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Title: Kuo: Components for Apple's custom silicon will cost more than Intel Post by: HCK on June 24, 2020, 04:05:17 pm Kuo: Components for Apple's custom silicon will cost more than Intel
Apple's switch to its own custom chips will come at a cost. What you need to know Supply chain analyst Ming-Chi Kuo is out with a new investor note. The analyst believes that the components for Apple's custom chips will cost more than Intel. It is unclear if this cost will be passed on to its customers. Supply chain analyst Ming-Chi Kuo is out with a new investor note the morning after Apple's WWDC keynote, and the analyst has some predictions about the company's shift from Intel to its own custom Apple Silicon. Reported by AppleInsider, Kuo believes that Apple's transition from Intel to its own Apple Silicon will bring with it a price increase per unit for the company. "In a research note seen by AppleInsider, Kuo says that the shift to Apple Silicon has some additional costs. "Due to design changes, the unit price will increase," Kuo claims. It appears that Kuo is specifically talking about both the cost to Apple for the design effort for the shift and costs borne by supp... Source: Kuo: Components for Apple's custom silicon will cost more than Intel (http://feedproxy.google.com/~r/TheIphoneBlog/~3/MqnEGJV2HHU/kuo-components-apples-custom-silicon-will-cost-company-more) |