INTEL STRATEGY SHIFT COULD BEAR FRUIT WITH AN APPLE CHIP DEAL $AAPL $INTC $QCOM $NVDA $ARMH
My take from yesterday’s Intel INTC Investor meeting is that a big shift in CPUs for Apple AAPL iPhones and iPads may be ahead.
Apple does not buy the CPU chip for its mobile devices from vendors like Qualcomm QCOM (QCOM) and NVIDIA (NVDA) but designs its own CPU chip based on ARM architecture. The architecture is provided by U.K.-based ARM Holdings (ARMH).
Traditionally, Apple has contracted with Samsung to manufacture CPU chips designed by Apple for mobile devices. There has been increasing acrimony between the one time friends.
Apple and Samsung are the top two players in the world in the mobile market and compete intensely with one another. … Please click here or the title below to read more.
November 25, 2013