The Insurmountable Problem for Intel (#intel #apple #applesilicon)

Intel CEO Pat Gelsinger

Let’s start with a quote from Intel CEO Pat Gelsinger (as reported by The Oregonian)

“We have to deliver better products to the PC ecosystem than any possible thing that a lifestyle company in Cupertino. We have to be that good, in the future."

The fundamental problem with Intel is that they will never make the whole widget (the products) like Apple does. That’s the key for insanely great products. Intel’s CPU are small enablers at best. The vertical integration of the whole stack (hardware, OS, apps, services) makes what Apple is all about. There is no way for Intel to emulate that by cooperating with hundreds of OEMs.

Sorry, Pat, nice try.

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