The Secret Behind Apple's New Silicon: The Next Big Move is coming

Let's talk about Apple Silicon business.

Timestamps:
00:00 - Intro
01:23 - From Mobile Chips to Data Centers
11:11 - Apple Servers
14:18 - AI Models

The video I mentioned absolut Ampere computing:

[haseebasif]

Im so glad Anastasi goes deep into technical details of Apple. Rather than just subjective User experiences that most youtubers focus on.
There is alot going on in devices that meets the eye.

[lindsaybruce]

The history of Apple silicon actually goes back even further to the 1990's when they partnered with IBM and Motorola over the PowerPC range of RISC processors. Apple has a long history of working with silicon partners to produce chips specific to their platforms. Since the very earliest days of Wozniak working in a garage, Apple have always had impressive software and hardware integration - something only really possible if you control both. This is why many in creative industries still favour Mac hardware, because it works so well with Apple's application software. See Final Cut Pro render times versus Adobe Premiere on comparable x86 hardware.

[legoplaytime]

Developing data centres with custom chips, instead of relying on existing cloud providers like AWS or even buying hardware from Nvidia, is perhaps Apple's biggest under-the-hood update for the new iPhones

[zzolaman]

Your analysis is an Oasis of crucial information. I have subscribed and I Don't Go Away.

If you missed her analysis, Don't Look Back in Anger! Even though she's Half the World Away, you can Acquiesce, Listen Up, and get much smarter Little By Little.

C'mon guys, She's Electric!

[skinthekat]

The CEO of PA Semi gave me an office tour when they were waiting on first silicon. Apple bought them a few months later - I think before their product launch. The chip wasn't ARM-based, but the design team was worth their weight in gold.

[sierrasatan]

If Qualcomm charged 100$ for each modem chip to Apple, they would get 22.5B revenue from Apple for the 225M iphones sold each year. From Qualcomm annual report it looks like they are getting 9B from their biggest customer (they don't name the customers) and that includes licensing fees and chip revenues together. I don't think its anywhere close to 100$ for modem chip alone. But otherwise, very informative and detailed video as usual.

[RuedigerDrischel]

Not an expert I like your explanations which make complex matters digestible in a way I can use them in my field of expertise

[Saderue]

Thank you for your thoughts, we tend to forgrt how innovative Apple is when we listen to standard 08/15 tech you tubers.

[takeshikovacs]

This is a great video Anastasi. With sites like Anandtech dying, I treasure the deep dives and industry perspective you bring to your content. In an age of shallow lists of affiliate links, people like you, Dr. Ian Cutress, Gamers Nexus and chipsandcheese are very special. Keep up the great work!

[tranquilitybase]

Great synopsis! Finally I learn something new about Apple chips and their history!

[paulg]

Great video. Great insight. A very informative video. Loved the Oasis references!

[paulsngh]

0:30 I may have briefly fallen in love 😍 That was too good 😂🤝

[TorukMaktoDracarys]

May I request a video update on Photonic Chips, since AI consumes so much power. Who is at the forefront of this technology to incorporate as quickly as possible. Thank you for ALL of your Awesome videos

[matthewjfoster]

another great video. loved the Oasis tribute :)

[StevePaulSounds]

Really interesting. You’re such an insider!

[johnmajewski]

Thanks your Video insight and uniqueness is welcoming in the tech changes which will effectively effect everything! Keep up the wonderful work! 🎉

[romen]

Very interesting video, and well explained. Thanks for sharing!

[enviropediaxr]

This was really a treat to watch! I think the ARM-based Apple chips (SoC) could eventually outperform NVIDIA. Here's why: First of all, Apple doesn't need a PCI bus, NVIDIA does. Secondly, NVIDIA cannot access CPU memory, NVIDIA GPUs must have separated separate memory address spaces, and they require an external bus like PCI, which introduces significant latency. The best of everything is to have as many of your execution units on the same die, and in the same memory address space. I see this an an insurmountable problem for NVIDIA in the future.

[ottoplichters]

Love your video's and all the technology you explain ❤.
I can't handle the repost 's so I will look your vids up on a later date keep up the great work.

[bruinscat]

Hi, @AnastasiInTech. You mentioned designed a new chip could cost $10M-$500M. I would love to see a video covering what that entails, like how do they start? What kind of researches, must they pursue. They must use software for designing, correct? So where does the cost and challenges come from?

Thank you for your work & research! I love your videos!