A lot of people laughed when SemiAccurate called the last round of Apple notebooks as going to Nvidia but we were dead on. This time we tell you what GPUs are going in to the MacBook Pros.
No peeking in to the Apple roadmaps this time, take a guess first. If you don’t want to wait six months (and three days) to find out until others “discover” the news this time, read on. The really interesting part is not how much it shifts the GPU marketshare numbers, but what is says about costs and competition. We really weren’t expecting this one, but tonight’s note from Patrick Wang of Evercore left no doubt as to which way it is going.
Note: The following is for professional and student level subscribers.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
Charlie Demerjian
Latest posts by Charlie Demerjian (see all)
- A Deep Dive Into The Qualcomm Snapdragon X2 Elite Workings - Nov 28, 2025
- A Deep Dive Into The Qualcomm Snapdragon X2 Elite SoC Details - Nov 27, 2025
- A Deep Dive Into The Qualcomm X2 Elite CPU and GPU - Nov 26, 2025
- A Deep Dive Into The Qualcomm Snapdragon X2 Elite SoC - Nov 25, 2025
- Is Intel’s Server CPU Cancellation A Good Or Bad Thing? - Nov 18, 2025