What Intel’s CEO said about Apple’s new Macs (video)

” I would hope to win back this piece of their business.” — Intel CEO Pat Gelsinger

From Ina Fried’s interview with Gelsinger, posted Sunday by Axios on HBO:

Apple decided they could do a better chip themselves than we could. And, you know, they did a pretty good job. So what I have to do is create a better chip than they can do themselves. I would hope to win back this piece of their business, as well as many other pieces of business, over time.

I gotta make sure that our products are better than theirs, that my ecosystem is more open and vibrant than theirs, and we create more compelling reason for developers and users to land on Intel-based products. So I’m gonna fight hard to win Tim’s business in this area.

Cue the YouTube cut:

My take: Later in the interview, according to Fried, Gelsinger suggested a Plan B: Convince Apple to use Intel, not TSMC, to fabricate its chips.

“This is just funny,” writes friend-of-the-blog David Baraff, who spotted the item.

16 Comments

  1. David Emery said:
    As long as I’m not holding Intel stock, this is funny!

    1
    October 20, 2021
  2. Fred Stein said:
    It must be sad for Intel employees to see their CEO say such things. He’s either fooling himself, or attempting to fool others, or both.

    Such talk suppresses open, tough internal discussions. Taking government money makes this worse. That source of funding does not understand our industry.

    The Apple/TSMC ship left the harbor in 2014.

    5
    October 20, 2021
  3. Robert Stack said:
    And yet Intel’s marketing dept puts out these inane (as well as insane) anti-Apple ads featuring a hipster wannabe named “Kevin” who tries to convince a few of the Mac “faithful” to switch over to PCs. The Macalope had a great piece on this:

    macworld dot com/article/543805/macalope-intel-anti-mac-ads.html

    IMO, not a good way to win Apple’s business back!

    8
    October 20, 2021
    • Fred Stein said:
      Thanks for reminding us. Taking together with Gelsinger’s comments, this implies that “inside Intel” one must tow the party line, “We’re returning to glory.”

      In that climate, tough news needed to make tough decisions, gets squelched.

      1
      October 20, 2021
      • David Emery said:
        The late Colin Powell said, “Optimism is a force multiplier.” But delusion is not the same as optimism.

        There are two relatively independent reasons why Intel is barking up the wrong tree: Technically, the Intel x86 architecture has huge problems with performance and particularly performance/watt. (Same problem that PowerPC had when Apple dumped them.) From a business perspective, Apple doesn’t have to pay the ‘Intel Tax’ or be beholden to Intel’s product delivery schedule.

        3
        October 20, 2021
  4. Roger Schutte said:
    Having read quotes from this interview days ago, the only thing going through my mind while watching this was…why doesn’t Axios bring a tripod to these video interviews?

    1
    October 20, 2021
  5. Alan Trerise said:
    Not going to happen. Last time Intel attempted a SoC was the Atom. A real sad dud.

    Unless PC’s switch to Qualcomm or Samsung SoC’s they will continue to fall further and further behind in performance, power and functionality.

    0
    October 20, 2021
    • Gregg Thurman said:
      Unless PC’s switch to Qualcomm or Samsung SoC’s they will continue to fall further and further behind in performance, power and functionality.

      The key here is MSFT and Windows. Until crucial Windows apps are ported to a RISC OS, it won’t matter which processors Lenovo, Dell or HP chooses for their computers.

      Upgrading all that legacy software (including that software developed for internal use by the enterprise) AND WINDOWS to a fully functional RISC architecture is going to be a massive undertaking. During such a disruption there will be those considering, and switching to Macs/iOS.

      I see Apple cracking the top 3 PC manufacturers in the next 5 to 10 years. A ton of those switchers will be to Mac mini’s.

      The key is like I said MSFT. THe necessity to upgrade Windows is a last gift from Ballmer to MSFT and the Wintel ecosystem. Thank you Steve.

      0
      October 20, 2021
      • David Emery said:
        CISC vs RISC is much more of a concern for compilers, operating system, and device drivers than for applications developers. Now porting software to a new processor (or new operating system) usually reveals substantial latent bugs. I haven’t seen any technical explanation for the problems Win11 is having on AMD machines, which are supposed to be instruction-set compatible with Intel…

        0
        October 20, 2021
  6. John Konopka said:
    I don’t see how Intel can win back this business. Intel designs generic CPUs. Apple is designing custom SOCs that fit hand and glove with their software. Apple will never reveal their usage stats to Intel so how can they possibly design for Apple?

    3
    October 20, 2021
  7. Robert Paul Leitao said:
    Mr. Gelsinger wants government support to grow his business and then he claims he wants to win back Apple’s business. Winning back Apple’s business will take something more than government support. Intel can stop lampooning and mocking Apple’s customers. A little respect for the people who buy Apple’s products would be a good first step.

    4
    October 20, 2021
    • David Emery said:
      Intel is likely to get government funding for other kinds of chips, particularly those in industrial situations (and for military use.)

      0
      October 20, 2021
  8. Greg Lippert said:
    I’ve said it before, short INTC.

    0
    October 20, 2021
    • Robert Paul Leitao said:
      Greg: Yes. You’ve said it before. I plan to go no where near the company. Even shorting it would put me too close. It’s sad, really. There are far better opportunities today than Intel. Mr. Gelsinger has a lot of work ahead. I do wish him well. It will take years to recover. There’s no way he will regain Apple’s chip business anytime soon.

      0
      October 20, 2021
      • Gregg Thurman said:
        There’s no way he will regain Apple’s chip business anytime soon.

        He can do it, but only as a fab. But first INTC will have to demonstrate 3nm creds. We’re talking years here.

        1
        October 20, 2021
        • Robert Paul Leitao said:
          Yes, Gregg. It will take years. Intel has been in talks with TSMC for Intel’s own chips.

          0
          October 20, 2021

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