散热成拦路虎：SemiWiki 专家解析为何英特尔造不了 iPhone 芯片_老虎社区_美港股上老虎

散热成拦路虎：SemiWiki 专家解析为何英特尔造不了 iPhone 芯片

IT之家02-03

IT之家 2 月 3 日消息，科技媒体 Mac Observer 昨日（2 月 2 日）发布博文，报道称针对近期关于“苹果将在 iPhone 中采用英特尔芯片”的传闻，多位半导体行业专家表示该可能性几乎为零。此次传闻源于 DigiTimes 的一份报道。该报道指出，苹果正评估将英特尔 18A P 工艺用于计划于 2027 年发布的低端 M 系列芯片，甚至可能在 2028 年用于非 Pro 版 ...

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日）发布博文，报道称针对近期关于“苹果将在 iPhone 中采用英特尔芯片”的传闻，多位半导体行业专家表示该可能性几乎为零。此次传闻源于 DigiTimes 的一份报道。该报道指出，苹果正评估将英特尔 18A P 工艺用于计划于 2027 年发布的低端 M 系列芯片，甚至可能在 2028 年用于非 Pro 版 iPhone 的芯片生产。此外，广发证券（GF Securities）分析师蒲得宇 Jeff Pu 补充称，苹果计划于 2028 年推出的定制 ASIC 芯片也将采用英特尔的 EMIB 封装技术。还有消息称英特尔已与苹果签署保密协议（NDA），并交付了 18A P 设计套件以供测试，该节点也是英特尔首个支持 Foveros Direct 3D 混合键合技术的工艺，允许芯片进行垂直堆叠。不过 SemiWiki 论坛专家指出核心技术障碍：散热。英特尔在 18A 和 14A 节点上全面采用了被称为 PowerVia 的背面供电技术（BSPD）。相比之下，台积电则采取了更为灵活的策略，提供含 BSPD 和不含 BSPD 的多种节点供设计者选择。专家分析，虽然 BSPD 能优化供电效率并提升性能，但其结构特性会导致芯片运行温度升高。行业专家 IanD 指出在保持相同芯片核心温度（Hotspots）的前提下，采用 BSPD 技术的芯片需要散热器温度降低约 20°C 才能维持热平衡。IT之家附上相关截图如下：其主要原因是 BSPD 结构导致垂直导热性能变差，且由于缺乏厚硅基板，横向导热能力也大幅削弱。对于依赖空气冷却（Air Cooling）且机身空间极度受限的 iPhone 而言，这种热积聚是致命的。综上所述，英特尔的先进工艺虽然在性能指标上具有竞争力，但其热力学特性并不适合智能手机。业内普遍认为，英特尔或许有机会争取到散热条件相对宽松的低端 M 系列（Mac）芯片订单，但在解决严重的积热问题之前，iPhone 处理器的大门对其依然紧闭。","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}