is able to fund investments. And it looks like they are.By far the most important thing now is getting 7nm (or “Intel 4”) out the door. TSMC’s pace has slowed. There might be an opening for Intel. But it’s just a huge question as to whether Intel can take advantage. Intel has to prove it with shipping products — not many people believe the promises. If Intel were to beat TSMC on process again, though, stockholders will be richly rewarded.
Wereweeb - Friday, April 29, 2022 - link
I doubt TSMC will be the only one slowing down at the 3nm range. And even if Intel manages to obtain a phyrric victory by relying on GAAFETs and High-NA EUV, TSMC will be making better margins/more wafers by sticking to ridiculously optimized FINFETs for as long as possible.hallstein - Friday, April 29, 2022 - link
As usual, I look forward to combining this with AMD’s results on May 3rd to get a genuine picture of PC demand.The result that’s interesting is the rise in data centre revenue, as that’s an area AMD Epyc has been making serious in-roads. I wonder if we’ll see that continuing next week.
whatthe123 - Friday, April 29, 2022 - link
hard to figure that out from AMD's earnings since they bundle DC with semicustom console sales.scineram - Saturday, April 30, 2022 - link
So which group has Altera now? Just so we can compare revenue to Xilinx.