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Apple suggests it won't sell Apple silicon to other companies

Apple Silicon

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While refusing to rule it out, Apple CEO Tim Cook says that it is moving Mac to Apple silicon specifically to enable its own product plans, not anyone else's.

Pressed about the forthcoming Apple silicon during Apple's Q3 2020 earnings call, Cook declined to say that the company would never sell its technology to other firms. However, he came as close to outright saying no as Apple ever does on these legally-mandated calls.

"I don't want to make a forever comment," he replied to an analyst question, "but we're a product company, and we love making the whole thing."

Asked specifically whether Apple would consider monetizing the technology and becoming what the analyst called a "merchant silicon monger," Cook chose to elaborate on why the company has chosen to move away from Intel.

"If we can own the user experience in that way, [our goal is] delighting the user," he said. "And that's the reason that we're doing Apple Silicon, because we can envision some products that we couldn't achieve otherwise. And so that's how we look at it."

Cook also responded to a more general question about the perceived benefits of moving to Apple Silicon. "What we would end up with is a common architecture across all of our products," he said, "which gives us some interesting things that we can do."

"[It] sort of unleashes another round of innovation," he continued, "and so I don't want to say a lot about it, other than we're extremely excited about it."



23 Comments

rob53 13 Years · 3313 comments

Good.

Let them make their own cake.

Totally agree. Why should Apple support other computer companies? All this would do is give Congress another reason to investigate their monopolistic activities. 

seanismorris 8 Years · 1624 comments

The only way I can see Apple doing so, is something like Apple Silicon to enable the Apple Store on TVs.  It would better allow Apple to control the user experience and maintain security.

....
Edit

I can also see Apple CarPlay benefiting from Apple Silicon.  When you own the hardware it’s easier to control the product (software) roadmap.
The “problem” is auto manufacturers would be locked into Apple’s ecosystem.  Apple would need to offer additional perks to get them to do so.  It would make things simpler though...

That would allow a push into premium speaker systems to cars, but add to antitrust concerns.  But, as long Apple offered compatibility to other systems (Boses etc.) it wouldn’t be a dealbreaker.  An example of a benefit, audio output could be calibrated to where people are located within the vehicle to improve sound quality.

InspiredCode 8 Years · 405 comments

I could see Apple licensing for companion products.  Think TVs, stereos, VR headsets, CarPlay, self-driving, etc.  I don’t think it will ever happen outside these areas.

shamino 17 Years · 541 comments

Makes perfect sense to me.  The A-series of chips are designed to work hand-in-hand with Apple's software.  If they started selling these chips to others, those customers would start demanding features important to their products, but irrelevant (or maybe even counter-productive) to Apple's products.
Apple would be forced to choose between two very bad options.  Either implement those customers' design requests and compromise Apple products.  Or refuse to implement those designs and be accused of deliberately crippling competitors' products, ultimately leading to costly lawsuits.

Far better to just do what they're doing now.  It's not like there aren't plenty of ARM-based processors from other vendors that their competitors can use.