| ▲ | rickdeckard 3 days ago | |
> From the consumer perspective, it seems simple; stop shipping the latest silicon in the iPhone. Nobody uses it. From a vendor-perspective, ~200mn iPhones are sold each year, the end-user will pay for it. The scale of this is financing the entire development and supply-chain for the silicon itself, and it contributes not only to hardware but also service revenue of the entire company. nVidia owns 94% of the GPU market and shipped 11.6mn GPU's in Q2/2025, let's say they ship 60mn GPUs in 2025 total. --> Why should I stop shipping the latest silicon in the iPhone? Even without stopping production, why should I enter and compete in a market that is currently dominated by a single player, has a total size of ~60mn units/year, with each product deprecating almost instantly as soon as a more efficient product is announced? Apple's silicon is not magically more efficient than everything else, their products are efficient because they are vertically integrated. I doubt that Apple Silicon is competitive to nVidia in a datacenter setting | ||