In the preset impression of most young people, Intel is synonymous with desktop CPU. At the turn of the century, the "Intel inside" advertising strategy even more tied Intel to performance and productivity. However, as the semiconductor manufacturing process is slowly approaching the limit, the performance improvement of new products every year becomes smaller. Therefore, Intel is nicknamed "Toothpaste Factory". It squeezes once a year. When AMD turns over, it squeezes more.

On the other hand, Apple's mobile terminal is invincible. One company has occupied the high-end market for many years, which makes the Mac series, which has also steadily increased but still accounts for a small proportion, a little dim. Apple began to develop its own SoC (A4 chip) soon after it entered the mobile phone market. The single core performance of its A series chip CPU has ranked first for many years, and the multi-core performance finally left Qualcomm and Samsung last year. In 2017, Apple also gave up Imagination's PowerVR GPU and began to research its own way. Although its energy efficiency is not as good as Qualcomm's, it has also risen.

On April 3, Bloomberg cited the news from a source and mentioned again that Apple's Mac computer had abandoned Intel and replaced it with a self-developed CPU. In fact, there were similar rumors in 2017, but this time led to the biggest decline of Intel's stock price in two years, the highest decline reached 9%, and the final decline narrowed to 6.07% at the end of the market, but the market value has shrunk to 228.946 billion dollars.

However, the news is very serious after several media exaggerations. In fact, it is reported that Apple plans to use its self-developed CPU on the Mac as early as 2020. Apple's long-term goal is to use self-developed chips in all its products. In addition, Intel is also the supplier of iPhone baseband (modem), and the news also claims that Intel and Apple have discussed cooperation matters involving mobile GPU.

Bloomberg also reported that Apple is developing a unified software platform called "Marzipan" to allow Mac to run iPhone and iPad applications, so that MacOS can be unified with iOS.

I don't know whether it is coincidence or capital operation. On April 3, Intel also released the latest 8 generation Core mobile version, which is also a strategy of increasing the number of cores and frequency. This session of toothpaste can be said to be very crowded.

Maybe this is the toothpaste that Intel is squeezing