Undoubtedly, from chip design manufacturers such as Qualcomm, MediaTek, Invidia, and Intel to TSMC, chips have become the core of the entire technology industry. From chip foundries like Samsung to terminal manufacturers like Apple and Samsung's Xiaomi OV, almost all technology giants are around chips, or worried about manufacturing chips, chip technology, and chip production capacity, and are firmly 'stuck' by chips. 16 years later, Apple began converting Qualcomm chips into Intel chips due to the differences between Apple and Qualcomm on the 5G baseband. Although Apple has negotiated with Samsung Electronics and MediaTek to use 5G modem chips on Apple phones, the company is currently developing basebands through basebands. Apple released its first generation self-developed M1 chip at the Global Developers Conference in June 2020 and stated that it will continue to release the M series. Apple said they will replace Intel processors with M1 chips on the Mac. Intel CFO released a statement this week that it is expected that the number of chips shipped to Apple in 2023 will decrease to 20%, and by the time the iPhone 15 is launched, Apple will fully use its own self-developed baseband chips. Meanwhile, Qualcomm announced that it will benchmark Apple's M-series products and develop its own chips for PCs. Not only Qualcomm and Apple, but also chip manufacturers and mobile phone manufacturers, have begun to put their chip research and development plans on the agenda, marking a shift in the industry ecosystem from vertical to semi vertical. Unlike Huawei Kirin chips and Apple A-series chips, they are essentially launched in November and October of September, and then released together with flagship phones in the second half of the year!

Especially for Apple, this approach has a strong driving effect on the company. Sometimes the value of a product is that scarcity is more expensive. When you release it, the impact on the previous generation of chips is too great, so in the past two years, Qualcomm's chips have also been known as the 'squeeze toothpaste' release. In fact, the gap between chips is not too big, so it is not too obvious. But just adding product models is not just to encourage phone manufacturers to launch new phones. It must be said that as third-party chip suppliers, unlike Apple and Huawei, they will firmly grasp the rhythm of processor chips, thereby increasing the value of their products this year, or even several years.