The reason why #ARM laptops haven't taken off isn't because ARM is bad or not cut out, it's because it's hobbled by an half-arsed attempt by Qualcomm and the lackluster translation/emulation layer Windows has for running applications compiled for x86 (64-bit wasn't initially supported!).
It also ignores the performance/watt advantage that Apple Silicon has vs Intel's recent Core + Xe parts.
Intel dismissing it like this is pure hubris and can easily come back and bite them in the rear like it did when AMD Ryzen and EPYC caught Intel by surprise.
Ars Technica: Intel doesn't think that Arm CPUs will make a dent in the laptop market
In the same vein, Intel's latest desktop processors that need 50+ Watts more to do the same or less work than a comparable AMD Ryzen processors shows that Intel themselves need to figure something.
If ARM can start eating away at Intel's laptop market, and AMD, Nvidia and Qualcomm can make more than competent desktop ARM processors, Intel will be in trouble again.
At that point, I don't have faith that Pat Gelsinger can correct the ship fast enough. Remember, Pat was the CTO during the Itanic, er, Itanium mess.
I worked at one of marketing agencies that had Intel as a client during the Itanium s-show. They burned through a lot of good will that they had with corporate and enterprise customers.
AMD snuck in with AMD64 and Opteron and caught Intel with their trousers down. Intel had to scramble to come out with a EM64T to stem the tide. But, guess what was also around that time? The Prescott Pentium 4.
You know, the processor that was nicknamed "Press-hot" by some. What came after that was the Core-based processors that were based off of the Pentium M architecture and design.
I'm at the Intel Innovation conference today in San Jose. I expect a coming-out party for Meteor Lake, Intel's next-gen PC processor arriving later this year. Plus lots of chatter about chipmaking, AI, Xeon, development software. It wouldn't be an Intel event without lots of 300mm wafers. 1/n #Intel#processors#semiconductors#chips
"Moore's Law is alive and well," Gelsinger says (again). Intel is headed toward 1 trillion transistors on a single processor by the end of the decade. Note that Moore's Law is about transistor count on chips, not the cost per transistor, which is now increasing. 6/n #Intel#MooresLaw#processors
Surprise! Intel is working not just on a honking big 144-core Sierra Forest Xeon server processor (as announced), but also a 288-core two-tile model that CEO Pat Gelsinger showed off. 10/n #Xeon#Intel#processors
Intel is talking up its Intel 18A manufacturing process, the culmination of its 5N4Y recovery plan. Gelsinger said Intel's 18A PC processor is called Panther Lake. Here he is holding a 300mm wafer of 18A processors (not Panther Lake, though). 11/n #Intel#18A#processors
The semiconductor industry is perpetually trying to find a way around the next engineering roadblock. Intel thinks it's figured out a doozy: glass substrate technology to package processors.
"Basically, the innovation is done," says tech development leader Ann Kelleher. I was one of 2 journalists to get an early deep dive into the technology at Intel's Chandler, Arizona, fab.