Analysis on Intel making ICs for Apple

IC Insights has come out with its analysis on How Intel can increase its revenue growth by making IC chips for Apple. Below is the analysis by IC Insights from its latest release on this subject: Intel, the world’s largest semiconductor company, has come under attack and is backed into a corner. With shipments of desktop and notebook computers in the doldrums since 2010, Intel’s PC processor business has been in decline. Meanwhile, AMD and others are taking aim at the Intel-dominated server business with ARM-based MPUs. At the same time, Intel has struggled to gain access to the fast-growing market for application processors used in tablet PCs and smartphones. In 2013, Intel registered its third consecutive year of poor sales growth. In fact, the company logged a 2% decline in IC sales, eight points worse than the 6% growth rate displayed by the worldwide IC market. Moreover, its outlook for 2014 was for more of the same—relatively flat revenue growth in an IC market that IC Insights expects will increase 7%. Faced with mounting pressure to turn things around, IC Insights believes that Intel must strike back and embark on extraordinary strategic moves in order to regain lost momentum. One such measure that Intel recently enacted was to buy its way into the tablet PC processor market. In an attempt to win more designs, the company announced in November 2013 that...