苹果(AAPL.US)AI“芯”战略：明修iPhone，暗度A19 Pro

Core Viewpoint - Apple is focusing on artificial intelligence by introducing new chips, including the A19 Pro, which enhances computational capabilities and integrates neural accelerators for AI tasks [1][5][6]. Chip Architecture and Control - The new A19 Pro chip features a significant architectural change with neural accelerators in each GPU core, aimed at improving AI processing [1][5]. - Apple has introduced the N1 wireless chip and the C1X modem, allowing the company to control all core chips in its devices, moving away from reliance on suppliers like Broadcom and Qualcomm [1][2]. Modem Developments - Since 2020, Qualcomm was the sole supplier for iPhone modems until Apple launched the C1 modem in February, part of a strategy initiated with the acquisition of Intel's modem business for $1 billion [2][4]. - The C1X modem is reported to be twice as fast as the C1 and 30% more energy-efficient than Qualcomm's modem used in previous iPhone models [4]. AI Integration and Performance - The A19 Pro's neural accelerator is designed to enhance machine learning capabilities, potentially rivaling Nvidia's AI chips [6]. - Apple aims to make the iPhone a leading platform for developers to run AI technologies, despite not having an independent AI model like Google or OpenAI [5][6]. Manufacturing and Supply Chain - Apple plans to produce a significant portion of its custom chips in the U.S., utilizing TSMC's advanced 3nm technology, with a commitment to invest $600 billion in the U.S. over the next four years [8][9]. - The company is focused on diversifying its supply chain and enhancing local manufacturing capabilities, especially in light of tariffs on non-domestic chips [8][9].