- Apple yana tattaunawa da Intel don kera kwakwalwan kwamfuta na matakin-shigar M-jerin ta amfani da kumburin ci gaba na 2nm 18A na Intel.
- Na'urori na farko da Intel ke samarwa zasu zo, a farkon, tsakanin kashi na biyu da na uku na 2027.
- TSMC zai ci gaba da kasancewa mai kula da mafi girman kwakwalwan kwamfuta (Pro, Max da Ultra) da mafi yawan fayil ɗin Apple.
- Yunkurin yana mayar da martani ne ga neman mafi girman iya aiki, ƙarancin kasadar ƙasa, da mafi girman nauyin masana'antu a Amurka.
Hutu tsakanin Apple da Intel A cikin 2020, lokacin da Macs suka watsar da na'urori na x86 don goyon bayan Apple Silicon, da alama tabbatacce. Koyaya, rahotanni da yawa daga sarkar samar da kayayyaki sun nuna cewa kamfanonin biyu suna gab da zuwa ci gaba da dangantakarsu a ƙarƙashin wani tsari daban-dabanIntel zai sake kera kwakwalwan kwamfuta don Apple, amma wannan lokacin a matsayin tushen kawai kuma ba tare da tsoma baki a cikin ƙira ba.
Dangane da rahotanni da yawa daga manazarta Ming-Chi Kuo, Apple ya riga ya ɗauki matakan farko don tsararraki masu zuwa na matakan shigarwa M masu sarrafawa ana kera su a masana'antar Intel a Amurka tun daga 2027Aikin zai wakilci babban canjin dabarun ga masana'antar semiconductor kuma, bi da bi, zai ƙarfafa samar da fasaha a Arewacin Amurka.
Wadanne kwakwalwan kwamfuta Intel zasu kera kuma yaushe zasu zo?
Leaks iri-iri sun yarda da hakan Intel zai kera na'urori masu sarrafa matakan M-jerin kawaiWato, SoCs ba tare da ƙirar Pro, Max, ko Ultra ba. Waɗannan su ne kwakwalwan kwamfuta da Apple ke amfani da su a cikin samfura masu girma kamar su MacBook Air da iPad Pro ko iPad Air, kuma wanda ke wakiltar dubun dubatar raka'a a kowace shekara.
Rahotannin sun ambaci tsararraki masu zuwa musamman M6 da M7 a matsayin manyan 'yan takaraKoyaya, ana iya haɗa wasu nau'ikan gwargwadon yadda tsarin ciki na Apple ke tasowa. Manufar ita ce Intel ta fara jigilar kayan samar da silicon tsakanin ... kashi na biyu da na uku na 2027matukar dai gwaje-gwajen farko sun tafi yadda aka tsara.
A aikace, guntu da Intel zai karɓa shine asali M-class SoC wanda Apple yakan tanada don kwamfyutoci masu nauyi da kuma allunan masu tsayi. Hakanan yana buɗe kofa ga wannan na'ura mai sarrafawa don yuwuwar kunna wuta daga ƙarshe MacBook mafi araha bisa guntu da aka samu daga iPhone, samfurin da aka yi hasashe game da rabi na biyu na shekaru goma.
Dangane da girma, ƙididdiga sun nuna cewa jigilar kayayyaki don Ana sa ran MacBook Air da iPad Pro/Air za su sayar tsakanin raka'a miliyan 15 zuwa 20 a shekara a kusa da 2026 da 2027. Ba wani adadi mai girma ba ne idan aka kwatanta da dukan kasida ta Apple, amma yana da mahimmanci don ba da kasuwancin kafa na Intel haɓaka.
Yana da kyau a jaddada cewa, daga mahangar mai amfani ta ƙarshe. Babu wani bambanci a cikin aiki ko fasali da ake tsammanin. idan aka kwatanta da kwakwalwan kwamfuta da TSMC ke samarwa. Zane zai ci gaba da zama alhakin Apple gaba ɗaya, tare da wannan Arm architecture kuma wannan haɗin kai tare da macOS da iPadOS.
Intel 18A: kumburin ci gaba wanda ke son lalata Apple
Babban zane don Apple yana cikin Intel 18A semiconductor tsari, mafi girman kumburi daga kamfanin Amurka. Fasaha ce ta 2 nanomita (sub-2 nm bisa ga Intel kanta) wanda yayi alkawarin inganta har zuwa 15% karuwa a cikin inganci kowace watt kuma a kusa da a 30% karuwa a yawa a gaban Intel node 3.
Wannan tsari guda 18A shine ke tafiyar da sabon Intel Core Ultra 3 jerin (Panther Lake)kuma an riga an samar da shi a masana'antu da ke cikin Amurka. Ga Apple, wannan yana nufin samun ƙarin mai samarwa mai iyawa kera kwakwalwan kwamfuta na gaba-gaba a wajen Asiya, wani abu da ke ƙara yin la'akari da yanke shawara na manyan kamfanonin fasaha.
A cewar Kuo, Apple ya riga ya rattaba hannu kan takardar yarjejeniyar sirri tare da Intel kuma zai sami damar shiga da wuri Kit ɗin Tsarin Tsari (PDK) na 18A. A wannan lokacin, kamfanin Cupertino zai yi aiki simulations na ciki don tabbatarwa idan tsarin ya cika bukatunsa na inganci da aminci.
Makullin maɓalli na gaba shine bugun Intel na sigogin ƙarshe na PDK (1.0 da 1.1), wanda aka shirya kwata na farko na 2026Idan sakamakon ya cika tsammanin, za a kunna lokacin samarwa ta yadda kwakwalwan kwamfuta na farko na M-jerin da Intel ke samarwa su kasance cikin shiri nan da 2027.
Wannan yunƙurin kuma zai zama dama ga Intel don nuna cewa dabarun kafa shi yana da mahimmanci. Tabbatar da abokin ciniki mai buƙata kamar Apple akan kulli mai yankan kamar 18A zai zama babbar nasara. Zai fi dacewa kusan ƙari azaman tallafi na fasaha da alama fiye da adadin kuɗin shiga kai tsaye.
TSMC za ta ci gaba da mamaye babbar kasuwar Apple Silicon.
Duk da tsammanin da ke tattare da yuwuwar yarjejeniyar, duk majiyoyin sun nace da hakan TSMC zai kasance abokin tarayya na farko na AppleKamfanin Taiwan zai ci gaba da samar da ƙarin ci-gaba kwakwalwan kwamfuta na jerin M - bambance-bambancen Pro, Max, da Ultra waɗanda aka ɗora akan MacBook Pro, Mac Studio, ko Mac Pro-, da kuma A-jerin SoC don iPhone.
A zahiri, TSMC ne ke shirya nodes waɗanda zasu ba da izinin Apple don yin tsalle zuwa nanometers 2 a cikin manyan iPhones na gaba kuma a cikin Macs masu zuwa wanda aka tsara don ƙwararru. Leaks suna ba da shawarar cewa samfura kamar yuwuwar iPhone 18 Pro ko ma iPhone mai ninkawa na iya farawa tare da ƙarin hanyoyin masana'antu.
A cikin wannan rabon mukamai, Intel zai karɓi ƙananan bambance-bambancen kwakwalwan Myayin da TSMC zai riƙe mafi yawan samarwa da mafi girman sassan da aka ƙara darajar. Ga Apple, wannan ya kai a gauraye samfurin: yana rarraba nauyin aiki a tsakanin kafuwar bisa la'akari da farashi, damar iya aiki, da kuma burin aiki.
Yunkurin ya yi daidai da yanayin da kamfanin ke amfani da shi ga wasu abubuwan tsawon shekaru: kar a dogara ga mai bayarwa ɗaya don abubuwa masu mahimmanci, musamman a cikin mahallin tashin hankali na geopolitical da yiwuwar rushewar kayan aiki.
A cikin sharuddan aiki, na'urori mafi girma za su ci gaba da zuwa da farko. tare da kwakwalwan kwamfuta da TSMC ke ƙerayayin da mafi girma, samfuran masu rahusa za su iya dogaro da sabon ƙarfin da masana'antun Intel ke bayarwa a Arewacin Amurka.
Geopolitics, masana'antar Amurka, da matsin lamba akan sarkar samarwa
Bayan abubuwan aikin injiniya, wannan haɗin gwiwar tsakanin Apple da Intel yana da fayyace ɓangaren siyasa. Kera wani yanki na kwakwalwan kwamfuta na M a Amurka zai ba da damar Apple ya... don ƙarfafa martabarsa a matsayin kamfani mai himma ga samar da ƙasa, wani abu da ya dace da zance na "An yi a Amurka" karkashin gwamnatin Donald Trump.
Chips ɗin da aka samar a ƙarƙashin kumburin 18A a halin yanzu an tattara su cikin wurare kamar su Intel's Fab 52 a ArizonaIdan Apple ya yanke shawarar amfani da su a cikin MacBook Air da iPad Pro, zai iya gabatar da waɗannan samfuran a matsayin misali na gaske na kayan aikin da aka ƙera akan ƙasan Amurka, wani abu mai jan hankali sosai ta fuskar alakar hukumomi.
A halin yanzu, Apple yana neman ɗan lokaci. rarrabuwar sarkar samar da kayayyaki don rage kamuwa da cutar zuwa AsiyaMatsakaicin mafi yawan ƙarfin na'urorin lantarki a Taiwan da yankunan da ke kewaye da shi ya kasance abin damuwa ga gwamnatoci da manyan kamfanoni, musamman a Turai ko Amurka, inda aka kaddamar da shirye-shirye na miliyoyin daloli don jawo hankalin masana'antu.
Samun Intel a matsayin tushe na biyu a cikin tsarin 2nm zai ba Apple a ƙarin ɗaki don motsa jiki a cikin fuskantar yiwuwar tashin hankali ko katsewa wanda ke shafar TSMC. Ba wai kawai maye gurbin abokin zama na Taiwan ba ne kamar yadda ake so haifar da redundancy a cikin wani muhimmin bangare na kasuwanci.
A cikin wannan mahallin, yuwuwar yarjejeniyar ba kawai tana da tasiri ga Amurka ba, har ma a kan Turai da sauran kasuwanni wanda ya dogara da kwararar samfuran Apple akai-akai. Tsarin muhallin masana'antu da aka rarraba a yanki yana rage haɗarin rashi da hauhawar farashin idan rikicin yanki ya faru.
Abin da Apple ya samu da abin da Intel ke da haɗari
Ta fuskar Apple, fa'idar wannan yunkuri a bayyane yake. A gefe guda, yana samun riba ƙara ƙarfin samarwa a cikin kumburin ci gaba ba tare da jira na musamman don shirye-shiryen fadada TSMC ba. A wannan bangaren, Yana rage haɗarin dogaro da tushe guda ɗaya. don kusan dukan guntu catalog.
Bayan ɓangarorin fasaha, akwai fassarar siyasa da tattalin arziƙi: wasu kwamfutoci da kwamfutoci masu zuwa za su iya ɗaukar tambarin bisa doka. Samfurin da aka kera a AmurkaWannan yana taimakawa duka cikin sharuddan hoto da kuma yin shawarwari na jadawalin kuɗin fito da ka'idoji.
Ga Intel, duk da haka, motsi yana da mafi girman girma. Kamfanin yana tafiya daya daga cikin mafi m lokaci a cikin kwanan nan tarihitare da asarar aiki na miliyoyin daloli da asarar kason kasuwa ga abokan hamayya kamar AMD a cikin sashin PC, ban da matsa lamba don shiga kasuwancin haɓaka AI da NVIDIA ke mamayewa.
Sashen kafa na Intel, wanda aka sake masa suna Intel Foundry, yana buƙata manyan abokan ciniki waɗanda suka amince da mafi yawan ci gaban nodes don nuna cewa zai iya yin gasa, aƙalla sashi, tare da TSMC. A wannan ma'anar, cin nasarar umarnin Apple don kera kwakwalwan kwamfuta na 2nm zai kasance wani gagarumin cigaba ga sunansakoda kuwa kudaden shiga masu alaƙa ba su yi kama da na sauran kwangilolin ba.
A cewar Kuo, mahimmancin wannan yuwuwar kwangilar ya wuce lambobi: idan 18A ta shawo kan Apple, zai buɗe ƙofar don nodes na gaba kamar su. 14A kuma magada za su iya jawo hankalin ƙarin ayyuka, duka daga Cupertino da kuma daga wasu kamfanonin fasaha masu sha'awar ainihin madadin mulkin Taiwan na ci gaba na semiconductor.
Tasiri kan masu amfani da Mac da iPad a Spain da Turai
Ga wadanda suka saya Mac da iPad a Spain ko wasu ƙasashen TuraiCanji zuwa samarwa da aka raba tsakanin TSMC da Intel bai kamata ya haifar da kowane canje-canje na bayyane ba a cikin ɗan gajeren lokaci. Za a ci gaba da sayar da na'urorin ta tashoshi iri ɗaya kuma tare da layin samfur iri ɗaya.
Abu mafi tsinkaya shine samfuran Turai na farko tare da M-jerin kwakwalwan kwamfuta da Intel ke ƙera Za su fara isowa a cikin 2027, haɗa su cikin tsararraki na MacBook Air da iPad Pro ko iPad Air waɗanda ba a sake su ba tukuna. Matsayin su zai ci gaba da kasancewa na kwamfyutoci masu nauyi da alluna masu tsayi don amfanin kai, ilimi, da ƙwararru.
Tare da duk kayayyaki a ƙarƙashin ikon Apple kai tsaye, ana sa ran hakan Bambance-bambancen da ke tsakanin guntu M da TSMC ke kerawa da wanda Intel ke samarwa kusan ba zai yiwu a gane su ba. A cikin amfanin yau da kullun: ƙayyadaddun ƙayyadaddun bayanai, rayuwar baturi iri ɗaya kuma, a ka'idar, matakin kwanciyar hankali iri ɗaya.
Tasirin kai tsaye, idan dabarun yana aiki, zai iya zama a mafi girman kwanciyar hankali a cikin samuwar samfurTare da manyan kamfanoni guda biyu suna raba nauyin aiki, Apple zai zama mafi kyawun matsayi don guje wa hajoji yayin lokutan buƙatu mai yawa, wani abu musamman da ya dace a cikin kamfen kamar Komawa makaranta ko Black Friday a Turai.
Ta fuskar gwamnatocin Turawa, gaskiyar cewa Wani ɓangare na samar da guntu masu mahimmanci ana yin su a wajen Asiya Wannan ya yi daidai da manufofin tsaro wadata na yanzu. Kodayake Turai tana haɓaka masana'anta ta hanyar yunƙuri kamar Dokar Chips EU, haɗin TSMC da Intel a matsayin abokan hulɗar Apple yana rage haɗarin duk wata matsala ta gida da ke tasiri ga kasuwar Turai.
Komai yana nuna cewa, idan wannan sabon tsarin haɗin gwiwar ya tabbata, Apple da Intel za su sake rubuta dangantakar su a cikin sharuɗɗa daban-daban fiye da zamanin Macs tare da masu sarrafa x86Apple zai kula da cikakken iko akan ƙira kuma zai raba samarwa tsakanin TSMC da Intel don samun damar fasaha da siyasa, yayin da Intel za ta sami damar nunawa a aikace cewa sadaukarwar ta na zama babban tushen duniya na gaske ne. Ga masu amfani, musamman a kasuwanni kamar Spain da sauran Turai, sakamakon ya kamata ya fassara zuwa mafi kyawun Mac da iPad na sadaukarwa, ba tare da sadaukar da matakin aiki da inganci wanda ya nuna Apple Silicon tun farkonsa.
Ni mai sha'awar fasaha ne wanda ya mayar da sha'awar "geek" zuwa sana'a. Na shafe fiye da shekaru 10 na rayuwata ta yin amfani da fasaha mai mahimmanci da kuma yin amfani da kowane nau'i na shirye-shirye saboda tsantsar son sani. Yanzu na kware a fasahar kwamfuta da wasannin bidiyo. Wannan shi ne saboda sama da shekaru 5 ina yin rubutu a gidajen yanar gizo daban-daban kan fasaha da wasannin bidiyo, ina ƙirƙirar kasidu da ke neman ba ku bayanan da kuke buƙata cikin yaren da kowa zai iya fahimta.
Idan kuna da wasu tambayoyi, ilimina ya bambanta daga duk wani abu da ya shafi tsarin aiki na Windows da kuma Android don wayoyin hannu. Kuma alƙawarina shine a gare ku, koyaushe a shirye nake in yi ƴan mintuna kaɗan in taimaka muku warware duk wata tambaya da kuke da ita a duniyar Intanet.