I know I promised that my next 2016 prediction would be Apple’s big acquisition, and I will publish that prediction soon as my #10, but right now I just have to say what a perilous position Intel is in. The company truly risks becoming irrelevant, which is an odd thing to say about a huge, rich outfit that would appear from the outside to pretty much dominate its industry — an industry the company created. Intel won’t go away, I just think there is a very good chance they’ll no longer matter.
Just days after I wrote a column saying Apple will dump Intel and make Macintosh computers with its own ARM-based processors, along comes a Wall Street analyst saying no, Intel will be taking over from Samsung making the Apple-designed iPhone and iPod chips and Apple will even switch to x86 silicon for future iPads. Well, who is correct?
Maybe both, maybe neither, but here’s what I think is happening.
Apple is dependent on Samsung for making most of its Cupertino-designed chips, yet Apple has grown to hate Samsung over time, seeing the Korean company as an intellectual property thief. So Apple wants out of the relationship, this much is clear to everyone.