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by acdha 1030 days ago
That doesn’t make sense: everyone else got hit by Intel’s failure to deliver, too. Even if you assume Apple had some 4-D chess plan where making their own products worse was needed to justify a huge gamble, it’s not like Dell or HP were in on it. Slapping a monster heat sink and fan on can help with performance but then you’re paying with weight, battery life, and purchase price.

I think a more parsimonious explanation is the accepted one: Intel was floundering for ages, Apple’s phone CPUs were booming, and a company which had suffered a lot due to supplier issues in the PowerPC era decided that they couldn’t afford to let another company have that much control over their product line. It wasn’t just things like the CPUs failing further behind but also the various chipset restrictions and inability to customize things. Apple puts a ton of hardware in to support things like security or various popular tasks (image & video processing, ML, etc.) and now that’s an internal conversation, and the net result is cheaper, cooler, and a unique selling point for them.
1 comments
mattlondon 1029 days ago
> net result is cheaper, cooler, and a unique selling point for them

That and they are not paying for Intel's profit margins either. Apple is the quintessential vertical integration - they own their entire stack.

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acdha 1029 days ago
I was thinking of that as cheaper but there’s also a strategic aspect: Apple is comfortable making challenging long-term plans, and if one of those required them to run the Mac division at low profitability for a couple of years they’d do it far more readily than even a core supplier like Intel.
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ac29 1029 days ago
Apple doesnt manufacture their own chips or assemble their own devices. They are certainly paying the profit margins of TSMC, Foxconn, and many other suppliers.
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MichaelZuo 1028 days ago
That seems a bit pedantic, practically every HN reader will know that Apple doesn't literally mine every chunk of silicon and aluminum out of the ground themselves, so by default they, or the end customer, are paying the profit margins of thousands of intermediary companies.
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