Apple hosted a hardware event earlier this month where the California-based company heralded a new era for its Mac computers. Like its iPhone, iPad and Apple Watch, Apple is now converting its MacOS computers to their own processors. Instead of using industry-standard Intel chips, Apple has developed its own silicon that works seamlessly with macOS. Apple claims the new MacBook Air and 13-inch MacBook Pro – the first notebooks with the so-called M1 chip – have a battery life of 18 and 20 hours, respectively.
In addition, according to Apple, the notebooks operated with M1 are significantly faster than the earlier Intel machines. That’s because the M1 uses the same 5-nanometer process as the record-breaking A14 Bionic processor that powers the iPhone 12, iPhone 12 Pro, and the redesigned iPad Air. In short, the smaller cube means the information is less physically removed. Thanks to the built-in RAM, everything should load faster, and since all components have less distance to communicate with each other, less power is used.
There are currently only two companies in the world that can manufacture chipsets using the five-nanometer process – TSMC and Samsung.
Apple has been using TSMC to produce the silicon for its smartphones for years, but the added demand for switching its best-selling MacBook Pro, MacBook Air, and Mac Mini (not to mention the remaining models in the Mac lineup next year and) a bit) could force the California-based company to draw in Samsung to help too, analysts believe. Of course, we’ll have to wait until Samsung’s next quarterly earnings call to see if the foundry sees a dramatic increase in sales.
Apple has turned to Samsung in the past to help make its chips. And for the OLED touchscreen, which has been used on the iPhone since the introduction of the iPhone X, the company regularly relies on the South Korean company, which is launching the popular Samsung Galaxy S and Galaxy Note series directly on store shelves with the iPhone competes.
MORE LIKE THAT
Samsung TV owners just got 1,000 free movies to stream at home
Analysts have good reason to believe that Samsung will benefit from the move from Intel to M1 in the Mac space. That’s because the A14 Bionic already accounts for 25 percent of TSMC’s total 5-nanometer production capacity. And that’s just the processor that powers the four new iPhone models and the new iPad Air.
With all MacBook, Mac Mini, iMac, and Mac Pro computers moving to Apple’s own chipsets in the coming months – not to mention a number of other companies like Qualcomm, NVIDIA, AMD, and MediaTek, which have their own 5nm Want to make chipsets – will TSMC need to expand fairly quickly or lose some of those customers to Samsung’s competing 5nm foundry. Unfortunately, the expansion is a time-consuming and costly process, so it is unlikely that the order line is currently on its way to TSMC.
In addition, Samsung undercutting TSMC to win its competitor’s business. A move to the competing company could help Apple to increase its margins on the new MacBook models.
Samsung has been investing in its 5nm foundry for years and is waiting for this moment. And it could finally pay off for the company. Unlike Apple, unlike Apple, if the company introduces its own internal system on a chip developed using the 5 nm process, it can also produce the silicon in-house without having to rely on another company’s supply chain.
The new M1-powered MacBook Air and MacBook Pro are available in stores starting today. Those who pre-ordered their machines from Apple last week after the announcement should receive their new notebooks in the mail starting this morning. With the new MacBook Air and MacBook Pro looking almost identical to their predecessors, which launched earlier this year, you need to be careful when buying a new Apple laptop.