Updates
July 5, 2022:
- TSMC: Apple is likely to face further increased chip prices as supplier TSMC contends with additional incrased costs.
- INTC: worried about the new MacBook Air with the M2 chip?
Original Post
The usual disclaimers apply. For educational and entertainment purposes only.
Apple: still working on larger display and more powerful chip for its flagship iMac; link here.
Source, not verified by Apple:
Apple is working on at least two iMac models, likely using the "M3" series of chips. Gurman says that Apple will likely launch an updated 24-inch iMac featuring the standard M3 chip in 2023 and is continuing work on a high-end iMac model.
Source, not verified by Apple:
A 24-inch iMac with the M2 chip has been missing from Gurman's forecast of upcoming M2 Macs on Apple's product road map, which includes new Mac mini models with M2 and M2 Pro chips, new 14-inch and 16-inch MacBook Pro models with M2 Pro and M2 Max chips, and a new Mac Pro tower with M2 Ultra and "M2 Extreme" chips.
Gurman expects an updated 24-inch iMac to be among the first M3 series of Macs, which will include an updated 13-inch MacBook Air, an all-new 15-inch MacBook Air, and potentially a new 12-inch notebook that is "still in early development."
Chips, semiconductor: link here.
How many transistors on a chip? Apple is still the leader -- by a wide margin.
The following is from wiki, which recently updated, has only updated to Apple's M1 Ultra, not mentioning the M2, or the M3.
June 28, 2022: transistors on a chip. Apple still #1.
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Amazon Web Services (AWS),
Wiki entry.
Services:
As of 2021, AWS comprises over 200 products and services including computing, storage, networking, database, analytics, application services, deployment, management, machine learning, mobile, developer tools, RobOps and tools for the Internet of Things.
The most popular include Amazon Elastic Compute Cloud (EC2), Amazon Simple Storage Service (Amazon S3), Amazon Connect, and AWS Lambda (a serverless function enabling serverless ETL e.g. between instances of EC2 & S3).
Growth:
In April 2015, Amazon.com reported AWS was profitable, with sales of $1.57 billion in the first quarter of the year and $265 million of operating income. Founder Jeff Bezos described it as a fast-growing $5 billion business; analysts described it as "surprisingly more profitable than forecast."
Notable customers:In October, Amazon.com said in its Q3 earnings report that AWS's operating income was $521 million, with operating margins at 25 percent. AWS's 2015 Q3 revenue was $2.1 billion, a 78% increase from 2014's Q3 revenue of $1.17 billion. 2015 Q4 revenue for the AWS segment increased 69.5% y/y to $2.4 billion with a 28.5% operating margin, giving AWS a $9.6 billion run rate.
In 2015, Gartner estimated that AWS customers are deploying 10x more infrastructure on AWS than the combined adoption of the next 14 providers.
Notable customers include NASA, the Obama presidential campaign of 2012, and Netflix.
In October 2013, it was revealed that AWS was awarded a $600M contract with the CIA.
In 2019, it was reported that more than 80% of Germany's listed DAX companies use AWS.
In August 2019, the U.S. Navy said it moved 72,000 users from six commands to an AWS cloud system as a first step toward pushing all of its data and analytics onto the cloud.
In 2021, DISH Network announced they will develop and launch its 5G network on AWS.
In October 2021, it was reported that spy agencies and government departments in the UK such as GCHQ, MI5, MI6, and the Ministry of Defence, have contracted AWS to host their classified materials.
Think Lady Densch, James Bond and 007.
Market share:
As of 2021 Q4, AWS has 33% market share for cloud infrastructure while the next two competitors Microsoft Azure and Google Cloud have 21%, and 10%.
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