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Captain_Yuri said:
Here's some apple news. While I personally don't care about Macbooks/iMacs very much, the move going from x86 to Arm is pretty weird even for them. Specially since it sounds like it will include their "Pro" series as well. If Intel continued with their quad core nonsense, I could see how maybe Arm could make some sense but with Ryzen competition and Intel upping their core count, this certainly could be a DoA move even for Apple. I guess they care so much about their eco system that they want to lock it down even to the point where the only reason you would buy one of their PCs is to develop for iOS and use their own software. Where as now, you could say that a person that would buy a Mac would want a laptop that gives them the benefits of both Mac OS and Windows.

Kuo: 13.3-inch MacBook Pro and new 24-inch iMac will be the first ARM Macs, to be released as soon as Q4

https://9to5mac.com/2020/06/21/kuo-13-3-inch-macbook-pro-and-imac-will-be-the-first-arm-macs-to-be-released-as-soon-as-q4-after-redesigned-intel-imac-launch/

After 15 Years, Apple Prepares to Break Up With Intel

https://www.nytimes.com/2020/06/19/technology/apple-intel-breakup.html

Least with this and Ryzen, Intel should be starting to sweat.

Not sure if Apple can shift their Pro line to ARM already, both due to performance and due to program compatibility.

Oh, and then there's investors who try to sell Apple going ARM as a good thing for Intel: https://www.marketwatch.com/story/in-this-case-losing-apple-as-a-customer-would-be-good-news-2020-06-15

The Author seems to not get that Apple buys mostly higher-end and thus expensive models of Intel's chips, aka the i7 or even i9 lines of CPUs, especially in the Pro series. As a result, 6% of the chips does not translate into 6% revenue, 10-12% would probably be more correct. He thinks Intel could then produce and sell more data center chips, but with the Human Malware going around and Zen 2 based Epyc server racks now finally being ready for sale from different companies like Cray or AWS, I'm very sure Intel's data center business will take quite a hit. I suspect he's the same person who said in January that due to almost no shift in market share for Epyc (which was still getting integrated into server racks at the time) that Zen 2 failed and everybody should sell AMD because they simply couldn't keep up with Intel in any domain...