Into engazange kudala yavakala ngathi ayinakwenzeka kukusondela ngakumbi ekubeni yinyani: I-Intel iya kuphinda ibekho kwiiMacs kunye nee-iPadsKodwa ngendima eyahlukileyo kakhulu kunexesha langaphambi kwe-Apple Silicon. Endaweni yokubonelela ngeeprosesa ze-x86, inkampani yaseSanta Clara iya kwenza ezinye zeetshiphusi eziyilwe nguApple kwiMacBook Air yayo ezayo kunye ne-iPad Pro.
Iingxelo ezahlukeneyo zekhonkco lokubonelela, zikhokelwa ngumhlalutyi Ming-Chi KuoBabonisa ukuba i-Apple ithathe inyathelo elibalulekileyo ikhomishini ye-Intel ukuba ivelise iprosesa ze-Apple Silicon kwinqanaba lokungena Ukuqala ngo-2027. Eli nyathelo liza kudibanisa iqhinga le-Apple lokwahluka kunye nomnqweno we-Intel wokuphinda iqalise ishishini layo elisisiseko kwezona ndawo ziphambili kwimarike.
Ukuhlangana kwakhona phakathi kwe-Apple kunye ne-Intel ngeendima ezahlukeneyo kakhulu
Ngaphezu kweshumi leminyaka, iikhompyuter zeMac zasebenzisa iiprosesa ze-Intel x86, de i-Apple igqibe inguqu yayo ukuya Apple Silicon esekelwe Uyilo lwengaloOlo tshintsho lwalubonakala luvala ngokuqinisekileyo ixesha le-Intel kwiiMacs, kodwa ukuvuza kwamva nje kuchaza ukubuya okungalindelekanga kwe-Intel kwiimveliso ze-Apple, ngeli xesha njengeqabane lokuvelisa kwaye kungekhona njengomboneleli woyilo.
Isitshixo sokutshintsha kukuba I-Intel ayiyi kuthatha inxaxheba kuyilo okanye kuyilo lwe-chipsLonke uyilo luya kuhlala luxanduva lwamaqela e-Apple, aya kuqhubeka nokuphuhlisa ii-Arm cores zesiko le-macOS kunye ne-iPadOS. I-Intel iya kusebenza njengesiseko esicocekileyo-esifana ne-TSMC-ebonelela ngeefektri, iinkqubo, kunye nomthamo wemveliso, kodwa ngaphandle kokuphazamisa izigqibo zobugcisa ze-Apple.
Oku kuthetha ukuba iimodeli zeMacBook Air kunye ne-iPad Pro ziya kuphinda zibe nazo iitshiphusi ezenziwe ngokwasemzimbeni yi-IntelNangona kunjalo, baya kuba yinyani yeApple Silicon. Akusayi kuphinda kubuyelwe kwi-x86 okanye ukusetyenziswa kwamandla okudala kunye neengxaki zobushushu eziye zathwaxa iminyaka yokugqibela yexesha elidlulileyo: ziya kuba zii-SoCs eziyilwe eCupertino kwaye ziveliswe kwiinodi ze-Intel zokusika.
Intshukumo ibaluleke kakhulu kwiimarike ezifana ISpain kunye neYurophu iphelaKule mimandla, iMacBook Air kunye nee-iPads zebakala lobuchwephesha ziye zaba lukhetho oludumileyo kusetyenziso lwasekhaya kunye nemfundo / yobuchwephesha. Iinzame ze-Apple zokuqinisa ikhonkco lonikezelo lwetshiphu zinokuchaphazela ngokuthe ngqo ukufumaneka kunye namaxabiso kwezi ndawo.
Zeziphi iitshiphusi eziya kwenziwa yi-Intel kwaye ngeyiphi itekhnoloji ye-2nm?
Iingxelo ziyavuma ukuba umanyano luya kugxila iimodeli zokungena zeM6 okanye iintsapho zeM7 ezizayoOko kukuthi, ulwahlulo olusisiseko lwezi processors, ezilungiselelwe izixhobo ezinomthamo ophezulu njengeMacBook Air, iimodeli ezithile ze-iPad Pro, okanye i-iPad Air kunye neekhompyuter zedesktop ezikumgangatho ophantsi.
Kwesi sikimu, ezona ntlobo zamabhongo kakhulu -Iinguqulelo zePro, Max kunye ne-Ultra Kwi-MacBook Pro, i-Mac Studio, okanye i-Mac Pro, imveliso iya kuqhubeka iphathwa yi-TSMC, eya kugcina ukuveliswa kwee-chips kunye neemfuno eziphezulu zokusebenza kunye nobunzima. I-Intel iya kugxila kwiindawo apho ibhalansi phakathi kweendleko, umthamo wemveliso, kunye nokusebenza kakuhle kwamandla kubaluleke kakhulu.
Enye yezona zinto zibalaseleyo zesivumelwano kukuba i-Intel iya kusebenzisa yayo Inkqubo yokuvelisa i-Intel 18A, ilingana nendawo emalunga nomlinganiselo Iinanometer ezili-2Yinkqubo efanayo apho inkampani iceba ukunika amandla izizukulwana zayo ezizayo zeprosesa zayo, ezifana nosapho lwePanther Lake kunye nochungechunge lweCore Ultra oluzayo.
Ukukwazi ukuyila kule node, iApple ngesele isayine izivumelwano zobumfihlo kunye ne-Intel ezimnika ukufikelela kwangethuba kwiinguqulelo zokuqala ze Ikhithi yophuhliso (PDK) ye18A. Inguqulelo ezinzileyo yaloo PDK ilindeleke ekuqaleni kuka-2026, eya kuvumela iinjineli zeCupertino ukuba zilungelelanise uyilo lwe-M6 okanye i-M7 chips entsha esekwe kwinkqubo yokwenziwa kwe-Intel yokwenyani.
Uqikelelo lwekhonkco lonikezelo lwangaphakathi lukhomba umthamo onokubakho phakathi kwe-15 kunye ne-20 yezigidi ze-chips ze-M ngonyaka yenziwe yiIntel yeApple. Eli nani linokwanela ukugubungela inxenye ebaluleke kakhulu yemfuno yeelaptops kunye neetafile zomgangatho ophakathi, ukukhulula i-TSMC yaloo nxalenye yomzamo wemveliso.
Ixesha elilindelekileyo: ukusuka kwi-M3 yangoku ukuya kwi-Intel M6 kunye ne-M7 enokwenzeka
Ukufumana umbono womda wexesha, jonga nje isantya sokukhutshwa kweApple Silicon: I-M3 yaqala ngo-Okthobha ka-2023, i I-M4 ifike ngoMeyi ka-2024 Kwaye amahemuhemu abeka ukufika kwe-M5 malunga no-2025. Ngesi santya, akukho ngqiqweni ukwenza iprojekthi M6 ngo-2026 kunye I-M7 phakathi kokuphela kuka-2027 kunye nokuqala kuka-2028.
Kuloo festile apho indima ye-Intel ingena khona. Ngokutsho kukaMing-Chi Kuo, I-Apple Silicon yokuqala eveliswe kwiifektri ze-Intel Banokuqalisa ukuya kwi-intanethi ukusuka kwikota yesibini ka-2027ukuba akukho kulibaziseka okubalulekileyo kuphuhliso lwe-node 18A okanye kwixesha loyilo lwe-Apple.
Lo mgca wexesha uya kuvumela inkampani yeCupertino ukuba ilungelelanise ukufumaneka kweetshiphusi ezintsha kunye nemijikelo yesiqhelo yokuhlaziya iMac kunye ne-iPad. Kwimeko yemarike yaseYurophu, oku kuya kuthetha ukuba IMacBook Air kunye nee-iPads ezithile zithengisiwe ukusuka ngasekupheleni kuka-2027 ukuya phambili Banokudibanisa iprosesa zomgangatho wokungena we-M eziyilwe nguApple kodwa zenziwa yi-Intel, mhlawumbi kwizityalo ezise-United States.
Ngeli xesha, abanye abahlalutyi bacinga ukuba kunokwenzeka ukuba iApple izakwazisa imodeli yeMacBook enetshiphu ethathwe kwi-iPhone Ukuqala ngo-2026, oku kunokunciphisa inani elipheleleyo lee-odolo zokungena kwinqanaba le-M-series chips. Nangona kunjalo, ukuba ne-Intel njengomboneleli wesibini kuya kubonelela ngesakhono esaneleyo sokuphatha ulungelelwaniso lweemveliso ezahlukeneyo ngaphandle kobunzima be-TSMC.
Okwangoku, akukho nto i-Apple okanye i-Intel yenze iingxelo ezisemthethweni, kodwa Ukungaguquguquki phakathi kwexesha le-Intel's node kunye nomjikelo we-Apple Silicon Ihambelana kakuhle nemeko echazwe nguKuo kunye nabanye abakhi-mkhanyo kushishino.
Kutheni iApple ikhangela umboneleli wesibini ngaphandle kwe-TSMC
Kuze kube ngoku, I-TSMC ibe ngumthengisi okhethekileyo weetshiphusi eziphambili ze-AppleOku kusebenza kuzo zombini ii-A series ze-iPhone kunye ne-M series ye-Mac kunye ne-iPad. Le modeli isebenze ngokumangalisayo, kodwa igxininisa uxanduva oluninzi kumdlali omnye kwicandelo esele liphantsi koxinzelelo lwelizwe kunye nemiqobo ehlala ihleli.
Ukubandakanya i-Intel njengenye isiseko kuya kuvumela i-Apple yahlula ikhonkco lakho lokubonelela nge-semiconductor ngaphandle kokulahla amava e-TSMC kunye nobuchule bobugcisa. Ingcamango ayiyikuthatha indawo yenkampani yaseTaiwan, kodwa ukusabalalisa umthwalo womsebenzi ngokohlobo lwe-chip kunye nenqanaba lobunzima obufunekayo.
Enyanisweni, le ndlela yokuxuba iya kunceda ukunciphisa ukuthembela kwe-Apple kwindawo enye yokusilela kwicandelo elibaluleke kakhulu njengeprosesa. Kwiimeko ezinzima, nokuba kungenxa yokungavisisani kwezorhwebo, iintlekele zendalo, okanye ukungazinzi kwengingqi, ukuba nomthamo wokuvelisa kwiindawo ezahlukeneyo zejografi kuba yinto ephambili yokuqina.
Kumsebenzisi oqhelekileyo eSpain okanye nakweliphi na ilizwe laseYurophu, elinokuguqulelwa kulo Ukuphela kwesitokhwe okumbalwa kunye nonikezelo lwemveliso oluzinzileyongakumbi ngexesha lemikhankaso yemfuno ephezulu efana "nokubuyela esikolweni", iKrisimesi okanye i-Black Friday, apho ukufumaneka kwe-MacBook kunye ne-iPad kudla ngokuxinana.
Ngaphaya koko, ukuba namaqabane amabini akhuphisanayo kwiikontraki ezinomthamo ophezulu kunika i-Apple inzuzo. indawo enkulu yokuqhuba uthethathethwano ngeemeko zoqoqoshoKuhlala kubonwa ukuba olu londolozo lunokubakho luza kuguqulela kumaxabiso asezantsi okugqibela kumthengi okanye luhlale lunjengomda wenzuzo eyongezelelweyo kwinkampani, into eya kuthi ibonakale ekuhambeni kwexesha.
Yintoni ezuzwa yi-Intel: ukonyusa kwishishini layo elisisiseko kunye notshintsho kwindima
Ku-Intel, ukufumana i-Apple ukuba ibeke inxalenye yendlela yokuvelisa i-chip ye-M ulwando oluphambili lweeNkonzo ze-Intel Foundry, icandelo apho inkampani ifuna ukukhuphisana ne-TSMC kunye ne-Samsung ekwenzeni isivumelwano.
Kwiminyaka yakutshanje, i-Intel ineengxaki ezinzima gcina isantya kwiindawo eziphambiliukonyuka ulibaziseko xa kuthelekiswa nabakhuphisana nabo baseAsia. Ukufumana isivumelwano kunye ne-Apple kwi-node 18A kuya kubonisa ukuba iphinde yakwazi ukukhuphisana kwaye inkqubo yayo ye-2nm ilungele inqanaba lemfuno efunwa ngumxhasi walo mgangatho.
Kukwakho icandelo elibalulekileyo lomfuziselo: yenza iitshiphusi zeApple Silicon ezisekwe kwiArm Oku kuthetha ukuba i-Intel iya kuvelisa i-hardware esekwe kuyilo olungaphandle kwe-x86, apho ngokwesiko igxile kwisicwangciso sayo sonke seshishini. Nangona uyilo ingelulo olwabo, ukuseta iifektri zemithamo emikhulu yeetshiphusi zeArm linyathelo elibalulekileyo kulwahlulo lwenkampani.
Ukuba intsebenziswano iyadityaniswa, kunokwenzeka ukuba Ezinye iinkampani ezikweli candelo zithathela ingqalelo i-Intel njengokhetho lokwenyani kuyilo lwabo oluphambili oluzayo. Iinkampani ezifana ne-Nvidia, i-AMD, okanye abaphuhlisi be-chip yesiko-kubandakanywa neeprojekthi zaseYurophu-bangabona esi sivumelwano njengobungqina bokuba i-Intel iyakwazi ukuphatha imveliso enzima kwiinodi ezinqamlekileyo.
Ngokubhekiselele kumfanekiso kawonkewonke, ukusuka ekubeni ngumthengisi u-Apple waqhawula amaqhina ngo-2020 ukuya ekubeni enye yeentsika zokwenziwa kwezizukulwana zabo ezitsha zabalungiseleli Oku kuya kubonisa utshintsho olubalulekileyo kwingxelo ejikeleze i-Intel ngaphakathi kwishishini letekhnoloji.
Ubungakanani bezopolitiko kunye ne-geostrategic yomanyano
Ngaphandle kwemiba yetekhnoloji kuphela, isivumelwano esinokubakho phakathi kwe-Apple kunye ne-Intel sinombono ocacileyo wezopolitiko. Kule minyaka yangoku, I-United States ikhuthaze ngamandla ukwenziwa kwee-semiconductors eziphambili kwindawo yayo., iiprojekthi ezixhasayo ezifana neefektri ezintsha ze-Intel e-Arizona nakwamanye amazwe ngeemali zoluntu.
I-Apple, ukuhambisa inxalenye ebalulekileyo yemveliso ye-M-chip kwizityalo zase-US kuvumela ukuba lungelelanisa ne-ajenda yetekhnoloji yokuvuselela ishishini ekhuthazwa ukusuka eWashington. Esi sigqibo sinokuboniswa njengophawu lokuzibophelela kwi "Made in America," into enobunzima kwingxoxo yezopolitiko yangaphakathi kunye nobudlelwane bayo kunye nolawulo lwexesha elizayo.
Le nto ayibalulekanga xa ucinga ukuba i-Apple yinto ekujoliswe kuyo rhoqo yokujongwa ngokusemthethweni kunye noxinzelelo lwezopolitiko. Ukukwazi ukuxoxa ukuba inxalenye ephambili yeemveliso zabo yenziwa kumhlaba waseMelika Ibanika ikhadi elinye ukuba badlale xa bexoxa ngemimiselo, iirhafu, okanye izithintelo ezinokubakho zorhwebo.
Okwangoku, IYurophu ibukele ezi ntshukumo Ngelixa izama ukuqinisa ishishini layo le-semiconductor ngamaphulo afana noMthetho weChips waseYurophu, ukugxila okuqhubekayo kwemveliso ye-node e-United States nase-Asia igxininisa umngeni iManyano yaseYurophu ejongene nayo ekutsaleni amaziko okwenziwa kwenkqubo akhokela ngokwenene kummandla wayo.
Kulo mongo, inyani yokuba iichips eziphela ngaphakathi kwiMacBook Air okanye i-iPad Pro ezithengiswa eSpain zinokuvela kwisityalo se-Intel e-Arizona sibonisa indlela Ikhonkco lexabiso le-elektroniki labathengi baseYurophu lixhomekeke kwizigqibo zemizi-mveliso ezenziwe kwamanye amazwekazi..
Indima ye-TSMC: ukuqhubeka kwimarike ephezulu kunye nokwabelana ngoxanduva
Uhlalutyo olwahlukeneyo luyavumelana noko I-TSMC iya kuhlala iliqabane eliphambili le-Apple kwezona chips ziphambili.Iiprosesa ezilungiselelwe iMacBook Pro, iMac Studio, iMac Pro kwaye, ngokuqinisekileyo, ii-iPhone SoCs ziya kuqhubeka ziveliswa kwiindawo ezisemgangathweni kwisiseko saseTaiwan.
Isicwangciso se-Apple siya kubandakanya Ukwaba uxanduva ngokwenqanaba lokwenziwa komsebenzi elifunekayoI-Intel yayiza kuthatha uchungechunge lwe-M yokungena, apho i-priority ibhalansi phakathi kokusebenza kakuhle, iindleko kunye nomthamo; I-TSMC iya kugcina uyilo olufuna kakhulu, kokubini kumthamo wekhompyutha kunye nokudityaniswa kwecandelo.
Ezinye iingxelo, enyanisweni, zibonisa ukuba Inani lee-odolo zeeM-chips ezikwisiphelo esisezantsi zinokude zehle Ngokumalunga nezizukulwana zangoku, ukuba i-Apple ithatha isigqibo sokuqinisa ezinye iindlela ezinje ngeelaptops ezisekwe kwi-iPhone-derived SoCs, oku kuya kuthetha ukuba impembelelo yokwenyani kwishishini le-TSMC iya kuthintelwa, nokuba i-Intel ingena kwi-equation.
Nangona kunjalo, ukuvela komenzi wereferensi yesibini kwizicwangciso ze-Apple kwazisa into entsha ekhuphisanayo kwinkalo ye-Advanced foundryNgexesha eliphakathi, oku kungatolika kuphuculo lweendleko, inkqubo yokuqamba izinto ezintsha, kunye noxinzelelo olukhulu lokuphucula ukusebenza kunye neeshedyuli.
Kumashishini kunye nabathengi, nakwiimarike ezikude kwiifektri-ezifana neSpain okanye naliphi na ilizwe laseYurophu-, Olu khuphiswano ludla ngokukhokelela kwiimveliso ezisebenzayo. kunye nozinzo olukhulu lokubonelela, nangona iziphumo kwixabiso lokugqibela zihlala zixhomekeke kwizinto ezininzi eziguquguqukayo.
Impembelelo kubasebenzisi baseSpain nakwiYurophu iphela
Ngokwembono yomsebenzisi eSpain, oku kuhlengahlengiswa komanyano kunokuvakala kukude, kodwa Ineziphumo ezithile kakhulu kumava okuthengaUbukho beemodeli ezifana neMacBook Air okanye i-iPad Pro kwiivenkile ezibonakalayo kunye nabathengisi abagunyazisiweyo kuxhomekeke kakhulu kubuchule be-Apple bokukhusela iitshiphusi ezaneleyo ngexesha lemfuno ephezulu.
Ukuba i-Intel iyakwazi ukubonelela ngokuthembekileyo inqanaba lokungena kunye noluhlu oluphakathi abaqhubekisi be-MKulindeleke ukuba ukhupho olutsha lufike lunemithamo eyaneleyo yeyunithi, ukunciphisa uluhlu lokulinda kunye nokuphela kwesitokhwe ngexesha lamaphulo abalulekileyo. Kwiindawo ezinjengeeyunivesithi zaseYurophu, amashishini, okanye ulawulo loluntu, olu uzinzo lunokwenza umahluko xa kucwangciswa ukuphuculwa kwezixhobo.
Ixabiso yenye into ekufuneka iqwalaselwe. Nangona kuse early kakhulu ukuqikelela ukuba Ukuvelisa nge-Intel kuya kuthetha iindleko eziphantsi zeyunithi ye-AppleUkuba namaqabane amabini aneenkqubo eziphambili kufuneka komeleze isikhundla sayo sothethathethwano. Impembelelo yokwenyani kwixabiso lokuthengisa iya kuxhomekeka kwindlela i-Apple ithatha isigqibo sokulawula imida yayo kunye nemeko ye-macroeconomic eYurophu kwiminyaka ezayo.
Akukho mntu ulindele utshintsho kwisiseko sokuguqula amaxabiso eMac kunye ne-iPad ngobusuku, kodwa inokunceda kuthintelwe ukunyuka okubukhali okunxulumene nokunqongophala kwe-semiconductor, njengoko kubonwe kwamanye amashishini xa ukuveliswa kwe-chip kuhlulekile ukugcina imfuno.
Ekugqibeleni, ukusetyenziswa kweenkqubo ezifana ne-Intel 18A iqinisekisa ukuba Abasebenzisi baseYurophu baya kuqhubeka nokufikelela kwizixhobo ezinokuphuculwa okuphawulekayo ekusebenzeni kunye nokusebenza kakuhleNokuba iichips zivela kwi-wafer ye-TSMC okanye kwisityalo se-Intel, ukuba nje i-Apple igcina imigangatho yayo ephezulu yesiqhelo, utshintsho kwisiseko kufuneka lungabinamthungo kumsebenzisi wokugqibela.
Yonke into yalatha kwisivumelwano esinokubakho ngaso I-Intel iya kwenza iitshiphusi ze-Apple Silicon ezilandelayo zeMacBook Air kunye ne-iPad Pro ukuqala ngo-2027. Inokulungisa ngobuchule indawo yokuvelisa i-semiconductor: I-Apple iya kufumana umda kunye nokhuseleko kwikhonkco layo lokubonelela, i-Intel iya komeleza ukuzibophelela kwayo ekusekeni iindawo eziphambili, kwaye i-TSMC iya kuyigcina indima yayo kwelona candelo liphambili, ngelixa abasebenzisi baseSpain kunye neYurophu iphela baya kuqaphela ngokuphambili unikezelo oluqikelelweyo lwe-Macs kunye ne-iPads, kunye neemeko ezimbalwa zemveliso kunye neemeko ezingaphantsi kwexabiso lemveliso.
