KGI Securities’ Ming-Chi Kuo is, like, ridiculously well-connected. Even though he’s an analyst, when he speaks, I listen a little closer, especially for intriguing reports like this one:
In a new report released Wednesday, a copy of which was obtained by AppleInsider, well-connected analyst Kuo suggests that Apple’s in-house chips will reach a level of performance somewhere between Intel’s Atom and Core i3 lines within the next 1-2 years. Removing Intel from the equation would allow Apple to better control the launch timing of the Mac line, he believes.
Kuo predicts that the iPad and Mac will share the AyX line of chips. But his report is kinda weird: he’s also predicting that the A9 SoC will use a 10nm process, but the A10 will use a 16nm process, which seems like a regression to me. It’s entirely speculative, of course, but not out of the realm of reality, especially for, say, a hypothetical low-power ultra-portable fanless MacBook Air.