Re:ARM Mac Impact on Intel
by ClumsyPilot on Monday June 22, 2020 @09:46AM
(#23600107)
Just because you have lots of money doesn't mean laws of physics suddenly are out to lunch.
Apple is using the same fabrication process as everyone else in a mature industy. There simply isn't 2x improvement possible unless everyone else was staggeringly inconpetent. Imagine Apple decided to build their own car, and made their own electric motors. Would you believe claims that their motors are 2x as efficient?
The access to iOS and macOS means that they can profile every single app everyone runs and improve real-world performance, and they do.
If you are a company that supplies anything (software or hardware) to Apple or Amazon, and you are operating on >20% gross margins, Apple and Amazon will destroy you, and destroy your margins. You have to continuously innovate and can't just relax and chill and collect your margins, like Intel has been doing for the past 5 years, milking their advantage that has evaporated.
Other than the modem, I don't think there's a component on the latest iPhones that has more than 20% margins for the supplier. Apple is ruthless. So is Amazon, when it comes to fulfilment.