Arachnotronic
Lifer
- Mar 10, 2006
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Intel is doing something wrong if they let any company catch up to their performance this quick.
Because Intel is no small company and can also grab all the talent they want with their deep pockets. This also proves Intel's internal competition between their 2 bigger design teams isnt really usefull if they can only bring 5-7% (averaged between ticks and tocks) IPC increases between new CPUs and having sloppy developments like removing FIVR from Skylake, getting it back for Cannonlake, linking Core and Uncore speeds on Sandy Bridge, rollbacking on Haswell onwards, etc.
CPU design for Intel is a lot bigger of a commitment that it is for Apple, at least right now. If Apple starts being ahead of Intel in performance and perf/watt with their Ax SoCs, they will start to see less and less reasons to even use Intel's products. Because as deep as their pockets are for bringing CPU talent, they are too for having a fast transition to a ARM based OSX ecosystem.
CPU design is a gigantic commitment within Apple, you would probably be surprised. The stories I hear from industry insiders about the kinds of $ that Apple will pay to grab top CPU/SoC/GPU talent (i.e. Apple offering well paid employees at other top semis ~2x their previous salaries to hop on board...as you may know, good chip engineers aren't cheap to begin with) tells me that they are very committed.
And if you take a look at this from a business lens, it makes a whole pile of sense. The Ax SoC is the heart of Apple's iPhone, a $150B+/year business. To protect/grow this business, Apple needs to continually innovate here and stay as far ahead of the competition as possible.
Apple is bigger, richer, and more powerful than Intel so it's of little surprise to me that they are investing big time in CPUs/SoCs and are actually doing a great job.