Craig PornoreyApple analyst Ming-Chi Kuo has predicted that Apple will switch its Macs from Intel to its own ARM-based chips by 2020-2021. Beyond this, Kuo also predicts that Apple will be using TSMC to provide its custom Apple Car chips by the 2023-2025 time period.
In this overview, we will look at these two new developments and why they are significant.
Ming-Chi Kuo predicts Macs switching from Intel by 2020-21, TSMC providing Apple Car chips in 2023-25
Ming-Chi Kuo is a renowned Apple analyst for TF International Securities. In October 2018, he predicted that Macs would switch from Intel processors to in-house designed Apple Silicon by 2020-21. This prediction was further corroborated in 2021 when Apple announced that it was transitioning its products away from Intel chips.
The switch was driven by the desire to leverage advanced manufacturing techniques and improved power management. Coupled with the availability of a growing range of 5nm and sub-6nm process nodes, the transition offered Apple more control over the Macs fasten cycle while also delivering greater performance at lower power consumption levels. Enhanced security features and higher system integration were additional benefits associated with the move towards ARM processors.
In January 2021, Kuo also predicted that TSMC would become involved in producing autonomous driving chips for Apple’s ‘Apple Car’ project as early as 2023 or 2025, allowing us to confirm assumptions about the direction of this project as well as its estimated timeline for completion.
TSMC providing Apple Car chips in 2023-25
According to reports, Apple is ramping up its plans for a self-driving vehicle system, with chip production scheduled to begin as soon as 2023 or 2025. The report, released by Ming-Chi Kuo of TF International Securities, predicts that Taiwan-based chipmaker TSMC will be the exclusive maker of these chips.
TSMC is known for producing advanced processors and microchips for data-handling and processing applications in companies such as AMD, Intel and Nvidia. They are also the manufacturer behind Apple’s A14 Bionic chips that power the latest iPhones and iPads. This carries over to Apple’s planned car chips: their advanced process nodes are likely to ensure fast computing operations required for autonomous driving systems.
By partnering with TSMC, Apple will have access to their 5-nanometer manufacturing process node which comes with significantly improved performance compared to older nodes used by other chipmakers such as GlobalFoundries and Samsung Electronics. The 5 nm manufacturing process node also allows up to three cores in a single chip – perfect for controlling multiple car functions at once while keeping peak current consumption lower than traditional 10 nm nodes.
Whether or not Apple can achieve their planned timeframe for production of these chips remains uncertain, however it appears that when (or if) they are available they will be made up of cutting edge technology thanks to their partnership with TSMC.
Impact on Apple
Apple has been in talks to switch its Macs from Intel to TSMC and Ming-Chi Kuo, a renowned Apple analyst, predicts that this transition may happen by 2020-21.
While this change will affect Apple in the near future, Kuo is also predicting that TSMC could provide Apple Car chips in 2023-25, which would further solidify the company’s relationship with one of its biggest chip suppliers.
Let’s take a closer look at the impact this may have on Apple.
Impact on Macs
According to prominent Apple analyst Ming-Chi Kuo, Apple is likely to start transitioning away from Intel for Macs by 2020-21 and use its own in-house processors, created by TSMC. This switch would mean several changes for the company, affecting the design of their products, production costs and project timelines.
Moreover, according to recent reports from Digitimes, Kuo also anticipates that TSMC will provide chips for Apple Car from 2023 to 2025. This move could prove to be beneficial for Apple and help the company capitalize on its expertise in chip making technology as well as its strong relationship with suppliers like TSMC. The design and technology of this processor is said to be much more powerful than current chips used in iPhones or iPads.
Apple’s shift away from Intel will certainly set the company apart from other PC manufacturers as well as significantly reduce their reliance on external components sources. Adding its own car parts into the mix could create a whole new opportunity for Apple — one that can take advantage of their knowledge of both hardware and software development in order to create advanced driver assistance systems that could eventually lead toward fully autonomous vehicles with greater levels of safety and convenience at an affordable cost.
Impact on Apple Car
According to the predictions of analyst Ming-Chi Kuo, Apple is likely to make a switch from Intel to its own processors for Macs by 2020-21 leading to more efficient and powerful devices, specifically designed for the macOS.
Further, Kuo also predicted that semiconductor maker TSMC might be providing chips which could power an Apple car in 2023-25.
The likelihood of Apple entering the automotive sector has paved the way for much anticipation and speculation in recent years. This strong potential could see Apple move away from its comfortable hardware product line up and into a much bigger market with many different competitors. However, Apple as a brand is already hugely successful and boasts one of the largest tech product fanbases in the world – making their entrant into other markets highly likely.
Though not completely confirmed yet, Kuo’s report helps provide some insight into what fans can come to expect from the upcoming developments whilst also giving companies within this space some potential direction. It’s clear that the automotive industry will be required to adjust accordingly if these predictions do turn out true as it would require new forms of collaboration and coordination amongst members of this densely networked industry system so as not to disrupt production or manufacturing processes within other firms.
Impact on TSMC
According to renowned Apple analyst Ming-Chi Kuo predictions, Macs will begin the switch from Intel processors to those made by TSMC by 2020-21.
Furthermore, it is expected that the Taiwanese Semiconductor Manufacturing Company (TSMC) will begin producing components for Apple’s self-driving car project in 2023-25.
In this article we will be analyzing the potential impact that this news will have on TSMC.
Increased revenue
Apple’s supply chain alliances with Taiwan Semiconductor Manufacturing Company (TSMC) is expected to pose a huge opportunity for the chipmaker over the coming years.
According to reliable Apple analyst Ming-Chi Kuo, TSMC’s revenue is likely to grow rapidly in the next few years due to its prominent role in providing chips for Apple products. It is reported that Macs are set to switch from Intel chips by 2020-21, based on which TSMC’s revenue will increase from $10 bn (in 2020) to $25 bn by 2025.
Furthermore, alongside chip production for Macs, Kuo also believes that TSMC is going to begin producing processors and chipsets for Apple’s car project as well in 2023-25. This would likely provide a significant revenue source for the Taiwanese chipmaker and help position it as one of the leading players in the industry.
Taiwan Semiconductor Manufacturing Company (TSMC) is set to gain further market share with Apple’s ambitious plans in the automotive industry. According to market analyst Ming-Chi Kuo, Apple will likely switch from Intel chips to their own in-house silicon inside Macs by 2020-21. Moreover, TSMC is reportedly providing customized chips for Apple’s self-driving car projects over the next three years.
The increased business for TSMC through partnerships with Apple spanning multiple product lines will enable it to be better well positioned against potential competitors such as Samsung and Globalfoundries. This could result in further market share gains from Intel who is currently the second largest semiconductor manufacturer in 2019 according to Statista. With TSMC forecasted to hold more than 50% of pure-play foundry market share by 2021 due to growth from 5G and automotive sectors, these partnerships could potentially help sustain these positive growth trends going forward.
Impact on Intel
According to analyst Ming-Chi Kuo, TSMC is set to supply Apple Car chips starting in 2023-25. This could have a huge impact on Intel, as their partnership with Apple, who has been using their processors for a long time, could come to an end.
It will be interesting to see how Intel responds to this news and what implications it will have in the near future.
Analysts at Rosenblatt Securities have predicted that Intel will be pushed out of the current Apple Mac supply chain by mid-2020 or early 2021, but they believe that the impact could be far greater. According to the report by Ming-Chi Kuo, an Apple analyst and industry watcher, Intel’s market share could dip from over half in 2019 to just a quarter by the end of next year.
Kuo also believes that TSMC will provide chips for the Apple Car which is expected to hit production stages in 2023-25. If this were to happen then Intel would risk further loss of market share across various sectors, losing out to TSMC and other rivals as a result. This could cause a drop in demand for Intel’s products significantly reducing their profits and market share in certain industries.
Therefore, Kuo’s report and predictions indicate a potential loss of market share for Intel due to both Macs switching away from using Intel processors starting later this year, as well as potential competition in other markets such as autonomous vehicle technology if TSMC provides chipsets for the Apple Car when it is released over the next few years.
Potential impact on other products
Ming-Chi Kuo’s report indicates Apple’s plans to switch Macs from Intel processors to Apple-designed chips based on ARM architecture by 2020-21. While the full impact on Intel may remain to be seen, it could have a ripple effect that causes other major computer manufacturers to shift away from using only Intel components over time.
The news also brings further speculation regarding Apple’s potential self-driving car project as rumors indicate that TSMC is providing the chips for it in 2023-25. This suggests adoption of ARM computing for more innovative products and services outside of traditional PCs, with ARM’s power efficiency being used as a cornerstone of autonomous vehicles.
Overall, this switch from Intel processors could present a seismic shift in how computer systems are designed and what components are used across multiple categories of turning point tech such as automotive, 5G networking services, industrial IoT and smart home automation. Furthermore, this trend could prove to create an ecosystem where certain market participants benefit at the expense of another, leaving companies like AMD with an opportunity or risk factor depending on their relative level of investments versus competing solutions based on other architectures or underlying technologies like FPGA or neural networks.
Impact on the Automotive Industry
It seems like the automotive industry is set for a major change with the news from Ming-Chi Kuo, a well-known analyst, that TSMC will be providing Apple car chips as soon as 2023-25.
This news has raised plenty of questions about how this will affect the automotive industry and the companies involved.
In this article, we’ll take a look at the potential impacts TSMC’s involvement in the car industry could have.
Increased competition
With the introduction of Apple into the automotive industry, existing players in the automotive field are faced with increased competition. As a result, existing manufacturers must look to innovate and create new products and services to differentiate themselves from the competition. Apple’s entrance into the market may also cause an increase in prices of vehicles as production costs may rise because of more competitive market conditions.
In addition to increased competitive pressure on manufacturers, suppliers of technological components used in automobiles such as chipsets used in entertainment systems, safety systems and autonomous driving will also feel increased competitive pressures as they seek to provide components to Apple at competitive prices while competing with rival manufacturers who may be trying to secure an exclusivity deal with Apple. Furthermore, technology companies not traditionally associated with the automotive industry such as Qualcomm, Nvidia and Intel could be forced to enter this new market if they want their products featured in Apple’s cars. This is particularly true following Ming-Chi Kuo’s predictions that Macs will switch from Intel processors by 2020-21, which means Intel must find another way of staying relevant by supplying automotive chips and other relevant components for Apple’s products. Finally, TSMC is predicted by Ming-Chi Kuo to providing related chips for use in self-driving cars which further emphasizes the potential for changes within the auto supply chain sparked by Apple entering the auto industry.
Potential for innovation
The automotive industry has the potential for significant innovation in the way cars are designed and manufactured, from utilizing new technologies such as 3D printing and artificial intelligence to explore advancements in electric vehicles and autonomous driving. Automotive manufacturers have begun to incorporate new methods of production that reduce waste and optimize efficiency, while designers are tapping into advances in technology to improve cabin comfort, safety features, and performance. By understanding the opportunities offered by emerging technologies and markets, car companies can adapt their strategies to ensure a competitive advantage in this rapidly changing landscape.
Such potential for innovation can also affect emerging markets such as China and India, whose respective populations are accelerating the pace of technological advancements. As labor costs rise with globalization, companies must look towards technology-driven solutions if they wish to remain competitive in the auto industry — be it developing better fuel economy or building cars with increased user experiences that keep customers satisfied. At the same time, government policies have an impact on these developments; for example regulations aimed at limiting emissions could encourage investment into green vehicles or require manufacturers to produce them under certain criteria.
