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Chronicles

The story behind the story

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Sources: Apple working on three Mac models, including laptops and a new desktop, with custom co-processors; new iPad to be released toward the end of the year

The company already makes many of the chips for its iPhones, iPads, Macs and Watches.  —  For several years …

Bloomberg Mark Gurman

Context & Ripple Effects

This 2018 report is the early signal in what became Apple's longest-running hardware arc: putting its own silicon inside the Mac. At this stage the custom chips are co-processors bolted alongside Intel CPUs in three new models — laptops plus a desktop — rather than a replacement for Intel itself.

The trajectory held. By 2020, Bloomberg reported Apple aimed to sell Macs running entirely on its own chips derived from the A14, with analyst Ming-Chi Kuo independently pointing to several Arm-based Mac notebooks and desktops, and by 2021 the roadmap had widened to MacBook Pros, Airs, Mac Pros, minis, and larger iMacs. The 2018 co-processor work was the beachhead.

First-order effects

  • Apple's Mac engineering shifts further in-house: the three new models carry Apple-designed co-processors for specific tasks while Intel still supplies the main CPU, and a refreshed iPad lands late in the year on the same custom-chip pipeline.

Second-order effects

Third-order effects

The trend: Apple's Mac strategy moved incrementally from custom co-processors beside Intel CPUs to fully self-designed silicon, using specialized chips as the proving ground before replacing the main processor outright.