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Why Intel Will Continue To Rule Inside Apple Mac Computers

Postby MrFredPFL » Tue Apr 10, 2018 12:44 am

Story : https://seekingalpha.com/article/4161885-intel-will-continue-rule-inside-apple-m





There are 25 million creative professionals and most of them are likely using Macs with Intel (INTC) processors. The industry-standard software used by creative professionals are still x86-dependent. This is a quantifying reason why Apple (AAPL) is highly unlikely to replace Intel x86 processors like what Bloomberg reported earlier this week. Sad but true, Bloomberg merely regurgitated an old 2015 rumor.

It is more believable that Apple is making new co-processors for more Mac OS X computer products. There is little financial incentive to drop Intel processors on Macs. A BofA Merrill Lynch analyst, Wamsi Mohan, said Apple can save $40 to $50 if it uses its own in-house Mac processors. That translates to an annual savings of only $500 million. A savings of $500 million is insignificant to Apple. Apple’s latest annual net income was $48.35 billion.

Apple is not going to risk alienating Mac-using creative/business professionals for just $500 million in annual savings. Apple’s decision to switch to Intel processors in 2006 coincided with substantial annual growth in Mac sales. Mac sales from 2006 to 2017 almost quadrupled.

We, the graphic artists, 3D modelers/animators, video editors and compositors found out that an Intel CPU coupled with Apple’s more CPU/RAM-efficient Mac OS is great for Photoshop and AutoCAD. It was a persistent problem that Adobe (ADBE) kept releasing its industry-standard software products with constantly increasing compute load from the CPU and RAM.







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