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Apple saw the writing on the wall and bailed years ago, built their own chips and denied them a large customer. It’s a really bad sign when a customer decides
by kranke155 2y ago
Apple saw the writing on the wall and bailed years ago, built their own chips and denied them a large customer.
It’s a really bad sign when a customer decides it can out innovate you by internally copying your entire business and production line.
- sofixa 2y ago> It’s a really bad sign when a customer decides it can out innovate you by internally copying your entire business and production line. Not necessarily, at scale, especially Apple's scale, vertical integration can make a ton of sense - for control, innovation, price, risk hedging.
- manquer 2y agoIt is not apple's decision that is the bad sign. There can be plenty of reasons for that as you mention and wouldn't be of note if their chips were poorer or even similar to intel in performance It is the fact they can build a much better chip in almost any metric so far ahead of Intel is the red flag.
- jayd16 2y agoThey haven't made their own fabs. Not yet, anyway. And historically, wasn't this juts an extension of their fight with Samsung in the mobile space more than a rejection of Intel?
- eric-hu 2y agoRe: fabs, Apple did by way of TSMC. Apple provided TSMC with massive amounts of cash in the 2010’s to fund new fabs. These were loans, but with very generous low interest terms that TSMC couldn’t have gotten elsewhere. I think you’re correct that this was initially because Apple didn’t want to be at the behest of Samsung. But as Apple iterated on their mobile and tablet chips, they had the choice to bring them to their desktop and laptop lines or not to. They took that gamble and here we are today with non Intel Macs.