SemiAccurate’s Charlie Demerjian this morning writes that Apple (AAPL) will switch suppliers for graphics processing units (GPU) in its MacBook laptops from Advanced Micro Devices (AMD) to Nvidia (NVDA), perhaps as soon as the introduction of notebooks using Intel’s (INTC) “Ivy Bridge” microprocessor.
“Yes, you read that right, Nvidia has won the next round of Macs,” writes Demerjian.
Demerjian references unspecified anonymous sources and says the dumping of AMD ties in with the decision this past spring by Apple not to use AMD’s “Llano” microprocessor in the MacBook in place of Intel parts.
Demerjian notes that increased graphics performance in Ivy Bridge makes standalone notebook GPUs even less relevant. That would suggest a win for Nvidia in a thin, lightweight laptop like Apple’s Macbook Air would run counter to the overall decline of GPUs in simpler machines.
Nvidia this morning has recouped some earlier losses, now down just 7 cents, or half a percent, at $13.86. AMD shares are down 18 cents, or 3%, at $5.29.
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