苹果A21 Pro或将独享台积电改良版2nm N2P制程标准版保持N2工艺_老虎社区_美港股上老虎

苹果A21 Pro或将独享台积电改良版2nm N2P制程标准版保持N2工艺

cnBeta06-19

据台湾《工商时报》报道，台积电略微改良的 2nm N2P 制程今年将率先被高通和联发科采用，两家公司希望借此在今年晚些时候的新品上抢占相对于苹果的技术优势。不过消息称，苹果预计会在明年的 A21 Pro 芯片上同样导入 N2P 制程，以保持与Android阵营旗舰芯片的竞争力，但这一先进工艺仅会用在 Pro 版本上，标准版 A21 仍将停留在较早的 2nm N2 节点。面向基础款 iPhone ...

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Snowhot
·06-19
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仍将停留在较早的 2nm N2 节点。面向基础款 iPhone 20 的 A21 标准版，预计会继续采用台积电 2nm N2 制程，该工艺也被认为将用于前一代的 A20 和 A20 Pro，从而在一定程度上摊薄开发与生产成本。在晶圆成本持续攀升、存储器供应吃紧且价格高企的背景下，苹果即便身为市值数万亿美元的科技巨头，也不得不在高端制程导入节奏上做出取舍，以避免利润率被进一步侵蚀。从性能层面来看，N2 与 N2P 之间并非“代际飞跃”。报道援引业内信息称，在相同频率下，N2P 相较 N2 的性能提升大约只有 5%，并不会立刻在终端体验上拉开巨大差距。加之苹果在芯片架构设计上的积累深厚，即便沿用 N2 制程，也可以通过架构优化和能效调校弥补一部分制程差距，而不必完全依赖最先进的光刻工艺来换取性能。以 A19 Pro 为例，该芯片上的四个能效核心在架构优化后，可以在“零额外功耗”的前提下实现最高约 29% 的性能提升，显示出苹果在微架构层面的深度挖潜能力。由此推测，苹果在 A21 标准版上完全有可能通过类似的架构改进，将制程不升级所带来的影响控制在相对可接受的范围之内。另一方面，为维持在高端市场的话语权，苹果仍有动力将 A21 Pro 迁移到 N2P 制程，以在核心数、频率和能效比等方面与采用相同工艺的高通、联发科旗舰芯片正面竞争。随着时间推移，N2P 量产工艺的成熟度提升，台积电晶圆成本有望逐步回落，也会在一定程度上缓解苹果在高端制程上的成本压力。苹果计划在 2028 年让 A22 Pro 率先导入台积电 1.4nm 制程，这将是苹果第一次跨入亚 2nm 时代，不过目前尚未有标准版 A22 是否同步升级的线索，A21 系列也并未被纳入这一规划讨论。从 A21 到 A22 的路线图可以看出，苹果似乎在旗舰 Pro 芯片上优先引入最新制程，再视成本与市场反馈决定是否下放到标准款型号。需要指出的是，《工商时报》在相关爆料上的准确度记录并非总是完美无缺，因此消息本身仍存在不确定性，后续走向还有待更多渠道印证。报道本身也强调，读者应对这一系列关于 A21 与 A22 制程规划的传闻持保留态度，静待后续产业链和苹果官方的进一步消息。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":576874071668912,"gmtCreate":1781861947721,"gmtModify":1781861978468,"author":{"id":"3479282524388504","authorId":"3479282524388504","name":"Snowhot","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3479282524388504","idStr":"3479282524388504"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576874071668912","repostId":2644056039,"repostType":2,"repost":{"id":"2644056039","kind":"news","pubTimestamp":1781856267,"share":"https://www.laohu8.com/m/news/2644056039?lang=zh_CN&edition=full","pubTime":"2026-06-19 16:04","market":"hk","language":"zh","title":"苹果A21 Pro或将独享台积电改良版2nm N2P制程 标准版保持N2工艺","url":"https://stock-news.laohu8.com/highlight/detail?id=2644056039","media":"cnBeta","summary":"不过消息称，苹果预计会在明年的 A21 Pro 芯片上同样导入 N2P 制程，以保持与Android阵营旗舰芯片的竞争力，但这一先进工艺仅会用在 Pro 版本上，标准版 A21 仍将停留在较早的 2nm N2 节点。苹果计划在 2028 年让 A22 Pro 率先导入台积电 1.4nm 制程，这将是苹果第一次跨入亚 2nm 时代，不过目前尚未有标准版 A22 是否同步升级的线索，A21 系列也并未被纳入这一规划讨论。","content":"<html><body><p>据台湾《工商时报》报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>略微改良的 2nm N2P 制程今年将率先被<a href=\"https://laohu8.com/S/QCOM\">高通</a>和联发科采用，两家公司希望借此在今年晚些时候的新品上抢占相对于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的技术优势。不过消息称，苹果预计会在明年的 A21 Pro 芯片上同样导入 N2P 制程，以保持与Android阵营旗舰芯片的竞争力，但这一先进工艺仅会用在 Pro 版本上，标准版 A21 仍将停留在较早的 2nm N2 节点。</p><p><img src=\"https://x0.ifengimg.com/res/2026/563ACF3CA61F234A78DD1328C70B66E06DFFDD99_size40_w640_h360.jpg\"/></p><p>面向基础款 iPhone 20 的 A21 标准版，预计会继续采用台积电 2nm N2 制程，该工艺也被认为将用于前一代的 A20 和 A20 Pro，从而在一定程度上摊薄开发与生产成本。在晶圆成本持续攀升、存储器供应吃紧且价格高企的背景下，苹果即便身为市值数万亿美元的科技巨头，也不得不在高端制程导入节奏上做出取舍，以避免利润率被进一步侵蚀。</p><p>从性能层面来看，N2 与 N2P 之间并非“代际飞跃”。报道援引业内信息称，在相同频率下，N2P 相较 N2 的性能提升大约只有 5%，并不会立刻在终端体验上拉开巨大差距。加之苹果在芯片架构设计上的积累深厚，即便沿用 N2 制程，也可以通过架构优化和能效调校弥补一部分制程差距，而不必完全依赖最先进的光刻工艺来换取性能。</p><p>以 A19 Pro 为例，该芯片上的四个能效核心在架构优化后，可以在“零额外功耗”的前提下实现最高约 29% 的性能提升，显示出苹果在微架构层面的深度挖潜能力。由此推测，苹果在 A21 标准版上完全有可能通过类似的架构改进，将制程不升级所带来的影响控制在相对可接受的范围之内。</p><p>另一方面，为维持在高端市场的话语权，苹果仍有动力将 A21 Pro 迁移到 N2P 制程，以在核心数、频率和能效比等方面与采用相同工艺的高通、联发科旗舰芯片正面竞争。随着时间推移，N2P 量产工艺的成熟度提升，台积电晶圆成本有望逐步回落，也会在一定程度上缓解苹果在高端制程上的成本压力。</p><p>苹果计划在 2028 年让 A22 Pro 率先导入台积电 1.4nm 制程，这将是苹果第一次跨入亚 2nm 时代，不过目前尚未有标准版 A22 是否同步升级的线索，A21 系列也并未被纳入这一规划讨论。从 A21 到 A22 的路线图可以看出，苹果似乎在旗舰 Pro 芯片上优先引入最新制程，再视成本与市场反馈决定是否下放到标准款型号。</p><p>需要指出的是，《工商时报》在相关爆料上的准确度记录并非总是完美无缺，因此消息本身仍存在不确定性，后续走向还有待更多渠道印证。报道本身也强调，读者应对这一系列关于 A21 与 A22 制程规划的传闻持保留态度，静待后续产业链和苹果官方的进一步消息。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果A21 Pro或将独享台积电改良版2nm N2P制程 标准版保持N2工艺</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果A21 Pro或将独享台积电改良版2nm N2P制程 标准版保持N2工艺\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-19 16:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8u5NoMgae5r><strong>cnBeta</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据台湾《工商时报》报道，台积电略微改良的 2nm N2P 制程今年将率先被高通和联发科采用，两家公司希望借此在今年晚些时候的新品上抢占相对于苹果的技术优势。不过消息称，苹果预计会在明年的 A21 Pro 芯片上同样导入 N2P 制程，以保持与Android阵营旗舰芯片的竞争力，但这一先进工艺仅会用在 Pro 版本上，标准版 A21 仍将停留在较早的 2nm N2 节点。面向基础款 iPhone ...</p>\n\n<a href=\"https://tech.ifeng.com/c/8u5NoMgae5r\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) 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ACC"},"source_url":"https://tech.ifeng.com/c/8u5NoMgae5r","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644056039","content_text":"据台湾《工商时报》报道，台积电略微改良的 2nm N2P 制程今年将率先被高通和联发科采用，两家公司希望借此在今年晚些时候的新品上抢占相对于苹果的技术优势。不过消息称，苹果预计会在明年的 A21 Pro 芯片上同样导入 N2P 制程，以保持与Android阵营旗舰芯片的竞争力，但这一先进工艺仅会用在 Pro 版本上，标准版 A21 仍将停留在较早的 2nm N2 节点。面向基础款 iPhone 20 的 A21 标准版，预计会继续采用台积电 2nm N2 制程，该工艺也被认为将用于前一代的 A20 和 A20 Pro，从而在一定程度上摊薄开发与生产成本。在晶圆成本持续攀升、存储器供应吃紧且价格高企的背景下，苹果即便身为市值数万亿美元的科技巨头，也不得不在高端制程导入节奏上做出取舍，以避免利润率被进一步侵蚀。从性能层面来看，N2 与 N2P 之间并非“代际飞跃”。报道援引业内信息称，在相同频率下，N2P 相较 N2 的性能提升大约只有 5%，并不会立刻在终端体验上拉开巨大差距。加之苹果在芯片架构设计上的积累深厚，即便沿用 N2 制程，也可以通过架构优化和能效调校弥补一部分制程差距，而不必完全依赖最先进的光刻工艺来换取性能。以 A19 Pro 为例，该芯片上的四个能效核心在架构优化后，可以在“零额外功耗”的前提下实现最高约 29% 的性能提升，显示出苹果在微架构层面的深度挖潜能力。由此推测，苹果在 A21 标准版上完全有可能通过类似的架构改进，将制程不升级所带来的影响控制在相对可接受的范围之内。另一方面，为维持在高端市场的话语权，苹果仍有动力将 A21 Pro 迁移到 N2P 制程，以在核心数、频率和能效比等方面与采用相同工艺的高通、联发科旗舰芯片正面竞争。随着时间推移，N2P 量产工艺的成熟度提升，台积电晶圆成本有望逐步回落，也会在一定程度上缓解苹果在高端制程上的成本压力。苹果计划在 2028 年让 A22 Pro 率先导入台积电 1.4nm 制程，这将是苹果第一次跨入亚 2nm 时代，不过目前尚未有标准版 A22 是否同步升级的线索，A21 系列也并未被纳入这一规划讨论。从 A21 到 A22 的路线图可以看出，苹果似乎在旗舰 Pro 芯片上优先引入最新制程，再视成本与市场反馈决定是否下放到标准款型号。需要指出的是，《工商时报》在相关爆料上的准确度记录并非总是完美无缺，因此消息本身仍存在不确定性，后续走向还有待更多渠道印证。报道本身也强调，读者应对这一系列关于 A21 与 A22 制程规划的传闻持保留态度，静待后续产业链和苹果官方的进一步消息。","news_type":1,"symbols_score_info":{"TSMG":0.6,"03145":0.6,"AAPB":0.6,"AAPL":1.96,"AAPW":0.6,"MACW.SI":0.6,"TSMZ":0.6,"AAPD":0.6,"TSM":1.91,"TSMU":0.6,"AAPY":0.6,"TSMY":0.6,"AAPU":0.6,"APLY":0.6,"AAPX":0.6,"TSMX":0.6,"STSM":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}