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苹果(AAPL.US)AI“芯”战略:明修iPhone,暗度A19 Pro
AppleApple(US:AAPL) 智通财经网·2025-09-22 01:35

Core Insights - The new iPhone Air features the latest A19 Pro chip, emphasizing Apple's focus on artificial intelligence with significant architectural changes, including the integration of neural accelerators in the GPU cores [1][4][5] - Apple has introduced its own wireless chip N1 and the second-generation modem C1X, allowing the company to control all core chips in its phones, moving away from reliance on suppliers like Qualcomm and Broadcom [1][2][3] Chip Innovations - The A19 Pro chip is designed to enhance AI capabilities, with a new architecture prioritizing AI tasks and integrating neural accelerators [4][5] - The N1 chip improves Wi-Fi functionality by allowing devices to determine location without using GPS, thus saving energy [2] - The C1X modem is reported to be twice as fast as its predecessor and 30% more energy-efficient compared to Qualcomm's modem [3] Strategic Shifts - Apple plans to stop using Qualcomm chips entirely in the coming years, with the C1X modem already implemented in the iPhone Air [3] - The company aims to produce all major core chips in-house by next year, including modems for iPhones and potentially for other products like Macs and iPads [6][7] Manufacturing and Investment - Apple is increasing its investment in the U.S. to $600 billion over the next four years, part of which will be allocated to establishing a domestic chip supply chain [7] - The A19 Pro chip is manufactured using TSMC's advanced 3nm process technology, with plans for some production to occur in the U.S. [6][7]