Apple ndi Intel akukonzekera mgwirizano watsopano kuti apange tchipisi ta M-series.

Kupuma pakati Apple ndi Intel Mu 2020, ma Macs atasiya ma processor a x86 m'malo mwa Apple Silicon, zidawoneka zotsimikizika. Komabe, malipoti angapo ochokera kumakampani ogulitsa akuwonetsa kuti makampani onsewa atsala pang'ono kutero kuyambiranso ubale wawo pansi pa chitsanzo chosiyanaIntel ikapanganso tchipisi ta Apple, koma nthawi ino ngati maziko chabe komanso osalowererapo.

Malinga ndi malipoti angapo kuchokera kwa katswiri wina Ming-Chi Kuo, Apple yatenga kale njira zoyambira mibadwo yamtsogolo ya ma processor a M olowa amapangidwa m'mafakitale a Intel ku United States kuyambira 2027Opaleshoniyi idzayimira kusintha kwakukulu kwamakampani onse a semiconductor ndipo, ikalimbikitsa kupanga ukadaulo ku North America.

Ndi tchipisi ziti zomwe Intel angapange ndipo zikafika liti?

Zotulutsa zosiyanasiyana zimavomereza zimenezo Intel imangopanga ma processor a M-series oloweraNdiye kuti, ma SoC opanda mayina a Pro, Max, kapena Ultra. Izi ndi tchipisi tomwe Apple amagwiritsa ntchito pazambiri zotsika ngati MacBook Air ndi iPad Pro kapena iPad Air, ndipo zomwe zimayimira mayunitsi mamiliyoni makumi ambiri pachaka.

Malipotiwa amatchula makamaka mibadwo yamtsogolo M6 ndi M7 ngati osankhidwa kwambiriKomabe, mitundu ina ikhoza kuphatikizidwa kutengera momwe dongosolo lamkati la Apple limasinthira. Lingaliro ndilakuti Intel iyambe kutumiza silicon yopanga pakati ... gawo lachiwiri ndi lachitatu la 2027malinga ngati mayeso oyambilira apita monga momwe anakonzera.

M'malo mwake, chip chomwe Intel angalandire chingakhale Basic M-class SoC zomwe Apple nthawi zambiri imasungira ma laputopu opepuka komanso mapiritsi apamwamba. Imatsegulanso chitseko cha purosesa iyi kuti ikhale ndi mphamvu pamapeto pake MacBook yotsika mtengo kwambiri yotengera chip chochokera ku iPhone, mankhwala omwe akhala akuganiziridwa kwa theka lachiwiri la zaka khumi.

Pankhani ya voliyumu, kuyerekezera kukuwonetsa kuti kutumiza kophatikizana kwa MacBook Air ndi iPad Pro/Air akuyembekezeka kugulitsa mayunitsi pakati pa 15 ndi 20 miliyoni pachaka kuzungulira 2026 ndi 2027. Sichiwerengero chachikulu poyerekeza ndi kabukhu lonse la Apple, koma ndilofunika kwambiri kuti lipatse bizinesi ya Intel kulimbikitsa.

Ndikoyenera kutsindika kuti, kuchokera kwa wogwiritsa ntchito, Palibe kusiyana kwa magwiridwe antchito kapena mawonekedwe omwe akuyembekezeredwa. poyerekeza ndi tchipisi opangidwa ndi TSMC. Mapangidwewo apitiliza kukhala udindo wonse wa Apple, ndi momwemonso Arm zomangamanga ndi kuphatikiza komweko ndi macOS ndi iPadOS.

Intel 18A: mfundo yapamwamba yomwe ikufuna kunyengerera Apple

Chojambula chachikulu cha Apple chili mu Intel 18A semiconductor process, node yapamwamba kwambiri kuchokera ku kampani yaku America. Ndi teknoloji ya Ma nanometer 2 (sub-2 nm malinga ndi Intel yokha) yomwe imalonjeza kusintha mpaka 15% kuwonjezeka kwa mphamvu pa watt ndi kuzungulira a 30% kuwonjezeka kachulukidwe kutsogolo kwa Intel node 3.

Njira yomweyo ya 18A ndi yomwe imayendetsa zatsopano Intel Core Ultra 3 mndandanda (Panther Lake)ndipo akupangidwa kale m'mafakitale omwe ali ku United States. Kwa Apple, izi zikutanthauza kukhala ndi wothandizira wina wokhoza kupanga tchipisi ta m'badwo wina kunja kwa Asia, chinthu chomwe chikulemetsa kwambiri zisankho zamakampani akuluakulu aukadaulo.

Malinga ndi Kuo, Apple yasaina kale a mgwirizano wachinsinsi ndi Intel ndipo atha kukhala ndi mwayi wofikirako Njira Yopangira Zida (PDK) ya 18A. Panthawiyi, kampani ya Cupertino idzachita zoyezera zamkati kuti zitsimikizire ngati njirayo ikukwaniritsa zofunikira zake chakuchita bwino ndi kudalirika.

Chotsatira chofunikira kwambiri ndikufalitsa kwa Intel mitundu yomaliza ya PDK (1.0 ndi 1.1), zakonzedwa za kotala yoyamba ya 2026Ngati zotsatira zikukwaniritsa zoyembekeza, gawo lopanga lidzatsegulidwa kuti tchipisi tambiri ta M-series zopangidwa ndi Intel zikhale zokonzeka pofika 2027.

Kusunthaku kukakhalanso mwayi kwa Intel kuwonetsa kuti njira yake yoyambira ndiyowopsa. Kupeza kasitomala wovuta ngati Apple pamalo otsogola ngati 18A kungakhale kuchita bwino kwambiri. Zingakhale zofunikira kwambiri ngati kuvomereza kwaukadaulo ndi kophiphiritsa kuposa kuchuluka kwa ndalama zachindunji.

TSMC ipitiliza kulamulira msika wapamwamba kwambiri wa Apple Silicon.

Ngakhale kuti chiyembekezo chozungulira mgwirizano womwe ungakhalepo, magwero onse amaumirira kuti TSMC ikhalabe mnzake wamkulu wa AppleKampani yaku Taiwan ipitiliza kupanga tchipisi chapamwamba kwambiri cha mndandanda wa M -mitundu ya Pro, Max, ndi Ultra yomwe imayikidwa pa MacBook Pro, Mac Studio, kapena Mac Pro-, komanso A-Series SoC ya iPhone.

M'malo mwake, ndi TSMC yomwe ikukonzekera ma node omwe angalole Apple kuti mudumphire ku 2 nanometers pama iPhones apamwamba kwambiri komanso m'ma Mac omwe akubwera akukonzekera akatswiri. Kutayikira kukuwonetsa kuti mitundu ngati zotheka iPhone 18 Pro kapena iPhone yopindika imatha kuwonekera ndi njira zapamwamba kwambiri zopangira.

Pakugawa maudindo awa, Intel ingatenge mitundu yocheperako ya ma chips a Mpomwe TSMC imasunga zopanga zambiri komanso magawo owonjezera amtengo wapatali. Kwa Apple, izi ndi a chitsanzo chosakanikirana: amagawa zolemetsa zogwirira ntchito pakati pa zoyambira kutengera mtengo, kupezeka kwa mphamvu, ndi zolinga zantchito.

Kusunthaku kumagwirizana ndi zomwe kampaniyo yakhala ikugwiritsa ntchito pazinthu zina kwazaka zambiri: osadalira wothandizira m'modzi pazinthu zofunika kwambiri, makamaka pamene pali mikangano pakati pa mayiko ndi kusokonezeka kwa kayendetsedwe ka kayendetsedwe kake.

Mwachidziwitso, zipangizo zapamwamba zidzapitirira kufika poyamba. ndi tchipisi opangidwa ndi TSMCpomwe zida zapamwamba, zotsika mtengo zitha kudalira mphamvu zatsopano zoperekedwa ndi mafakitale a Intel ku North America.

Geopolitics, kupanga US, ndi kukakamizidwa pa chain chain

Kupitilira pazaumisiri, mgwirizanowu pakati pa Apple ndi Intel uli ndi gawo lomveka landale. Kupanga gawo la tchipisi ta M ku United States kungalole Apple ku ... kulimbikitsa chifaniziro chake ngati kampani yodzipereka pakupanga dziko, chinachake chogwirizana ndi nkhani ya "Made in USA" motsogozedwa ndi olamulira a Donald Trump.

Ma chips omwe amapangidwa pansi pa node 18A pakadali pano amakhazikika m'malo monga Intel's Fab 52 ku ArizonaNgati Apple iganiza zogwiritsa ntchito MacBook Air ndi iPad Pro, ikhoza kuwonetsa zinthuzo ngati chitsanzo chowoneka cha zida zamtengo wapatali zomwe zimapangidwa pa dothi la America, chinthu chomwe chiri chokopa kwambiri pankhani ya maubwenzi a mabungwe.

Pakadali pano, Apple yakhala ikuyang'ana kwakanthawi. kusiyanitsa njira zake zogulitsira kuti achepetse kukhudzana ndi AsiaKuchuluka kwa mphamvu za semiconductor ku Taiwan ndi madera ozungulira ndikudandaula mobwerezabwereza kwa maboma ndi mabungwe akuluakulu, makamaka ku Ulaya kapena ku United States, kumene mapulogalamu a madola mamiliyoni ambiri akhazikitsidwa kale kuti akope mafakitale a chip.

Kukhala ndi Intel ngati gwero lachiwiri munjira ya 2nm kungapereke Apple a malo owonjezera owongolera mukamakumana ndi zovuta kapena zosokoneza zomwe zimakhudza TSMC. Sizochulukira m'malo mwa mnzake waku Taiwan monga momwe zilili kupanga redundancy m'malo ovuta kwambiri abizinesi.

M'nkhaniyi, mgwirizano womwe ungakhalepo sikuti umakhudza United States kokha, komanso Europe ndi misika ina zomwe zimadalira kuyenda kosalekeza kwa zinthu za Apple. Kapangidwe kazachilengedwe komwe kagawika bwino kumachepetsa chiwopsezo cha kusowa komanso kukwera kwamitengo pakagwa vuto lachigawo.

Zomwe Apple imapeza komanso zomwe Intel imawononga

Kuchokera kumalingaliro a Apple, zabwino za kusunthaku ndizomveka bwino. Kumbali imodzi, zimapindula kuchuluka kwa kupanga mu node yapamwamba popanda kudikirira kokha mapulani akukulitsa a TSMC. Mbali inayi, Zimachepetsa chiopsezo chodalira maziko amodzi. pafupifupi mndandanda wawo wonse wa chip.

Kupitilira pazaukadaulo, pali kutanthauzira kwandale ndi zachuma: ena mwa makompyuta awo am'badwo wotsatira ndi mapiritsi amatha kukhala ndi zilembo zovomerezeka. Zopangidwa ku United StatesIzi zimathandiza pokhudzana ndi chithunzi komanso kukambirana za tariffs ndi malamulo.

Kwa Intel, komabe, kusunthaku kuli ndi gawo lopezekapo. Kampani ikudutsa imodzi mwa mphindi zovuta kwambiri m'mbiri yake yaposachedwandi zotayika zamadola mamiliyoni ambiri komanso kutayika kwa msika kwa omwe akupikisana nawo monga AMD pagawo la PC, kuphatikiza kukakamizidwa kulowa mubizinesi ya AI yoyendetsedwa ndi NVIDIA.

Gawo loyambira la Intel, lotchedwa Intel Foundry, likufunika makasitomala apamwamba omwe amakhulupirira ma node awo apamwamba kwambiri kuwonetsa kuti ikhoza kupikisana, osachepera pang'ono, ndi TSMC. Mwanjira iyi, kupambana kulamula kwa Apple kupanga tchipisi 2nm M kungakhale kukulitsa kwambiri mbiri yakengakhale ndalama zogwirizana nazo sizingafanane ndi za makontrakitala ena.

Malinga ndi Kuo, kufunikira kwa mgwirizano womwe ungakhalepo ukupitilira manambala: ngati 18A ingakhudze Apple, idzatsegula chitseko cha ma node amtsogolo ngati. 14A ndi olowa m'malo akhoza kukopa ntchito zambiri, onse Cupertino ndi makampani ena luso chidwi njira yeniyeni yeniyeni Taiwanese hegemony mu semiconductors patsogolo.

Impact kwa Mac ndi iPad owerenga Spain ndi Europe

Kwa omwe amagula Mac ndi iPad ku Spain kapena mayiko ena aku EuropeKusintha kwa kupanga zogawana pakati pa TSMC ndi Intel sikuyenera kubweretsa zosintha zowoneka pakanthawi kochepa. Zipangizozi zidzapitiriza kugulitsidwa kudzera muzitsulo zomwezo komanso ndi mizere yofanana ya mankhwala.

Chinthu chodziwikiratu ndi chakuti zitsanzo zoyambirira za ku Ulaya ndi M-series chips opangidwa ndi Intel Adzafika kuyambira 2027, ophatikizidwa m'mibadwo ya MacBook Air ndi iPad Pro kapena iPad Air zomwe sizinatulutsidwebe. Maonekedwe awo apitiliza kukhala a laptops opepuka komanso mapiritsi apamwamba kuti agwiritse ntchito payekha, maphunziro, komanso akatswiri.

Ndi mapangidwe onse pansi pa ulamuliro wachindunji wa Apple, zikuyembekezeka kuti Kusiyana pakati pa M chip yopangidwa ndi TSMC ndi imodzi yopangidwa ndi Intel ndikosatheka kuzindikira. Pakugwiritsa ntchito tsiku ndi tsiku: zofananira, moyo wa batri womwewo komanso, mwamalingaliro, mulingo womwewo wakukhazikika.

Zotsatira zosalunjika, ngati njirayo ikugwira ntchito, ikhoza kukhala a kukhazikika kwakukulu pakupezeka kwazinthuPokhala ndi magulu awiri akuluakulu omwe akugawana ntchitoyo, Apple idzakhala yabwinoko kuti ipewe kuchepa kwa katundu panthawi yomwe ikufunika kwambiri, zomwe ndizofunikira makamaka pamakampeni monga Kubwerera kusukulu kapena Black Friday ku Europe.

Kuchokera kumalingaliro a maulamuliro aku Europe, mfundo yakuti Chimodzi mwazinthu zopanga tchipisi tofunikira zimachitika kunja kwa Asia Izi zikugwirizana ndi ndondomeko zamakono zopezera chitetezo. Ngakhale Europe ikukulitsa zopanga zake pogwiritsa ntchito njira ngati EU Chips Act, kuphatikiza TSMC ndi Intel monga ogwirizana ndi Apple kumachepetsa chiwopsezo chazovuta zilizonse zomwe zingakhudze msika waku Europe.

Chilichonse chikuwonetsa kuti, ngati gawo latsopanoli la mgwirizano lichitika, Apple ndi Intel adzalembanso ubale wawo mosiyana kwambiri ndi nthawi ya Macs okhala ndi ma processor a x86Apple ikhalabe ndi mphamvu zonse pamapangidwewo ndipo idzagawanitsa kupanga pakati pa TSMC ndi Intel kuti ipeze mphamvu zaukadaulo ndi ndale, pomwe Intel idzakhala ndi mwayi wowonetsa kuti kudzipereka kwake kukhala maziko oyambira padziko lonse lapansi ndikowona. Kwa ogwiritsa ntchito, makamaka m'misika ngati Spain ndi ku Europe konse, zotsatira zake ziyenera kumasuliridwa kukhala chopereka chokhazikika cha Mac ndi iPad, osapereka gawo la magwiridwe antchito ndi magwiridwe antchito omwe adziwika Apple Silicon kuyambira pomwe idakhazikitsidwa.

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