Demerjian says it won’t happen immediately, but it’s “a done deal.” He predicts the transition happens in 2013.
Last week Microsoft (NASDAQ:MSFT) reported weak PC sales for Q1, which was surprising because Intel delivered strong sales in the same period. Microsoft’s investor relations manager told us a small part of the reason Intel did well was because of Mac sales.
Further, Intel has been desperately trying (and failing) to get in the mobile business. It just introduced new chips which want to compete with ARM (NASDAQ:ARMH). But, Apple’s (NASDAQ:AAPL) move would be another signal that Intel is losing out when it comes to low power chips and the future of computing.
Jay Yarrow is an editor at Business Insider.