Vratislav Holub ʻO kahi hōʻike hoihoi loa e pili ana i ka piʻi ʻana o ke kumukūʻai o ka hana chip e TSMC, ʻo ia ka hoa nui o Apple a me ka mea hana o Apple chipsets, ua lele ʻia ma ka Pūnaewele. Wahi a ka ʻike o kēia manawa, ʻo TSMC, ke alakaʻi o Taiwan ma ke kahua o ka hana semiconductor, manaʻo ʻia e hoʻonui i nā kumukūʻai hana ma kahi o 6 a 9 pakeneka. Akā ʻaʻole makemake nui ʻo Apple i kēia mau hoʻololi, a pono ʻo ia e hoʻomaopopo i ka hui ʻaʻole e hana like ia. No laila ke hoʻomaka nei nā poʻe e noʻonoʻo inā pili paha kēia kūlana i ka wā e hiki mai ana o nā huahana apple.
Hiki paha hoihoi oe
Ma kēia ʻatikala, e hoʻomālamalama mākou i ke kūlana holoʻokoʻa e pili ana i ka piʻi ʻana o TSMC i ke kumukūʻai o ka hana chip. ʻOiai i ka nānā mua ʻana, aia paha ka TSMC nui i ke kūlana koʻikoʻi ma ke ʻano he alakaʻi honua a me ka mea hoʻolako kūʻokoʻa o Apple, ʻaʻole ia he maʻalahi i ka ʻoiaʻiʻo. He mana koʻikoʻi ko ka hui ʻāpala i kēia.
ʻO ka wā e hiki mai ana o ka hui ʻana o Apple a me TSMC
E like me kā mākou i ʻōlelo ai ma luna, makemake ʻo TSMC e uku i kāna mea kūʻai mai 6 a 9 pakeneka kiʻekiʻe, ʻaʻole makemake nui ʻo Apple. ʻO ka pilikua Cupertino pono e hoʻomaopopo pono i ka hui i ka ʻoiaʻiʻo ʻaʻole ia e ʻae i kekahi mea e like me kēia a ʻaʻole pono e hele i kahi ʻaelike me ia mea. Akā ʻo ka mea mua, e hoʻokaʻawale mākou i ke kumu e lilo ai kēia mea i pilikia nui. ʻO TSMC ka mea hoʻolako kūʻokoʻa o nā chips no Apple. ʻO kēia hui ke kuleana no ka hana ʻana o A-Series a me Apple Silicon chipsets, i hoʻokumu ʻia i nā ʻenehana hou loa a me kahi kaʻina hana haʻahaʻa. Ma hope o nā mea a pau, hiki i kēia ke hoʻomaikaʻi i ke ʻano holoʻokoʻa o kēia alakaʻi Taiwanese. No laila inā pau ka launa pū ʻana ma waena o lākou, pono ʻo Apple e ʻimi i kahi mea kūʻai aku - akā ʻaʻole paha e loaʻa i kahi mea hoʻolako o ia ʻano maikaʻi.
I ka hopena, ʻaʻole ia maʻalahi. E like me ka hilinaʻi ʻana o Apple i ka hui pū ʻana me TSMC, ʻoiaʻiʻo nō hoʻi ka ʻaoʻao. Wahi a nā hōʻike like ʻole, ʻo nā kauoha mai ka hui ʻāpala he 25% o ka huina kūʻai makahiki, ʻo ia hoʻi hoʻokahi mea - aia nā ʻaoʻao ʻelua i kahi kūlana paʻa no nā kūkākūkā ma hope. E hana ʻia nā kūkākūkā ma waena o nā hui ʻelua, kahi e hoʻāʻo ai nā ʻaoʻao ʻelua e ʻimi i ke kumu like. ʻO kaʻoiaʻiʻo, he mea maʻamau kēiaʻano ma kaʻoihanaʻoihana.
ʻO kēia ke ʻano o Apple i hōʻike ai iā Dynamic Island
E pili ana ke kūlana i nā huahana Apple e hiki mai ana?
ʻO ka nīnau nō hoʻi inā ʻaʻole pili ke kūlana o kēia manawa i nā huahana Apple e hiki mai ana. Ma nā ʻaha kūkā o ka ʻāpala, ua hopohopo kekahi mau mea hoʻohana i ka hiki ʻana mai o nā hanauna e hiki mai ana. Eia naʻe, ʻaʻole pono mākou e makaʻu i kēia mea. ʻO ka hoʻomohala ʻana i nā chips he ala lōʻihi loa ia, no laila hiki ke manaʻo ʻia ua lōʻihi ka hoʻoholo ʻana o nā chipsets no ka liʻiliʻi o hoʻokahi hanauna hou. ʻAʻohe hopena o nā kūkākūkā o kēia manawa, no ka laʻana, ka hanauna i manaʻo ʻia o MacBook Pro me M2 Pro a me M2 Max chips, i manaʻo ʻia e hoʻokumu ʻia ma ke kaʻina hana 5nm.
Hiki paha hoihoi oe
ʻO ke kuʻikahi ma waena o nā pilikua hiki ke loaʻa i kekahi hopena i ka hanauna hou o nā chips/huahana. ʻO kekahi mau kumu e haʻi nui i nā chips mai ka M3 series (Apple Silicon), a i ʻole Apple A17 Bionic, i hiki ke hāʻawi i kahi kaʻina hana 3nm hou mai ka hale hana TSMC. Ma kēia ʻano, e hilinaʻi ia i ke ʻano o ka hui ʻana o nā hui ʻelua i ka ʻaelike i ka hopena. Akā e like me kā mākou i ʻōlelo ai ma luna, e like me ka TSMC he mea nui iā Apple, he mea nui ʻo Apple i TSMC. No laila, hiki ke manaʻo ʻia he manawa wale nō ma mua o ka loaʻa ʻana o nā pilikua i kahi ʻaelike e kūpono i nā ʻaoʻao ʻelua. Hiki paha i ka hopena o nā huahana Apple e hiki mai ana e lilo loa i zero.
