苹果自研AI芯片…带动手机、NB功能再进化 鸿海大赢家

Core Viewpoint - Apple is entering the AI chip development arena with its first self-developed AI chip "Baltra," expected to be deployed in AI servers by 2027, aiming to enhance its Apple Intelligence services and drive sales of its hardware devices like iPhone, iPad, and MacBook [1] Group 1: Apple and AI Chip Development - Apple is collaborating with Broadcom to create the "Baltra" AI chip, which will utilize TSMC's 3nm N3E process, with design work expected to be completed within a year [1] - The "Baltra" chip will primarily address Apple's significant AI inference needs, as the company has partnered with Google to deploy a customized Gemini AI model with 3 trillion parameters for its cloud-based Apple Intelligence [1] Group 2: Impact on Supply Chain and Partnerships - Foxconn (Hon Hai Precision Industry Co.) is expected to benefit from Apple's AI server chip development, as it is currently Apple's largest customer and the main assembler of iPhones [2] - Foxconn's AI server orders span both NVIDIA and ASIC server segments, with the company planning to provide solutions based on customer needs, leveraging its extensive production experience [2] - Foxconn holds over 40% market share across various AI platforms, with projections indicating that its ASIC server segment will maintain rapid growth or potentially double by 2026 [2]