Apple-ARM Deal Bonkers

  • ARM’s great value to Apple, and to the world, is that it proliferates a microprocessor architecture around the globe which means that Apple’s products can work with everyone else’s products and everyone else’s products can work with everybody else’s products.
  • If Apple bought ARM everyone else would stop using ARM because no one wants to see a repeat of the Intel situation in which one company owned a dominant architecture.
  • If ARM were threatened by takeover Apple might take a blocking stake, but ARM has become too valuable as a trusted supplier of a global architecture ever to be owned by a systems house or a semiconductor company which might set out to eliminate or compete with ARM’s licensees.
  • The ARM model suits the world and the world won’t see it broken.