Apple has started to develop its own processor technology in recent years. Mobile devices such as the iPhone of the last few generations can be seen carrying A-series mobile processors. This independent chip development has also allowed Apple to abandon the use of the British graphics processor (GPU). The technology of IP vendor Imagination Technologies, in this case, and from the recent acquisition transactions by Apple, whether Apple may reduce doubts about the dependence of Intel and Qualcomm chips in the future, but even if the future Intel chips Really being abandoned by Apple, Intel really does not have to worry too much, because Apple's chip revenue now accounts for a small proportion of Intel, and may continue to decline in the future.
According to Forbes, the cooperation between Apple and Intel is mainly related to the microprocessors and chipsets used in the NB and desktop computer (DT) product lines of the Apple Mac business, and Apple's global sales for 1 year. The estimated number of 20 million PCs and Intel’s PC processor revenue that averaged nearly US$160 per PC from Intel were estimated, which means that Apple can contribute Intel’s revenue of approximately US$3.2 billion.
However, this revenue accounted for only about 5% of Intel’s total revenue for the year. This means that even if Apple really gives up Intel’s chips in the future, Intel’s worst is to lose about 5% of its revenue, and the overall impact on Intel’s revenue. Not too high, and with the continued stagnation of the global PC market in the future, plus the expected continued growth of Intel’s other business units, the aforementioned 5% revenue share may continue to decline in the future, which is equal to the contribution to Intel’s revenue. Sexuality will become smaller and smaller.
It is worth noting that the outside world expects that Apple will not give up its use of Intel chips in the short term. Even if it does happen, it may be a matter of years later. Therefore, Intel and its apprehensive whether Apple will abandon the company's chips due to its own chip technology continues to grow, it is better to worry about how to maintain its leading position in the global data center chip market, and how to use NVIDIA in machine learning (ML) applications. GPU competition.
This means that Intel should focus entirely on how to create growth in the data center, mobile, and artificial intelligence (AI) space, rather than worrying about whether Apple orders will be dropped. For Intel, the company has recognized the need to invest in the emerging AI market, as it has previously completed the acquisition of Israeli mobile technology maker Mobileye, although it acquired a Mobileye with a revenue of less than US$400 million in 2016 for US$15 billion. There seems to be some unreasonable in the acquisition price, but from Intel's estimated $70 billion in business opportunities in the world of self-driving systems, data, and services, it may be possible to buy Mobileye that locks up the development of these emerging fields at a high price. Future potential business drivers in emerging sectors.
Even if Intel still has some loyal customers to the company, Intel will still face some customers who are not very loyal to the company in the cloud or AI market. It may turn to NVIDIA GPU and AMD server processors. After all, this is the case. The two Intel competitors’ product lines are also highly accepted in the cloud and AI markets. Therefore, Intel really does not need to give priority to the issue of whether Apple may drop orders. Focusing on the competitiveness of its own chips in emerging technology areas is the key.
Mtb-Cut 180A Hydrogel Film Cutting Machine,Hydrogel Film Cutting Machine,Screen Guard Machine,Intelligent Film Cutter
Mietubl Global Supply Chain (Guangzhou) Co., Ltd. , https://www.mietublmachine.com