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by aurareturn
1110 days ago
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1. Qualcomm will also have access to TSMC’s 3nm tech. Given that the Vision Pro will launch with M2 in 6 months, it might not get M3 for 1.5 year. That’s plenty of time for Qualcomm to catch up. 2. Again, I’m not convinced that the R1 is special. I think other companies will easily duplicate it. 3. Apple doesn’t usually go around suing other huge large tech companies. They won’t sue Meta because they have a ton of AR and VR patents too. 4. Chinese companies make some insane hardware. I think they’re much better than Meta at making hardware. And they’ve already demonstrated some very advanced AR devices. |
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I wouldn’t assume Vision Pro will ship with an M2… it could be a M2 Pro or another variation.
If past is prologue, Qualcomm has yet to match Apple Silicon performance. Sure Qualcomm will have access to TSMC’s 3nm tech but they don’t have the ability to pay billions of dollars in advance to reserve essentially all of TSMC’s 3nm capacity [1] as Apple is rumored to have done. So even if there was the demand, Qualcomm won’t be able to make enough chips.
Probably more so than most companies, Apple plays the long game.
Finally, when Steve Jobs stated Apple had filed something like 300 patents and a 5-year lead on every other company, the industry scoffed. RIM’s founders doubted the specs and Steve Balmer laughed at the thought of the iPhone competing with Microsoft, never mind Nokia, RIM and Motorola. I don’t have to mention what happened to these leaders of the smartphone industry.
For what Apple is attempting to accomplish, they’re essentially as far ahead in 2023 as they were in 2007. I know that sounds crazy but that’s how Apple rolls.
Even if a company could create comparable hardware, they wouldn’t come close regarding software and integration into an existing ecosystem of iOS + macOS software, not to mention VisionOS apps.
[1]: https://www.macrumors.com/2023/05/15/apple-tsmc-3nm-producti...