Apple’s rumored move to ARM-based Macs aims for a world of continuous connectivity

28 February 2020 by Steve Blum
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Technological tipping points are easy see in the rearview mirror – do you remember what the world was like before the iPhone? – but hard to spot in advance. One might be on the way. A well respected analyst, Ming-Chi Kuo, who works for TF Securities, predicts that Apple will start using ARM-based chips it designs and makes itself in Macintosh computers.

According to a story on Apple Insider by Malcom Owen

Kuo forecasts that Apple will be using a 5-nanometer process at the core of its new products 12 to 18 months’ time.

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Huawei to Intel: so long, and thanks for all the fish

8 January 2019 by Steve Blum
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Huawei press photo 7jan2019

The two big Chinese players – Huawei and ZTE – have a low profile in Las Vegas. The troubles that the two companies have had this past year took a toll. ZTE was shutdown for a time by the U.S. government and a very senior Huawei executive was jailed in Canada, pending extradition to the U.S. Both companies have been accused of being too cosy with the Chinese government. Neither company held their usual media extravaganzas at CES this year.… More

ARM is a growing server-side threat to Intel

1 February 2014 by Steve Blum
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Low profile, high potential.

2014 will be the year that specialised ARM-based chips gather momentum in the server market. That was not good news for Intel as it scrambled at CES to maintain relevance in the mobile device market. The last thing it needs – but the next thing it’s going to get – is competitive pressure on server processors, an increasingly rare example of a growth market that it dominates.

ARM maintained a relatively low profile at CES, leaving center stage to companies, like Qualcomm, that license its microprocessor architecture and make the chips that rule the smart phone and tablet space.… More

Old guard chipmakers emphasise the old at Pepcom

19 October 2013 by Steve Blum
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Plenty of leg, but no ARM at Pepcom.

If you were wondering why Intel and AMD released downbeat quarterly reports this week, you only had to look at their products. The difference, though, is that AMD has control of its own destiny, while Intel will have to rely on the kindness of strangers to survive.

The two chipmakers showcased the hottest products rocking their silicon at Pepcom’s Holiday Spectacular in San Francisco on Wednesday. That’s not the same, though, as saying they were showing the hottest products on the market.… More

Intel selling heavy metal thunder to a lightning fast market

25 July 2013 by Steve Blum
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The next industry standard.

After playing with an Atom-powered smart phone at CES this year and hearing execs talk up Android, I saw glimmers of hope that Intel was finally coming to grips with the mobile world. It seems I had it backwards: the mobile world is tightening its grip on Intel’s corporate throat.

Long the dominant player in PC and big server processors, Intel is all but shut out of smart phones and tablets, a billion unit market, and has no presence at all in the machine-to-machine space, which could be five or ten times that size in the next handful of years.… More

Intel's new captain must turn quickly

4 May 2013 by Steve Blum
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A titanic job ahead.

Sounding defensive about the future of personal computers, Brian Krzanich, Intel’s newly appointed CEO, told USA Today that he’s not giving up on that sector but he will be going after the mobile market with renewed vigor.

With PC numbers falling and mobile device sales exploding, Intel is losing its dominant position in the semiconductor industry. More efficient processors based on ARM technology are the standard in the mobile world. And now, ARM chip makers are about to make a major new move into another Intel bastion, server farms.… More

One OS to rule them all

7 January 2013 by Steve Blum
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Built for ARM and x86 processors.

Ubuntu will be the next major player in mobile and desktop operating systems, if it delivers on its promise of releasing a fully integrated platform by April 2014.

Founder Mark Shuttleworth put the mobile version of the company's Linux distribution through its paces at the Pepcom event at CES 2013 tonight. Running on a Samsung Galaxy – for no particular reason except it's a convenient development platform, he said – Ubuntu did all the things you'd expect from Android or iOS.… More

NVIDIA CEO Huang gets the vision thing

9 January 2012 by Steve Blum
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It was a little odd watching the CEO of NVIDIA, Jen-Hsun Huang, spend most of his press conference time editing photos, remoting from one device to another and playing computer games. NVIDIA is a chip maker, not a game publisher or software company or computer manufacturer. But his roundabout approach was a dramatic way of proving the power of his chips and the platforms they support.
The hour long demo session drove home the point that NVIDIA powers consumer electronics products, not computers for the workplace, although performance is comparable for many – most – personal applications.
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Ballmer won't let the door hit him on the way out

Microsoft is pulling out of CES after this year, presumably because the show doesn’t support its corporate and brand marketing goals. CEO Steve Ballmer’s farewell keynote was an hour-plus company sales pitch delivered at the top of his lungs, with a parade of product demonstrations by his executive team.
It was if he was saying “here’s why we don’t need you guys”. At least he didn’t mention the horse we rode in on.
Top of the list of reasons why Ballmer is happy following Apple out of CES is Windows 8.
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