Wednesday 21 April 2010

ARM takeover by Apple? Rubbish

The speculation about ARM being taken over by Apple is unfounded. ARM's business model runs contrary to everything Apple stands for. Apple are a closed, secretive, paranoid business intent on guarding every aspect of every product. ARM has an open, partner driven business of supplying intellectual property to the whole of the electronics industry. If Apple bought ARM and kept them entirely to themselves, they would be stripping the entire electronics industry of the only standardised supplier of IP, leaving the army of ARM partners and customers completely in the lurch, without any further prospect of plugging their roadmaps in future. This would have the consequence of leaving Intel as the only architecture left inside the marketplace. Other niche suppliers such as MIPS would then be the only companies left in the silicon IP business, each of whom do not have anywhere near the level of ecosystem that ARM has to fight off the insurgence of Intel. This takeover would devalue the price paid for ARM to such an extent that the acquisition alone would be suicidal for both Apple and ARM.

Pure rubbish, espoused by people in the city who don't have a clue about ARM, or what a poor fit it would be for Apple.

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