Somewhere, the collective whos who of the silicon chip world is shitting their pants. Apple just showed to the world how powerful and efficient processors can be. All that with good design. Customers are going to demand more from Intel and the likes. Just imagine Apple releasing the Mx chips for server infrastructure. Intel ought to be sweating bullets now. edit: a word.
1 - Apple is not going to enter the server market ever again, especially not the generalist cloud infrastructure 2 - 90% of the laptops sold Worldwide aren't Apple laptops, most of them are sub $500 laptops. Amazon best selling is ASUS Laptop L210 Ultra Thin Laptop, 11.6” HD Display, Intel Celeron N4020 Processor, 4GB RAM, 64GB Storage priced at $199 Basically only Mac users who upgraded to M1 are going to notice the…
This is perhaps the wrong metric to look at. What % of total profit is Apple capturing? Several years ago the accepted wisdom in phones was that Apple was getting ~30% of the unit volume and 90% of the profit.