Apple, Samsung and Qualcomm race against Intel
This rumor shows that two new giants have been added to the list after Qualcomm, which was previously mentioned to purchase Intel. What all three giants, Apple, Samsung and Qualcomm, have in common is that they have an Arm license. However, the strategic implications and industry impacts if each acquired Intel are very different.
Apple stands out for having an Arm-based system chip (SoC) development division. It is known that Apple currently produces specially designed chips for iPhones, iPads and Macs. If Apple buys Intel, this move could increase Apple’s power in the processor industry and pave the way for an Apple product with x86 processor architecture.
On the other hand, Qualcomm attracted attention as the first company to join the race to acquire Intel. Qualcomm’s disputes with Arm may lead the company to acquire the x86 architecture owned by Intel. This opportunity could provide a great strategic advantage for Qualcomm to further show itself in the PC and server processors market.
These are just rumors for now.
Another thing is that Intel has numerous patents and licenses. These can even be invaluable at some points. Another important point is that Apple, Samsung and Qualcomm compete with each other in many areas. If anyone buys Intel, they are likely to make significant competitive gains.
Although Intel is going through the worst period in its history, today it has a large market share in both PC processors and server processors. However, the company’s share values have crashed in the last few quarters.
This situation reduced Intel’s value to levels that large technology companies could buy. Intel is making major investments not only in processor technologies, but also in graphics units (GPU) and artificial intelligence-based GPU projects. For example, the artificial intelligence GPU project called “Ponte Vecchio”, on which Intel spent 10 billion dollars, symbolizes Intel’s goal of entering the competitive artificial intelligence GPU market. However, the delay of this project and its failure to meet performance targets also reflect the current situation of the company.
Additionally, Intel’s Foundry division has lost the power it once had. So much so that the company’s preference for outsourced (TSMC) foundry technologies instead of Intel’s own foundries in the production of its new generation “Arrow Lake” processors shows that the company is in a difficult situation in almost every field. In addition to all this, it should not be forgotten that these are still just rumors. In addition, the attitude of regulatory institutions towards such an acquisition is also very important.