苹果供应链调整：英特尔2028年或为iPhone芯片代工

手机中国12-07 12:14

【CNMO科技消息】近日，据投资公司GF Securities本周发布的研究报告显示，分析师Jeff Pu及其同事预计，英特尔将从2028年起与苹果达成供应协议，为部分非Pro版iPhone生产芯片。根据这份由MacRumors获取的报告，Jeff Pu指出，这些非Pro版iPhone芯片将采用英特尔未来的14A工艺制造。尽管报告未提供更多细节，但按此时间框架推算，英特尔可能在大约三年后开始为苹果...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251207122209a438c23b&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】近日，据投资公司GF Securities本周发布的研究报告显示，分析师Jeff Pu及其同事预计，英特尔将从2028年起与苹果达成供应协议，为部分非Pro版iPhone生产芯片。根据这份由MacRumors获取的报告，Jeff Pu指出，这些非Pro版iPhone芯片将采用英特尔未来的14A工艺制造。尽管报告未提供更多细节，但按此时间框架推算，英特尔可能在大约三年后开始为苹果...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251207122209a438c23b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1037948897.HKD","symbol_name":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) 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20e”等设备。报告强调，没有迹象表明英特尔将参与iPhone芯片的设计，其参与范围预计将严格限于芯片制造环节。苹果将继续自行设计iPhone芯片，英特尔将开始与苹果的主要芯片制造商台积电共同承担部分生产任务，但初期占比预计较小。上个月，知名苹果供应链分析师郭明𫓹曾表示，预计英特尔最早将于2027年中开始为部分Mac和iPad型号供应最低端的M系列芯片。为此，苹果计划利用英特尔的18A工艺，这是“北美最早可用的2纳米以下先进制程节点”。若英特尔开始为苹果代工基于Arm架构的芯片，这将与此前“Intel Inside”Mac的时代有本质区别，那时的Mac使用的是英特尔设计的x86架构处理器。苹果若与英特尔达成芯片供应协议，将增强其对美国制造公司的依赖，并有助于其供应链的多元化。此前，英特尔曾为iPhone 7至iPhone 11的部分型号供应过蜂窝网络调制解调器。","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":"corporation","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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