S1E2 - Apple and Blackmagic Design Move to Vertical Integration as Intel Falters
Description
This episode discusses the concept of vertical integration and how tech companies Apple and Blackmagic Design are using it to enhance their businesses. These initiatives come at a time when Intel, a fellow tech-giant, has been hitting snags with their latest technology. Every supply chain decision has positive and negative implications though, so we also explore how enhanced vertical integration exposes Blackmagic Design and Apple to additional risk.
Sources of Information for this Episode:
Apple Transition to ARM Macs: https://www.cnet.com/news/apple-gives-macs-brain-transplant-new-arm-chips-starting-this-year-wwdc-2020/
Intel’s 7nm Struggles: https://www.tomshardware.com/news/intel-announces-delay-to-7nm-processors-now-one-year-behind-expectations
Blackmagic's new in-house sensor: https://www.digitaltrends.com/photography/blackmagic-design-ursa-mini-pro-12k-actually-makes-sense/
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Hosts: Justin Wilcox, CPIM & Marcus Bugni, CPIM
Editing: Marcus Bugni, CPIM
Music: Marcus Bugni, CPIM
Research & Content: Justin Wilcox, CPIM
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