4 ms·

Number one in performance / watt? maybe? sales? Well no. According to the web[1] total chip sales in 2022 excluding arm amount to 374 million units. Server chip

by m0shen 3y ago

Number one in performance / watt? maybe? sales? Well no. According to the web[1] total chip sales in 2022 excluding arm amount to 374 million units. Server chips being 36.1 million units. Apple's biggest quarter in 2022 was 7 million macs in Q4[2]. [1]: https://www.networkworld.com/article/3688288/amd-gains-share-in-server-market-while-overall-x86-sales-take-a-hit.html https://www.networkworld.com/article/3688288/amd-gains-share... [2]: https://www.statista.com/statistics/263444/sales-of-apple-mac-computers-since-first-quarter-2006/ https://www.statista.com/statistics/263444/sales-of-apple-ma...

argsnd 3y ago
Why are you excluding iOS devices?
- vlovich123 3y ago
  For anyone curious, iPhones ship 234 million a year, Watch around 60 million, iPad another 20 million. Not sure about Apple TV but let's assume that's 0. That's over 300 million CPUs a year. I doubt the total chip number for the industry though - Intel alone ships ~100M. But it's clear Apple is very likely the largest manufacturer of CPUs. * Correction: MediaTek shipped 350M units in 2020 and Qualcomm shipped 319M (due to the Trump embargo on China). So Apple is up there competing with manufacturers that sell their chips to anyone who will buy, but it may not necessarily be the largest.
  - hardware2win 3y ago
    >But it's clear Apple is very likely the largest manufacturer of CPUs. Manufacturer? Where are Apple's fabs located at?
    - awestroke 3y ago
      Not TSMC, that's for sure. TSMC is using ASML machines to etch the transistors, so by your logic ASML is the biggest CPU manufacturer
      - hardware2win 3y ago
        >so by your logic ASML is the biggest CPU manufacturer No? How? The logic is pretty simple Chip designers are fabless companies: AMD, Apple, etc. Chip makers are companies that physically manufacture those CPUs, so TSMC, Intel, etc. There is edge case if chip maker has some designs that are created in another company's fabs, but is it relevant for this discussion? I dont think.
  - scns 3y ago
    Correcting yourself, two thumbs up. Margins per CPU shipped? My first, thought was APL at least 7x MTK but i must be so far off here.
    - m0shen 3y ago
      Yeah margin per processor shipped is a different question, and Apple probably does very well here.
    - vlovich123 3y ago
      Yeah. How you count things is very subjective to where you draw the line. As for margins it's hard to say because Apple doesn't sell chips independently so their profit margin on a chip is withdrawn from however they want to distribute the profit margins for the entire product and Apple does not provide a breakout a sufficient level of granularity into the financials to understand that.

by m0shen 3y ago

argsnd 3y ago

Why are you excluding iOS devices?

vlovich123 3y ago
For anyone curious, iPhones ship 234 million a year, Watch around 60 million, iPad another 20 million. Not sure about Apple TV but let's assume that's 0. That's over 300 million CPUs a year. I doubt the total chip number for the industry though - Intel alone ships ~100M. But it's clear Apple is very likely the largest manufacturer of CPUs. * Correction: MediaTek shipped 350M units in 2020 and Qualcomm shipped 319M (due to the Trump embargo on China). So Apple is up there competing with manufacturers that sell their chips to anyone who will buy, but it may not necessarily be the largest.
- hardware2win 3y ago
  >But it's clear Apple is very likely the largest manufacturer of CPUs. Manufacturer? Where are Apple's fabs located at?
  - awestroke 3y ago
    Not TSMC, that's for sure. TSMC is using ASML machines to etch the transistors, so by your logic ASML is the biggest CPU manufacturer
    - hardware2win 3y ago
      >so by your logic ASML is the biggest CPU manufacturer No? How? The logic is pretty simple Chip designers are fabless companies: AMD, Apple, etc. Chip makers are companies that physically manufacture those CPUs, so TSMC, Intel, etc. There is edge case if chip maker has some designs that are created in another company's fabs, but is it relevant for this discussion? I dont think.
- scns 3y ago
  Correcting yourself, two thumbs up. Margins per CPU shipped? My first, thought was APL at least 7x MTK but i must be so far off here.
  - m0shen 3y ago
    Yeah margin per processor shipped is a different question, and Apple probably does very well here.
  - vlovich123 3y ago
    Yeah. How you count things is very subjective to where you draw the line. As for margins it's hard to say because Apple doesn't sell chips independently so their profit margin on a chip is withdrawn from however they want to distribute the profit margins for the entire product and Apple does not provide a breakout a sufficient level of granularity into the financials to understand that.