Now, the GPU part of Apple's A-series chips is no longer outsourced, and we start to develop and design it ourselves. It can be said that GPU is just the beginning. Some time ago, it was revealed that Apple has begun to invest in the research and development of the next generation display technology, and now it is an organic light-emitting diode, and the next generation is a MicroLED. At present, Samsung is almost the exclusive supplier of OLED mobile phone display screen, accounting for almost 65,438+000% of the flexible OLED market. How can Apple allow itself to be supplied by the supply chain?
When it comes to 5G baseband, this is actually the same. Sooner or later, Apple will develop it by itself. The reason why it gave up Intel is probably because it found a cheaper alternative, that is, MediaTek. In the 5G baseband, Apple doesn't have many choices, except Intel, only Qualcomm and MediaTek, and Qualcomm even has a patent lawsuit with Apple, so MediaTek has almost become the only choice except Intel. It is foreseeable that Apple should develop its own 5G baseband within two or three years. From then on, the CPU, GPU and baseband on the SOC chip of the mobile phone were all developed by ourselves, just like Huawei Hisilicon Kirin now.
So from this perspective, Apple is closing the enclosure on a large scale, and the closure of the IOS system has brought Apple sustained high profit income. After that, Apple will conduct self-research and design on chips, display screens and even cameras, memory and flash memory. In the future, Apple will still pursue high-profit acquisitions, and the pricing of 10,000 yuan mobile phones seems to be a normalization. What do you think of this?