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.

The following two tabs change content below.

• Bio
• Latest Posts

Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate

Charlie Demerjian is the founder of Stone Arch Networking Services and SemiAccurate.com. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of SemiAccurate.com, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint and Mosaic. FullyAccurate

Latest posts by Charlie Demerjian (see all)

• AMD manages to make the Ryzen 7040U look worse than it is - May 4, 2023
• Is Microsoft looking to buy silicon expertise? - Apr 3, 2023
• Intel updates roadmaps at Analyst Day 2023 - Mar 29, 2023
• Intel’s Emerald Rapids has a big secret - Mar 27, 2023
• Raja Koduri and Dr. Randhir Thakur out at Intel - Mar 21, 2023