The other day I told you that Intel has licensed ARM technologies, and based on them it will have the ability to manufacture processors for mobile terminals for a variety of clients, the vast majority of smartphones/smartwatches, or tablets, operating on the basis of processors produced on ARM technology.
Intel's decision to license ARM technologies puts them in an extremely good position to discuss a possible partnership with Apple in order to manufacture future chips from the Axx series, Intel being the largest producer of processors for computers or laptops -s, so he has a vast experience in this field.
Apple granted to those from TSMC exclusivity in manufacturing the A10 chip for iPhone 7, and the same could be done for iPhone 8, but the American company does not like to be dependent on a single service provider, the problems with Samsung over the years proving that diversity is good.
In this idea, Apple could enter into a partnership with Intel to produce some chips dedicated to iDevices, and this would allow it to negotiate harder with TSMC for the production prices of these components, the Taiwanese being forced to offer competitive prices in order not to lose a large number of orders to Intel.
Apple likes diversification in case there is a supply issue. Apple can also use it as leverage to bargain Intel chip pricing for its Macs and so forth. We believe these updates were modest positives and estimate the key customer win that could really move the needle would be a foundry win at Apple. Another uncertainty is how aggressive Intel could be with its foundry pricing to win new customers.
Intel will certainly offer low prices for production only in the idea of attracting Apple as a customer, those from Cupertino ordering enormous amounts of chips annually, and this collaboration could also bring better prices for the processors that are implemented in Mac- the doors sold by Apple.
Intel's entry into the market of chip manufacturers for mobile terminals is good news even for users, because we may see a decrease in the price of smartphones and tablets.
