OK, you have seen the back of everybody's cards for the next one to two years.
Intel has folded already, saying they don't really want to play in next year's hand and they'll simply keep what they got and play some renaming games within themself.
Intel is seeking new directions as their future business model.
Same thing for Microsoft, they are playing team poker with Intel and the Walled Garden Boys so they will strive to lock up whomever they can for customers inside the castle walls as their food source and carry themselves through the siege on stored food and well water until they develop something else to pursue as their future business model.
Can you say
"cannibalism inside 6 months" three times fast ???? Blood bowl does count as cannibalism, right ??
Apple is moving forward very rapidly, pushing TSMC to make generational progress inside a 1 year time frame. Samsung and the others were comfortably ahead on the 7nm thing, now suddenly Apple and TSMC are right on their butts, making up a second generation of 10nm stuff RIGHT NOW and starting 7nm up RIGHT NOW and have a second generation of lower wattage Germanium laced 7nm planned to start up early next year. Build a new generation line, run it, build another better generational line, run it,
and go as fast as you can towards 5nm germanium laced as that is where the real advantages lie.
And yes, once you get into EUV and germanium, you can possibly build a 3nm chipset.
Samsung, Global and IBM are suddenly playing catch up instead of being comfortably ahead. Intel is suddenly two (2) generations behind the pace
and the innovation pace has now accelerated to a full generation PER line and
nobody is moving all their lines over per generation any more. Apple has fully embraced an incremental "per line" progress model and is building a new generation of chips over a period of a year then building up the phones and tablets after the production fact so to speak. Multiple generations of Apple products are in production at all times now, and this is the new Apple normal method.
Right now Apple has two generations cooking in full production, with a third coming on the first part of next year.Intel could not keep up with a two year TICK TOCK cycle, so this split progress inside a year stuff will drive them completely out of consideration very quickly. AMD can ride this wave as long as they can keep their new designs rolling out of the CAD terminals on a one year or less basis, since they don't have to worry about making the physical chips. Global will do that for them and
Global itself may choose to skip generations as well. Or they can use TSMC, as AMD has used both foundries in the recent past.
Look to see Samsung use other players chipsets as needed and to begin to phase back on being their own foundry, only investing in leap frog stages where they can get a real "bang for the bucks" return on the very heavy costs of building the new lines.
Look to see MediaTek progress forward, as they can now buy "as good as anybody" since Samsung isn't holding the tech progress cards any more.
AMD has just shown us all something neat, that you can build full server and desktop chipsets using 7nm ARM based cores, you just have to use more of them. Yes, ARM 7nm cores are really that good now. They are so durn small now that you can put 48 of them on a server chip die and easily fit 8 of them on a small desktop die.
At only 10 watts for an 8 core 7nm lithography laptop/desktop processor, you got yourself instant full power laptop/desktop chipsets ..... It is using the exact same tech stuff you are using in your standard phone production.
Apple isn't stupid, they realize they don't need Intel any more as Intel brings nothing to the party that the A11 chipset doesn't already have. And that the A12 chipset will further improve upon. While Intel stubbornly stays totally stuck in place at 14nm ...... eh, mebbe dropping down to 10nm next year later on if they can figure out how to get CISC based x86 chipsets to show any sort of improvement by doing so.
Intel being completely "technically obsolete" isn't too harsh a term to use at the end of the next two years, and Apple is currently producing RISC based chipsets to use two years out into the future right now. Remember, by the end of the next two years, 5nm will be in full production with 3nm warming up in pre-production.
Apple isn't going to have to dump Intel, Intel is going to do it to themselves by not keeping up.
And yes, Virginia, there are processes to build even smaller generations of ARM chipsets now that EUV lithography is finally working well ....