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Tim Cook and Luca Maestri on Intel

Something I missed last night perusing Tim Cook and Luca Maestri’s remarks on Apple’s quarterly analyst call: shots fired at Intel. (Emphasis added.)

Cook:

For our Mac business overall, we faced some processor constraints in the March quarter, leading to a 5 percent revenue decline compared to last year. But we believe that our Mac revenue would have been up compared to last year without those constraints, and don’t believe this challenge will have a significant impact on our Q3 results.

Maestri:

Next I’d like to talk about the Mac. Revenue was 5.5 billion compared to 5.8 billion a year ago, with the decline driven primarily by processor constraints on certain popular models.

I asked an Apple source last fall why it took so long for Apple to release the new MacBook Air. Their one-word answer: “Intel.”

One of the big questions for next month’s WWDC is whether this is the year Apple announces Macs with Apple’s own ARM processors (and graphics?).

Wednesday, 1 May 2019