Will AAPL change the market?

$Apple (AAPL.US)$ , over the last decade, has gone from buying most of its chips off the shelf to being a massive designer itself. Now, it uses primarily $Taiwan Semiconductor (TSM.US)$ , to produce its chips and they're actually driving the leading edge technology for TSMC. They will basically pay upfront or contract with them to be the preferred customer for these leading edge chips. Really, Apple, in a way, has better chips than anybody else because they're such a big buyer. Then, add that to the fact that they're integrating their hardware and their software and you have a really powerful competitive advantage from that ecosystem.
What's interesting with the M1 Ultra is Apple has, for a long time been behind, specifically $NVIDIA (NVDA.US)$ , with the graphics card market. If you're a gamer, you're going to typically buy a PC because you can get RTX 3080 or whatever. In the past, there's been different chips, but you would always want to have an Nvidia graphics card if you were getting into gaming or VR or something like that. The interesting thing with the M1 Ultra is, according to early reports and we'll see as this product comes out and we get actual testing from third parties, this is supposed to be competitive from a graphics standpoint with the RTX 3080 and 3090, which is Nvidia's leading consumer graphics card.
If Apple can get to the point where they have a graphics chip set that competes or, maybe is even better over time from a graphical standpoint than Nvidia, that really changes the market.