The announcement of Apple Silicon and the implantation of Ma's new chip in future Macs has its direct and indirect effects.
As we can imagine, this means, in the foreground, that Apple's machines will undergo a structural change (which has been stimulated by the company). Indirectly, this will cause PC makers to rethink the use of Intel, as raised by the former Apple executive, Jean-Louis Gasse.
At first, he says he has every reason to believe Apple’s claims that ARM processors will offer more power and longer battery life for Macs.
According to Geekbench tests, the A12Z's performance matches or exceeds that of the (current) MacBook Pro. Apple does not disclose the TDP for the A12Z, but we can rely on an indirect number: the output of the iPad's 18W power adapter Pro. This gives us an idea of what to expect from Apple Silicon on future Macs: a significant reduction in TDP without losing processing power.
Based on this, Gasse suggests that Microsoft should not simply wait and watch Apple overtake the most powerful PCs on the market:
This leaves Microsoft with a choice: forget Windows on ARM and give up modern Apple PCs or move on, fixing application compatibility issues and offering an ARM-based alternative to Apple's new Macs. a false dilemma, of course. Microsoft is moving forward with repercussions for the rest of the Windows PC industry.
It is worth noting that Microsoft tried to transition to ARM chips with the early launch of Surface in 2012, which was simply a failure. Generations later, with Surface Pro X, the Redmond giant tried to reverse this situation, but failed again since its main applications did not run natively.
Specifically, what will Dell, HP, ASUS and other companies do if Apple offers better laptops and desktops and Microsoft continues to improve Windows on Surface devices? To compete, PC manufacturers will have to follow suit: they will choose ARM chips because, with all the defensive part, Apple and Microsoft will make the x86 architecture look like it really is: old.
This “domin” effect will end up reaching Intel, which in turn will have to reinvent itself to recover the PC market, according to Gasse:
This leaves Intel with an option: if you can't beat them, join them. Intel is expected to reacquire an ARM license (it had sold its ARM-based XScale business to Marvell in 2006) and to present a competitive SoC offering to PC makers.
Gasse left Apple in 1990, but he played an extremely influential role in the future of the Mac as the man who filed the company's plans to license macOS to other manufacturers.
Check out the full Apple Silicon post on his blog.