Apple has long been rumored to plan using its own chip designs to power Macs, but so far it still relies on the likes of Intel and Nvidia for CPUs and GPUs. All that might change soon, at least for the computers’ central processor, according to KGI Securities.
The investment bank is not at its first Apple prediction. In fact, KGI’s consultants are some of the most vocal in the industry when it comes to predicting Apple’s next move. More often than not, all it takes to make these predictions is to follow the news up close.
This is one of those instances where any company watcher could predict the Mac’s shift to silicon made in house. Primarily because there’s precedent (iPhone), secondly because it’s Apple’s modus operandi, and third because it makes perfect sense. But let’s hear KGI nevertheless.
“Apple may launch Mac products that use own AP [Application Processor] in next 1-2 years. This prediction is based on the assumption that Apple’s self-developed AP performs at a level between Intel’s Atom and Core i3 and is good enough for Mac. Using self developed AP can help Apple better control the timing of Mac launches and Mac product features.”
No industry chatter, no supply chain visits, no real evidence whatsoever. Yet, because of the aforementioned reasons, KGI’s forecast will probably be spot on.