郭明錤｜Ming-Chi Kuo(@mingchikuo):In this interview, Amazon hardware chief Panos Panay said the company is designing its own end-to-end silicon for some of its devices, while still sourcing chips from external suppliers such as Qualcomm. This echoes the trend I previously predicted, that Amazon devices are moving toward in-house silicon. Another key takeaway is that Panay tied this effort to on-device AI, which suggests that beyond the cost considerations I noted earlier, in-house silicon is also a key part of Amazon's strategy for future AI devices.

郭明錤｜Ming-Chi Kuo

@mingchikuo

香港天風國際證券分析師，分享科技產業趨勢觀察｜TF International Securities (HK) analyst sharing tech trend insights

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郭明錤｜Ming-Chi Kuo@mingchikuo

2026.07.05 18:33

In this interview, Amazon hardware chief Panos Panay said the company is designing its own end-to-end silicon for some of its devices, while still sourcing chips from external suppliers such as Qualcomm. This echoes the trend I previously predicted, that Amazon devices are moving toward in-house silicon. Another key takeaway is that Panay tied this effort to on-device AI, which suggests that beyond the cost considerations I noted earlier, in-house silicon is also a key part of Amazon's strategy for future AI devices.

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