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Wait, isn't Intel vertically integrated exactly like Apple? They own design and foundry. TSMC is mostly foundry. AMD is mostly design. Right now, vertical inte
by ijidak 4y ago
Wait, isn't Intel vertically integrated exactly like Apple? They own design and foundry. TSMC is mostly foundry. AMD is mostly design.
Right now, vertical integration is a weakness for Intel -- just as it was for Apple during the Jobs interregnum and the beginning of his return. (e.g. the pre-Apple-on-Intel silicon years.)
But the situation could quickly change and vertical integration could become an advantage again for Intel.
Especially in a "challenging" geopolitical environment.
- scarface74 4y agoAnd Apple is also a bit player in each of its markets. The iPhone only has 13% market share worldwide and the Mac has around 10%. It happens to have the most profitable niches and it can ignore markets it doesn’t want to serve. The PC market is not growing. The chance of Intel overtaking Nvidia for GPUs, ARM for low power chips and making “old” chips for cars, microwaves, etc. is slim