Apple Inc (NASDAQ:AAPL) has had a longstanding relationship with chipmaker Intel Corporation (NASDAQ:INTC), which developed most of the chips that runs many Mac laptops and desktop computers over recent years. However, as computers have become smaller, more compact and mobile, Apple Inc (AAPL) has been leaning more on other processors like AMD and also its own proprietary processors.
In lieu of that, will Apple Inc (NASDAQ:AAPL) finally follow through on recurring rumors and dump Intel Corporation (NASDAQ:INTC) and continue to develop its own ecosystem? Apple Inc (AAPL) has been working on its own chips as its devices have gotten smaller and more mobile, as Intel Corporation (INTC) x86 chips have had a hard time keeping up with the new technology, and has not adjusted well to a smaller number of desktops and laptops being produced in favor of tablets and smartphones.
In the last couple of years, Apple Inc (NASDAQ:AAPL) has been working on its own A-series chips and has used them nearly exclusively in their more recent iterations of iPhones and iPads. However, Apple has been committed to Intel for the next several years, but there have been indications that Cupertino may be moving away from the x86 processors in any new versions of MacBooks. The big knocks on the Intel Corporation (NASDAQ:INTC) x86 architecture has been speed and battery life – two issues that the iPad 4 had achieved in some tests while being run on non-x86 processors.
Apple Inc (NASDAQ:AAPL) has been dealing with issues regarding both speed and battery life with some of its past mobile devices, but that issue has been mitigated to an extent by its proprietary A-series chips. While dumping the x86 would likely do damage for Intel Corporation (NASDAQ:INTC), having better speed, flexibility and versatility in the processors for a more mobile computing experience would likely help Apple Inc (NASDAQ:AAPL) in the tablet and smartphone markets. And that, of course, coudl be good news for investors like billionaire fund manager Leon Cooperman of Omega Advisors.