Following the announcement of Apple’s financial state for the fiscal second quarter (including March), the company finally admits a shocking 5% Mac revenue decline, compared to last year.
It is a rare sight for a big tech company to blame its partner for such revenue fall, but surprisingly, that is the case with Apple and Intel. Here’s what CEO Tim Cook had to say on the matter:
“For our Mac business overall, we faced some processor constraints in the March quarter, leading to a 5 percent revenue decline compared to last year. But we believe that our Mac revenue would have been up compared to last year without those constraints, and don’t believe this challenge will have a significant impact on our Q3 results.”
It is very likely that hardware delays like the new MacBook Pro are linked to these ‘constraints’.
Hopefully, Intel will be correct and resolve any and every issue with the production of its CPUs.
Rumors suggest that Apple might try to make its own ARM processors. This will undoubtedly remove Intel from the profit equation and allow the company to take full control of the supply chain, which seems to be the problem right now.
However, other suggestions point to an ever easier solution – Apple could simply break ties with Intel and buy AMD. This would not only give Apple the advantage of making its own processors, but it will mean big trouble for Intel and Nvidia, since they are AMD’s competitors. If this happens, AMD hardware will no longer be available for Windows devices. Imagine the chaos this could bring!
For now, the most likely version of all remains that in time Apple will just stop working with Intel and continue with the production of its own ARM processors.