The time is almost right for a Nvidia acquisition by Apple

in Future Apple Hardware edited January 2014
This guy thinks so and I kind of agree with him

Originally Posted by MacRevu

Why should Apple want Nvidia? For the same reason it wanted P.A. Semi last year, for the talent. The acquisition of P.A. Semi gave Apple a complete team of engineers and designers who specialized in designing high performance, high efficiency processors. Such a group would be the very people you would need to build a new mobile CPU from scratch or design custom chips to add a unique blend of features not found elsewhere. Adding Nvidia to the mix would also add expertise with high-end graphics processors, mobile GPU?s and even system-on-a-chip designs like the Tegra. Together, these teams would form the collective expertise necessary to create a new generation of chips exclusively for Apple?s use. Such a move would give Apple a tactical advantage in the marketplace as would serve Apple?s well-known desire for secrecy.

Yes and it adds worldclass graphics expertise which is complementary with the PA Semi purchase.

Originally Posted by MacRevu

In the last few years, we?ve seen the once clear-cut division of labor between the central processor and the graphics subsystem starting to blur. Tasks once reserved for the CPU like decoding video are now being offloaded onto the graphics subsystem. OpenCL, a new technology in Apple?s forthcoming OS, is a way for developers to tap into the processing power of the GPU within their own applications. Even Windows 7 uses the GPU to help drive its new GUI. Everywhere you look, the importance of graphics performance is growing

It's clear the mobile computing is going to likely usurp the desktop and notebook in units, revenue and profits likely within a decade. Offering highly integrated yet scalable processing is going to separate the men from the boys.

Originally Posted by MacRevu

Apple is well aware that any processors they can buy from intel or Samsung are chips their competition can buy as well. The only way to gain a measure of competitive advantage in the hardware arena is to have something inside that your competition does not. I can think of no more compelling arena for Apple to invest in than graphics technology.

The darkhorse candidate here could be Imagination as well. They'd be cheaper than Nvidia and more versed on low power products.

Originally Posted by MacRevu

I say it?s time to go shopping for the future.

Hear Hear


  • Reply 1 of 9
    hobbithobbit Posts: 532member
    Interesting idea.

    But Apple won't.

    For the same reasons they didn't buy Alias (makers of Maya) when they had a chance.

    There are many assets inside Nvidia that Apple definitely will want.

    But there are also a lot of assets Apple won't want. Their whole Tesla range for one thing.

    Buying Nvidia and closing half its divisions will make a lot of users very angry and very vocal anti-Apple.

    Bad PR is not what Apple wants.

    Yet dragging those divisions along, is also a needless waste of money.

    It's a lose-lose proposition.

    And then there's the whole Open CL issue. Nvidia is one of the most prominent supporters. With Nvidia folding into Apple - it effectively becomes an 'Apple only' technology, or at least reducing the general allure quite a bit.

    Open CL will end up like so many other publicly available but Apple invented and yet perceived 'proprietary' technologies - hardly anyone outside Apple will use it.

    And PC users in general will worry about PC drivers for Nvidia graphics cards - and abandon Nvidia.

    ATI will surely welcome them!

    5 years later the GPU market will be split between Intel integrated graphics and ATI cards - and Apple proprietary cards (former Nvidia).
  • Reply 2 of 9
    hmurchisonhmurchison Posts: 12,392member

    It's too much "fat" and not enough meat for Apple. Imagination would be the more likely acquisition.
  • Reply 3 of 9
    MarvinMarvin Posts: 15,167moderator
    I think they are learning that partnering is working out well vs acquiring. If you get the same or better results while not having the burden of the financial support, it's better just to partner up.

    It's also about what happens a few years down the line. Recent info about Larrabee is that it's on par with the current high end GTX 285:,7944.html

    If they bought Nvidia and Intel do actually manage to offer full x86 processing as well as that level of GPU performance at a reasonable cost etc. it's a purchase that isn't worth much to them because Intel and AMD not Nvidia own the x86 IP.

    I would like to see it happen and it would be great if they turned the Mac Pro into the Tesla as a configuration but I think it would be short-lived.
  • Reply 4 of 9
    futurepastnowfuturepastnow Posts: 1,772member
    Apple is going to buy this, Apple is going to buy that. Yawn.
  • Reply 5 of 9
    hmurchisonhmurchison Posts: 12,392member
    Originally Posted by FuturePastNow View Post

    Apple is going to buy this, Apple is going to buy that. Yawn.

    Well is like manure if you let it pile up it stinks but if you spread it around it can do a whole lot of good
  • Reply 6 of 9
    dr millmossdr millmoss Posts: 5,403member
    Originally Posted by Marvin View Post

    I think they are learning that partnering is working out well vs acquiring. If you get the same or better results while not having the burden of the financial support, it's better just to partner up.

    Agreed. Without an acquisition, Apple can still use cash leverage to make exclusive deals with companies like Nvidia. They don't need to buy them. As with so many proposed acquisitions (Adobe being the most frequently suggested), Nvidia is a major participant in the Windows PC market. Buying a company such as this would mean that Apple would be forced to make some very tough choices about supplying products to their competitors. They'd be damned either way. Overall, not a good idea.
  • Reply 7 of 9
    eckingecking Posts: 1,588member
    While an interesting idea I don't think apple would want the stress and responsibility it would take to run nvidia.
  • Reply 8 of 9
    wizard69wizard69 Posts: 13,377member
    First I see Tesla as an interesting tech for Apple. Once OpenCL is up and running I can see a Mac Pro model being introduced with one or more Tesla engines. As others have pointed out hough if Apple buys Nvidia, Tesla then becomes proprietary tech and adoption goes out the window.

    As to GPU's themselves Apple is far better off going the IP route which I imagine is what they are doing with Imagination. That is put the GPU IP onto a custom Apple SoC. This takes care of the low end devices, at the high end Apple needs to think hard about how they structure systems in the future. By this I mean do they go with Intel chips with built in GPU (SoC's) or do they continue to support external processors.

    Not easy to say which way they will go. Part of it involves Intel actually producing a GPU that works well on these SoC. That is not a given.

  • Reply 9 of 9
    mdriftmeyermdriftmeyer Posts: 7,503member
    Hell Freakin' No.

    Apple does not spend billions on mergers with Steven P. Jobs business models.

    They buy technology from cutting edge markets yet to see their days explosive growth.

    Nvidia is highly entangled with legal issues surrounding their partnership with Intel.

    Apple is better off picking and choosing product parts from third parties that fit into their vision.
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