If Apple weren't so self-absorbed with themselves and would make the M1 series available to third parties, I would actually be impressed. Im not buying into Apple's ecosystem, because I don't have more money than sense. The cost of a M1 Ultra based system is far far higher than I could build myself using Intel or AMD. Yes performance per watt is impressive but my electricity isn't so expensive that I could possibly recoup the cost difference in less than 20 years.
I'm glad Apple though has lit a fire under the arse of Intel and AMD but they will not be leaving this space to Apple for too long. Arrow Lake will be going after Mx series big time and I'm sure AMD's newer APU's like Phoenix and beyond will also be really excellent and narrow the gap.
I concur - however Apple may be beholden to Intel/AMD in the future . This is mainly highly efficient - lots and lots of transistors . Now Apple have purpose built processors in there like Intel for Adobe etc .
Intel and AMD can do all that and have Xilinx. Intel have the other company .
FPGA, adaptive SoCs , AI inference engines - specialist engines can be made and rejigged going forward . Apple can only do that next year - so older phones slightly miss out and more problematic updating different SOC drivers .
Most devices fast enough now . Not sure what content creators use - but for big guys efficiency not a problem . Threadripper will only get more powerful - access to other PC tools .
Will adaptive chips - take off - I think so - the tech world is accelerating - open source - things will happen - just like AMD offering lots of cores ( lots of people trashed that at beginning ) - now we have an M1
The average power user at home is a gamer - the GPU is everything - cloud will become cheaper for other things where latency is not an issue .
With adaptive SOCs some of the stuff will need to be real time ( cars ) - on the WWW
Plus the Alliances means a lot with new tech and standards - You can NOT trust Apple - they have screwed over legacy stuff before - or stopped support . Microsoft who knows , Google who knows - doesn't matter - as large actors will find a way with Linux - or just pressurising MS .
As AI gets better - we could design at M1 chip in 10 years time = leasing Google resources in 1 day or less
End of day M1 - great for grandma , great for kids with ipad , great for phone , great for some content creators - after that - like you said APPLE won't sell them like other ARM soc companies . Google won't sell theirs either - but they will license their use .
5 years from now things will be interesting . Hopefully Android manufacturers catch mostly up . Google and MS really start supporting phones , tablets .
Why doe Apple sell IPADs cheap , or Nanos ( yesteryear ) etc .
What happens the day when the $100-$300 phone is super good ( already are to some degree ) .
All these companies know the future is new markets - Apple is investing in Cars, Finance, Medical ,etc - they all are Amazon and MS make a lot of money from Cloud - Apple does not yet have that skill to any large extend .
Start ups - will want agnostic , no fee solutions ,
Visa /Mastercard /Paypal won't be standing still .
So as I said interesting times - whose backing the right horses - Apples horse takes an early lead - but nothing that is hard to copy to good enough or better with say Google /IBM AI
As an aside - folks here going on about a companies worth is cringey - we are tech lovers . People loved Apple 1/II not because it was a rich company .
But because you could write programs for it - from day one etc ( maybe not Apple 1 - think you had to build it first ) - I bought a C64 as a teen with my own money as it was cheaper and more fun orientated for the masses- The computer room at high school with the Apple II was super popular lunch time , after school