I was interested by the GPU that was mentioned in the slide, does this mean that Apple is thinking that they have the expertise to take on Nvidia and AMD in that space?
Whether or not they think that or they can, they have been developing GPUs for iOS devices. It'll be interesting to see what they do for their desktops.
I agree. I know they're currently using AMD GPUs, but how much longer will they keep using AMD if they believe that their own in house chips can do a better job? Also, I'm curious as to whether they would try to sell their GPUs (iGPU?) to gamers who traditionally don't stay within the Mac ecosystem at all. Having a 3rd major player in the GPU space would be wild.
The advantage Apple has is that Nvidia and AMD and Intel have to actually make money from their chips. Apple can break even or make a loss on the chips themselves.
I don't mean in pricing, but design. Other companies have to design chips that make sense in the market. Apple makes it for themselves, and they can make chips that would not make financial sense, but perform great.
And charge you a bunch for the whole package, of course.
Given the lackluster support Apple has for the AMD GPUs they currently ship I bet it will feel like an upgrade. Plus a lot of the product line uses the integrated Intel graphics so beating that isn't much of a challenge.