Apple all by themselves

Apple is in a unique position. At least for personal computers.

For the first time in the history of personal computers, Apple is designing the entire device, from hardware to software.

The earliest personal computers (the TRS-80, the Commodore PET, and even the Apple I and Apple II) were built with components made by other manufacturers. Processors, memory, displays, disk drives, and even power supplies were assembled into personal computers. The Apple II used the 6502 processor made by MOS Technologies (and second-sourced by others). The TRS-80 used Zilog's Z-80 processor. The original IBM PC used the 8088 processor from Intel, standard memory chips, and floppy disks (when it had them) from Tandem.

The manufacturers of personal computers was always about using "off the shelf" components to build a PC. It made sense, as it allowed a small company to sell computers and let other companies specialize in components.

Now, Apple is building their own system-on-a-chip that contains processor, memory, graphics processor, and storage. Apple designs the all of the electronics, the case, the power supply, and the display screen. Apple writes their own operating system and application programs.

Such a thing has never been seen with personal computers.

Which is not to day that such a thing has never been seen in computing. It has.

Prior to personal computers, the "we build everything" model was prevalent in computing. IBM used it for their mainframes. DEC used it for their minicomputers.

We cannot make comparisons between the mainframe age and the current age of computing. The markets are too different, the customers are too different, and the computers are too different. The fact that Apple designs everything about its computers is a happy correspondence to that earlier age.

But perhaps we can make some guesses about what Apple will do next.

For starters, they have a lot of control over the design of new products. In the old system, Apple had to use whatever processors or GPUs were available. The designs offered by "specialists" acted as a center of gravity for the market -- anyone using AMD's GPUs was working in a similar space.

Apple is no longer dependent on the designs of others. They do not have to use processors from Intel, or GPUs from AMD, or memory from another maker. Thus, Apple is able to implement its own designs. Those designs, we can reasonably expect, will deviate from the "center of gravity" of the old system. Apple can chart its own path.

Secondly, we can expect that Apple will design its products to help Apple. In particular, Apple will probably add diagnostics to its products, diagnostics that only Apple software will be able to access. The recent M1 MacBook Pro computers are suffering from memory allocation problems; we can expect that Apple will resolve this, at first with software, and later with enhancements to hardware to assist the software in identifying and reporting such issues.

Third, Apple can introduce new products on their schedule. Rather than wait for Intel or AMD to introduce new hardware, Apple can work on new hardware and release products when they are ready. I expect that Apple will release new Mac and MacBook computers every year -- although not every model. Perhaps Apple will use a three-year cycle, with updates to MacBook Air and iMac in one year, MacBook Pro and iMac Pro in a second year, and MacBook Mini and MacBook Max in the third year. (In the fourth year, Apple repeats with updates to MacBook Air and iMac.)

We should note that Apple is not completely independent. While they design the hardware, they do not manufacture it. Apple relies on outside companies to fabricate chips, build components, and assemble those components into complete units. Will Apple build its own fabrication plants? Or buy existing ones? I suspect not. Said plants are large and expensive (event for Apple's budget) and come with lots of environment issues. I expect Apple to leave that work to specialists.

All in all, Apple is in a good position to design its computers and sell them on its schedule.

The important question is: Will those computers be useful to their customers?

That's an idea for another time.