So this week, Jeffries analyst Peter Misek made some pretty interesting headlines.
In reports related by both International Business Times and Forbes, he is claiming that Apple is planning to (using the power of its forthcoming quad-core “A6” chip) start merging iOS and OS X as soon as late next year.
He claims that the merge will be completed by 2016 as 64-bit ARM processors become available to provide sufficient horsepower to run even professional-level OS X applications.
“We expect OS merger to start in 2012-13 and complete in 2016. Our preliminary view is that Apple can use a 32-bit ARM architecture to address the vast majority of the OS X ecosystem’s needs in 2012-13 except for high-end professional devices. When 64-bit ARM is available in 2016, we believe Apple will have a single OS and hardware architecture,”
He also says that this is being fueled by Apple’s cloud ambitions, viewing a unified platform as key for seamless interaction with an online identity and associated content.
“Users want to be able to pick up any iPhone, iPad, or Mac (or turn on their iTV) and have content move seamlessly between them and be optimized for the user and the device currently being used,” writes Misek. “We believe this will be difficult to implement if iOS and OS X are kept separate.”
On one hand the whole thing is highly speculative and could just be wishful albeit creative thinking by an analyst. On the other hand, with Steve Jobs who can tell?
One thing is certain though and that is if there is a rush to platform unification, I see the fight primarily being between Microsoft and Apple. As for Google..well, they may have squandered too many opportunities with Chrome OS and they dont really have a mature desktop OS like their counterparts.
This September will be a very interesting time for technology because we will in essence be watching Apple and Microsoft spell out their technological vision for the next few years. Microsoft will be talking about Windows 8 and Windows Server 8 while Apple will be delving deep into detail about Icloud and IOS 5 integration.
It’s a good time to be in Tech.