Why apple will be the biggest winner in the era of generative AI
Apple Silicon is the secret weapon for Apple
As you see M-series Macbook Pro, Apple silicon is outperforming other competitors such as Intel, AMD, etc in the territory of mobile and laptop. M-series chips have extremely high performance per energy consumption in semiconductor benchmarks. This is a reason why Apple silicon is the secret weapon in the era of generative AI. In the era of GEN-AI, on-device AI and server based AI request computational high performances with lower energy consumption for chips to compute their LLM model dataset. This means semiconductors should be performing at the highest peak level with lower energy consumption. I believe Apple has the highest potential and capabilities to make this kind of chips in mobile, laptop and Vision Pro, etc. Let's think outside of the box. What if Apple licenses its chips to a cloud computing company or sells Apple silicon to other clients just like how Nvidia sells its chips to others. Or what if Apple builds their own cloud computing business arm just like AWS, google cloud, etc. Right now, The sales of iphone and Macbook pro in china become slightly declined over time. If Apple can find other sector that can utilize their Apple silicon such as cloud computing service for LLM and then they can sustain steady production capacity to TSMC. And they can also reduce the cost of TSMC 3nm production. The key is to sustain and match between supply and demand on Apple silicon production in TSMC. Think about it. Apple already have ios app ecosystem. The future of every app in ios will be based on LLM. From every small startup to mid-size company need cloud computing infrastructure to build ios apps using LLM. What if Apple provide cloud computing infrastructure for LLM service using thier own Apple silicon to their clients and developers. I believe this is another game changer.
Strengthen Apple's monopoly and leverage them to grow
I believe Apple already has a core technology to be growing to another level. Why is it possible? Right now Apple is occupying the majority of TSMC 3nm production capacity. The 3nm production line in TSMC is mostly assigned to Apple and Nvidia. I think This will be another secret weapon for Apple's future growth. Other big tech companies such as Meta, openAI and others can't make in-house designed chip production through TSMC 3nm because TSMC 3nm production capacity is limited until they expand factory capacity in Japan, the USA, and Germany. I want Apple to strengthen this kind of monopoly on TSMC production lines and leverage them into new business opportunities. If then, Apple can be quantum jumping in the era of GEN-AI.
Don't sell computer as hardware instead sell computation as service
