Locator: 49081CHIPS.
Lessons learned:
- one can ask ChatGPT anything;
- if you are not using ChatGPT (or a similar chatbot), you are flying blind.
Apple Silicon is tracked here. Chips are tracked here.
Apple suppliers: this schematic has been posted many, many times.
The schematic for the iPhone 17 series is not yet available, but ChatGPT will send me that schematic as soon as it becomes available.
I asked ChatGPT what specific Broadcom chip will be replaced by the new Apple Silicon N1 chip.
The answer: the Broadcom Wi-Fi + Bluetooth chip.
Unknown is what other Broadcom components are "at risk." ChatGPT provided a list of components that could be at risk but none seem(ed) particularly remarkable and unlikely to be a major issue one way or the other. I could be wrong.
ChatGPT also provided:
- an estimate of what Apple pays for each Broadcom chip (wi-fi + Bluetooth): and,
- what Apple pays Broadcom "all in" each year.
Phasing out the Broadcom wi-fi + Bluetooth chip was NOT cost driven. Don't take that out of context. It was driven by:
- Apple culture;
- supply chain control;
- software integration, efficiency, and power savings.
In fact, one might argue, throw in "privacy" issues, and these might be the big four issues that guides Tim Cook's decisions day in and day out.
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Disclaimer
Brief
Reminder
Briefly:
- I am
inappropriately exuberant about the Bakken and I am often well out front
of my headlights. I am often appropriately accused of hyperbole when it
comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer:
this is not an investment site. Do not make any investment, financial,
job, career, travel, or relationship decisions based on what you read
here or think you may have read here. All my posts are done quickly:
there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- Longer version here.
