> (originally iPhones) and then expand that to the mac
Yes and: (as you know) Aggregate volume also benefits Apple's whole product suite.
It's hard for a laptop mfg to justify pushing to next node process for just ~25m units. So competitors have to wait for Qualcomm, Samsung, whomever to transition.
It's easier for Apple with ~250m phones, ~50m tablets, ~25m laptops, etc. per year. (Apple's war chest also enables monosopoly of upcoming node processes.)
Imagine trying to pull off AirPods or Vision without that deep vertical integration. The ridiculously ambitious Vision is just barely feasible, riding on mobile's coattails. A Vision using 3rd party CPUs would be delayed.
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This all is in addition to the Apple specific optimizations, which you mention.
Yes and: (as you know) Aggregate volume also benefits Apple's whole product suite.
It's hard for a laptop mfg to justify pushing to next node process for just ~25m units. So competitors have to wait for Qualcomm, Samsung, whomever to transition.
It's easier for Apple with ~250m phones, ~50m tablets, ~25m laptops, etc. per year. (Apple's war chest also enables monosopoly of upcoming node processes.)
Imagine trying to pull off AirPods or Vision without that deep vertical integration. The ridiculously ambitious Vision is just barely feasible, riding on mobile's coattails. A Vision using 3rd party CPUs would be delayed.
--
This all is in addition to the Apple specific optimizations, which you mention.