英特尔进入苹果供应链：2028年代工A22芯片

电子工程专辑2025-12-13

关注“电子工程专辑”加小编微信现已开放地区群，请发送消息【深圳】【上海】【北京】【成都】【西安】到公众号据投资机构GF Securities分析师Jeff Pu最新报告，英特尔有望从2028年起为苹果部分非Pro版iPhone代工A22系列芯片，采用其尚未量产的14A先进制程工艺。尽管初期仅承担小比例制造任务，且不参与芯片设计，但这一合作的战略意义远超营收本身，或成为英特尔晶圆代工服务（IFS）...

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Pu最新报告，英特尔有望从2028年起为苹果部分非Pro版iPhone代工A22系列芯片，采用其尚未量产的14A先进制程工艺。尽管初期仅承担小比例制造任务，且不参与芯片设计，但这一合作的战略意义远超营收本身，或成为英特尔晶圆代工服务（IFS）...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213105933a4460d45&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":"LU1629891620.HKD","symbol_name":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213105933a4460d45&s=b","article_id":"2591506633","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213105933a4460d45&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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chip","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.5,"INTC":1.5,"MACW.SI":0.6},"content_text":"关注“电子工程专辑”加小编微信现已开放地区群，请发送消息【深圳】【上海】【北京】【成都】【西安】到公众号据投资机构GF Securities分析师Jeff Pu最新报告，英特尔有望从2028年起为苹果部分非Pro版iPhone代工A22系列芯片，采用其尚未量产的14A先进制程工艺。尽管初期仅承担小比例制造任务，且不参与芯片设计，但这一合作的战略意义远超营收本身，或成为英特尔晶圆代工服务（IFS）复兴的关键。事实上，这并非英特尔首次接触苹果硬件。苹果和英特尔曾有近二十年的合作，但自2020年苹果推出自研M1芯片后，Mac产品线逐步转向苹果自研芯片，英特尔芯片的Mac机型已基本退出市场。‌同时，2016至2019年间，英特尔曾为iPhone 7至iPhone 11提供蜂窝基带芯片。但随着苹果转向高通并加速自研基带，双方合作一度中断。如今以先进制程代工身份回归，显示英特尔在制造能力上终于获得苹果初步认可。据分析师郭明𫓹2025年11月的消息，苹果已与英特尔签署保密协议，并取得了英特尔18AP制程的PDK工具包，项目进展符合预期。郭明𫓹分析认为，英特尔最早将于2027年中开始为苹果入门级Mac和iPad供应低端M系列芯片，采用18A制程——这是目前北美唯一具备2纳米以下量产能力的先进节点。此举旨在满足美国《芯片法案》对本土制造的要求，同时降低对台积电单一依赖。而2028年切入iPhone标准版芯片，则是更进一步的战略延伸。非Pro机型（如iPhone 20、iPhone 20e）对成本更敏感、性能要求略低，恰好匹配英特尔14A初期产能与良率爬坡阶段的定位。台积电仍将是A22 Pro芯片及主力订单的唯一供应商，英特尔仅作为补充，初期份额可能不足10%。对英特尔而言，拿下苹果订单的意义远超财务贡献。过去数年，其代工业务因技术延期、良率不稳、外部客户稀缺而备受质疑，甚至传出分拆传闻。但在新任CEO陈立武主导的“复兴计划”下，公司正全力推动18A及14A制程落地，并强化EMIB、Foveros等先进封装能力。苹果的背书，将成为IFS最有力的市场信用证明。毫无疑问，如果连苹果都愿意把芯片交给英特尔制造，其他客户还有什么理由拒绝？不过，英特尔代工业务仍面临盈利挑战，其他客户需谨慎评估其技术成熟度和成本效益。‌","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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