Rumors indicating the abandonment of Intel by Apple for the sake of own chips on Macs They are nothing new: Bloomberg I already brought a very convincing report on the topic a few months ago and with the arrival of the new processor A12 BionicSeveral studies have shown that Ma is already very close to achieving, with its ARM chips, levels of performance and efficiency equal to or greater than those of Intel's best creations.
Now, to get more wood from the fire, our old friend Ming Chi Kuo It's bringing more evidence that, yes, we're very close to seeing Macs equipped with chips designed by Apple itself.
In a note sent to investors, the analyst at TF International Securities focuses on an analysis of TSMC (a chip maker that is one of Apple's largest current partners) there are series A processors iGadgets of the company, for example. According to Kuo, the supplier's relationship with Ma is likely to become even stronger in the coming years and one of the main reasons for this is the start of manufacturing processors for Macs from 2020 or 2021.
There are many reasons to believe this: As the analyst himself pointed out, TSMC is one of the most advanced chipmaking manufacturers today; In addition, since it is not Apple's competitor in any segment (such as Samsung, for example), strengthening the partnership would only have strengths for Ma, which in turn would finally have full control over basically all Mac components and would give the company higher revenue margins (since you would not need to buy processors from Intel).
But if you think Apple's relationship with TSMC should be all about Macs, iPhones and iPads, think again: Kuo said the Taiwanese supplier should be Ma's official partner in manufacturing future processors. apple car which, as the analyst himself speculated in a recent report, is still in Cupertino's plans and should arrive between 2023 and 2025.
In Kuo's words, the chip fitted to a future Apple Car would have to support level 4 (high) or 5 (total) automation to house the autonomous steering system that would power the vehicle. Today, only TSMC has 3 or 5 nanometer manufacturing processes, which are the only ones that can meet these requirements.
In the end, whatever may be in Ma's plans for the next decade, it is worth following this relationship closely and especially the fruits it can bring. I'm excited, and you?