Ask HN: Can competitors catch up to Apple Silicon?

> This is just absolutely incorrect. Design is over half the battle

Completely agree. There are many ARM SoCs available in the market, and Apple's ARM SoCs outperform most of them. Apple has also made significant design changes in its SoCs that really does differentiate it from current Intel and AMD chips and these design changes do give it a performance advantage. The unified memory access architecture (I think pioneered by SGI), is a good example of one such architectural difference. And ofcourse, manufacturing these SoCs on newer node tech also allows Apple to pack more transistors in their chip than Intel and AMD currently can. Altogether, it is undeniable that Apple engineers have created a great piece of hardware and a very decent and viable alternative to Intel and AMD chips.

But ... better tech doesn't always necessarily translate to more sales and popular acceptance. AMD is a great example here - despite having better technology than both Intel and Apple (on CPUs and GPUs), it still struggles to compete with either and is nowhere near the market size or capitalisation of either Intel or Apple. However, here we are not talking about a product from a new startup or small business but Apple - A huge behemoth with a fantastic team of management that knows how to sell stuff and make a profit. So it's not at all far-fetched to assume that the Apple Silicon chips are here for the long term and will continue to be a viable competitor to Intel and AMD chips. But how are they competing, and what company's vision will win in the long term?

Apple's long term business vision is to continue being a hardware + software company while evolving & increasing its recurrent revenue from services that is tied to monetising the personal data of its users. I have no clear idea of either Intel's or AMD's future business visions (which is perhaps telling in its own way of how both businesses are today), other than that they want to continuing innovating and selling the hardware that is their core business (CPU, GPU, Fab tech etc.) that is more "open" to integration with other systems (software and hardware).

So, keeping those visions in mind, let's compare the pros and cons of Apple and AMD / Intel chips.

Apple Silicon - Pros:

1. Latest tech, innovative design offering better performance in some areas. 2. Low power usage, great battery life. 3. Cheaper. 4. "Integrated" RAM leading to better performance. 5. Highly integrated with Apple ecosystem (Apple hardware + software + web services).

Apple Silicon - Cons:

1. It is not sold as stand alone part. 2. It is a closed box system with no hardware literature available to build alternative platforms on it. 3. Highly integrated with Apple's ecosystem. 4. Has built-in planned obsolescence (CPU is soldered, RAM is soldered, bootloader can be locked anytime). 5. Low power usage that unnecessarily sacrifices performance is undesirable in a desktop computer.

As is evident, the pros and cons of Apple Silicon are tied to the business vision of Apple - they believe that the best way to make recurrent revenues by selling Apple services, is to create a closed-box system and tightly integrated ecosystem that forces its users to only use Apple hardware and services. Built-in planned obsolescence makes it easier to sell new system. Similarly, AMD / Intel's business vision is reflected in pros and cons of their product too:

AMD / Intel CPUs - Pros:

1. Good support for multiple OS platforms. 2. Backward compatible (x86). 3. More open, better hardware literature on their SoC's support creating new platforms. 4. Better integration with other hardware allows more flexibility to users in building custom hardware. 5. Supports repairability (CPUs can be replaced and upgraded more easily in the same system, integrated GPU doesn't prevent you from adding and using a more powerful GPU etc).

AMD / Intel CPUs - Cons:

1. Lagging in newer tech. 2. Maintaining backward compatibility comes at a price - more complexity, limits exploring new designs and architectures. 3. Supporting multiple platforms can be somewhat limiting as hardware performance varies depending on software quality of the platform.

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As AMD and Intel have shown in the past, both have had better tech than the other at some point. It's the same today with Apple innovating and currently having better tech than AMD / Intel. So it isn't exactly a question of will the better tech win. What matters is who can sell their tech better.

That's my point; Apple's RAM soldered on package is the same as PC laptops with RAM soldered on the motherboard. Apple has no advantage from that.

Isn't that only used to support x86 emulation (i.e. apps for the older macs)?

As an Apple user, I see it more cynically now - their whole idea of "privacy" has morphed into a strategy to prevent their competitors access to the personal data of the users, while ensuring they have more invasive access to it. This idea is offensive to me. Preventing data collection is the first step to user privacy. Once BigTech has your data, they can do anything with it in the future (despite what they say today) because of the lack of appropriate law and regulation to prevent this. I see us heading to a dystopian future where BigTech evolve into data brokers.

And those depend on dozens of more companies, and those on dozen more. That is until suddenly a one man specialist retires his company and the entire chains grinds to a halt for months.