Apple, ARM, and Intel – Stratechery by Ben Thompson
stratechery.com/2020/apple-arm-and-intel
What Jamie wrote
There is a ton of speculation that Apple will announced at WWDC next week that they are switching from Intel CPU's to their own A-series chips. This has been rumored for a long time, but these transitions are not easy and take a long time. However, I think Intel has left Apple with no choice but to do it.
Those seemingly neglected Macs, meanwhile, were stuck with Intel, and Apple saw the Intel roadmap that has only recently become apparent to the world: it has been a map to nowhere.
The performance of the A-series chips in your iPad are phenomenal. And the power efficiency is even more impressive. It will be very interesting to see how this plays out. Owning the full stack, all the way to the silicon, has been key for Apple on the iPhone. We'll likely get to see if that is also true for the Mac soon.