C1X调制解调器
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苹果基带,不及高通?
半导体芯闻· 2025-09-23 10:38
Job's Mob 宣称它比高通的 Snapdragon X75 速度更快,效率高出 30%,但行业分析师仍然认为 高通的套件在性能上处于领先地位。 Creative Strategies 首席执行官本·巴贾林 (Ben Bajarin) 向 CNBC 表示,苹果的硅片"就整体吞吐 量和性能而言,可能还不如高通的硅片",这实际上驳斥了苹果的说法。 C1X 缺 少 mmWave 支 持 , 这 意 味 着 最 昂 贵 的 新 iPhone 只 能 停 留 在 6GHz 以 下 , 而 配 备 Snapdragon X80 的 iPhone 则可以获得全套功能。 如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容 编译自fudzilla 。 狂热的"货物崇拜"苹果公司及其"驯服的苹果媒体"大肆宣传其 iPhone Air 中闪亮的全新 C1X 调 制解调器,但实际情况却不那么令人印象深刻。 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 拆解显示,除 Air 外,所有 iPhone 17 均搭载高通骁龙 X80 处理器,这凸显了苹果对其调制解调 器的信心不足。即使网络速度很少达到宣传的水平,高通的部件仍然是唯 ...
苹果自研,要打造真正的霸权
半导体芯闻· 2025-09-22 10:36
Core Insights - Apple has launched the iPhone Air, which features significant advancements in AI and chip technology, marking a renewed focus on artificial intelligence [2][6] - The introduction of the A19 Pro chip includes a new architecture with neural accelerators in each GPU core, enhancing computational capabilities [2][6] - Apple has developed its own wireless chip, N1, and the second-generation modem, C1X, allowing the company to control all core chips in its iPhone lineup [2][5] Chip Development - The A19 Pro chip is designed to prioritize AI workloads, integrating neural processing capabilities that elevate iPhone performance to levels comparable to MacBook Pro [6][7] - The C1X modem is reported to be twice as fast as the previous C1 modem and 30% more energy-efficient than Qualcomm's modem used in earlier iPhone models [5][6] - Apple aims to eliminate reliance on Qualcomm for modems in the coming years, with expectations of full control over core chips by 2024 [5][9] AI Integration - The new AI capabilities in the A19 Pro chip are intended to enhance user experience and efficiency, with a focus on device-side AI processing [6][7] - Apple's strategy is to position the iPhone as the best platform for developers to run AI applications, despite not aiming to compete directly with companies like Google or OpenAI [6][7] Manufacturing and Supply Chain - Apple plans to manufacture a portion of its custom chips in the U.S., particularly at TSMC's new facility in Arizona, as part of a broader strategy to diversify its supply chain [9][10] - The company has committed to increasing its spending in the U.S. to $600 billion over the next four years, which includes investments in building a domestic silicon supply chain [10][11] - The impact of tariffs on the semiconductor supply chain remains a concern, influencing Apple's investment decisions and partnerships [10]
苹果(AAPL.US)AI“芯”战略:明修iPhone,暗度A19 Pro
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]
苹果要自研所有关键芯片
半导体行业观察· 2025-09-22 01:02
Core Insights - Apple has launched the iPhone Air, featuring significant advancements in AI and chip technology, including the A19 Pro chip with integrated neural accelerators and the new N1 wireless chip, marking a shift towards in-house chip production [2][7][10] Chip Development - The A19 Pro chip introduces a new architecture with neural accelerators in each GPU core, enhancing computational capabilities for AI workloads [2][8] - Apple has transitioned from relying solely on Qualcomm for modems to introducing its own C1X modem in the iPhone Air, which is expected to improve battery life by reducing power consumption by 30% compared to Qualcomm's modem [5][10] AI Focus - The integration of AI capabilities is a priority for Apple, with the A19 Pro designed to handle significant device-side AI workloads, enhancing user experience and efficiency [7][8] - Apple's strategy aims to position the iPhone as a leading platform for developers to run AI applications, although it may not reach the same level as competitors like Google or OpenAI [7] Manufacturing and Supply Chain - Apple plans to produce more core chips in-house, with expectations to design modems for various devices, including Macs and iPads, in the near future [10][11] - The company is investing in domestic chip manufacturing, with a commitment to spend $600 billion in the U.S. over the next four years, partly to establish a complete silicon supply chain [10][11] Market Impact - Despite the introduction of Apple's own chips, Qualcomm and Broadcom are expected to maintain some licensing agreements with Apple, indicating a gradual transition rather than an immediate severance of ties [5][10]