When will we see Project Kalamata bear fruit?
“Apple Inc. is planning to use its own chips in Mac computers beginning as early as 2020, replacing processors from Intel Corp., according to people familiar with the plans.” states a report published by Bloomberg.
GadgetGuy’s take – what does this mean?
Sure, Intel’s share price took a hammering with Apple’s Project Kalamata announcement. But in reality, it means little. Mac processor sales account for 5% of Intel’s CPU revenue.
Intel has the x86 world almost to itself. The only competitor is AMD that has had a difficult past. It is now on a winning streak with its Zen designs, but it will barely make a dent in Intel’s sales.
Windows on x86 has about 90% of the market. Its foray into Qualcomm based notebooks is more to counter Android, Chrome and iOS than take away from its x86 base.
Good luck Apple – it reminds me of its ill-fated Mac IBM PowerPC CPU foray before Intel.