Obekuzwakala kungenakwenzeka eminyakeni embalwa edlule sekuqala ukwakheka njengomnyakazo onzima: I-Intel izophinda ibe ngaphakathi kwama-Macs nama-iPads, kodwa endimeni ehluke ngokuphelele.Esikhundleni sokuthengisa ama-x86 processors njengasesiteji ngaphambi kwe-Apple Silicon, inkampani yaseSanta Clara izoqhubekela phambili ekwenzeni amanye ama-M chips azayo aklanywe i-Apple.
Imibiko ehlukahlukene ye-supply chain, ikakhulukazi leyo evela kumhlaziyi UMing-Chi Kuo uphakamisa ukuthi i-Apple ikhethe i-Intel njengozakwethu wesibili wokukhiqiza isizukulwane esilandelayo sezinga lokungena le-Apple Silicon. Kuzogxilwa emikhiqizweni enevolumu ephezulu njengeMacBook Air kanye namamodeli athile e-iPad Pro, anomugqa wesikhathi ozobona ama-chips okuqala ephuma emigqeni yokukhiqiza ye-Intel eqala ngo-2027.
Ukuhlangana kabusha okungokomlando phakathi kwe-Apple ne-Intel
Iminyaka engaphezu kweshumi, amakhompyutha e-Mac athembele kuma-Intel x86 processors, kwaze kwaba ngo-2020 i-Apple iqeda ukushintshela I-Apple Silicon esekelwe ekwakhiweni kwe-ARMLokho kubonakale kuwuvala nakanjani umnyango ku-Intel kumaMacs, kodwa ukuvuza kwakamuva kupenda isithombe lapho zombili izinkampani zisebenza ndawonye futhi, kulokhu ngezindima ezihluke kakhulu.
Okubalulekile wukuthi I-Intel ngeke idizayine ama-chips noma inqume ukwakheka kwawo kwangaphakathi.Wonke umsebenzi wokuklama nomsebenzi wobunjiniyela wama-SoCs uzohlala usezandleni zamaqembu e-Apple, azoqhubeka nokuthuthukisa okwawo okuhlukile kwe-ARM okulungiselelwe i-macOS ne-iPadOS. I-Intel izosebenza njengesisekelo kuphela, esifana nalokhu i-TSMC esivele ikwenza.
Lokhu kusho ukuthi Amamodeli wesikhathi esizayo weMacBook Air ne-iPad Pro angafaka ama-Apple Silicon chips "akhiqizwe yi-Intel"Kodwa ngaphandle kokubuyela ezinkingeni ezindala ezihambisana ne-x86, njengokusebenzisa amandla aphezulu noma ukukhiqiza ukushisa okukhulu. Azoba ama-M-chips ajwayelekile, ane-software ecosystem efanayo kanye nesisekelo samanje sobuchwepheshe, kodwa akhiqizwe emigqeni yokukhiqiza ehlukene.
Ezimakethe ezifana neSpain kanye nalo lonke elaseYurophu, lapho IMacBook Air ne-iPad Pro zizenzele njengamadivayisi aziwa kakhulu Kwezemfundo, izilungiselelo zobungcweti, kanye nokusetshenziswa kwekhaya, lesi sivumelwano esingaba khona sinemithelela eqondile yokutholakala, intengo, namashejuli okukhishwa.
Imaphi ama-Apple chips ayengakhiqizwa yi-Intel futhi iluphi uhla lomkhiqizo engagxila kulo?
Imibiko iyavumelana nalokho I-Intel izophatha okuhlukile kweleveli yokungena yesizukulwane esilandelayo se-M6 noma i-M7.Ngamanye amazwi, amamodeli anamandla amancane phakathi komndeni ngamunye, ahloselwe amadivayisi evolumu ephezulu lapho ibhalansi phakathi kwezindleko, ukuzimela nokusebenza okwanele kokusetshenziswa kwansuku zonke kubaluleke kakhulu.
Lawa ma-chips ayezofinyelela ikakhulukazi MacBook AirI-iPad Pro kanye ne-iPad Airkanye nezilungiselelo eziyisisekelo zedeskithophu ezingadingi amandla amakhulu angahluziwe. Izinguqulo ezidingeka kakhulu—njengamamodeli wesikhathi esizayo we-M7 Pro, M7 Max, noma i-M7 Ultra ye-MacBook Pro, i-Mac Studio, noma i-Mac Pro—zizohlala ezandleni ze-TSMC.
Kuhlongozwa ukuhlukaniswa okucacile kwezindima: I-Intel izothatha ingxenye enkulu yokukhiqizwa kwama-chip "ayisisekelo" we-MI-TSMC izogcina amamodeli ayinkimbinkimbi futhi asebenza kakhulu. Ngale ndlela, i-Apple ingasebenza nezisekelo ezimbili ngasikhathi sinye, ilungise amavolumu namanodi njengoba kudingeka.
Ezinye izilinganiso zangaphakathi ezishiwo emibikweni zikhomba okungenzeka I-Intel ikhiqiza umthamo ophakathi kuka-15 no-20 million M chips ngonyaka.Lesi sibalo singanele ukumboza ingxenye enhle yesidingo somhlaba wonke samakhompyutha aphathekayo namathebulethi ebanga eliphakathi neleveli yokungena, ngaleyo ndlela kube lula umthwalo we-TSMC kulawo masegimenti.
Indima ye-Intel 18A node nokuzibophezela ku-2 nm
Enye yezinto ezigqama kakhulu zesivumelwano inqubo yokukhiqiza ekhethiwe. I-Intel izosebenzisa i-node yayo ethuthuke kakhulu, eyaziwa nge-Intel 18A noma i-18A-P, okulingana cishe nama-nanometer angu-2. Kuyinqubo efanayo inkampani ehlose ukuyisebenzisela ukunika amandla izizukulwane zayo ezizayo zamaphrosesa aphathelene nobunikazi, njengomndeni wakwaPanther Lake.
Ngokwemininingwane eputshuziwe, i-Apple isivele isivele izivumelwano zobumfihlo ezisayiniwe zokufinyelela inguqulo yokuqala yekhithi yokuklama ye-18A-P (PDK)Inguqulo ezinzile yaleyo kit bekulindeleke ekuqaleni kuka-2026, okuzonikeza onjiniyela be-Cupertino isikhathi sokujwayela imiklamo yabo endaweni entsha ngaphambi kokungena ekukhiqizeni ngobuningi.
Ukusebenza ne-node enjalo ethuthukisiwe kungavumela i-Apple gcina noma uthuthukise ukusebenza kahle kwamandla nokusebenza yama-chips wezinga lokungena le-M, ngaphandle kokudinga ukubekisa inqubo ye-2nm ngokukhethekile kumamodeli aphezulu we-TSMC. Empeleni, abasebenzisi bazozuza kumakhompyutha aphathekayo apholile namathebulethi, impilo yebhethri engcono, nokusebenza okuzinzile.
Ku-Intel, ukwenza i-Apple yethembe inqubo yayo ye-18A nakho kuyindlela qinisekisa esidlangalaleni ukuvuthwa kwesizukulwane esisha sokukhiqiza, ngemva kweminyaka yokubambezeleka nobunzima bokuncintisana kumanodi athuthuke kakhulu ngokumelene ne-TSMC ne-Samsung.
Umugqa wesikhathi olindelekile: ukusuka kuma-M3 amanje kuye kuma-M7 okungenzeka abenziwe yi-Intel
Isikhathi sesivumelwano siqondwa kangcono ngokubheka ijubane lokukhishwa kwe-Apple Silicon. I-chip ye-M3 yafika ngo-Okthoba 2023, the I-M4 yethulwe ngoMeyi 2024 futhi izibikezelo abahlaziyi beka M5 ngasekupheleni kuka-2025Ngemuva kwalowo mshophi, i-M6 ngo-2026 kanye ne-M7 phakathi kokuphela kuka-2027 nokuqala kuka-2028 zizongena emgqeni womgwaqo.
Izindawo zokuhlala e- Ming-Chi Kuo Ama-chips okuqala e-Apple Silicon akhiqizwa yi-Intel azofika ekuqaleni kwekota yesibili ka-2027.Leli windi lihambisana nohlelo olujwayelekile lapho i-Apple ijwayele ukwethula izizukulwane ezintsha zochungechunge lwe-M kububanzi bayo be-Mac ne-iPad.
Uma kungekho ukubambezeleka ekusetshenzisweni kwe-node 18A noma ekuthuthukisweni kwemiklamo ye-Apple, I-MacBook Air yokuqala noma i-iPad enezinga lokungena “enziwe yi-Intel” chips Angase aqale ukudayiswa ekupheleni kuka-2027. E-Europe nase-Spain ayezofika phakathi kwemijikelezo evamile yokusabalalisa yenkampani, cishe nokutholakala okufanayo kwezinye izimakethe ezinkulu.
Ngesikhathi esifanayo, imibiko iphinde ibonise lokho I-Apple ibheka ukuthi kungenzeka yini ukwethula iMacBook ene-iPhone chip eqala ngo-2026.Lokhu kungase kwehlise kancane ivolumu ye-oda yama-chips ochungechunge lwe-M anamandla amancane. Lokhu kuzoqondana nesu le-Intel lokubeka umkhiqizo othile kumamodeli athile kanye nokulungisa ububanzi bomkhiqizo ngokusekelwe esidingweni sangempela.
Kungani i-Apple ifuna umphakeli wesibili ngaphandle kwe-TSMC
Kuze kube manje, I-TSMC ibinguzakwethu okhethekile we-Apple wokukhiqiza ama-chipKusukela ku-A-Series for iPhones kuya ku-M-Series for Macs and iPads, le modeli yomhlinzeki oyedwa inikeza izinzuzo zokuxhumanisa, kodwa futhi ishiya i-Apple isengozini enkulu kunoma yiziphi izinkinga ezithinta isifunda esisodwa noma isitshalo esisodwa.
Ukungena okungenzeka kwe-Intel kuyingxenye yesu elicacile: hlukanisa uchungechunge lokuhlinzeka nge-semiconductor futhi wabelane ngezingoziUmgomo awukona ukuvala isikhala se-TSMC, kodwa ukuhambisana nayo. Inkampani yaseTaiwan izoqhubeka nokuphatha ama-chips adingeka kakhulu kanye nama-SoCs ama-iPhones, kuyilapho i-Intel izongeza umthamo kumamodeli lapho izindleko nevolumu kubaluleke kakhulu.
Esimeni sokungezwani kwezepolitiki e-Asia, izithiyo zezokusebenza kanye nemikhawulo yokuhweba ekhulayo, Ukuthembela kusisekelo esisodwa sengxenye enamasu njenge-silicon kuthathwa njengengozi.Ukwengeza i-Intel njengozakwethu wesibili wokukhiqiza kuvumela i-Apple ukuthi isabele kangcono ezinkingeni ezithile noma izinguquko zokulawula.
Kubasebenzisi abase-Spain nakuyo yonke i-European Union, lokhu kungahumushela ku Ukuphela kwesitoko okumbalwa, ukukhishwa okungabikezelwa okwengeziwe, kanye namathuba aphansi okwenyuka kwentengo okubukhali ngenxa yokuntuleka kwama-chips, okuthile osekuvele kwenzeka kweminye imikhakha yezobuchwepheshe kanye nasembonini yezimoto.
Izuzani i-Intel kulokhu kuhamba?
Ku-Intel, ukwenza i-Apple ibe ikhasimende lebhizinisi layo eliyisisekelo kungaphezulu kakhulu kwenkontileka elula. Kuwukugunyaza okuqondile kwe-Intel Foundry Services njengenye indlela yangempela ezinqubweni ezisezingeni eliphezulu, indawo lapho i-TSMC isibuse ngokunethezeka kuze kube manje.
Ngemuva kweminyaka eminingana yokubambezeleka kwezobuchwepheshe kanye nezinkinga ezincintisana kuma-node amancane, Ukuthola i-Apple ukuthi itshale imali ku-Node 18A yayo kumelela umbukiso wamandla.Ithumela imakethe isignali yokuthi i-Intel isibambile futhi ingaphatha amazinga ezidingo zobuchwepheshe nezekhwalithi ezifunwa yinkampani yeCupertino.
Ngaphezu kwalokho, ukukhiqiza I-Apple Silicon chips esekelwe ku-ARM Inengxenye ebalulekile engokomfanekiso ye-Intel, ngokomlando egxile ekwakhiweni kwe-x86. Kubonisa ukuthi inkampani izimisele ukuvula ibhizinisi layo lokusungula imiklamo yangaphandle yanoma iyiphi i-architecture, into ebalulekile uma ifuna ukuheha amanye amaklayenti amakhulu njenge-Nvidia, AMD noma abanye abaklami be-chip ngokwezifiso, okuhlanganisa abangaba abalingani baseYurophu.
Ngokuya ngesithombe somphakathi, ukusuka ekubeni yinkampani i-Apple eyahlukana nayo ngo-2020 yaba ngomunye wabalingani bayo ababalulekile ngo-2027 kuzomela. ushintsho olukhulu endabeni ezungeze i-Intel, kokubili e-United States nasezimakethe zamazwe ngamazwe.
Ubukhulu bezepolitiki kanye ne-geostrategic besivumelwano
Isivumelwano se-Apple-Intel esingaba khona sinencazelo ecacile yezepolitiki. I-Intel ikhuthaza kakhulu ukwenziwa kwama-node athuthukile e-United States.okusekelwa izinhlelo zokukhuthaza umphakathi kanye nentshisekelo yaseWashington ekuqiniseni ukuzimela kwezobuchwepheshe bezwe.
Ku-Apple, ukuhambisa ingxenye yokukhiqizwa kwama-chips ayo e-M kumafektri ase-United States kuyavumela qondanisa ne-ajenda ye-reindustrialization kanye nenkulumo ethi "Made in America".Ukukwazi ukusho ukuthi ingxenye ebalulekile yemikhiqizo yabo-abaphrosesa-ikhiqizwa enhlabathini yaseMelika kuzuza amaphuzu ngakho kokubili ukuphatha kwamanje kanye nohulumeni abangaba khona esikhathini esizayo.
Imibiko ikhombisa ukuthi, okungenani esigabeni sokuqala, Ukukhiqizwa nge-node 18A kuzogxilwa ku-Intel's Fab 52 e-ArizonaLokhu kuvulela i-Apple ithuba lokusebenzisa le datha emilayezweni yayo yomphakathi njengobufakazi bokuzibophezela kwayo ekukhiqizeni kwendawo, into engase ibe bucayi ikakhulukazi uma impikiswano yezombusazwe mayelana nokuthi imikhiqizo ye-Big Tech ikhiqizwa kuphi ivuselelwa.
Phakathi naleso sikhathi, iYurophu ibheka lokhu kunyakaza ngokombono we I-European Chips ActUhlelo lwe-EU olufisayo lokuqinisa imboni ye-semiconductor e-EU. Ukuhlukahluka kokukhiqiza kwe-Apple, kuyilapho lisathembele kakhulu e-US nase-Asia kumanodi ayo athuthuke kakhulu, kugcizelela inselelo izwekazi elibhekene nalo ekuheheni izimboni ezisezingeni eliphezulu esikhathini esifushane.
I-TSMC ihlala ibalulekile: ukuhlukaniswa kwemisebenzi, hhayi ukuhlukana
Konke ukuhlaziya kuvumelana ngephuzu elilodwa: I-TSMC izohlala inguzakwethu oyinhloko we-Apple kuma-chips athuthuke kakhulu.Amaphrosesa amiselwe i-MacBook Pro, i-Mac Studio, i-Mac Pro kanye nezizukulwane ezizayo ze-iPhone azoqhubeka nokukhiqizwa kakhulu ezitshalweni zawo, e-Taiwan nakwezinye izindawo inkampani ezithuthukisayo.
Umqondo awukona ukususa i-TSMC, kodwa Sabalalisa imisebenzi ngokohlobo lwe-chip kanye nezidingo zayo zokusebenzaI-Intel izothatha uchungechunge lwezinga lokungena lwe-M namanye amamodeli evolumu, lapho ukukhulisa izindleko nokuqinisekisa umthamo owanele kubalulekile, kuyilapho i-TSMC izoqhubeka nokusingatha imiklamo eyinkimbinkimbi nephezulu.
Eminye imibiko ize iphakamise lokho Ivolumu ye-oda yama-M-chips angenamandla amancane ingehla kancane. Lokhu kungenxa yezinguquko zesu lomkhiqizo we-Apple, njengokufika okungenzeka kwamalaptop anama-iPhone chips. Ngamanye amazwi, isabelo semakethe phakathi kwe-TSMC ne-Intel singase singami, kodwa silungiswe ngokuya ngezidingo zobubanzi bomkhiqizo ngamunye.
Kunoma yikuphi, ukungena kwe-Intel kwethula izinga elisha lekhono emkhakheni wokukhiqiza okuthuthukileLokhu kungase kuhumushe esikhathini eside ekuthuthukisweni kwentengo, ukusebenza kahle kanye nokuqanjwa okusha ezinqubweni zokukhiqiza, okunemiphumela emihle kuyo yonke i-ecosystem yezobuchwepheshe, kuhlanganise nemboni yaseYurophu.
Umthelela kubasebenzisi baseSpain naseYurophu
Ngokombono womsebenzisi waseSpain, lesi sivumelwano singase sibonakale sikude, kodwa Imiphumela yako ibonakala ezindabeni eziqondile kakhulu.Ukutholakala kwamamodeli ezinga lokungena njenge-MacBook Air noma ama-iPad athile ezitolo ezibonakalayo, amaketanga akhethekile, nabasabalalisi abasemthethweni kuncike ngqo emandleni okukhiqiza ama-chip.
Uma i-Apple ithola vikela umthombo wesibili wokuhlinzeka kumaphrosesa wabo we-M ayisisekeloUkwethulwa e-Europe kungenzeka kakhulu kugcine umthamo ozinzile, ngokubambezeleka okumbalwa phakathi kwesimemezelo nokufika kwemakethe. Emikhankasweni ebalulekile efana nokubuyela esikoleni, uLwesihlanu Olumnyama, noma uKhisimusi, lokhu kuzinza kungenza umehluko kubathengi abaningi.
Mayelana namanani, kusesekuseni kakhulu ukwazi ukuthi Ukukhiqiza amanye ama-chip nge-Intel kuzokwehlisa izindleko zeyunithi.Kepha okunengqondo kusikisela ukuthi ukuba nabahlinzeki ababili abaqhudelanayo kuthuthukisa isikhundla sezingxoxo ze-Apple. Kusazobonakala ukuthi le nzuzo izohlala ngaphakathi kwemikhawulo yangaphakathi noma ihumushele ekulungisweni kwezintengo okuncane kubathengi base-Spain nakuyo yonke i-EU.
Ngaphezu kwalokho, ukwamukelwa kwamanode athuthukile njenge-Intel 18A kuqinisekisa lokho Imishini ethengiswa eYurophu izoqhubeka nokuhlinzeka ngentuthuko ekusebenzeni kahle kwamandla nokusebenza.Akunandaba ukuthi iyiphi isisekelo esakha i-chip, okubalulekile kumsebenzisi wokugcina ukuthi iMac noma i-iPad yabo igcina isipiliyoni esijwayelekile se-Apple Silicon, hhayi ukuthi i-silicon ivela esitshalweni se-TSMC noma se-Intel.
Ukubheka isithombe sonke, isivumelwano okungenzeka ngaso I-Intel kubikwa ukuthi izokhiqiza ama-chips eMacBook Air ezayo ne-iPad Pro. Iveza ushintsho olukhulu endleleni i-Apple ehlela ngayo uchungechunge lwayo lokuhlinzekwa kwempahla: izuza ithuba lokuzilawula ngokwengeza uzakwethu wezinga eliphezulu e-US, iqinisa ukuqina kwayo ekungezwani kwezombusazwe, igcina i-TSMC njengensika ezingxenyeni ezithuthuke kakhulu, futhi inikeza abasebenzisi base-Europe ithemba lokusimama okukhulu esitokweni nasekukhishweni kohlelo, kuyilapho ngemuva imephu yomhlaba wonke ihlelwa kabusha yi-semiconductor.
