If Apple continues on its trajectory, its market cap would be bigger than the entire GDP of Africa by 2023. Apple is now worth more than $1.5 trillion and Africa is “valued” at close to $2.6 trillion; Apple is growing faster! Apple added the equivalent of Nigeria’s GDP in less than 3 months! But Apple is just starting; it has unveiled IOS 14 which promises to unleash a new age of fandom. Yes, turning customers into fans.
Yet, the biggest revelation is that Intel has lost the Apple Mac chip business; Apple would be making its own chip, using ARM architecture, for its Mac division. This has been expected as I noted in the One Oasis Strategy.
Simply, TSMC produces advanced chips that can match, if not surpass, Intel’s foundry capabilities. With that, Apple thinks it can design the Mac chips, and get the outside contractor to manufacture them. That saves it a lot of money in a business known for relatively low margins when compared with Apple mobile business.
More so, having Apple mobile business and Mac within the same chip architecture opens a better interoperability where your Mac becomes an extension of your iPad and iPhone, and vice versa. This is the grand unification of Apple business and the beginning of a new dawn of the “next big thing”!
Ndubuisi Ekekwe
