Nobody supports the new ISA because there is no SoC and nobody makes the new SoC because there is no support. But in this case, that’s not really true because Linux support was ready.
More than forcing volumes, Apple proved it was worth it because the efficiency gains were huge. If AMD had release a SoC with numbers close to the M1 before Apple targeting the server market, they had a very good shot at it being a success and leveraging that to success in the laptop markets where Microsoft would have loved to have a partner ready to fight Apple and had to wait for Qualcomm for ages.
Anyway, I stand that looking at how the stock moved tells us nothing about if the cancellation was a good or a bad decision.
>More than forcing volumes, Apple proved it was worth it because the efficiency gains were huge. If AMD had release a SoC with numbers close to the M1 before Apple targeting the server market, they had a very good shot at it being a success and leveraging that to success in the laptop markets where Microsoft would have loved to have a partner ready to fight Apple and had to wait for Qualcomm for ages.
Apple proved that creating your own high end consumer SoC was doable and viable idea due to TSMC and could result in better chips due to designing them around your needs.
And which ISA they could use? X86? Hard to say, probably no. So they had RISCV and ARM
Also about Windows...
If PantherLake on 18A actually performs as good as expected, then why would anyone move to ARM on Windows when viable energy eff. cpus like lnl and ptl are available
> If PantherLake on 18A actually performs as good as expected, then why would anyone move to ARM on Windows when viable energy eff. cpus like lnl and ptl are available
Well yes, exactly, that’s the issue with arriving 10 years later instead of being first mover. The rest of the world doesn’t remain unmoving.
5W while browsing is already less efficiënt than my old laptop with a Zen 2 CPU (and most of the power is consumed by the display). Newer CPU's or SoC's should do quite a bit better than that.
During "light" browsing pretty much any laptop's power use is massively dominated by things that aren't the CPU, assuming there's been any attempt at enabling that use case (which doesn't always seem to be the case for many SKUs, certainly on the cheaper end).
A huge amount of Apple's competitive edge is in the "other 90%", but they don't seem to get the headlines.
Nobody supports the new ISA because there is no SoC and nobody makes the new SoC because there is no support. But in this case, that’s not really true because Linux support was ready.
More than forcing volumes, Apple proved it was worth it because the efficiency gains were huge. If AMD had release a SoC with numbers close to the M1 before Apple targeting the server market, they had a very good shot at it being a success and leveraging that to success in the laptop markets where Microsoft would have loved to have a partner ready to fight Apple and had to wait for Qualcomm for ages.
Anyway, I stand that looking at how the stock moved tells us nothing about if the cancellation was a good or a bad decision.