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I agree with much of your article but I'm not sure about your statement on Apple's GPU which is simply a PowerVR chip. Advances in HBM and efficiency in Maxwell makes me think that GPU is the ONLY area Apple won't be able to design/compete for another 5 years or more.

Now, if Apple releases a 64bit A72+ class CPU on Samsung 14nm fab with a 512core Nvidia Maxwell GPU in the new 12in Macbook with Retina, I'd jump at it.