Apple slated to begin producing its own PC processor chips

Update24 days ago
On Tuesday, reports emerged that at its upcoming WWDC event, Apple would be announcing a shift towards its own, ARM-based chips for future Mac products.
Historically, Apple has sourced its Mac processors from Intel, the leading supplier of PC chips worldwide.
But beginning in 2021, Apple's Mac product line will begin using the Apple-designed processors based on the technology currently used inside iPhones and iPads.
We're positive on the shift as it should drive significant improvements in power efficiency and as well as computing power for intensive use cases including graphics and AI - all while improving the cost and margin profile of the Mac line.
But perhaps more importantly, we believe the decision is emblematic of Apple's rapid pace of innovation, something that can sometimes be obscured looking from the outside in.
A large driver of this decision was reportedly internal disappointment at the pace of silicon improvement seen from Intel, which was viewed as a potential bottleneck for future product development plans.
While it's unclear what those development plans may entail, we see it as positive that Apple is contemplating future use cases that already surpass the technical capability of leading chipset manufacturers.
While we don't expect Apple to completely migrate off of Intel in one shot beginning next year, we think it's likely that within ~3-4 years all Mac products will be running on Apple-designed ARM processors.
As of this writing, AAPL was a portfolio holding of Titan Invest. This security may cease to be a portfolio holding at some point in the future.

Become a Titan investor today.

Titan Invest is an SEC registered investment adviser. By using this website, you accept our Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.
Refer to Titan Invest’s Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Titan’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Titan Clients by Apex Clearing, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures. Contact: 110 Greene Street, Suite 910, New York, NY 10012. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.
© Copyright 2020 Whisker Technologies, Inc. All rights reserved.