Hardware Podcasts

Episode 20: Apple's Silicon Strategy

The Circuit · 29 May 2023 · 39m · Episode 21

What this episode covers

Ben Bajarin and Jay Goldberg discuss Apple's strategy of designing its own System-on-Chips (SoCs) to achieve performance-per-watt advantages and control over the product roadmap. They analyze Apple's intense leverage over suppliers like TSMC and Broadcom, noting how Apple funds manufacturing and extracts technical knowledge to drive efficiency. The hosts also explore the limits of Apple's silicon ambitions, particularly regarding the difficulty of designing modems and RF components, and speculate on the custom chips required for upcoming Apple Vision Pro glasses.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Apple, TSMC, Qualcomm, Broadcom, PA Semi, Texas Instruments, Skyworks, MediaTek, Foxconn, ASML, Dell, HP, Samsung, Oppo
Products
M3, Apple Vision Pro, iPhone, MacBook, Apple Watch, AirPods

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