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ADGrant

macrumors 68000
Mar 26, 2018
1,689
1,059
just wondering if we will get a lot more native suport
What apps are you currently using that need native support?

And yes you will get more native support in time. Intel Macs have a huge installed base but they won't be selling any new ones in a year or two.
 

Ratsaremyfreinds

macrumors regular
Original poster
May 12, 2019
215
108
if just thinking of the future this is the first time i owned a mac and the first time i used one
 

chouseworth

macrumors 6502
Dec 3, 2012
299
833
Wake Forest, NC
“are m1 machines selling good...”

Well if they aren’t Intel has very bad market intelligence and panicked for nothing. :) My view is that AS is the best decision Tim Cook has made as CEO, and it will be borne out by significant share increases for the desktop and mobile lines. They will never be the share leader in those segments, but that’s not their goal. There is still plenty of room for sizable increases....
 
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crevalic

Suspended
May 17, 2011
83
98
“are m1 machines selling good...”

Well if they aren’t Intel has very bad market intelligence and panicked for nothing. :) My view is that AS is the best decision Tim Cook has made as CEO, and it will be borne out by significant share increases for the desktop and mobile lines.
When did Intel panic because of Apple Silicon? Sure, losing a large customer like Apple isn't great, but it's been widely estimated that Apple only contributed about 2% of Intel's annual revenue and an even smaller portion of the profits. Intel's most recent quarterly reports have been record even with the partial loss of Apple business. Apple will never be able to (nor would want to) grab a significant portion of consumer computer market, will never enter the OEM or the data center sectors, which are Intel's actual cash cows, nor will it ever sell their chips to other companies and compete with Intel in that way. AMD, on another hand, endangers almost all Intel's core businesses and datacenter ARM CPUs are popping up every year, presenting extreme long-term danger of losing x86 software platform lock-in.

Mac market share actually dropped somewhat last year and there hasn't been any measurable boost from the M1 introduction so far. In Apple's most recent quarterly report from the end of January, Mac revenue actually missed Apple's estimates, being the only section of Apple's business to do so. While M1 Macs are great in some ways and mostly for casual use but the loss of Windows support will turn many professionals, students and business users away. There's also the incompatibility of some software, even less games than before, slow increase in OS restrictions, awful support for external monitors/drives/devices, lack of higher-end configurations and Windows/iPad alternatives getting better every year.

I've also been quite surprised with the frequency of the 8GB M1 MBP/MBA deals seen across the retailers very early after release and how quickly the M1 Macs appeared on the refurbished store.

M1 definitely hasn't been as much of a success as this forum might have your believe. It definitely hasn't devastated the whole PC industry, pushing Intel/AMD/NVidia/Microsoft to the verge of bankruptcy in a single quarter, with Intel Mac prices dropping to single digit dollar numbers because of their extreme inferiority. But objectively speaking, for how much risk there was in doing this, the launch definitely went quite well from Apple's view. Still, we have to wait and see if they can follow this up, fix the many issues and keep innovating.
 
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Joelist

macrumors 6502
Jan 28, 2014
463
373
Illinois

Which was borne out by the financials which shows Mac did 8.675 billion dollars in Q4 versus 7.160 billion in the same quarter previous year. M1 is doing very well.
 

chouseworth

macrumors 6502
Dec 3, 2012
299
833
Wake Forest, NC
When did Intel panic because of Apple Silicon? Sure, losing a large customer like Apple isn't great, but it's been widely estimated that Apple only contributed about 2% of Intel's annual revenue and an even smaller portion of the profits. Intel's most recent quarterly reports have been record even with the partial loss of Apple business. Apple will never be able to (nor would want to) grab a significant portion of consumer computer market, will never enter the OEM or the data center sectors, which are Intel's actual cash cows, nor will it ever sell their chips to other companies and compete with Intel in that way. AMD, on another hand, endangers almost all Intel's core businesses and datacenter ARM CPUs are popping up every year, presenting extreme long-term danger of losing x86 software platform lock-in.

Mac market share actually dropped somewhat last year and there hasn't been any measurable boost from the M1 introduction so far. In Apple's most recent quarterly report from the end of January, Mac revenue actually missed Apple's estimates, being the only section of Apple's business to do so. While M1 Macs are great in some ways and mostly for casual use but the loss of Windows support will turn many professionals, students and business users away. There's also the incompatibility of some software, even less games than before, slow increase in OS restrictions, awful support for external monitors/drives/devices, lack of higher-end configurations and Windows/iPad alternatives getting better every year.

I've also been quite surprised with the frequency of the 8GB M1 MBP/MBA deals seen across the retailers very early after release and how quickly the M1 Macs appeared on the refurbished store.

M1 definitely hasn't been as much of a success as this forum might have your believe. It definitely hasn't devastated the whole PC industry, pushing Intel/AMD/NVidia/Microsoft to the verge of bankruptcy in a single quarter, with Intel Mac prices dropping to single digit dollar numbers because of their extreme inferiority. But objectively speaking, for how much risk there was in doing this, the launch definitely went quite well from Apple's view. Still, we have to wait and see if they can follow this up, fix the many issues and keep innovating.
You make some excellent points. And I acknowledge that Apple will never come close to becoming the market leader in the desktop and laptop spaces. That is not its strategy. But I think you need to acknowledge that Apple’s 4Q share increase of almost 1.5% and YTY QTQ growth of 30+% as shown in post #7 was quite impressive especially as they did not begin shipping M1s until the middle of the quarter. It certainly got Intel’s attention and in the interim it replaced its CEO and just announced another huge $20B capital investment. As you say we will see. Competition is good.
 
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NotTooLate

macrumors 6502
Jun 9, 2020
444
891
When did Intel panic because of Apple Silicon? Sure, losing a large customer like Apple isn't great, but it's been widely estimated that Apple only contributed about 2% of Intel's annual revenue and an even smaller portion of the profits. Intel's most recent quarterly reports have been record even with the partial loss of Apple business. Apple will never be able to (nor would want to) grab a significant portion of consumer computer market, will never enter the OEM or the data center sectors, which are Intel's actual cash cows, nor will it ever sell their chips to other companies and compete with Intel in that way. AMD, on another hand, endangers almost all Intel's core businesses and datacenter ARM CPUs are popping up every year, presenting extreme long-term danger of losing x86 software platform lock-in.

Mac market share actually dropped somewhat last year and there hasn't been any measurable boost from the M1 introduction so far. In Apple's most recent quarterly report from the end of January, Mac revenue actually missed Apple's estimates, being the only section of Apple's business to do so. While M1 Macs are great in some ways and mostly for casual use but the loss of Windows support will turn many professionals, students and business users away. There's also the incompatibility of some software, even less games than before, slow increase in OS restrictions, awful support for external monitors/drives/devices, lack of higher-end configurations and Windows/iPad alternatives getting better every year.

I've also been quite surprised with the frequency of the 8GB M1 MBP/MBA deals seen across the retailers very early after release and how quickly the M1 Macs appeared on the refurbished store.

M1 definitely hasn't been as much of a success as this forum might have your believe. It definitely hasn't devastated the whole PC industry, pushing Intel/AMD/NVidia/Microsoft to the verge of bankruptcy in a single quarter, with Intel Mac prices dropping to single digit dollar numbers because of their extreme inferiority. But objectively speaking, for how much risk there was in doing this, the launch definitely went quite well from Apple's view. Still, we have to wait and see if they can follow this up, fix the many issues and keep innovating.
How do you explain investing in a new website dedicated to Mac vs PC , new commercials , fabricated benchmarks all around the new M1/Mac`s ? if there is nothing to worry about to a point where its meaningless (according to you), why put the money and effort into it? even mentioning your competition in your commercials as a market leader is considered a NONO , going out of your way to do targeted commercials and creating websites seems crazy no?
 

Cookie18

macrumors 6502a
Sep 11, 2014
584
684
France
How do you explain investing in a new website dedicated to Mac vs PC , new commercials , fabricated benchmarks all around the new M1/Mac`s ? if there is nothing to worry about to a point where its meaningless (according to you), why put the money and effort into it? even mentioning your competition in your commercials as a market leader is considered a NONO , going out of your way to do targeted commercials and creating websites seems crazy no?
This, Intel's actions speak volumes.
 

Joelist

macrumors 6502
Jan 28, 2014
463
373
Illinois
Also when looking at that QTQ growth remember some little factoids:

a) The M1s are the cheapest machines in Apple’s lineup right now. We’re talking MBP 13, MBA and Mini.

b) Their US market share is rather a lot higher than their world market share; and both are rising. And (total conjecture here) they seem to make decisions based more on US share possibly because it is more revenue rich for their model? It would be interesting to see their segments broken out by country to validate this thesis.
 

ArPe

macrumors 65816
May 31, 2020
1,281
3,325
Considering the 16GB models were selling out like crazy I’d say sales are excellent. But that 16” model is going to sell like mad cakes.
 

Brian1230

macrumors member
Jan 7, 2021
74
36
When I got my MacBook Air last Friday my local apple store did not have any in stock, so had to get it from my local Best Buy which only had 2 or 3 left.
 
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jerryk

macrumors 604
Nov 3, 2011
7,421
4,208
SF Bay Area
Considering the 16GB models were selling out like crazy I’d say sales are excellent. But that 16” model is going to sell like mad cakes.
Not sure about the 16". Still pretty big and bulky (former 16" Intel MBP owner). But if the 14" has the same features in a smaller package it will be tough for Apple to make enough. And if it is that, the line for the 14" starts behind ME.
 
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darngooddesign

macrumors P6
Jul 4, 2007
18,366
10,126
Atlanta, GA
When did Intel panic because of Apple Silicon? Sure, losing a large customer like Apple isn't great, but it's been widely estimated that Apple only contributed about 2% of Intel's annual revenue and an even smaller portion of the profits.
I dont think its about Apple specifically, but Apple's success with the ARM transition can herald other computer manufacturers like Windows partially but seriously switching to ARM as well. So a non-ARM chip supplier has a lot to lose from multiple companies moving to ARM for some of their business.
 
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Cookie18

macrumors 6502a
Sep 11, 2014
584
684
France
Thinking about this some more, I'm pretty sure the Air is doing monster numbers for Apple. I haven't seen normal delivery dates for it since it released. I don't remember the last time an Apple product took this long to become immediately available and it still isn't even there yet.
 

xraydoc

Contributor
Oct 9, 2005
11,027
5,488
192.168.1.1
If the OP is looking at the future, he needn't worry. Apple has committed to transitioning to the ASi platform. Developers will have no choice but to follow along (or abandon the Mac, but if that were going to happen, it would have happened decades ago). Regardless of how version 1.0 is selling, the transition will happen.

That said, all indications point to great sales. And virtually all major publications have universally praised the M1 platform. And don't forget, this is the entry level chipset. Imagine how a 16+ core ASi processor will perform, unencumbered by battery power and small enclosures.
 

ADGrant

macrumors 68000
Mar 26, 2018
1,689
1,059
Mac market share actually dropped somewhat last year and there hasn't been any measurable boost from the M1 introduction so far. In Apple's most recent quarterly report from the end of January, Mac revenue actually missed Apple's estimates, being the only section of Apple's business to do so. While M1 Macs are great in some ways and mostly for casual use but the loss of Windows support will turn many professionals, students and business users away. There's also the incompatibility of some software, even less games than before, slow increase in OS restrictions, awful support for external monitors/drives/devices, lack of higher-end configurations and Windows/iPad alternatives getting better every year.
Mac market share dropped because Chromebook market share increased dramatically. They didn't lose market share to Windows. Obviously the pandemic has skewed computer sales numbers and caused supply shortages. In this environment it is hard to really get a feel for how successful the M1 Macs have been.

The real problem for Intel isn't revenue from Apple, its Apple's very public rejection of their CPU architecture in favor of ARM. AMD sometimes presents a threat to Intel but usually Intel bounces back. The real problem for them is the prospect of the Industry migrating away from their architecture.
 

robco74

macrumors 6502a
Nov 22, 2020
509
944
The MBA was already Apple's hottest seller by a pretty good margin. The new ones are moving pretty briskly.

The loss of mindshare in losing a high profile company like Apple is what will harm Intel long term. That, and they can't seem to get adequate yields from their foundries. It's pretty ironic that now they might start courting Apple to fab Apple designs.

As for native support, I'd say the number of apps that have been ported so far is pretty impressive. Even Adobe is moving at an uncharacteristically fast pace. We have Office, the Affinity suite, Omni's apps. Some AV apps are still in the pipe, but that's true not just because of Apple Silicon, but Apple discouraging kexts in Big Sur and transitioning devs to DriverKit.
 
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