Today's WSJ has an in-depth article into the behind-the-scenes of Apple's decision to design their own chips for Macs.
Link (paywall): The Chips That Rebooted the Mac
Snippets:
Apple Inc. had a problem. While its iPhones were flying off shelves, sales of Mac computers were stagnating. Customers weren’t thrilled with their design or performance.
Five years later, Mac sales are soaring. The turnaround is due to an unusual, yearslong effort to build one of the world’s most advanced chip-design operations inside the world’s best-known gadget maker.
...
Deciding to fire a crucial supplier and bring its production in-house can be a wrenching crossroads for any company. Mr. Srouji’s success building the M1 chips was far from a certainty—especially as the coronavirus pandemic threatened the rollout in 2020.
...
Chasing that strategy, Apple has become a “semiconductor juggernaut,” according to Wayne Lam, an analyst at CCS Insight, who estimates that Apple’s spending last year on its internal semiconductors would rank it as the 12th-largest chip company in the world by revenue.
Link (paywall): The Chips That Rebooted the Mac
Snippets:
Apple Inc. had a problem. While its iPhones were flying off shelves, sales of Mac computers were stagnating. Customers weren’t thrilled with their design or performance.
Five years later, Mac sales are soaring. The turnaround is due to an unusual, yearslong effort to build one of the world’s most advanced chip-design operations inside the world’s best-known gadget maker.
...
Deciding to fire a crucial supplier and bring its production in-house can be a wrenching crossroads for any company. Mr. Srouji’s success building the M1 chips was far from a certainty—especially as the coronavirus pandemic threatened the rollout in 2020.
...
Chasing that strategy, Apple has become a “semiconductor juggernaut,” according to Wayne Lam, an analyst at CCS Insight, who estimates that Apple’s spending last year on its internal semiconductors would rank it as the 12th-largest chip company in the world by revenue.