American Apple announced on June 22 that it will install a self-developed CPU (central processing unit) on the personal computer "Mac". Since adopting Intel CPU in 2006, Apple will replace it after about 15 years. In addition to reducing the power consumption of the computer using the new CPU, it is also easy to collaborate with the iPhone.
Apple held its annual developer conference "WWDC" online on June 22 and announced the news at the conference.
Apple CEO Tim Cook (Reuters), who attended the online annual developer conference "WWDC", first put self-developed CPUs on some new Mac products that will be launched before the end of 2020. After that, it took about 2 years to change the CPU of all models to its own products. Apple has joined hands with ARM Holdings, which provides semiconductor design support, and the production is expected to be entrusted to Taiwan Semiconductor Manufacturing (TSMC, TSMC).
Apple Chief Executive Officer (CEO) Tim Cook said on the 22nd that with the switch to a self-developed CPU, it will "elevate the Mac to a new level." It is easy to create a personal computer with less power consumption and higher processing performance, and it is also easy to add artificial intelligence (AI) and security functions.
In addition, it is easy to collaborate with iPhones and iPads that have adopted their own CPUs.
Apple replaced Mac's CPU for the first time since 2006. At that time, the company changed the "PowerPC" jointly developed with IBM and others to Intel's CPU. Apple's then CEO Steve Jobs, who announced the replacement plan at the previous year's developer conference, said, "There are products that I want to make, but it is difficult to deal with it with the development roadmap of PowerPC." Decided to use Intel's CPU.
One of the reasons for this replacement is that Intel's product development and supply plan cannot meet Apple's expectations. US media reported that Apple seems to use TSMC's manufacturing technology with a circuit line width of 5 nanometers (nm is 1 billionth of a meter) to produce its own semiconductors. Intel lags behind TSMC and Samsung in the competition for the "miniaturization" of semiconductor processing performance.
In addition, among Apple products, Intel CPU has become an "exception." The iPhone, iPad and AppleWatch are already equipped with semiconductors independently developed by Apple and ARM Holdings.
Apple also announced on June 22 a plan to bring the Mac's operating system (OS) closer to the design of the iPhone and other operating systems. With the independent development of Mac’s semiconductors, Apple’s computers and mobile phones will be able to collaborate easily in the future, including key APP technologies. Apple's plan to replace the CPU has also become an "open secret" from a few years ago.
Patrick Moorehead, an analyst familiar with the semiconductor industry, pointed out that "(replacement of the CPU) is not only beneficial but also risky." Apple plans to provide software that allows developers to transition smoothly, but the transition of some apps may take time.
Apple's move constitutes a headwind for Intel. However, data from the American research company IDC shows that in the global shipments of about 267 million PCs in 2019, Apple's share is less than 7%. In Intel's $72 billion operating income in 2019, Mac-related products accounted for less than 5%. Intel has also concentrated its investment in semiconductors for data centers in recent years.
Apple held its annual developer conference "WWDC" online on June 22 and announced the news at the conference.
Apple CEO Tim Cook (Reuters), who attended the online annual developer conference "WWDC", first put self-developed CPUs on some new Mac products that will be launched before the end of 2020. After that, it took about 2 years to change the CPU of all models to its own products. Apple has joined hands with ARM Holdings, which provides semiconductor design support, and the production is expected to be entrusted to Taiwan Semiconductor Manufacturing (TSMC, TSMC).
Apple Chief Executive Officer (CEO) Tim Cook said on the 22nd that with the switch to a self-developed CPU, it will "elevate the Mac to a new level." It is easy to create a personal computer with less power consumption and higher processing performance, and it is also easy to add artificial intelligence (AI) and security functions.
In addition, it is easy to collaborate with iPhones and iPads that have adopted their own CPUs.
Apple replaced Mac's CPU for the first time since 2006. At that time, the company changed the "PowerPC" jointly developed with IBM and others to Intel's CPU. Apple's then CEO Steve Jobs, who announced the replacement plan at the previous year's developer conference, said, "There are products that I want to make, but it is difficult to deal with it with the development roadmap of PowerPC." Decided to use Intel's CPU.
One of the reasons for this replacement is that Intel's product development and supply plan cannot meet Apple's expectations. US media reported that Apple seems to use TSMC's manufacturing technology with a circuit line width of 5 nanometers (nm is 1 billionth of a meter) to produce its own semiconductors. Intel lags behind TSMC and Samsung in the competition for the "miniaturization" of semiconductor processing performance.
In addition, among Apple products, Intel CPU has become an "exception." The iPhone, iPad and AppleWatch are already equipped with semiconductors independently developed by Apple and ARM Holdings.
Apple also announced on June 22 a plan to bring the Mac's operating system (OS) closer to the design of the iPhone and other operating systems. With the independent development of Mac’s semiconductors, Apple’s computers and mobile phones will be able to collaborate easily in the future, including key APP technologies. Apple's plan to replace the CPU has also become an "open secret" from a few years ago.
Patrick Moorehead, an analyst familiar with the semiconductor industry, pointed out that "(replacement of the CPU) is not only beneficial but also risky." Apple plans to provide software that allows developers to transition smoothly, but the transition of some apps may take time.
Apple's move constitutes a headwind for Intel. However, data from the American research company IDC shows that in the global shipments of about 267 million PCs in 2019, Apple's share is less than 7%. In Intel's $72 billion operating income in 2019, Mac-related products accounted for less than 5%. Intel has also concentrated its investment in semiconductors for data centers in recent years.
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