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Apple could be top mobile processor maker by end of 2012

post #1 of 68
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Apple's use of proprietary ARM-based processors in its iDevice product lines could help the company replace Intel as the world's largest mobile chip maker by the end of the year.

A forthcoming study from mobile technology research firm In-Stat claims that Apple will overtake Intel in the mobile processor business if smartphone and tablet sales continue to grow, and the change will likely take place before 2013, reports IDG News Service.

At the end of 2011, the iPhone maker shipped roughly 176 million mobile processors accounting for 13.5 percent of the market and trailed Intel by only 5 million units, which represents a narrow 0.4 percent difference in market share.

"Apple's continued success of the iPhone and iPad, as well as the stronger growth rates of the smartphone and tablet markets than PCs" will help the company catch Intel, said In-Stat Chief Technology Strategist Jim McGregor.

The study tallied the processors found in a multitude of mobile devices, including the iPod touch, handheld gaming systems like Sony's PlayStation Vita, and e-readers. Not included were desktop computers and servers.

Analysts predict that the growing tablet market, which by some estimates will reach 326 million shipments in 2015, is poised to surpass the ailing PC market.

Apple's ARM-based A-series processors are already at the heart of every iDevice sold, while Intel has only just begun to introduce its Atom chips in smartphones and tablets. The A4, dual- and single-core A5 and A5X make up the current offerings from Apple. All are designed by the Cupertino, Calif., company and manufactured by Samsung.

"The more successful Apple is, the more credibility it adds to the entire ARM camp and the more competitive the ARM camp becomes as a whole," McGregor said.


[ View article on AppleInsider ]
post #2 of 68
Uh oh!

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post #3 of 68
And the spiral whirl goes up and up and up.

Good I kept last week to my stocks. (Not that I actually intended to sell them)
post #4 of 68
Well tegra has potential but atom chips should ie a horrible death. Apple will be the biggest computer maker this year because of theipad and will pass intel with iPad 3 and iPhone 5 as the biggest chip maker this year also. By 2013-14 will be worth 1 trillion dollars...
post #5 of 68
Quote:
Originally Posted by AppleInsider View Post

Apple's use of proprietary ARM-based processors in its iDevice product lines could help the company replace Intel as the world's largest mobile chip maker by the end of the year.

More accurate to say world's largest mobile chip user. The largest maker will be Samsung. They make chips used in a lot of other cellphones, too.
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post #6 of 68
That's hot.
post #7 of 68
Quote:
Originally Posted by prw View Post

More accurate to say world's largest mobile chip user. The largest maker will be Samsung. They make chips used in a lot of other cellphones, too.

I agree.

I've always thought that Apple should start making some of its own parts, especially processors, but I think that will never happen with Tim Cook at the helm. It could end up being Apple's Achilles heel.
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post #8 of 68
The ARM platform may never replace Intel chips. However, If the PC market becomes 10% of the market, it will be a distinction without much difference. I think we may be surprised how fast the ARM architecture advances. Many people make the mistake of thinking CPU performance is everything. However, GPU performance is also critical. Apple made some amazing advancements with graphics performance in the iPad3. Right now Apple says they aren't going to put an ARM processor in a macbook air....but on second thought it may make sense. What Apple could do is move the Macbook Air line to ARM and keep the MacBook Pro line on intel chips. Anyone needing to run CPU intensive programs such as engineering software, would need to buy a MacBook Pro. The rest of us could use a MBA to write documents and surf the Internet on half the power and heat.
post #9 of 68
Quote:
Originally Posted by prw View Post

More accurate to say world's largest mobile chip user. The largest maker will be Samsung. They make chips used in a lot of other cellphones, too.

No, the article is correct. Apple designed chips are currently manufactured by Samsung, but that could change... They are in fact Apple's chips. You're taking the word 'make' too literally, when it's obvious that's not what the author meant.
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post #10 of 68
Quote:
Originally Posted by island hermit View Post

I agree.

I've always thought that Apple should start making some of its own parts, especially processors, but I think that will never happen with Tim Cook at the helm. It could end up being Apple's Achilles heel.

How exactly? By allowing others to make these parts, Apple can more easily take advantage of newer advances in manufacturing without the cost of re-tooling. They can remain nimble by moving to another supplier/manufacturer. It's much more cost effective to be able to work with a company that is already set up for building these parts and working with them to build to your specifications. Especially companies that are extremely knowledgable in those appropriate areas.

I know some people worry about Samsung dumping Apple as a client, but that would be monumentally stupid, and NO company would ever consider such losses. Apple is a multi-billion dollar client, probably Samsung's largest client/customer. There are many, many other manufacturers that would love to have Apple as a client. Samsung knows that and so does Apple.
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post #11 of 68
Quote:
Originally Posted by ShAdOwXPR View Post

Well tegra has potential but atom chips should ie a horrible death. Apple will be the biggest computer maker this year because of theipad and will pass intel with iPad 3 and iPhone 5 as the biggest chip maker this year also. By 2013-14 will be worth 1 trillion dollars...

Quote:
Originally Posted by island hermit View Post

I agree.

I've always thought that Apple should start making some of its own parts, especially processors, but I think that will never happen with Tim Cook at the helm. It could end up being Apple's Achilles heel.

As mjtomlin points out Samsung may be the current (and future) fabricator contracted by Apple but they are still Apple's SoCs.

By that same token the IP Apple licensed from ARM, Img Tech, et al. to build their SoC makes that the property of those companies. If I asked who makes the PowerVR the correct answer would be Imagination Tech, not Apple, not Samsung, not Robots, not the actual Img Tech engineers.

Another example — and perhaps evidence that it's dinner time — If I were eating a juicy burger and you asked me who made it you'd think I'm a smart ass if I replied with 'The cook, but I didn't get their name" when it's clear that you mean the restaurant that hired the cook to physically prepare their food. You also wouldn't expect me to reply with "When a cow and bull love each other very much..."

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post #12 of 68
Quote:
Originally Posted by island hermit View Post

I agree.

I've always thought that Apple should start making some of its own parts, especially processors, but I think that will never happen with Tim Cook at the helm. It could end up being Apple's Achilles heel.

Na.... they should stick to what they do best... designing, marketing and creating great user experiences.

Let other companies who are the best in their fields to do what they do best... manufacturing, fabrication, etc.

The architect does not hammer nails, pour concrete or pull electrical cable...
post #13 of 68
Apple designed the A4?
post #14 of 68
Quote:
Originally Posted by Michael Scrip View Post

Na.... they should stick to what they do best... designing, marketing and creating great user experiences.

Let other companies who are the best in their fields to do what they do best... manufacturing, fabrication, etc.

The architect does not hammer nails, pour concrete or pull electrical cable...

Your analogy is flawed.

The architect also does not usually sell the home/building he/she is designing.

Let's see how well the architect does when they actually own the building they are designing and then finds out the other guys are using better materials that aren't available to him or the materials don't meet the standards he needs for his design.

Apple is designer, contractor and seller.
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post #15 of 68
Quote:
Originally Posted by Tune View Post

Apple designed the A4?

Clearly. It is called the Apple A4, has an Apple logo on it, and was stated outright they designed it.

Now that isn't to say that Apple didn't license Cortex-A8 from ARM, PowerVR from Img Tech, purchase RAM from Samsung (it's a PoP), and other technologies but the final design is theres. No one else can use that chip. Samsung can't start manufacturing Apple's chips and then put it in their products.


Here's an interesting AI article 1.5 years before Apple released the original iPad with the A4 chip. Note that 6 months before this info about a new licensee Apple had purchased PA Semi. Not exactly something you do if you're not designing your own chips.

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"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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post #16 of 68
Quote:
Originally Posted by Tune View Post

Apple designed the A4?

Yes. Apple designs their own AX chips based on the ARM architecture. They outsource the manufacturing to Samsung. In similar comparison, Apple designs the iPhone while Foxconn assembles it.
post #17 of 68
Quote:
Originally Posted by island hermit View Post

Your analogy is flawed.

The architect also does not usually sell the home/building he/she is designing.

Let's see how well the architect does when they actually own the building they are designing and then finds out the other guys are using better materials that aren't available to him or the materials don't meet the standards he needs for his design.

Apple is designer, contractor and seller.

I wasn't trying to make a perfect analogy...

I was merely pointing out that Apple is good at what they do... and they contract with companies who are good at what they do.

You're right... Apple is the designer, contractor and seller... and they buy parts and services from other companies too.

And they're pretty darn successful at it

Who knows what Apple could do if they owned everything end-to-end. But I don't think Apple wants to deal with mining aluminum ore, manufacturing camera sensors or making glass.

That's better left to those who do that already... dontcha think?
post #18 of 68
Quote:
Originally Posted by Michael Scrip View Post

I wasn't trying to make a perfect analogy...

I was merely pointing out that Apple is good at what they do... and they contract with companies who are good at what they do.

You're right... Apple is the designer, contractor and seller... and they buy parts and services from other companies too.

And they're pretty darn successful at it

Who knows what Apple could do if they owned everything end-to-end. But I don't think Apple wants to deal with mining aluminum ore, manufacturing camera sensors or making glass.

That's better left to those who do that already... dontcha think?

No, I don't think that way. Apple aint the company it was 10 years ago, or 5 years ago or even 2 years ago. Apple's growth is exploding and I believe that Apple's needs are beginning to outstrip other company's abilities to supply them with the consistent yields that Apple requires.

I believe that Apple has to acquire some manufacturing ability in order to move to the next phase of its business life. You don't hire a kindergarten teacher to teach grade 5 math and you don't hire that teacher to teach grade 10 biology etc. etc.

Apple is moving towards a degree beyond Phd, and it appears there isn't anyone left that can adequately teach them.
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post #19 of 68
What is the comparison between the A4 and the Hummingbird?
post #20 of 68
Quote:
Originally Posted by neosum View Post

In similar comparison, Apple designs the iPhone while Foxconn assembles it.

Samsung jacked up the price from $14 to $23 per processor. How much does Foxconn charge to make the ipad?
post #21 of 68
Quote:
Originally Posted by island hermit View Post

I believe that Apple has to acquire some manufacturing ability in order to move to the next phase of its business life.

Actually, that is one of the few areas of production that Apple could create in the US due to it being mostly automated. It also affords them added security and secrecy which we know that they adore.

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"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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post #22 of 68
Quote:
Originally Posted by SolipsismX View Post

If I were eating a juicy burger and you asked me who made it you'd think I'm a smart ass if I replied with 'The cook, but I didn't get their name" when it's clear that you mean the restaurant that hired the cook to physically prepare their food. You also wouldn't expect me to reply with "When a cow and steer love each other very much..."

A steer
They would have to be platonic friends.
post #23 of 68
Quote:
Originally Posted by quinney View Post

A steer
They would have to be platonic friends.

Ok Soli isn't a cowboy. I know what he meant
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post #24 of 68
Quote:
Originally Posted by quinney View Post

A steer
They would have to be platonic friends.

LOL That's a huge gaffe. I guess I could ignore it and hope it goes away or dig a deeper hole by making a bad joke about an immooculate conception.


PS: They wouldn't necessarily have to be platonic. He still has his cowbellend.

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post #25 of 68
Quote:
Originally Posted by SolipsismX View Post

Actually, that is one of the few areas of production that Apple could create in the US due to it being mostly automated. It also affords them added security and secrecy which we know that they adore.

Apple is very much about doing things differently and it has reaped the rewards from that way of thinking. By thinking outside of the box and by not abiding by the status quo, Apple has the ability and means to explore some boundaries hitherto unknown to itself.

I think it would be tremendous if Apple was able to build an automated plant for manufacturing parts of their phones and pads.
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post #26 of 68
Quote:
Originally Posted by SolipsismX View Post

LOL That's a huge gaffe. I guess I could ignore it and hope it goes away or dig a deeper hole by making a bad joke about an immooculate conception.


PS: They wouldn't necessarily have to be platonic. He still has his cowbellend.

Here you go: http://www.animaljokes.co.uk/cow_jok...jokes_10.shtml

Note the first joke makes the same mistake!
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post #27 of 68
Quote:
Originally Posted by island hermit View Post

Apple is very much about doing things differently and it has reaped the rewards from that way of thinking. By thinking outside of the box and by not abiding by the status quo, Apple has the ability and means to explore some boundaries hitherto unknown to itself.

I think it would be tremendous if Apple was able to build an automated plant for manufacturing parts of their phones and pads.

I keep thinking that then I think this ... automation may actually be slower in terms of the ability to change out designs etc. than a long line of relatively inexpensive and eager workers on an assembly plant in China at this time.
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post #28 of 68
Quote:
Originally Posted by Tune View Post

What is the comparison between the A4 and the Hummingbird?

They are the same. Samsung worked with a company called Intrinsity to design that core. Apple later bought Intrinsity and soon after released the A4. Apple could have changed a few things in the SoC from what Samsung was producing for themselves, which is why they called it the A4.

http://www.anandtech.com/show/3665/a...ers-and-losers
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post #29 of 68
Quote:
Originally Posted by SolipsismX View Post

Another example and perhaps evidence that it's dinner time If I were eating a juicy burger and you asked me who made it you'd think I'm a smart ass if I replied with 'The cook, but I didn't get their name" when it's clear that you mean the restaurant that hired the cook to physically prepare their food. You also wouldn't expect me to reply with "When a cow and bull love each other very much..."

That's doesn't always hold water. I love this particular restaurant, I frequent often, for its juicy burgers. 8 out of 10 times I get it just how I like it. The 2 other times they are like hockey pucks. I don't blame the restaurant, I know it's either the cook's day off or he/she is having a bad day. I didn't get their name either but it could have something to do with cow love making too.
post #30 of 68
Quote:
Originally Posted by mjtomlin View Post

They are the same.

LMAO.

By the way, does anyone here think Apple designed the New iPad Retina screen?
post #31 of 68
Quote:
Originally Posted by SolipsismX View Post

Actually, that is one of the few areas of production that Apple could create in the US due to it being mostly automated. It also affords them added security and secrecy which we know that they adore.

About the security and control of chips... And so does the Dept. of Defense. The DoD is weary of Russian, Korean, or Chinese back doors within these chips and they are looking to Apple more lately. Made in America, for chips makes good sense from a security POV, not so much from a manufacturing POV though.
post #32 of 68
Quote:
Originally Posted by digitalclips View Post

I keep thinking that then I think this ... automation may actually be slower in terms of the ability to change out designs etc. than a long line of relatively inexpensive and eager workers on an assembly plant in China at this time.

... but we are talking about Apple.
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post #33 of 68
Quote:
Originally Posted by island hermit View Post

No, I don't think that way. Apple aint the company it was 10 years ago, or 5 years ago or even 2 years ago. Apple's growth is exploding and I believe that Apple's needs are beginning to outstrip other company's abilities to supply them with the consistent yields that Apple requires.

I believe that Apple has to acquire some manufacturing ability in order to move to the next phase of its business life. You don't hire a kindergarten teacher to teach grade 5 math and you don't hire that teacher to teach grade 10 biology etc. etc.

Apple is moving towards a degree beyond Phd, and it appears there isn't anyone left that can adequately teach them.

Well... Apple does have $100 Billion in cash.

But does anyone know how much it would cost to outright build their own factories? And staff them?

Or should they continue to just rent time from Samsung, Foxconn, etc?

You're right though... Apple is beginning to demand too much from their suppliers... but I'm sure Tim Cook is exploring every option.
post #34 of 68
Quote:
Originally Posted by island hermit View Post

I agree.

I've always thought that Apple should start making some of its own parts, especially processors, but I think that will never happen with Tim Cook at the helm. It could end up being Apple's Achilles heel.

I think the objective is for Intel to become the foundry for Apple chips

... goes all the way back to the 6502 days...
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post #35 of 68
Quote:
Originally Posted by Michael Scrip View Post

Well... Apple does have $100 Billion in cash.

But does anyone know how much it would cost to outright build their own factories? And staff them?

Or should they continue to just rent time from Samsung, Foxconn, etc?

You're right though... Apple is beginning to demand too much from their suppliers... but I'm sure Tim Cook is exploring every option.

I'm sure there are acquisition targets that could fill the bill with a couple of billion $$$ worth of fine tuning...

... but that's probably the best way to phrase it, "Tim Cook is exploring every option".
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post #36 of 68
Quote:
Originally Posted by island hermit View Post

I'm sure there are acquisition targets that could fill the bill with a couple of billion $$$ worth of fine tuning...

... but that's probably the best way to phrase it, "Tim Cook is exploring every option".

In a way, Apple is tying up Sammy's production -- and keeping them off the street!
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post #37 of 68
Quote:
Originally Posted by Dick Applebaum View Post

In a way, Apple is tying up Sammy's production -- and keeping them off the street!

Don't forget, for every 36 million items that Apple sells... Samsung sells 36 million and one.
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post #38 of 68
Quote:
Originally Posted by Tune View Post

LMAO.

By the way, does anyone here think Apple designed the New iPad Retina screen?

Now you're just being an ass.

"Breakthrough technology. For a breakthrough display.
In order to create a display with four times the pixels, we had to design it in a completely new way. You see, every pixel in a display has multiple signals telling it when to light up. But when you have a lot of pixels and a lot of signals on the same plane, signals get crossed and image quality suffers. To make sure everything on the new iPad looks crystal clear, Apple engineers elevated the pixels onto a different plane — separating them from the signals. It’s technology that’s breakthrough. Just like the new iPad itself."

Some of the IP involved in making the iPad's screen is in fact Apple's. Sorry to burst your bubble, but Apple does in fact employee many, many talented engineers. Apple didn't invent LCD, LED, OLED, IPS or what-have-you, but that doesn't mean they can't add something to it to enhance it.
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post #39 of 68
If Apple had anything to do the design of the display it would have been in the keynote, where they always tout their design of the processors, even the A4. Sorry, that's just clever advertising.
post #40 of 68
Quote:
Originally Posted by Tune View Post

Sorry, but if Apple had anything to do the design of the display it would have been in the keynote, where they always tout their design of the processors, even the A4.

"Apple engineers elevated the pixels onto a different plane separating them from the signals."

I recall that being a focal point to how this display was engineered... and Apple claims they engineered it. If you wish to call Apple a liar you'll have to back it up with proof.

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"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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