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What Thunderbolt Means for End Users

Apple and Intel today took the wrappers off of Thunderbolt, a new wired connection technology that combines data transfer and video output capabilities.  Thunderbolt appears standard in Apple's new MacBook Pro models, replacing the Mini DisplayPort …

GigaOM Darrell Etherington

Context & Ripple Effects

Apple and Intel jointly unveiled Thunderbolt on February 24, 2011, a wired connection technology that carries both data transfer and video output over one cable, and it ships as a standard port on Apple's new MacBook Pro line, physically taking over the Mini DisplayPort's slot.

The launch lands alongside a substantial internal refresh: Geekbench results put the new quad-core i7 MacBook Pros near 10,000 — roughly 8,000 for the 2.0 GHz model — ahead of last year's Mac Pros. The same-day chatter around a rumored thinner iPad 2 with cameras (and, per unconfirmed source claims, a cut SD slot) underscores how much of Apple's 2011 story rests on portable hardware.

First-order effects

  • Buyers of the new quad-core MacBook Pros get a single port doing double duty — display output plus high-speed data — which immediately changes how they connect monitors and external drives, since the old Mini DisplayPort-only behavior is gone.
  • Accessory and adapter makers serving the Mac market now have a new interface to support alongside existing USB and FireWire peripherals their customers still own.

Second-order effects

  • Because Thunderbolt appears standard across the refreshed MacBook Pro line rather than as an option, storage and display vendors have a real installed base to justify Thunderbolt-native docks, drives, and monitors.
  • Intel's co-development stakes it in the outcome beyond Apple, making adoption by Windows PC makers the deciding factor against whatever competing connectivity roadmaps emerge.

Third-order effects

  • If data-plus-video over one cable becomes the norm, machines shed dedicated ports and the connector hierarchy simplifies around a smaller number of universal jacks.
  • With Apple shipping the first implementation and Intel holding the silicon position, Thunderbolt's structural impact hinges on cross-platform pickup — a single-vendor launch of a bus standard has historically stayed niche unless second vendors follow.

The trend: PC connectivity is consolidating toward one cable carrying both display signal and data, with Intel supplying the underlying technology and Apple's laptop line as the first shipping platform.