公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容来自工商时报 。 苹果美国时间9日举办秋季新品发表会，市场聚焦iPhone 17系列新机之余，新款Apple Watch可望同 步亮相，也是一大亮点。业界传出，联发科打入新款Apple Watch供应链，供货5G基带芯片，是联发 科5G产品首度获得苹果青睐，意义非凡。 业界指出，联发科在5G分离式芯片市场布局多年，2019年就与苹果接洽，并由台湾及美国等两大团 队联手主导开发案。联发科相当重视此案，主因苹果开发产品的规格几乎都以商用等级应用在产品 中，近几年甚至开始将Apple Watch Ultra瞄准极限运动玩家市场，因此产品可靠度更需要超高耐用 度。 业界人士透露，这次苹果秋季发表会，Apple Watch产品线也将全面升级更新，从最高级的Ultra到平 价版本的SE产品线，都将迎来新面貌。此外，苹果本次新品将拉高自有基带芯片数量，降低高通、 英特尔供货比重，Apple Watch Ultra更将首度导入5G及卫星通讯功能，其他两款则将维持4G LTE规 格。 供应链传出，联发科将供应新款Apple Watch的5G分离式基带芯片，是联发科首 ...

Core Viewpoint - Apple is significantly increasing its orders for 2nm process chips from TSMC, potentially contributing up to NT$1 trillion (approximately RMB 239.7 billion) in revenue this year, representing a year-on-year growth of over 60% [2]. Group 1: Apple and TSMC Relationship - Apple has placed substantial orders for 2nm chips with TSMC, with expected revenue contribution rising to NT$800 billion to NT$1 trillion this year [2]. - The revenue forecast for 2024 from Apple to TSMC was initially estimated at NT$624.3 billion (approximately RMB 149.64 billion) [2]. - The ability to reach the NT$1 trillion target depends on the ramp-up of production capacity at TSMC's new facility in Arizona and the 2nm capacity in Taiwan [2]. Group 2: Future Plans and Innovations - Apple CEO Tim Cook announced plans to procure over 19 billion chips across multiple states in the U.S. for the fiscal year 2025, including millions of advanced process chips produced in Arizona [2]. - Since the launch of the Apple Silicon initiative, Apple's computer product line has fully adopted its self-designed M-series chips, all manufactured by TSMC [2]. - Rumors suggest that Apple's upcoming M5 chip will utilize TSMC's N3P process, with pre-orders for the first batch of 2nm and even more advanced A16 process capacity [2]. Group 3: Cost Savings and New Technologies - The recent teardown of the iPhone 16e revealed that it is the first model to use Apple's self-developed 5G modem chip, which is based on TSMC's 5nm N4P process, resulting in a cost saving of $10 per device [2].