Apple has been actively developing its own processor technology in recent years. The iPhone and
other mobile devices have increasingly featured Apple's A-series chips, marking a shift toward self-reliance in chip design. This move has also allowed Apple to move away from using Imagination Technologies' GPU IP, signaling a broader strategy of reducing dependence on third-party suppliers. While Apple's recent acquisitions hint at potential future moves to minimize reliance on Intel and Qualcomm, it's unlikely that Apple will completely abandon these partners in the near term.
According to Forbes, Apple's collaboration with Intel primarily involves the microprocessors and chipsets used in Mac laptops and desktops. With around 20 million Apple PCs sold annually, and Intel earning approximately $160 per PC on average, Apple contributes roughly $3.2 billion to Intel’s revenue each year. However, this amount represents just about 5% of Intel’s total annual revenue. Even if Apple were to stop using Intel chips in the future, the impact on Intel would be relatively minor. Given the stagnation of the global PC market and the growth of Intel’s other business segments, this 5% share could shrink further over time.
It's important to note that most analysts believe Apple won't cut ties with Intel anytime soon. Any transition is likely to take several years. Therefore, while Intel may worry about Apple’s potential shift, it should focus more on maintaining its dominance in the data center chip market and competing with NVIDIA in AI and machine learning applications.
Intel has already taken steps to strengthen its position in emerging markets, such as acquiring Mobileye in 2016 for $15 billion, despite the high price tag. Although Mobileye's revenue was less than $400 million at the time, the deal positioned Intel to tap into the growing autonomous driving and AI sectors, which are projected to be worth over $70 billion globally. This acquisition reflects Intel’s long-term vision to secure future growth opportunities.
While some customers remain loyal to Intel, others in the cloud and AI spaces may turn to competitors like NVIDIA and AMD, whose products are well-received in those markets. For Intel, the key challenge lies in improving the competitiveness of its chips in these emerging areas rather than worrying about the potential loss of Apple orders. Focusing on innovation and market leadership in AI, data centers, and mobile computing will be essential for Intel’s continued success.
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