Updates: link here.
American exceptionalism (tech): link here.
Putting it all together: Edge vs the Cloud. Link here.
Chips, semiconductor: link here.
- Home page for tech: link here.
- The cloud: link here.
- Streaming: link here. Streaming wars.
- Spatial computing: link here.
- Generative AI: link here.
- Apple Silicon: link here.
Tech: CPUs, GPUS, cores, threads and all that jazz --
- part one: link here.
- part two: link here.
- part three: link here.
- part four: part four.
- part five: part five. Matter and threads.
Apple Silicon: link here.
C1X:
- a modem
- introduced in the iPhone 17 Air, replacing the Qualcomm chip
- all other iPhone 17 models still use the Qualcomm Snapdragon chips
- Apple computing chips have also replaced all Broadcom chips in the iPhone 17
C1:
- a modem
- this is a biggie
- this will be a shootout between the C1 (for iPhones) and the Qualcomm Snapdragon, X75 and X71 for Androids -- a huge deal
- introduced February 19, 2025; revolutionary; first to get the C1: the iPhone 16e
- the C1 will be tracked here;
M5:
- apparently Vision Pro now has the M5 chip -- September, 2025
- rumored to be available 4Q25 for iPad Pro (iPad Pro M5) -- October, 2025
- for the MacBoo Pro M5 delivery has been delayed from October, 2025, to early 1H26 (October, 2025)
M4:
- blog focus update -- June 17, 2024
- wiki has added the M4 family of chips to their "transistor count" page;
- M1: revolutionary
- M2, M3: evolutionary
- M4: revolutionary, iPads, July, 2024, with the new M4
- iPhone 16 / IOS 18 late 2024
- desktop / laptop: will get M4 later
M3:
- wiki has added the M3 family of chips to their "transistor count" page;
- comparing M3 with M2;
- financial disruptor;
Apple, a $3-trillion-market cap company. Right, wrong, indifferent, I break it down this way:
- $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
- $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
- $1 trillion: Apple Silicon, the chip division.
Now, March 11, 2024:
Apple, a $4-trillion-market cap company. Right, wrong, indifferent, I break it down this way:
- $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
- $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
- $1 trillion: Apple Silicon, the chip division.
- $1 trillion: FinTech.
If $4 trillion is beyond the pale, then leave it at $3 trillion:
- $750 billion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
- $750 billion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
- $750 billion: Apple Silicon, the chip division.
- $750 billion: FinTech.
*****************************
Updates
November 15, 2025: Tim Cook out as early as next year (2026)? Link here.
September 11, 2025: two new Apple chips (N1 and C1X) and Thread. Link here.
August 13, 2025: rumor that Apple might release a $599 MacBook Pro with an A18 Pro chip from the iPhone series; if so, it would be the first A-chip (iPhone) to be placed in an Apple laptop. Link here.
May 11, 2025: Apple Silicon update — must-read.
January 31, 2025: quarterly earnings.
December 11, 2024: Broadcom said to be designing an AI service chip for Apple. Link here.
July 28, 2024: Link to Apple's new beta Maps tool.
July 22, 2024: recommendations.
February 6, 2024:
January 18, 2024: TSM earnings call; will focus on 1.3 nm.
January 18, 2024: after being banned by international agency, Apple will start selling Apple Watches in the US again, but will tweak software to not include oxygen monitoring. After a rough patch in first half of January, Apple regains footing. AAPL surges; BofA has new target of $225 or thereabout. AAPL closed at $188 today.
