Like
everyone else who hasn't been living under a particularly large rock
for the last couple weeks, I've become aware of a couple things.
Firstly, Apple has committed to moving its systems from PowerPC chips to chips from Intel over the next two years.
Secondly, the media is terribly excited about this.
I
have both PowerPC hardware from Apple and Intel-based hardware from
another vendor. It all runs Linux or OS X. I personally don't find this
transition to be anything that I have to worry about. But the
announcement, and the ensuing media coverage, have left me wondering a
few things. Fortunately, I had a flash of realization this morning.
The
media has consistently portrayed this as a move away from IBM and
toward Intel by Apple. And that's not at all untrue - this does
represent a win for Intel, and a vote of no confidence in the future
roadmap of the G5 family.
But
why, I ask, would Apple announce this now, when Intel's chips don't
really offer any performance advantages over the G5? Won't changing from
the G5 to the Pentium be a step backward, in fact, from 64-bit to
32-bit? And, says the media, won't this hurt their sales?
The answer, of course, is that it's not about IBM, and not about the G5. Not now. Not next year. Not until 2007.
Remember,
Apple is starting at the low end, and won't go Intel on the high end
until 2007. The G5 is only used in the Power Mac, Xserve, and iMac. And
IBM doesn't make the G4. Freescale (formerly Motorola) does, and Apple's
been discontented with Motorola for years - after all, that's why they
went with IBM for the G5. G4 speeds haven't kept up with Intel, and
memory bus speeds of G4 systems are woefully slow.
So
this year, and next year, this isn't about IBM. It's about Freescale
getting one last firm kick in the butt from Apple on its way out the
door. And that is a huge win for buyers of Apple's low-end systems, even
if the media ignores it.
Since
IBM only makes the high-end G5, their arrangement with Apple probably
won't end until 2007, when those systems go Intel. And that also means
the G5 won't be getting replaced with current Pentiums - it will be
getting replaced with something Intel's fabbing two years in the future.
Something we may very well not even know the details of until 2006.
So...
this isn't just about Apple and IBM. It's about Apple and Freescale
right now and for at least the next year. Sure, IBM's been told its days
as a chip supplier for Apple are numbered, but Freescale is first
against the wall.