博通这类芯片，前景堪忧？

半导体行业观察09-11

公众号记得加星标⭐️，第一时间看推送不会错过。来源：内容编译自wifinowglobal.。苹果长期以来一直致力于内部开发Wi-Fi芯片，这已是公开的秘密。昨天，苹果终于发布了期待已久的自主研发Wi-Fi 7芯片。N1芯片现在为从iPhone 17 Pro Max到iPhone Air的全系列新手机提供Wi-Fi连接。那么，这将如何影响Wi-Fi行业？最重要的是，新的N1芯片性能如何？昨天举行的...

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worrying?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1,"GO":0.9},"content_text":"公众号记得加星标⭐️，第一时间看推送不会错过。来源：内容编译自wifinowglobal.。苹果长期以来一直致力于内部开发Wi-Fi芯片，这已是公开的秘密。昨天，苹果终于发布了期待已久的自主研发Wi-Fi 7芯片。N1芯片现在为从iPhone 17 Pro Max到iPhone Air的全系列新手机提供Wi-Fi连接。那么，这将如何影响Wi-Fi行业？最重要的是，新的N1芯片性能如何？昨天举行的苹果九月发布会（精简版可在此处查看）终于揭晓了苹果全新 Wi-Fi 芯片“N1”，同时也标志着一个时代的终结：自 2008 年 iPhone 3G 以来，苹果一直在使用博通芯片提供 Wi-Fi 连接（2007 年首款 iPhone 2G 使用的是 Marvell Wi-Fi 芯片）。那么，iPhone爱好者们对搭载 N1 芯片的 Wi-Fi 7 连接有何期待呢？N1 支持 Wi-Fi 7、蓝牙 6 和 Thread 的全部功能，但苹果公布的关于其功能的细节却寥寥无几，例如峰值数据速率等。相反，苹果强调通过改进与其他 iPhone 硬件和软件（例如 Airdrop、个人热点和基于 AI 的服务）的集成，来提升性能、可靠性和效率。从这个角度来看，撇开成本和其他商业因素不谈，苹果将 Wi-Fi 开发外包是合情合理的。现在，苹果完全掌控了其连接策略。博通撤资的举动早已预料到，据我们所知，博通在客户端已经没有主要的Wi-Fi芯片组客户了。Synaptics凭借近期的知识产权许可协议，接管了博通的另一个主要智能手机客户——谷歌Pixel，而高通则成为三星手机Wi-Fi芯片的主要供应商。展望未来，苹果将占据手机Wi-Fi芯片组市场约15-20%的份额。一个迫在眉睫的问题是，鉴于苹果公司以孤僻著称，它打算如何与其他Wi-Fi生态系统的参与者互动（或不互动）。由于没有人（或公司）能够独自立足，N1的成功很大程度上取决于苹果能否确保与市场上数百甚至数千家Wi-Fi行业公司生产的海量网络和其他设备的互操作性。苹果当然会通过Wi-Fi联盟认证其手机，但即使是获得认证的产品，也需要更多努力才能确保良好的体验质量。这也意味着针对苹果的问题将会很多。为了优化用户体验，苹果会向主要（或次要）接入点或服务提供商（例如）发布多少信息？或许可以公平地说，Wi-Fi 客户端芯片组供应商在行业参与度方面的标杆是英特尔。英特尔针对几乎所有接入点提供商对其 Wi-Fi 解决方案进行了广泛的测试，甚至通过英特尔连接分析程序提供了网络端无法访问的客户端数据。英特尔还积极通过包括 WiFi NOW 在内的各种行业组织与更广泛的 Wi-Fi 社区进行互动。我们也希望 Apple 能够让 Wi-Fi 生态系统更容易（或至少更容易）地与其合作，因为能否提供合适的体验质量最终取决于 iPhone 与其他 Wi-Fi 设备的互操作性。最终，体验质量 (QoE) 将对 Apple 以及 Wi-Fi 社区的其他成员（无论大小）产生同样的影响。参考链接https://wifinowglobal.com/news-blog/apple-finally-ditches-broadcom-and-launches-new-n1-wi-fi-7-chip-to-power-iphone-17-but-how-well-will-it-work/*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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