Apples newest homegrown chips present a fresh challenge to Microsofts Windows business
Summary
Apples new laptops announced on Monday, featuring the iPhone makers next-generation in-house chips, might pose fresh challenges to Microsofts lucrative Windows business. Apple CEO Tim Cook told analysts in April that "the incredible customer response to our M1-powered Macs helped propel a 15% year-over-year increase in revenue despite supply constraints." That amounts to 7.5% of Microsofts total revenue and almost 11% of gross profit, Morgan Stanley analysts led by Keith Weiss wrote in a note this week. But Adobe, Microsoft and other developers have gradually come out with native versions of their software for the devices, said Kitagawa, who now expects corporate adoption to grow. Patrick Moorhead, CEO of industry research company Moor Insights and Strategy, said Windows PCs could eventually have battery life and performance that match Apples latest Macs.