Okwakuke kwazwakala kungenakwenzeka kudala ukusondelana nokuba ngokoqobo: I-Intel izophinda ibe khona kuma-Macs nama-iPadsKepha ngendima ehluke kakhulu kunangenkathi yangaphambi kwe-Apple Silicon. Esikhundleni sokuhlinzeka ngamaphrosesa e-x86, inkampani yakwaSanta Clara izokhiqiza amanye ama-chips aklanywe i-Apple elungiselela iMacBook Air ne-iPad Pro yayo ezayo.
Imibiko ehlukahlukene ye-supply chain, eholwa umhlaziyi I-Ming-Chi KuoBaveza ukuthi i-Apple ithathe isinyathelo esibalulekile ekubhekeni kwayo ikhomishini i-Intel ukuthi ikhiqize ama-processor we-Apple Silicon asezingeni lokungena Kusukela ngo-2027. Lesi sinyathelo sizohlanganisa isu le-Apple lokuhlukahluka kanye nesifiso se-Intel sokuqalisa kabusha ibhizinisi labo lokusungula ezindaweni ezithuthuke kakhulu emakethe.
Ukuhlangana kabusha phakathi kwe-Apple ne-Intel ngezindima ezihluke kakhulu
Iminyaka engaphezu kweshumi, amakhompyutha e-Mac asebenzisa ama-Intel x86 processors, kuze kube yilapho i-Apple iqeda ukushintshela ku- Apple Silicon esekelwe Isakhiwo sengaloLolo shintsho lubonakale luvala ngokuphelele inkathi ye-Intel kuma-Macs, kodwa ukuvuza kwakamuva kuyachaza ukubuya okungalindelekile kwe-Intel emikhiqizweni ye-Apple, kulokhu njengozakwethu wokukhiqiza hhayi njengomhlinzeki wokuklama.
Isihluthulelo sokushintsha yilokho I-Intel ngeke ibambe iqhaza ekwakhiweni noma ekwakhiweni kwama-chipsKonke ukuklama kuzohlala kungumthwalo wemfanelo wamaqembu e-Apple, azoqhubeka nokuthuthukisa ama-Arm cores angokwezifiso e-macOS ne-iPadOS. I-Intel izosebenza njengesisekelo esihlanzekile-esifana ne-TSMC-ehlinzeka ngezimboni, izinqubo, namandla okukhiqiza, kodwa ngaphandle kokuphazamisa izinqumo zezobuchwepheshe ze-Apple.
Lokhu kusho ukuthi amamodeli we-MacBook Air ne-iPad Pro azayo azophinde abe nawo ama-chips akhiqizwa ngokomzimba ngabakwa-IntelKodwa-ke, basazoba yi-Apple Silicon yeqiniso. Ngeke kube nokubuyela ku-x86 noma izinkinga zokusetshenziswa kwamandla ezindala kanye nezinga lokushisa ezikhungethe iminyaka yokugcina yenkathi edlule: zizoba ama-SoCs aklanywe e-Cupertino futhi akhiqizwe ezindaweni ezinqamulelayo ze-Intel.
Ukuthutha kubaluleke kakhulu ezimakethe ezifana ISpain kanye neYurophu yonkeKulezi zifunda, i-MacBook Air kanye nama-iPads ebanga lobungcweti asephenduke ukukhetha okudumile kukho kokubili ukusetshenziswa kwekhaya nokufundisa/komsebenzi wobungcweti. Imizamo ye-Apple yokuqinisa uchungechunge lwabo lokuhlinzeka ngama-chip ingaba nomthelela ngokuqondile ekutholakaleni kanye namanani entengo kulezi zindawo.
Imaphi ama-chips azowakhiqiza yi-Intel futhi ngabuphi ubuchwepheshe be-2nm?
Imibiko iyavuma ukuthi umfelandawonye uzogxila kuwo amamodeli wokungena wemindeni yesikhathi esizayo ye-M6 noma i-M7Okusho ukuthi, okuhlukile okuyisisekelo kwalawa maphrosesa, okuhloselwe amadivayisi anevolumu ephezulu njenge-MacBook Air, amamodeli athile e-iPad Pro, noma amanye amakhompyutha edeskithophu e-iPad Air kanye nebanga eliphakathi.
Kulolu hlelo, izigaba ezifisa kakhulu -Izinguqulo ze-Pro, Max kanye ne-Ultra Ku-MacBook Pro, i-Mac Studio, noma i-Mac Pro, ukukhiqizwa kuzoqhubeka nokuphathwa yi-TSMC, ezogcina ukukhiqizwa kwama-chips anezidingo eziphezulu zokusebenza nobunzima. I-Intel izogxila ezindaweni lapho ibhalansi phakathi kwezindleko, umthamo wokukhiqiza, nokusebenza kahle kwamandla kubaluleke kakhulu.
Esinye sezici ezigqama kakhulu zesivumelwano ukuthi i-Intel izosebenzisa yona Inqubo yokukhiqiza ye-Intel 18A, okulingana ne-node cishe Ama-nanometer ayi-2Kuyinqubo efanayo inkampani ehlela ngayo ukunika amandla izizukulwane zayo ezilandelayo zamaphrosesa ayo, njengomndeni wakwaPanther Lake kanye nochungechunge lwe-Core Ultra oluzayo.
Ukuze ukwazi ukuklama kule nodi, i-Apple ngabe isisayinile kakade izivumelwano zobumfihlo ne-Intel ezimnika ukufinyelela kwangaphambi kwesikhathi kuzinguqulo zokuqala ze ikhithi yokuthuthukisa (PDK) kwe 18a. Inguqulo ezinzile yaleyo PDK ilindelwe ngasekuqaleni kuka-2026, okwakuzovumela onjiniyela be-Cupertino ukuthi balungise kahle ukwakheka kwama-chips amasha e-M6 noma e-M7 ngokususelwa kunqubo yokukhiqiza ye-Intel yangempela.
Izilinganiso ze-internal supply chain zikhomba umthamo ongaba khona we-M chips eziyizigidi eziyi-15 nezingu-20 ngonyaka ekhiqizwa i-Intel ye-Apple. Lesi sibalo singanele ukumboza ingxenye ebaluleke kakhulu yesidingo samakhompyutha aphathekayo namathebulethi ebanga elimaphakathi neleveli yokungena, kukhululwe i-TSMC yaleyo ngxenye yomzamo wokukhiqiza.
Umugqa wesikhathi olindelekile: kusukela ku-M3 yamanje kuya kwe-Intel M6 ne-M7 engaba khona
Ukuze uthole umbono womugqa wesikhathi, vele ubheke ijubane lokukhishwa kwe-Apple Silicon: I-M3 iqale ngo-Okthoba 2023, the I-M4 yafika ngoMeyi 2024 Futhi amahemuhemu abeka ukufika kwe-M5 cishe ngo-2025. Ngalesi sivinini, akukhona okungenangqondo ukukhiqiza M6 ngo-2026 futhi a I-M7 phakathi kokuphela kuka-2027 nokuqala kuka-2028.
Kulelo windi lapho indima ye-Intel ifanelana khona. Ngokusho kukaMing-Chi Kuo, i-Apple Silicon yokuqala ekhiqizwa ezimbonini ze-Intel Bangase baqale ukuya kokungaxhunyiwe ku-inthanethi kusukela ngekota yesibili ka-2027inqobo nje uma kungekho ukubambezeleka okubalulekile ekuthuthukisweni kwe-node 18A noma kumugqa wesikhathi wokuklama we-Apple.
Lo mugqa wesikhathi uzovumela inkampani ye-Cupertino ukuthi ivumelanise ukutholakala kwama-chips amasha nemijikelezo yayo evamile yokuvuselela i-Mac ne-iPad. Endabeni yemakethe yaseYurophu, lokhu kungasho lokho IMacBook Air kanye nama-iPad athile athengiswe kusukela ngasekupheleni kuka-2027 kuya phambili Angahlanganisa amaphrosesa wezinga lokungena elingu-M aklanywe i-Apple kodwa akhiqizwa yi-Intel, mhlawumbe ezitshalweni ezitholakala e-United States.
Ngaleso sikhathi, abanye abahlaziyi bacubungula ukuthi kungenzeka yini i-Apple yethule imodeli ye-MacBook ene-chip ethathwe ku-iPhone Kusukela ngo-2026, lokhu kungehlisa inani eliphelele lama-oda ama-chips ochungechunge lwe-M esezingeni lokungena. Noma kunjalo, ukuba ne-Intel njengomphakeli wesibili kuzohlinzeka ngomthamo owanele wokusingatha ukucushwa komkhiqizo okuhlukile ngaphandle kokugaqa i-TSMC.
Okwamanje, i-Apple noma i-Intel abenzi izitatimende ezisemthethweni, kodwa ukuvumelana phakathi kwezikhathi ze-Intel node kanye nomjikelezo we-Apple Silicon Ihambisana kahle nesimo esichazwe u-Kuo nezinye izingqapheli zomkhakha.
Kungani i-Apple ifuna umphakeli wesibili ngaphandle kwe-TSMC
Kuze kube manje, I-TSMC ibe ngumnikezeli okhethekile wama-chips amakhulu e-AppleLokhu kusebenza kukho kokubili uchungechunge A lwe-iPhone kanye nochungechunge lwe-M lwe-Mac ne-iPad. Le modeli isebenze ngendlela encomekayo, kodwa igxile kakhulu kumdlali oyedwa emkhakheni osevele ungaphansi kwengcindezi yezwe kanye nezingqinamba ezivamile.
Ukufaka i-Intel njengenye isisekelo kuzovumela i-Apple hlukanisa uchungechunge lwakho lokuhlinzeka nge-semiconductor ngaphandle kokushiya ulwazi lwe-TSMC kanye nekhono lobuchwepheshe. Umqondo awukona ukuthatha indawo yenkampani yaseTaiwan, kodwa ukusabalalisa umthwalo womsebenzi ngokusho kohlobo lwe-chip kanye nezinga lobunzima obudingekayo.
Empeleni, le ndlela exubile ingasiza yehlisa ukuthembela kwe-Apple endaweni eyodwa yokwehluleka engxenyeni ebaluleke kakhulu njengeprosesa. Ezimeni ezibucayi, noma ngabe kungenxa yokungezwani kwezohwebo, izinhlekelele zemvelo, noma ukungazinzi kwesifunda, ukuba namandla okukhiqiza ezindaweni ezihlukene kuba yisici esibalulekile sokuqina.
Kumsebenzisi ojwayelekile e-Spain nanoma yiliphi elinye izwe laseYurophu, lokho kungahunyushelwa kulo ukuphela kwesitoko okumbalwa kanye nomnikelo womkhiqizo ozinzileikakhulukazi phakathi nemikhankaso enesidingo esikhulu njengokuthi "buyela esikoleni", uKhisimusi noma uLwesihlanu Omnyama, lapho ukutholakala kwe-MacBook ne-iPad kuvame ukuba nzima.
Ngaphezu kwalokho, ukuba nozakwethu ababili abaqhudelana ngezinkontileka zevolumu ephezulu kunikeza i-Apple inzuzo. indawo enkulu yokuqondisa ukuxoxisana ngezimo zomnothoKusazobonakala ukuthi lokhu konga okungase kube khona kuzoshintsha kube amanani okugcina aphansi kumthengi noma kuhlale kufana nenzuzo eyengeziwe yenzuzo yenkampani, into ezobonakala ngokuhamba kwesikhathi.
Okuzuzwa yi-Intel: ukuthuthukiswa kwebhizinisi layo lokusungula kanye noshintsho endimeni
Ku-Intel, ukuthola i-Apple ukuthi iphathise ingxenye yezindlela zayo zokukhiqiza i-M chip ukugunyazwa okukhulu kwe-Intel Foundry Services, isigaba inkampani efuna ukuncintisana ngaso ngqo ne-TSMC kanye ne-Samsung ekukhiqizeni izinkontileka.
Eminyakeni yamuva nje, i-Intel ibe nobunzima obukhulu gcina ijubane kumanodi aholayoukulibaziseka okunqwabelanayo uma kuqhathaniswa nezimbangi zayo zase-Asia. Ukuthola isivumelwano ne-Apple ku-node 18A kuzobonisa ukuthi isiphinde yakwazi ukuncintisana nokuthi inqubo yayo ye-2nm isilungele izinga lesidingo esidingwa ikhasimende lalolu hlobo.
Kukhona futhi ingxenye engokomfanekiso ebalulekile: yenza ama-Apple Silicon chips asekelwe ku-Arm Lokhu kusho ukuthi i-Intel izokhiqiza i-Hardware esekelwe esakhiweni esingesona i-x86, lapho ngokwesiko igxile kulo lonke isu layo lebhizinisi. Noma idizayini ingeyona eyabo, ukumisa amafekthri amavolumu amakhulu ama-Arm chips kuyisinyathelo esibalulekile ekuhlukaniseni inkampani.
Uma ukubambisana kuhlanganiswa, kungenzeka lokho Ezinye izinkampani kulo mkhakha zibheka ngokungathi sÃna i-Intel njengenketho yangempela ngemiklamo yabo ethuthukisiwe ezayo. Izinkampani ezifana ne-Nvidia, AMD, noma abathuthukisi be-chip ngokwezifiso-kuhlanganise namaphrojekthi aseYurophu-bangabona lesi sivumelwano njengobufakazi bokuthi i-Intel iyakwazi ukuphatha ukukhiqizwa okuyinkimbinkimbi kuma-node asezingeni eliphezulu.
Ngokuya ngesithombe somphakathi, ukusuka ekubeni ngumphakeli u-Apple wanqamula ubuhlobo naye ngo-2020 waba enye yezinsika zokukhiqiza izizukulwane zabo ezintsha zamaphrosesa Lokhu kuzomela ushintsho olukhulu ekulandiseni okuzungezile kwe-Intel ngaphakathi kwemboni yezobuchwepheshe.
Ubukhulu bezepolitiki kanye ne-geostrategic bombimbi
Ngale kwezici zobuchwepheshe kuphela, isivumelwano esingaba khona phakathi kwe-Apple ne-Intel sinesimo sezepolitiki esihlukile. Eminyakeni yakamuva, I-United States ikhuthaze kakhulu ukwenziwa kwama-semiconductors athuthukile endaweni yayo., isekela amaphrojekthi afana nezimboni ezintsha ze-Intel e-Arizona nezinye izifundazwe ngezimali zomphakathi.
Ku-Apple, ukuhambisa ingxenye ebalulekile yokukhiqizwa kwayo kwe-M-chip ezitshalweni zase-US kukuvumela ukuba qondanisa ne-ajenda yezobuchwepheshe yokuvuselela kabusha ekhushulwa eWashington. Lesi sinqumo singethulwa njengophawu lokuzibophezela kokuthi "Made in America," into enesisindo engxoxweni yangaphakathi yezombangazwe kanye nasebudlelwaneni bayo nabaphathi besikhathi esizayo.
Leyo sici ayisho lutho uma kucatshangelwa ukuthi i-Apple iyithagethi evamile yokuhlolwa kokulawula kanye nengcindezi yezepolitiki. Ukuze bakwazi ukuphikisa ukuthi ingxenye ebalulekile yemikhiqizo yabo ikhiqizwa emhlabathini waseMelika Ibanika elinye ikhadi elilodwa ukuthi balidlale lapho bedingida imithethonqubo, amanani entengo, noma imikhawulo yokuhweba engaba khona.
Okwamanje, I-Europe ibukele le mnyakazo Ngenkathi izama ukuqinisa imboni yayo ye-semiconductor ngezinhlelo ezifana ne-European Chips Act, ukuqhubeka kokugxila kokukhiqizwa kwezindawo ezisezingeni eliphezulu e-United States nase-Asia kugcizelela inselelo i-European Union ebhekene nayo ekuheheni izindawo zokukhiqiza inqubo ehamba phambili ngempela endaweni yayo.
Kulo mongo, iqiniso lokuthi ama-chips agcina engaphakathi kwe-MacBook Air noma i-iPad Pro athengiswa eSpain angase avele esitshalweni se-Intel e-Arizona libonisa izinga lapho I-European Consumer electronics value chain incike ezinqumweni zezimboni ezenziwa kwamanye amazwekazi..
Iqhaza le-TSMC: ukuqhubeka emakethe esezingeni eliphezulu kanye nokwabelana ngezibopho
Ukuhlaziya okuhlukahlukene kuyavumelana nalokho I-TSMC izohlala inguzakwethu oyinhloko we-Apple kuma-chips athuthuke kakhulu.Amaphrosesa amiselwe i-MacBook Pro, i-Mac Studio, i-Mac Pro futhi, vele, ama-iPhone SoCs azoqhubeka nokukhiqizwa ezindaweni ezisezingeni eliphezulu endaweni yaseTaiwanese.
Isu le-Apple lizobandakanya Sabalalisa izibopho ngokwezinga lokusebenza elidingekayoI-Intel izothatha uchungechunge lwezinga lokungena le-M, lapho okubalulekile kuyibhalansi phakathi kokusebenza kahle, izindleko kanye nevolumu; I-TSMC izogcina imiklamo edingeka kakhulu, kokubili kumthamo wekhompyutha nokuhlanganiswa kwengxenye.
Eminye imibiko, empeleni, iphakamisa lokho Inani lama-oda wama-M-chips asezingeni eliphansi lingancipha Mayelana nezizukulwane zamanje, uma i-Apple inquma ukuqinisa ezinye izindlela ezinjengamalaptops asuselwa kuma-SoC asuselwa ku-iPhone, lokhu kungasho ukuthi umthelela wangempela ebhizinisini le-TSMC uzokhawulwa, noma ngabe i-Intel ingena equation.
Noma kunjalo, ukuvela komkhiqizi wesethenjwa wesibili ezinhlelweni ze-Apple kwethula isici esisha sokuncintisana emkhakheni we-Advanced foundryEsikhathini esimaphakathi, lokhu kungahumushela ekuthuthukisweni kwezindleko, ukusungula izinto ezintsha, kanye nengcindezi enkulu yokuthuthukisa ukusebenza namashejuli.
Okwamabhizinisi nabathengi, ngisho nasezimakethe ezikude nezimboni—njengeSpain nanoma yiliphi elinye izwe laseYurophu—, Lo mncintiswano ngokuvamile uholela emikhiqizweni esebenza kahle kakhulu. kanye nasekuzinzeni kokunikezwa okukhulu, nakuba imiphumela enanini lokugcina ihlale incike ezintweni eziningi eziguquguqukayo.
Umthelela kubasebenzisi base-Spain nakulo lonke elaseYurophu
Ngokombono womsebenzisi wase-Spain, lokhu kulungiswa kabusha kwemifelandawonye kungase kuzwakale kukude, kodwa Inemiphumela ecacile kakhulu ekuhlangenwe nakho kokuthengaUkutholakala kwamamodeli afana ne-MacBook Air noma i-iPad Pro ezitolo ezibonakalayo nabathengisi abagunyaziwe kuncike kakhulu ekhonweni le-Apple lokuvikela ama-chips anele ngezikhathi zokufunwa kakhulu.
Uma i-Intel ikwazi ukuhlinzeka ngokuthembekile i- izinga lokungena kanye ne-mid-range M processorsKungenzeka kakhulu ukuthi okukhishiwe okusha kuzofika namayunithi amaningi anele, kuncishiswe izinhlu zokulinda kanye nokuphela kwesitoko phakathi nemikhankaso ebalulekile. Ezimweni ezinjengamanyuvesi aseYurophu, amabhizinisi, noma abaphathi bomphakathi, lokhu kuzinza kungenza umehluko lapho kuhlelwa ukuthuthukiswa kwemishini.
Intengo ingesinye isici okufanele sicatshangelwe. Nakuba kusesekuseni kakhulu ukubikezela ukuthi Ukukhiqiza nge-Intel kuzosho izindleko zeyunithi eziphansi ze-AppleUkuba nozakwethu ababili abanezinqubo ezithuthukile kufanele kuqinise isimo sakho sokuxoxisana. Umthelela wangempela entengo yokuthengisa uzoncika endleleni i-Apple enquma ngayo ukuphatha ama-margins kanye nesimo somnotho omkhulu eYurophu eminyakeni ezayo.
Akekho olindele uguquko ku-Foundry ukuze kuguqulwe amanani e-Mac ne-iPad ngobusuku obubodwa, kodwa kungasiza gwema ukwanda okubukhali okuhlobene nokushoda kwe-semiconductor, njengoba kuye kwabonakala kwezinye izimboni lapho ukukhiqizwa kwama-chip kuhlulekile ukuhambisana nesidingo.
Ekugcineni, ukusetshenziswa kwezinqubo ezifana ne-Intel 18A kuqinisekisa lokho Abasebenzisi base-Europe bazoqhubeka nokufinyelela kumadivayisi anentuthuko ephawulekayo ekusebenzeni nokusebenza kahleNoma ngabe ama-chips avela ku-wafer ye-TSMC noma esitshalweni se-Intel, inqobo nje uma i-Apple igcina izindinganiso zayo eziphakeme ezijwayelekile, uguquko lwesisekelo kufanele lungabi namthungo kumsebenzisi wokugcina.
Konke kukhomba esivumelwaneni okungenzeka ngaso I-Intel izokhiqiza ama-Apple Silicon chips alandelayo eMacBook Air ne-iPad Pro kusukela ngo-2027. Ingase ihlele kabusha ngobuhlakani isimo sokukhiqiza semiconductor: I-Apple izothola umkhawulo kanye nokuphepha ochungechungeni lwayo lokuhlinzeka, i-Intel izoqinisa ukuzibophezela kwayo ekusunguleni izindawo ezihamba phambili, futhi i-TSMC izogcina indima yayo engxenyeni ethuthuke kakhulu, kuyilapho abasebenzisi baseSpain nakulo lonke elase-Europe bazoqaphela ngokuyinhloko ukunikezwa okubikezelwe kakhudlwana kwe-Macs kanye ne-iPads, ngokushintsha kwesitoko okumbalwa okutholwe yizimo eziyishumi ezishaqisayo.
