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
- UFS 5.0 Host Controller IP
- PDM Receiver/PDM-to-PCM Converter
- Voltage and Temperature Sensor with integrated ADC - GlobalFoundries® 22FDX®
- 8MHz / 40MHz Pierce Oscillator - X-FAB XT018-0.18µm
- UCIe RX Interface
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
- Arm Flexible Access broadens its scope to help more companies build silicon faster
- Apple Will Nudge Prices Down in 2012: PC Market Will Collapse
Latest Blogs
- Satellite communications are no longer as secure as assumed
- Why Hardware Monitoring Needs Infrastructure, Not Just Sensors
- Why Post-Quantum Cryptography Doesn’t Replace Classical Cryptography
- The Silent Guardian of AI Compute - PUFrt Unifies Hardware Security and Memory Repair to Build the Trust Foundation for AI Factories
- Heterogeneous NPU Data Movement Tax: Intel's Own Slides Tell the Story