I-Apple kunye ne-Intel balungiselela umfelandawonye omtsha wokuvelisa iitshiphusi ze-M ezilandelayo.

Ikhefu phakathi Apple kunye Intel Ngo-2020, xa iiMacs zalahla iiprosesa ze-x86 ngokuthanda i-Apple Silicon, kwabonakala kuqinisekileyo. Nangona kunjalo, iingxelo ezininzi ezivela kwikhonkco lokubonelela zibonisa ukuba zombini iinkampani sele ziza baphinde baqalise ubudlelwane babo phantsi kwemodeli eyahlukileyo ngokupheleleyoI-Intel iya kuphinda yenze iitshiphusi ze-Apple, kodwa ngeli xesha njengesiseko nje kwaye ngaphandle kokungenelela kuyilo.

Ngokweengxelo ezininzi ezivela kumhlalutyi uMing-Chi Kuo, iApple sele ithathe amanyathelo okuqala izizukulwana ezizayo zenqanaba lokungena M abaqhubekekisi ziveliswa kwiifektri ze-Intel eMelika ukusuka 2027Umsebenzi uya kubonisa utshintsho olukhulu lweqhinga kushishino lwe-semiconductor yonke kwaye, emva koko, luya komeleza imveliso yezobuchwepheshe eMntla Melika.

Zeziphi iitshiphusi ezaziza kwenziwa yi-Intel kwaye zaziza kufika nini?

Ukuvuza okwahlukeneyo kuyavumelana noko I-Intel izakuvelisa kuphela iprosesa zothotho lwe-MOko kukuthi, ii-SoCs ngaphandle kwePro, iMax, okanye i-Ultra. Ezi ziitshiphusi ezisetyenziswa nguApple kwiimveliso ezinomthamo ophezulu njenge IMacBook Air kunye ne-iPad Pro okanye i-iPad Air, kwaye ezimele amashumi ezigidi zeeyunithi ngonyaka.

Iingxelo zikhankanya ngokukhethekileyo izizukulwana ezizayo i-M6 kunye ne-M7 njengabagqatswa abaphambiliNangona kunjalo, ezinye iinguqulelo zinokubandakanywa ngokuxhomekeke kwindlela ishedyuli yangaphakathi ye-Apple eguquka ngayo. Umbono kukuba i-Intel iqalise ukuthumela i-silicon yemveliso phakathi... kwikota yesibini neyesithathu ka-2027ngaphandle kokuba iimvavanyo zokuqala zihamba njengoko bekucwangcisiwe.

Enyanisweni, i-chip eya kufunyanwa yi-Intel iya kuba yi esisiseko M-class SoC apho i-Apple igcina iilaptops ezikhaphukhaphu kunye neetafile eziphezulu. Ikwavula ucango kule processor ukuba ikwazi ukwenza amandla ekugqibeleni IMacBook efikelelekayo ngakumbi esekwe kwi-chip evela kwi-iPhone, imveliso echazwe malunga nesiqingatha sesibini seshumi leminyaka.

Ngokumalunga nomthamo, uqikelelo lubonisa ukuba ukuthunyelwa ngokudibeneyo kwe IMacBook Air kunye ne-iPad Pro/Air kulindeleke ukuba zithengise phakathi kwe-15 kunye ne-20 yezigidi zeeyunithi ngonyaka malunga no-2026 no-2027. Ayilonani elikhulu xa lithelekiswa nekhathalogu ye-Apple, kodwa ibaluleke ngokwaneleyo ukunika ishishini losungulo lwe-Intel ukunyusa.

Kufanelekile ukugxininisa ukuba, ngokwembono yomsebenzisi wokugqibela, Akukho mahluko ekusebenzeni okanye kwiimpawu ezilindelekileyo. xa kuthelekiswa neetshiphusi eziveliswe yi-TSMC. Uyilo luya kuqhubeka luxanduva lwe-Apple ngokupheleleyo, nge Uyilo lweArm efanayo kunye nokudityaniswa okufanayo kunye ne-macOS kunye ne-iPadOS.

I-Intel 18A: i-node ephezulu efuna ukuhenda i-Apple

Umzobo omkhulu weApple ulele kwi Inkqubo ye-Intel 18A semiconductor, eyona node ephezulu kakhulu evela kwinkampani yaseMelika. Yiteknoloji ye Iinanometer ezili-2 (sub-2 nm ngokwe-Intel ngokwayo) ethembisa ukuphuculwa ukuya kuthi ga Ukusebenza kwe-15% nge-watt nganye kwaye ngeenxa zonke a I-30% yokwanda koxinzelelo phambi kwe-Intel node 3.

Le nkqubo inye ye-18A yiyo eqhuba entsha Intel Core Ultra 3 series (Panther Lake)kwaye sele iveliswa kwimizi-mveliso eseUnited States. Kwi-Apple, oku kuthetha ukuba nomboneleli owongezelelweyo onakho yenza iitshiphusi zesizukulwana esilandelayo ngaphandle kweAsia, into eyandayo malunga nezigqibo zeenkampani ezinkulu zeteknoloji.

Ngokutsho kukaKuo, iApple sele isayine a isivumelwano semfihlo kunye ne-Intel kwaye iya kuba nofikelelo kwangethuba Inkqubo yoYilo lweKhithi (PDK) ye-18A. Ngeli xesha, inkampani yeCupertino iya kube iqhuba ukulinganisa kwangaphakathi ukuqinisekisa ukuba inkqubo iyahlangabezana neemfuno zayo ukusebenza kakuhle nokuthembeka.

Inqaku elibalulekileyo elilandelayo kukupapashwa kwe-Intel kwe iinguqulelo zokugqibela zePDK (1.0 kunye ne-1.1), icwangciselwe kwikota yokuqala yowama-2026Ukuba iziphumo ziyahlangabezana nokulindelweyo, isigaba semveliso siyakwenziwa sisebenze ukuze iichips zokuqala ze-M ezenziwe yi-Intel zibe zilungile ngo-2027.

Eli nyathelo liya kuba lithuba lokuba i-Intel ibonise ukuba isicwangciso sesiseko sayo sinzulu. Ukukhusela umthengi ofunwayo onje ngeApple kwindawo yokusika enje nge-18A iya kuba yimpumelelo enkulu. Kuya kufaneleka phantse ngakumbi njengoqinisekiso lwetekhnoloji kunye nomfuziselo kunomthamo wengeniso ethe ngqo.

I-TSMC iya kuqhubeka ilawula imarike ye-Apple Silicon ephezulu.

Ngaphandle kolindelo olujikeleze isivumelwano esinokubakho, yonke imithombo igxininisa ukuba I-TSMC iya kuhlala iliqabane eliphambili le-AppleInkampani yaseTaiwan iya kuqhubeka nokuvelisa iitshiphusi eziphambili ngakumbi zoluhlu lwe-M -iPro, Max, kunye neUltra ezahlukeneyo ezifakwe kwiMacBook Pro, iMac Studio, okanye iMac Pro-, kunye Uthotho lwe-SoC lwe-iPhone.

Ngapha koko, yi-TSMC elungiselela iindawo eziza kuvumela i-Apple ukwenza umtsi ukuya kwi-nanometers ezi-2 kwii-iPhones zesiphelo esiphezulu sexesha elizayo nakwiiMacs ezizayo ezilungiselelwe iingcali. Ukuvuza kucebisa ukuba iimodeli ezinje nge-iPhone 18 Pro enokwenzeka okanye i-iPhone esongelayo inokuqala ngeenkqubo zokuvelisa eziphucukileyo.

Kolu lwabiwo lweendima, I-Intel yayiza kuthatha ulwahlulo olungantsonkothanga kangako lweM chipsngelixa i-TSMC iza kugcina uninzi lwemveliso kunye neenxalenye eziphezulu zexabiso elongeziweyo. Kwi-Apple, oku kuxabisa a imodeli edibeneyo: ihambisa imithwalo yemisebenzi phakathi kweziseko ezisekelwe kwiindleko, ukufumaneka kwamandla, kunye neenjongo zokusebenza.

Le ntshukumo ihambelana nomkhwa owenziwe yinkampani kwamanye amacandelo iminyaka: ukungaxhomekeki kumboneleli omnye kwizinto ezibalulekileyo, ngakumbi kumxholo woxinzelelo lwelizwe kunye nokuphazamiseka okunokwenzeka kolungiselelo.

Ngokwezinto ezisebenzayo, izixhobo eziphezulu ziya kuqhubeka nokufika kuqala. ngeetshiphusi ezenziwe yi-TSMCngelixa i-volume ephezulu, iimveliso ezinexabiso eliphantsi ziya kukwazi ukuxhomekeka kumthamo omtsha obonelelwa ziifektri ze-Intel eMntla Melika.

I-Geopolitics, ukuveliswa kwe-US, kunye noxinzelelo kwikhonkco lokubonelela

Ngaphandle kweenkalo zobunjineli, le ntsebenziswano phakathi kwe-Apple kunye ne-Intel inecandelo elicacileyo lezopolitiko. Ukwenza inxalenye yeetshiphusi zeM eUnited States kuya kuvumela iApple ukuba... ukuqinisa umfanekiso wayo njengenkampani ezinikele kwimveliso yelizwe, into ehambelana nentetho ye "Yenziwe e-USA" eqhutywa lulawulo lukaDonald Trump.

Iichips eziveliswe phantsi kwe-node 18A okwangoku zigxininiswe kumaziko anje I-Intel's Fab 52 e-ArizonaUkuba iApple ithatha isigqibo sokuzisebenzisa kwiMacBook Air kunye ne-iPad Pro, inokubonisa ezo mveliso njengomzekelo obambekayo we i-hardware eyongezwe ngexabiso eliphezulu eyenziwe kumhlaba waseMelika, into enomtsalane kakhulu malunga nobudlelwane beziko.

Ngeli xesha, iApple ijonge ixesha elithile. ukwahlula-hlula ikhonkco lokubonelela ukunciphisa ukutyhileka e-AsiyaUkugxininiswa kobuninzi bomthamo we-semiconductor eTaiwan nakwiindawo ezingqongileyo kukukhathazeka rhoqo koorhulumente kunye neenkampani ezinkulu, ngakumbi eYurophu okanye eUnited States, apho iinkqubo zezigidi zeedola sele ziqaliswe ukutsala iifektri ze-chip.

Ukuba ne-Intel njengomthombo wesibini kwinkqubo ye-2nm kuya kunika i-Apple a indawo eyongezelelekileyo yokulawula xa kukho uxinezeleko okanye ukuphazamiseka okunokwenzeka echaphazela i-TSMC. Ayisiyonto ingako malunga nokuthatha indawo yeqabane layo laseTaiwan njengoko injalo ukudala ukungafuneki kwindawo ebalulekileyo yeshishini.

Kulo mongo, isivumelwano esinokubakho asinayo kuphela impembelelo e-United States, kodwa nakwi IYurophu kunye nezinye iimarike oko kuxhomekeke ekuhambeni rhoqo kweemveliso ze-Apple. Inkqubo yokuvelisa esasazwe ngakumbi ngokwejografi inciphisa umngcipheko wokunqongophala kunye nokunyuka kwamaxabiso ukuba kunokwenzeka ingxaki yengingqi.

Yintoni ezuzwa yi-Apple kwaye yeyiphi ingozi ye-Intel

Ngokwembono ye-Apple, izibonelelo zolu hambo zicacile. Kwelinye icala, iyazuza ukwandisa umthamo wemveliso kwindawo ehamba phambili ngaphandle kokulinda ngokukodwa izicwangciso zokwandisa ze-TSMC. Kwelinye icala, Inciphisa umngcipheko wokuxhomekeka kwisiseko esinye. phantse yonke ikhathalogu yetshiphu.

Ngaphaya kwemiba yobugcisa, kukho utoliko lwezopolitiko noqoqosho: ezinye zeekhompyuter zabo zesizukulwana esilandelayo kunye neetafile zinokuthwala ngokusemthethweni iilebhile Imveliso eyenziwe eUnited StatesOku kunceda kokubili ngokubhekiselele kumfanekiso kunye nothethathethwano lweerhafu kunye nemimiselo.

Kwi-Intel, nangona kunjalo, ukuhamba kunomlinganiselo okhoyo ngakumbi. Inkampani idlula elinye lawona maxesha abuthathaka kwimbali yamva njekunye nelahleko yokusebenza yezigidi zeerandi kunye nelahleko yesabelo semarike kubakhuphisi abanje nge-AMD kwicandelo lePC, ukongeza kuxinzelelo lokungena kwishishini le-AI elikhawulezayo elilawulwa yi-NVIDIA.

Icandelo le-Intel elisisiseko, elibizwa ngokuba yi-Intel Foundry, lifuna abathengi abakumgangatho ophezulu abathemba iindawo zabo eziphambili ukubonisa ukuba inokukhuphisana, ubuncinci ngokuyinxenye, ne-TSMC. Ngale ndlela, ukuphumelela iiodolo ze-Apple zokwenza iitshiphusi ze-2nm M ziya kuba ukunyusa okukhulu kwigama lakhenokuba iingeniso ezinxulumeneyo azifani nezo zezinye iikhontrakthi.

NgokukaKuo, ukubaluleka kwale khontrakthi enokubakho kudlula amanani: ukuba i-18A iyaqinisekisa i-Apple, iya kuvula umnyango wexesha elizayo 14A kwaye abaphumeleleyo banokutsala iiprojekthi ezingakumbi, zombini ukusuka eCupertino nakwezinye iinkampani zetekhnoloji ezinomdla kwenye indlela yokwenyani kwi-hegemony yaseTaiwanese kwi-semiconductors ephezulu.

Impembelelo kubasebenzisi beMac kunye ne-iPad eSpain naseYurophu

Kwabo bathengayo IMac kunye ne-iPad eSpain okanye kwamanye amazwe aseYurophuUkutshintshwa kwimveliso ekwabelwana ngayo phakathi kwe-TSMC kunye ne-Intel akufanele kubangele naluphi na utshintsho olubonakalayo kwixesha elifutshane. Izixhobo ziya kuqhubeka zithengiswa ngeendlela ezifanayo kunye nemigca yemveliso efanayo.

Eyona nto iqikelelwayo kukuba iimodeli zokuqala zaseYurophu nge Iichips ze-M-series ezenziwe yi-Intel Baza kufika ukuqala ngo-2027, badityaniswe kwizizukulwana zeMacBook Air kunye ne-iPad Pro okanye i-iPad Air engekakhutshwa. Ukuma kwabo kuya kuqhubeka nokuba kukukhaphukhaphu kweelaptops kunye neetafile zokuphela konyaka zobuqu, imfundo, kunye nokusetyenziswa kobuchwephesha.

Ngalo lonke uyilo oluphantsi kolawulo oluthe ngqo lwe-Apple, kulindeleke ukuba Umahluko phakathi kwe-M chip eyenziwe yi-TSMC kunye nenye eveliswe yi-Intel ayinakwenzeka ukuba ibonwe. Ukusetyenziswa kwansuku zonke: iinkcukacha ezifanayo, ubomi bebhetri obufanayo kwaye, kwithiyori, inqanaba elifanayo lokuzinza.

Isiphumo esingathanga ngqo, ukuba isicwangciso siyasebenza, sinokuba a uzinzo olukhulu ekufumanekeni kwemvelisoNgamaziko amabini amakhulu okwabelana ngomsebenzi, i-Apple iya kuba kwindawo engcono yokuphepha ukuphuma kwesitokhwe ngexesha lemfuno ephezulu, into ebaluleke kakhulu kumaphulo afana ne Buyela esikolweni okanye Black Friday eYurophu.

Ngokwembono yolawulo lwaseYurophu, inyaniso yokuba Inxalenye yokuveliswa kweetshiphusi eziphambili zenziwa ngaphandle kweAsia Oku kuhambelana nemigaqo-nkqubo yokhuseleko lobonelelo lwangoku. Nangona iYurophu isonyusa ukuveliswa kwayo ngamaphulo afana ne-EU Chips Act, indibaniselwano ye-TSMC kunye ne-Intel njengamahlakani e-Apple anciphisa umngcipheko wazo naziphi na iingxaki zasekhaya ezichaphazela imarike yaseYurophu.

Yonke into icebisa ukuba, ukuba esi sigaba sitsha sentsebenziswano siyenzeka, I-Apple kunye ne-Intel baya kubhala kwakhona ubudlelwane babo ngokwemiqathango eyahlukileyo kakhulu kunexesha le-Macs kunye neeprosesa ze-x86.I-Apple iya kugcina ulawulo olupheleleyo kuyilo kwaye iya kwahlula imveliso phakathi kwe-TSMC kunye ne-Intel ukufumana amandla etekhnoloji kunye nezopolitiko, ngelixa i-Intel iya kuba nethuba lokubonisa ngokusebenza ukuba ukuzinikela kwayo ekubeni yisiseko esikhulu sehlabathi kuyinyani. Kubasebenzisi, ngakumbi kwiimarike ezifana neSpain kunye neYurophu yonke, isiphumo kufuneka siguqulelwe kwi-Mac kunye ne-iPad eyomelele ngakumbi enikezelayo, ngaphandle kokuncama umgangatho wokusebenza kunye nokusebenza kakuhle okuye kwabonakalisa i-Apple Silicon ukususela ekuqaleni kwayo.

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UAlberto Navarro

Ndingumntu othanda itekhnoloji ojike umdla wakhe we "geek" waba ngumsebenzi. Ndichithe ngaphezulu kweminyaka eli-10 yobomi bam ndisebenzisa itekhnoloji yokusika kwaye ndikhenkceza ngazo zonke iintlobo zeenkqubo ngenxa yokufuna ukwazi okumsulwa. Ngoku ndiqeqeshelwe ubugcisa bekhompyutha nakwimidlalo yevidiyo. Oku kungenxa yokuba ngaphezu kweminyaka emi-5 ndibhalela iiwebhusayithi ezahlukeneyo kwitekhnoloji kunye nemidlalo yevidiyo, ndisenza amanqaku afuna ukukunika ulwazi oludingayo ngolwimi oluqondakalayo kuye wonke umntu.

Ukuba unayo nayiphi na imibuzo, ulwazi lwam lusuka kuyo yonke into enxulumene nenkqubo yokusebenza yeWindows kunye ne-Android yeefowuni eziphathwayo. Kwaye ukuzinikela kwam kukuwe, ndihlala ndikulungele ukuchitha imizuzu embalwa kwaye ndikuncede usombulule nayiphi na imibuzo onokuba nayo kweli lizwe le-intanethi.