The prospect of Apple Inc. (NASDAQ:AAPL) moving away from Intel Corporation(NASDAQ:INTC) to ARM-based processors for its desktops and laptops has created a buzz among analysts who think that it would be some years before Apple's goal can be achieved.
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Intel shares fell on Tuesday after a report which was carried by Bloomberg saying that Apple was considering the possibility of using its mobile-based chip designs to power its Macs as well.
Stern Agee's Shaw Wu said that he was not surprised by the speculation as it has been talked about for a while but it would take time to optimise the Mac for ARM.
"It will likely take some time to optimize OS X and hence Mac for ARM. In addition, INTC processors are much more powerful for running compute-intensive Mac applications and for development."
"We believe this is a challenge to INTC to deliver stronger battery life. Today when using an 11-inch MacBook Air, the smallest form factor mobile Mac, we notice that it lasts about 4-5 hours under heavy use which is only half of 9-10 hours for an iPad."
Piper Jaffray's Gus Richard said that Apple could be following in Microsoft's footsteps.
"We believe that Apple is a pioneer in this movement and would not be surprised if Apple, like MSFT, moves to an ARM-based PC product. In addition, we believe that Apple is one of the companies licensing ARM’s next generation processors that support 64-bit, the Cortex-A53 and -A57. The A50s are expected to be used in servers and an Apple-based design would likely provide enough horsepower for Apple power users. "
He added that such a product would not be available before 2015.