Apple Inc (AAPL)

[morokoy]

https://seekingalpha.com/article/4400645-microsoft-apple?utm_medium=email&utm_source=seeking_alpha#alt1&mail_subject=msft-microsoft-or-apple-the-showdown&utm_campaign=rta-stock-article&utm_content=link-2

There is an added element that should be weighed when considering Mac/iPad revenues. The development of the M1 chip, which will be used in the Macintosh line of computers, is estimated to cost $40 to $50 per unit versus $200 spent on the Core i5 processor it replaced. If those figures are correct, Apple would harvest $2.5 billion in savings over the next fiscal year. There are reasons to believe the actual costs for the transition to the M1 from the i5 will be double the quoted figure. Nonetheless, the savings would still be substantial.