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Intel loses notebook market share

According to a DigiTimes report (I'm afraid you will have to pay to access it), Apple intends to reduce the amount of CPUs purchased from Intel for laptops.

Apple plans to cut its Intel CPU orders by 50% before the end of 2022 and replace it with its own internal CPU. Most of the losses will occur in 2021. Apple's ultimate goal is to phase out all orders for Intel's CPUs and become completely dependent on its own chips, although we don't know in what time frame this will happen.

Apple's transition to its own custom-designed chips isn't new. It's been doing this on the iPhone for over a decade, and since late 2020, MacBook Pro, MacBook Air, and Mac Mini have also used M1 chips like the iPad Pro and the 2021 iMac. The M1 chip is designed by Apple itself. and adopts the ARM64 architecture, the 64-bit version of the ARM architecture, produced by Arm Ltd. (In contrast to Intel's x8664 architecture).

Arm Ltd. is a semiconductor and software design company headquartered in Cambridge, England. It has been owned by SoftBank Group since September 2016. Since September 2020, Nvidia has been trying to acquire the company. Amr Ltd. occupies a dominant position in the mobile phone processor, tablet processor and smart TV chip market. Arm sells architecture licenses that allow third-party companies to use Arm's technology to design their own custom chips. Since 2008, Apple has obtained one of these licenses, and all of its iPhones, iPads, and Apple Watches use chips based on Arm technology.

Developing its own chips like M1 has brought many benefits to Apple: You can develop your own technology enhancements and software / firmware updates according to your own schedule, which can speed up your development. Additionally, using its own custom-designed chips enables Apple to achieve tighter integration between its software and hardware, increasing the potential for squeezing efficiency and performance improvements, potentially reducing conflicts and bugs, and increasing development. that competitors don't have. Unique features. No.

This will have a significant impact on Intel, which is already under competition from AMD in the laptop market. Report

indicated that Intel CPUs currently account for approximately 90% of the global notebook CPU market share. A 50% reduction in Apple's contract sales will reduce this market share to 80% of the global laptop CPU market.

Can Intel's upcoming Alder Lake CPU save the day and support its partially lost market share? We must wait and see!

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