ARM-Based MacBook Air Unlikely Based on Analyst Talk with Tim Cook

Saturday, 4 February 2012

There had been some interesting claims last year that Apple had been actively testing an ARM (A5) based MacBook Air. The ARM processor is the same one that is used in the iPhone and iPad. An ARM-based MacBook Air, however, would raise a number of questions about what kind of device it might actually be. Would it run OS X, or iOS? Would it be closer to a Mac or an iOS device? One of the main advantages of using an ARM processor would be a reduction in power-requirements, but with a corresponding drop in computing power. Using ARM, however, would abandon binary compatibility with existing Mac OS X applications.

CNet reports on a research note from Citigroup analyst Richard Gardner who was able to meet with Apple CEO Tim Cook and CFO Peter Oppenheimer on Thursday. Gardner addresses this question in his note with the following:

"Tim Cook reiterated his view that rapid innovation on the iOS platform (and mobile OS platforms in general) will significantly broaden the use case for tablets, eventually pushing annual tablet volumes above those of traditional PCs. We have wondered whether Apple might offer an ARM-based version of MacBook Air at some point; we walked away from this meeting with the impression that Apple feels iPad satisfies--or will soon satisfy--the needs of those who might have been interested in such a product."

Based on his conversations with the Apple executives, it seems Gardner believes that the iPad will evolve to meet any needs that might be met with an ARM-based MacBook air.

Rumors have suggested that the iPad will likely be getting a significant upgrade in the near future, with a faster processor, improved graphics capabilities and the long rumored Retina display. Of course, Cook is unlikely to divulge specific product plans at analyst meetings, but a complete Apple transition to ARM processors seemed an unlikely prospect regardless.

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