Apple
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Executives at Apple announced on October that new computers will get updated processors. The only problem is those chips are already second-rate to a Qualcomm (QCOM) offering.
Investors should continue to accumulate shares of Arm Holdings (ARM). Let me explain.
It is not often that investors get an inside glimpse at entire industry roadmap. This process is happening now for all to see. Computers are migrating from the X86 architecture developed and dominated by Intel (INTC), to a much more power efficient framework designed by Arm Holdings.
The writing was on the three years ago years ago when Tim Cook, Apple’s chief executive, shocked the industry with the first Macbooks using M1. The proprietary chip was developed to move the Cupertino, Calif.-based company away from Intel chips. M1 was a rocket ship, with blazing fast processing power and the benchmarks to back it up. M1 did everything better than its ancient Intel predecessor, and it ran on Arm Holdings’ intellectual property, the same tech that powers iPhones.
Apple is now onto generation 3 of the M-series chips. The presentation on Monday revealed three new M3 iterations. The fastest chip, the M3 Max has a 16 core CPU and as many as 40 cores dedicated to the GPU. It is a combination that is 15% faster than M2, while achieving up to 22 hours of battery life. M3 is an awesome new chip. Unfortunately for Apple, the achievement was upstaged by Qualcomm.
The Snapdragon X Elite is based on the Oryon processor, with 12 CPU cores peaking at 4.3GHz. Like M3, the chip uses Arm IP, making it ultra power efficient.
Qualcomm invited reporters last week to a special benchmarking session for the processor. The company had 20 Oryon-powered laptops simultaneously running popular benchmarking software such as Geekbench 6, Cinebench…
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