Apple vs Intel vs Qualcomm — Who wins 2023!

Does Intel's future lie in foundry? Can AMD ever grow its market share? Will MediaTek compete at the higher end? Is custom back at Qualcomm? And will anyone catch up to Apple? Here's where silicon is heading in 2023!

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[jointtask]

Apple innovation in arm is just way ahead of their competitors

[miks]

AMD is the only cpu provider for millions of gaming consoles both from Sony and Microsoft. Thats currently a 5 billion a year business. I believe many people underestimates AMD.

[RichardGetzPhotography]

Hey Rene, have you heard of YouTube video chapters?

[ritheeshgururi]

What about Qualcomm's claim that they're gonna be competing with the M series chips by late 2023? Does this not change the game for Qualcomm as well as the pc chip industry totally?

[RicardoHernandez-iilx]

What about nvidia? Where do they stand in this?

[mitchjames]

When the A14 was the current Apple soc an Samsung Exynos with an AMD gpu beat it in benchmarks. AMD even stated they could release an ARM based soc to rival the M1 when the M1 macs where released.

Now that AMD owns Xilinx they should release there own arm soc with Xilinx’s 5g chip to compete against Qualcomm in supplying soc’s to android tablets and phones as well as other devices.

[zabdielscoon]

Cool takes Rene. From the earlier video, my understanding packaging is becoming an innovative way to improve capability and performance besides nm size. What do you see on the horizon as we’re getting close 1nm. What’s next? What’s in the next Star Trek communicator?

[fancycavegaming]

Apple needs to solve their GPU bottleneck or all bets are off.

[Tame.Nation]

Fantastic video.. very interesting to watch

[goryramsy]

Who wins 2023? At those prices, not the consumer.

[Danny-wvec]

Cool video.

And yes Apple is killing it on all fronts, chapeaux.

[ggioja]

That was fabulous. Interesting all the way through. Thanks.

[NinjaKiller]

I have high hopes for all the companies talked about in this video, continuing to move forward and innovative. As far as Apple is concerned, them purchasing rights to the ARM architecture and developing their own SoCs just puts them on a whole other level, and it’s only going to get better from here.

[cool-j]

Wow, great analysis and insight, what does he mean by “foundery”, i don’t know if i spelt that right but he did mention it a lot in the interview

[DerrickBest]

4:35 The Dimensity line is now on par or surpassing Snapdragon. They can gain market share in many products. Handhelds, Chromebooks, Smartphones (Vivo, Xiaomi, Realme)

[anetizen]

2022 is a W for Intel desktops, AMD laptops (especially R7 6800H for both gaming and non gaming ones), Apple tablets (sike cuz their previous offerings have better bang for the buck) and MTK Phones (followed by 8+ but 8 Gen 1 has already damaged Qualcomm's reputation)

[winstonsmith]

Steve Jobs to Intel, can you make us a lower powered chip for our iPhones, NO no future in iPhones, and Computers are always plugged in, they don’t need power efficiency. The rest is history.

[melgross]

For Qualcomm, the last iterations of their custom SoCs weren’t very successful. Heat and limited performance dud them in. They were mocked for it. What were they, the 805ish? As a result, they gave up their custom cores because of that. Will Nevis help/ maybe. How much Apple tech is there though?

[adriancoanda]

Updated | Exynos 2400: Next-gen flagship SoC has reportedly been greenlit for mass production

[DeltaSierra]

"Does Intel's future lie in foundry?" For profitability and business growth, yes.
"Can AMD ever grow its market share?" Yes, they have been growing in CPU-related segments since Ryzen came out. GPU's have been dragging but we'll see if Radeon 7000 series clawed back any market share from nVidia (my belief: yes)
"Will MediaTek compete at the higher end?" No, and honestly though don't need to if they are extremely competitive in mid and low end as this accounts for hundreds of millions if not billions of chips per year.
"Is custom back at Qualcomm?" Mmm, perhaps. Also to note is that Arm is charging a fee finally to license ARM, so this might induce some interesting design choices that manufacturers weren't previously embarking on.
"And will anyone catch up to Apple?" On Apple chips, yes, both/either Intel or AMD could. Apple has the cash coffers, talent, less complex and tightly controlled platform, and motivation to design brand-new CPU's (Apple Silicon) that scales well to keep pushing the performance envelope... just realize perf-per-watt doesn't scale that way, so no, I don't see them just continuing to get a bigger and bigger lead as heat, battery life, etc. are still tricky (look at the trouble Apple is having with M2 chips overheating in Macbook Air, for example). Additionally, Apple Silicon won't can't be a brand-new CPU every few years -- that truly is prohibitively expensive even for Apple, so essentially it'll always been a cat and mouse game. Additionally, Apple Silicon doesn't drastically change the Apple platform -- platforms being harder to get folks to move between rather than upgrading on existing platforms, e.g. Mac and Windows PC.