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This is a wild comment. Why aren't Apple just buying Qualcomm chips for the iphone? Seems like a waste of money to build Apple Silicon. Apple silicon is today
by SilverBirch 2y ago
This is a wild comment. Why aren't Apple just buying Qualcomm chips for the iphone? Seems like a waste of money to build Apple Silicon.
Apple silicon is today a core part of Apple's value, it's a massive differentiator between them and the rest of the market. They also have been massively investing in custom AI processing (on the edge, not server) for ages now, they were shipping a neural engine in 2017. And that's not to even getting started on the fact that Nvidia has basically dominated the market in GPGPUs and I know lots of people aren't that into the lore of Apple but Apple has hated Nvidia for a long time. There's absolutely a market here that they can capture and if not for selling the chips into servers, but purely to drive the back end of their own AI services which they're probably going to have to deploy to a billion smart phones.
Take 10 bucks from every iPhone sold and invest it in building Apple's new LLM - that'll give you a $2.5Bn budget. It's easy to see how building out custom hardware for it could make sense.