12 年来首次？曝苹果正考虑台积电以外的芯片供应商

IT之家02-02

IT之家 2 月 2 日消息，《华尔街日报》今日报道，苹果正在考虑将部分低端处理器的产能从台积电转移至其他供应商，报道没有提及任何候选的公司名称。报告指出，受人工智能（AI）热潮的影响，一方面，OpenAI、谷歌、Meta 和微软等公司正在基础设施上持续增加投入，导致 DRAM 和 NAND 内存的供应紧张；另一方面，英伟达已经超越苹果，成为了台积电的最大客户。AI 行业的需求正在重塑半导体行业的...

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Apple revealed to be considering chip suppliers other than TSMC","themeId":"15d4e3857e06ab3c66ab9ee6b70fc806","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPB":0.6,"AAPU":0.6,"AAPW":0.6,"AAPY":0.6,"AAPL":1.95,"AAPD":0.6,"AAPX":0.6,"03145":0.6,"TSM":1.92,"APLY":0.6},"content_text":"IT之家 2 月 2 日消息，《华尔街日报》今日报道，苹果正在考虑将部分低端处理器的产能从台积电转移至其他供应商，报道没有提及任何候选的公司名称。报告指出，受人工智能（AI）热潮的影响，一方面，OpenAI、谷歌、Meta 和微软等公司正在基础设施上持续增加投入，导致 DRAM 和 NAND 内存的供应紧张；另一方面，英伟达已经超越苹果，成为了台积电的最大客户。AI 行业的需求正在重塑半导体行业的等级秩序，同时削弱了苹果对供应商的议价权。据《华尔街日报》的供应链消息人士称，三星和 SK 海力士都获得了足够的议价能力，要求苹果为 RAM 芯片支付更高的价格。在成本压力的作用下，苹果开始首先为低端处理器寻求台积电以外的替代制造商。综合IT之家此前报道，广发证券分析师蒲得宇（Jeff Pu）于 1 月 23 日的研报中指出，英特尔将从 2028 年开始，利用 14A 制程工艺为 iPhone 21 的标准版机型供应部分芯片，未来可能承接部分 A21 或 A22 处理器的代工订单。在 2026 财年第一财季（截至 2025 年 12 月 27 日）的财报电话会议上，苹果 CEO 蒂姆 · 库克表示，不断上涨的内存芯片价格对苹果上个季度的毛利率“影响极小”，但他预计对公司的毛利率在本季度会有“稍微更大的影响”，并表示苹果“会根据需要考虑一系列的应对方案”。若《华尔街日报》的消息落地，这将是苹果首次打破 12 年来一直以台积电为独家芯片供应商的商业传统。","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608858690","isCrawlerRequest":true}