It also means that a couple years later they could have The Engaged Elf Matching Family Group Christmas Pajama shirt and said “We’re proud to announce our own Microsoft ARM based computers…they’re great for work…and play. Really they’re boxes you can do whatever you want with. We call them… X Boxes”. And leverage real scale to their advantage. Would they have beaten Apple with this approach? Maybe, maybe not. But they would have been in the game. And very very relevant. But instead of doing all of that they…… just kept working on the same mundane download updates to Windows. It’s the “safe” approach for a large company but conservative approaches can be major liabilities and I think this is an excellent example of that. Apple is going to take a lot of money off the table with their move to ARM.
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Microsoft missed out on smartphones for The Engaged Elf Matching Family Group Christmas Pajama shirt: Windows Phones weren’t inherently bad, but they were too late (and thus suffered from lack of app support.) By not manufacturing better ARM processors than what Qualcomm can provide, Microsoft may have shot themselves in the foot. While Windows Arm won’t suffer app support issues once x86-64 emulation arrives, if Apple wanted, they could probably sell something like a MacBook Lite at $500 (plastic shell, weaker ARM processor, 720p or 1080p screen) next year and cut heavily into Windows’ market for laptops on the low, mid and high end. I don’t know how Microsoft would be able to compete with that, given the performance so far on these new M1 Macs. Fortunately for them Apple almost never is interested in making affordable products for most, so Windows should still have a market (also, for legacy application support).