Cost of cpu is unit cost + all other costs including r and d divided by units. We also don't arrive at a reasonable estimate of unit costs by taking a range of estimates and picking the estimate most favorable to our position.
I also don't believe it's reasonable to assume that switching to arm is as simple as putting an iPad cpu into a laptop shell.
Here is an estimate that their 2018 model costs 72 just to make not to design and make.
The a14 that will power a MacBook is likely going to be more expensive not less. Especially with 15B transistors on the a14 vs less than 7B on a12.
Average selling price of Intel cpu looks like around $126. This includes a lot of low end cpus which is exactly the kind of cpu apple fans like to compare.
Apple may realize greater control and better battery life with the switch but they won't save a pile of money and thoughts about increasing performance are fanciful speculation that Apple, the people with the expertise are too smart to engage in.
Indeed. Apple is going to have to eat R&D costs that were previously bundled in Intel's pricing. And Mac sales are relatively small compared to the Windows market, so economies of scale are going to be less significant.
Which means the actual per-CPU fab cost is going to become a smaller part of the complete development and production cost of a run. And that total cost is the only one that matters.
I expect savings can still be made, because Apple will stop contributing to Intel's profits. On the other hand I'm sure Apple was already buying CPUs at a sizeable discount.
Either way it's an open question if Apple's margins are going to look much healthier.
IMO an important motivation is low power/TDP for AR/VR.
Ax will also eventually give Apple the option of a single unified development model, which will allow OS-specific optimisations and improvements inside the CPU/GPU.
Ax has the potential to become MacOS/iOS/A(R)OS on a chip in a way that Intel CPUs never could.
I also don't believe it's reasonable to assume that switching to arm is as simple as putting an iPad cpu into a laptop shell.
Here is an estimate that their 2018 model costs 72 just to make not to design and make.
https://www.techinsights.com/blog/apple-iphone-xs-max-teardo...
The a14 that will power a MacBook is likely going to be more expensive not less. Especially with 15B transistors on the a14 vs less than 7B on a12.
Average selling price of Intel cpu looks like around $126. This includes a lot of low end cpus which is exactly the kind of cpu apple fans like to compare.
Apple may realize greater control and better battery life with the switch but they won't save a pile of money and thoughts about increasing performance are fanciful speculation that Apple, the people with the expertise are too smart to engage in.