Apple Strength Will Compel ARM to Trim its Sails
August 4, 2011
ARM's move into the broad Tablet and PC space is based on lining up as many partners as possible to attack Intel from multiple angles. It’s a strategy not so different from what Intel employed in the early PC days. However, the strategy is unraveling as Apple and Samsung have reached market share domination without ARM’s merchant partners. The end game is still playing out as partnerships and alliances continue to form. The long term impact on ARM will be slowing revenue and earnings growth if it plays along the lines that I think.
To read the full article, click here
Related Semiconductor IP
- eDP 2.0 Verification IP
- Gen#2 of 64-bit RISC-V core with out-of-order pipeline based complex
- LLM AI IP Core
- Post-Quantum Digital Signature IP Core
- Compact Embedded RISC-V Processor
Related Blogs
- Half of the Compute Shipped to Top Hyperscalers in 2025 will be Arm-based
- What It Will Take to Build a Resilient Automotive Compute Ecosystem
- Apple Will Nudge Prices Down in 2012: PC Market Will Collapse
- Foundry Model Busted: Will Apple Fab?
Latest Blogs
- Enhancing PCIe6.0 Performance: Flit Sequence Numbers and Selective NAK Explained
- Smarter ASICs and SoCs: Unlocking Real-World Connectivity with eFPGA and Data Converters
- RISC-V Takes First Step Toward International Standardization as ISO/IEC JTC1 Grants PAS Submitter Status
- Running Optimized PyTorch Models on Cadence DSPs with ExecuTorch
- PCIe 6.x: Synopsys IP Selected as First Gold System for Compliance Testing