Apple has always been firmly committed to self-developing chips, mobile phone chips , and computer chips all use self-developed technology, and then find TSMC to manufacture them. However, Apple's self-development has caused Intel to lose a large number of customers. Because of its own development, Apple "abandoned" Intel's chip products.
However, Intel still does not intend to give up Apple's customer, saying it can win the cooperation again. The question is that Apple insists on developing its own chips. Does Intel still have a chance? What other self-developed chip projects does Apple have?
Regarding Apple's orders, Intel still does not give up
Apple has huge electronic product sales and can generate revenue of 100 billion US dollars per year. This gives Apple's industrial chain suppliers a lot of profit margins, so they all hope to cooperate with Apple.
However, Apple's orders are not that easy to get. Apple is almost the biggest customer of suppliers that can gain a foothold in the Apple industry chain. In this case, both production capacity and technology will provide the best. However, when Apple develops its own products, there is no need for relevant suppliers to cooperate.
Just like in November 2020, Apple released the M1 chip processor, which is used on Mac and iPad devices, replacing Intel's chip products.
This is Apple's self-developed chip for PC and tablets, and it adopts ARM architecture design, and does not require the support of Intel X86 architecture at all.
In this way, the partnership between Apple and Intel has come to an end. It is also starting from the M1 chip that Apple’s Mac and iPad products no longer have Intel chips on its Mac. Judging from market performance, the M1 chip has been very successful, with performance exceeding the i9-9880H processor, which is comparable to the 11th generation Core chip.
Mac and iPad equipped with M1 chip ushered in a big sale. Since then, Apple has launched M2, M1 MAX and M1 Ultra chips, and its performance continues to be refreshed.
Apple is getting further and further on the road of self-developed chips, but Intel still does not give up on Apple's orders.
According to Intel executives, the company can win the cooperation of Apple again and will never give up on reuniting with Apple.
There is a reason why Intel made such a statement, Apple's orders are too important to Intel. Especially as revenue continues to decline, big customers like Apple are needed to revitalize revenue and profits. Data shows that Intel's revenue in the second quarter of fiscal year 2022 was US$15.421 billion, a year-on-year decline of 21.96%. In terms of market value, Intel's market value is surpassed by AMD and is expected to remain in a downward trend in the future.
Does Intel have any chance?
In short, Intel hopes to get the support of Apple's orders again. If it can continue to cooperate with Apple, with the sales of Apple's , it will definitely drive Intel's revenue to continue to grow.
But the problem is that Apple insists on self-developing chips. Does Intel still have a chance? If Apple did not have its own self-developed chips, it might continue to cooperate with Intel, but everyone knows the performance of the M-series chips, and Apple has no reason to turn back.
Of course, Intel is not completely without a chance. If two conditions can be met, Apple may really be able to look back.
The first condition is to create a product that is better than Apple's self-developed chips.
Apple ranks in the high-end market and basically uses the best parts. If Intel's Core processor can far exceed Apple's self-developed chip performance, in the future, Apple may reconsider cooperation in order to pursue leading technology.
This is also the direction Intel believes to be the effort. Moreover, this leadership must be maintained. Otherwise, with the level of Apple's self-developed chips, how can it continue to cooperate with Intel if it surpasses Intel's chip performance?
The second condition is that Intel makes concessions in price.
The cost of Apple's self-developed chips is definitely very high, and manpower and material resources are quite expensive, and we also need to find chip manufacturers to manufacture chips.Intel has ready-made chip products to provide. If Intel can make concessions in price, it can also provide performance comparable to the M series, from the perspective of cost savings, it is in line with Apple's pursuit of high profits.
Of course, Intel is unlikely to make too much concessions. Originally, revenue and profits were depressed, and chip factories had to spend money everywhere, so they would not lose money to get Apple's orders.
In short, whether Apple and Intel can continue their relationship is something Intel should care about. Apple has been developing its own chips for a long time, and it will not stop easily. It has always been something Apple is doing if it can not rely on others.
In addition to the M series self-developed chips, Apple also has the A series self-developed chip project, which is used for iPhone phones, and is also found to be manufactured by TSMC.
In addition, Apple is also developing its own baseband chip to get rid of its dependence on Qualcomm . If baseband chips are successfully mass-produced, Qualcomm will most likely lose Apple's orders, just like Intel. And if you want to get Apple's cooperation support, it will be very difficult.
was written at the end
two years after being "abandoned" by Apple, Intel seemed to be anxious and publicly voiced that it could win cooperation again. In fact, this is not the first time Intel has stated that it will win Apple's orders, but according to the results, Apple has not made any response, which shows that Apple does not intend to look back.
As a global technology giant, Apple is firmly moving forward in its self-developed chip business, which is worth learning from by domestic manufacturers. Only by mastering the core technologies of self-developed chips can we not rely too much on others in the development of key industries.
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