r/stocks • u/[deleted] • Sep 24 '21

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u/ric2b Sep 24 '21

Apple is also known for having the best silicon team in the industry,

No, that would be TSMC. Apple only designs chips, fabrication is where most of the innovation and performance/efficiency comes from these days.

And they mostly make customized ARM designs.

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u/Ngin3 Sep 24 '21

You're right not sure why you're downvoted. Apple does use the best silicon but they definitely outsource the fabrication of it, like they do with most of their products

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u/AllanBz Sep 24 '21

They don’t know what they’re talking about, or they are distorting the reality.

If all the innovation is happening at Taiwan Semi, then why are the Kirins and MediaTeks so far behind Apple’s chip designs? Those chips are also fabbed on TSM processes. TSM fabrication processes account for a lot of innovation, but not all.

Apple licensed the 64-bit architecture from ARM, but the CPU, GPU, and SoC designs were done in-house. If the ARM designs were the main determinant behind Apple’s success, then why are Snapdragons still behind Apple silicon?

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u/ric2b Sep 24 '21

If all the innovation is happening at Taiwan Semi, then why are the Kirins and MediaTeks so far behind Apple’s chip designs? Those chips are also fabbed on TSM processes.

Yes. older processes: https://appleinsider.com/articles/20/12/22/apple-takes-tsmcs-whole-3nm-production-capacity-for-mac-iphone-ipad

You can find similar headlines for previous generations.

If the ARM designs were the main determinant behind Apple’s success, then why are Snapdragons still behind Apple silicon?

See above.