5 ms·
I bet what 2/3 non-Intel? That means an extra (complete stab in the dark) 1/2 a billion ish $ in extra profit every quarter, maybe more!
by andy_ppp 6y ago
I bet what 2/3 non-Intel? That means an extra (complete stab in the dark) 1/2 a billion ish $ in extra profit every quarter, maybe more!
- klelatti 6y agoSounds about right - which would mean 1.5% or so addition to gross margin - fairly material.
- andy_ppp 6y agoI’m assuming Intel processors even at the scale Apple buy them go for $50-100 of the retail price, maybe more? I’m guessing whatever they’re paying Intel it’s fractions on the dollar producing them through TSMC.