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Apple bet big on proprietary ARM chips, but now Qualcomm has commoditized this space. Apple followed Meta into VR/AR without a killer app.
by Kalanos 2y ago
Apple bet big on proprietary ARM chips, but now Qualcomm has commoditized this space.
Apple followed Meta into VR/AR without a killer app.
- IshKebab 2y agoI don't think Apple "bet big" on them, they just made some very good chips because that's obviously good for their business. They didn't stake their business on nobody else also doing that. VR/MR I'll give you though. The weird thing there is that games are clearly the only (non-porn) application for VR that has any kind of real-world appeal, and Apple went in completely the opposite direction.
- Reubend 2y ago> Apple bet big on proprietary ARM chips, but now Qualcomm has commoditized this space. In my opinion, their bet on proprietary ARM chips was a success. They're a full generation ahead of Qualcomm, and they were able to successfully market their laptops based on superior battery life far before the Windows market caught up (which they're just starting to do now). That bought them a big lead. But more importantly, they now have in house experience designing chips that will be an advantage if they want to innovate in new categories.
- Kalanos 2y agoSo what? They could have payed someone to do that. They should focus on the user experience, not chips. For example, they let Siri languish for decades. Apple was glued to the hands/eyes of consumers, but neglected to train an AI/ gather meaningful data to improve their product. Now they are playing catch up with Apple Intelligence.
- Reubend 2y agoI totally agree that they dropped the ball on Siri, but they had plenty of money and employees to work on that if they wanted to. I'd argue that the canned car project and the Vision Pro consumed way more resources than the in house silicon, for a worse return on investment.