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自研 M 芯片五周年,苹果站在时代的交界点,和 Intel 挥手道别
3 6 Ke· 2025-07-01 10:18
Core Insights - The transition from Intel to ARM for Mac has been smooth and beneficial for Apple, marking a significant shift in the company's strategy and product performance [6][10][24] - macOS Tahoe will be the last version supporting Intel processors, with Apple committing to three years of security updates for older Macs [2][4] - The introduction of Apple Silicon, starting with the M1 chip, has proven to be a successful decision, enhancing performance and efficiency compared to Intel processors [8][10][15] Group 1: Transition to ARM - The transition from Intel to ARM has been smoother than the previous shift from PowerPC to Intel, providing substantial returns for Apple [6] - The M1 chip's architecture, which integrates GPU, CPU, and memory, has led to significant performance improvements over Intel-based Macs [8][10] - Rosetta 2 has facilitated the transition by allowing x86 applications to run on ARM, ensuring a seamless user experience [10][12] Group 2: Industry Impact - Apple Silicon's success has influenced the semiconductor industry, prompting competitors like Qualcomm and AMD to adopt similar high-integration designs [16][19][22] - The introduction of Apple Silicon has not threatened Windows' dominance but has showcased a new technological direction that benefits consumers [16][22] - The shift to ARM has spurred growth in niche markets such as mini PCs and handheld devices, demonstrating the broader impact of Apple's strategy [22] Group 3: Future Considerations - Apple faces challenges in maintaining performance leadership as competitors catch up in energy efficiency and processing power [22][24] - The transition to ARM is nearly complete, with most applications now optimized for Apple Silicon, signaling a definitive end to Intel Macs [24][26] - The company is now focused on developing multiple M-series chips to meet the growing demands of AI and other advanced applications [22]
继微软和三星之后,谷歌也嘲讽苹果 iOS 26“太过时了”
Huan Qiu Wang· 2025-06-18 03:03
| | | Q PHONE FINDER | | | --- | --- | --- | --- | | SAMSUNG | XIAOMI | ASUS | INFINIX | | APPLE | GOOGLE | ALCATEL | ULEFONE | | HUAWEI | HONOR | ZTE | TECNO | | NOKIA | OPPO | MICROSOFT | DOOGEE | | SONY | REALME | UMIDIGI | BLACKVIEW | | LG | ONEPLUS | COOLPAD | CUBOT | | HTC | NOTHING | OSCAL | OUKITEL | | MOTOROLA | VIVO | SHARP | ITEL | | LENOVO | MEIZU | MICROMAX | TCL | 【环球网科技综合报道】6月18日消息,据外媒gsmarena报道称,近期,苹果发布了 iOS 26 更新,并在 2025 年全球开发者大会(WWDC)上展示了其备受 瞩目的"液态玻璃"设计。然而,这一更新却引发了科技界的广泛争议,三星、微软和谷歌等科技巨头纷纷发 ...
新华财经早报:6月12日
•中美经贸磋商机制首次会议在英国伦敦举行 中美就落实两国元首通话共识及日内瓦会谈共识达成框架 •外交部:中方将对53个非洲建交国实施100%税目产品零关税 •中东紧张局势急剧升温 美官员称驻中东美军家属可自愿撤离 美布两油大涨 •当地时间6月9日至10日,中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森特及商务部长卢特尼克、贸易代表格里尔在英国伦 敦举行中美经贸磋商机制首次会议。双方进行了坦诚、深入的对话,就各自关心的经贸议题深入交换意见,就落实两国元首6月5日通话重要共识和巩固日内 瓦经贸会谈成果的措施框架达成原则一致,就解决双方彼此经贸关切取得新进展。(新华社) •6月11日,中非合作论坛成果落实协调人部长级会议在湖南长沙举行。外交部发言人林剑表示,中方将落实对53个非洲建交国实施100%税目产品零关税举 措,同时为非洲最不发达国家对华出口提供更多便利。去年北京峰会以来,中方新增对非投资超133亿元人民币,对非资金支持总额超1500亿元人民币。今 年前5个月,中国对非进出口达9630亿元,同比增长12.4%,创历史同期新高。(新华社) •1至5月份,汽车产销量分别完成1282.6万辆和 ...
【环球财经】英特尔股价跌逾6% 纳指下跌0.5%
Xin Hua Cai Jing· 2025-06-11 22:42
美国银行全球研究部经济学家认为,当日的通胀数据让美联储货币政策路径的分布收窄,当日的通胀数 据和5月份就业数据使得美国出现滞涨的概率降低。由于关税的影响预计会在今后数月得到更清晰体 现,依然认为美联储在今年其余时间不会降息,明年降息幅度预计为100个基点。 美国劳工部10日早公布的数据显示,今年5月美国消费者价格指数(CPI)同比上涨2.4%,高于前一个 月的2.3%,但低于市场共识预期的2.5%;该指数环比上涨0.1%,而4月涨幅和市场预期均为0.2%。 剔除波动较大的食品和能源价格后,美国5月核心消费者价格指数同比上涨2.8%,与4月涨幅持平,但 低于市场共识预期的2.9%。该核心指数5月环比上涨0.1%,低于4月的0.2%和市场共识预期的0.3%。 高盛集团资产管理公司全球多资产解决方案联席首席投资官亚历山德拉·威尔逊-埃利松多(Alexandra Wilson-Elizondo)表示,美国5月份通胀低于预期,这显示由于企业在利用现有库存或因需求不确定性 缓慢调整价格,关税还没有带来大的冲击。 威尔逊-埃利松多说,在人们等待90天缓征对等关税期间,市场将受制于通胀和就业数据走势。如果通 胀得到控制或就业 ...
苹果和英特尔,彻底分手!
半导体行业观察· 2025-06-11 01:39
乔布斯当时对欧德宁说:"我们决定改用英特尔处理器的最大原因之一是,我们想要制造世界上最好 的个人电脑,而要做到这一点,就必须使用你们今年推出的一些最新技术。 " 公众号记得加星标⭐️,第一时间看推送不会错过。 来源:内容 编译自 theregister 。 苹果的 macOS 操作系统将于明年停止对英特尔芯片的支持,这标志着二十年合作关系的结束。 在 2025 年全球开发者大会上,iBiz 确认其即将于今年秋季发布的 macOS 26 Tahoe 将是最后一个支 持英特尔芯片的版本。 "Apple Silicon 让我们所有人都能实现以前无法想象的事情,"开发者关系高级总监 Matthew Firlik 在 Platforms State of the Union 主题演讲中表示。"现在是时候把我们所有的精力和创新都投入到那 里了。因此,macOS Tahoe 将是 Intel Mac 的最终版本。" 苹果于2006年开始使用英特尔处理器,当时发布了搭载英特尔酷睿双核处理器的MacBook Pro。在 同年1月的Macworld大会上,时任英特尔首席执行官的保罗·欧德宁与时任苹果首席执行官兼联合创 始人史蒂夫 ...
ACM Research Announces the Publication of ACM Shanghai’s 2024 ESG Report
Globenewswire· 2025-06-10 20:05
Core Insights - ACM Research, Inc. has released its 2024 Environmental, Social, and Governance (ESG) report, now available in English, highlighting its commitment to sustainability in semiconductor manufacturing [1][2] Company Initiatives - The company emphasizes its dedication to improved ESG performance through innovations like the Tahoe hybrid cleaning system, which significantly reduces sulfuric acid usage, supporting a circular economy [2] - ACM completed its inaugural CDP Climate submission in 2024, enhancing climate risk disclosure and environmental transparency [3] ESG Metrics and Goals - ACM has established a carbon reduction baseline for future greenhouse gas emissions targets [7] - The company aims for a 75% pure water purification rate by 2030 [7] - In 2024, ACM recycled 2,800 kg of plastic crates and 1,200 kg of wooden crates as part of its circular economy initiatives [7] - An ESG risk screening system for suppliers is under development, with a planned launch in 2025 [7] Certifications and Achievements - ACM has maintained ISO 14001 and ISO 9001 certifications across key facilities [7] - The Ultra C Tahoe hybrid cleaning tool offers enhanced cleaning performance with up to 75% reduction in chemical consumption, leading to estimated cost savings of up to $500,000 per year from sulfuric acid alone [7] - The Frame Wafer cleaning tool achieves nearly 100% solvent recovery and filtration efficiency, significantly reducing chemical consumption during production [7]
ACM Research Announces the Publication of ACM Shanghai's 2024 ESG Report
GlobeNewswire News Room· 2025-06-10 20:05
Core Insights - ACM Research, Inc. has released its 2024 Environmental, Social, and Governance (ESG) report, highlighting its commitment to sustainability in semiconductor manufacturing [1][2] Group 1: ESG Report Highlights - The English version of the 2024 ESG report is now available on ACM's website, following the original Chinese version published in February 2025 [1] - ACM has established a carbon reduction baseline for future greenhouse gas (GHG) emissions targets [7] - The company aims to achieve a 75% pure water purification rate by 2030 [7] - In 2024, ACM recycled 2,800 kg of plastic crates and 1,200 kg of wooden crates as part of its circular economy initiatives [7] - An ESG risk screening system for suppliers is under development, with a planned launch in 2025 [7] Group 2: Innovations and Cost Savings - ACM's Ultra C Tahoe hybrid cleaning tool reduces chemical consumption by up to 75%, resulting in estimated cost savings of up to $500,000 per year from sulfuric acid alone [7] - The Frame Wafer cleaning tool achieves nearly 100% solvent recovery and filtration efficiency, significantly reducing chemical consumption during production [7] Group 3: Certifications and Climate Initiatives - ACM has maintained ISO 14001 and ISO 9001 certifications across key facilities [7] - The company completed its inaugural CDP Climate submission in 2024, enhancing climate risk disclosure and environmental transparency [3]
苹果史上最大规模软件设计更新
新华网财经· 2025-06-10 06:25
苹果宣布了多年来操作系统最大一次的设计变革。 北京时间6月10日凌晨,苹果公司举办全球开发者大会(WWDC 2025),介绍了苹果在软件和服务方 面的众多革新。 知名科技记者马克·古尔曼认为,WWDC带来不少亮点,包括全新的设计语言、新的操作系统命名方 式,iPhone的电话和相机应用程序更新等。他尤其指出iPad模仿Mac的全新多任务处理系统"令人兴 奋"。 推出全新"液态玻璃"设计 在本次WWDC上,苹果宣布推出新的操作系统设计,这是自2013年以来iOS首次进行重大设计革新。 苹果公司CEO蒂姆·库克(Tim Cook) 新设计扩展到iOS 26、 iPadOS 26、macOS Tahoe 26、 watchOS 26和tvOS 26。 2013年的iOS7彻底抹去了仿真皮革、金属钉扣等拟物元素,用纯色块、纤细字体和层次分明的半透明 图层重构了数字界面逻辑。iOS7定义了此后数年的设计语言。 苹果将这一新外观称为"Liquid Glass(液态玻璃)"。这种半透明质感可反射和折射周围环境,并随内 容动态变化,帮助用户更聚焦于核心内容,为控件、导航栏、应用图标、小组件等元素赋予全新活力。 Liquid ...
苹果WWDC 2025:“液态玻璃”难掩AI“慢跑”的市场焦虑?
Jing Ji Guan Cha Bao· 2025-06-10 05:56
Core Insights - Apple's WWDC 2025 showcased a "pragmatic" approach, focusing on "liquid glass" design and AI capabilities, but failed to deliver groundbreaking innovations or alleviate market concerns regarding its AI strategy [2][8] AI Strategy: From "Concept First" to "Core Open" - Compared to competitors like Google and Microsoft, Apple's AI strategy appears more restrained, focusing on device-side privacy features rather than advanced multi-modal interactions [3][4] - The core announcement was the opening of the Apple Intelligence foundational model framework, allowing developers to utilize Apple's large language model without internet connectivity [3][4] - Despite new AI features, significant upgrades to core applications like Siri have been postponed, raising doubts about Apple's execution capabilities [4][7] System Innovation: "Liquid Glass" Aesthetic Unifying the Ecosystem - The "liquid glass" design language was a major visual highlight, inspired by the Vision Pro headset, featuring semi-transparent effects and dynamic interface elements [5][6] - All operating system versions have been renamed to reflect the year, aiming to enhance ecosystem consistency [5] - The integration of Mac's Preview application into iOS/iPadOS and the consolidation of gaming applications indicate a strategic move to capture more market share [5][6] Market Reaction: Stock Price Decline and User Expectations Misalignment - Following the event, Apple's stock price fell by 1.44%, marking a three-month low, as analysts expressed concerns over the incremental nature of Apple's AI updates [4][7] - While some developers appreciated the foundational model's openness, consumers are still looking for significant improvements in core functionalities like Siri and image recognition [7] Pragmatic Approach: Can It Turn the Tide? - Apple's CEO emphasized that Apple Intelligence aims to assist users rather than replace them, reflecting a philosophy of integrating technology into specific scenarios [8] - However, the slow pace of AI feature updates poses a risk, as global AI smartphone penetration is projected to reach 28% by 2024, potentially leading users to third-party tools if significant upgrades are not made by 2026 [8] - WWDC 2025 represents a strategic recalibration for Apple in the AI landscape, attempting to solidify its market position through aesthetics and ecosystem barriers, but the gradual updates may not quell market anxieties [8]
WWDC25:苹果发布迄今最大规模设计革新全系操作系统更名“26版”
Huan Qiu Wang· 2025-06-10 02:15
Core Points - Apple has officially launched its largest design language innovation, "Liquid Glass," during the WWDC 2025, marking a significant visual transformation since the flat design of iOS 7 [1][3] - The entire platform operating system versions have been renamed to "26 version," indicating a unified naming convention across iOS, iPadOS, macOS, watchOS, tvOS, and visionOS [1][3] Design Features - "Liquid Glass" design language is inspired by the spatial interaction interface of Vision Pro, utilizing semi-transparent materials that can dynamically change based on content and environment [3] - Key features include dynamic light effects, full transparency mode, and rounded corner adaptation, enhancing user interaction and content focus [3] - The design will be applied across all platforms, creating a cohesive cross-platform visual style [3] Development Tools - Apple has integrated the Foundation Models framework into its development toolkit, allowing developers to access device-side AI capabilities with minimal code [4] - Xcode 26 now supports large language models like ChatGPT, facilitating code generation, debugging, and design assistance [4] Market Insights - Analysts suggest that the "Liquid Glass" design may usher in a "transparent interaction era" in the smartphone industry, although its distinctive design could lead to usability debates [4] - The unified naming and AI capabilities are expected to strengthen Apple's ecosystem, enhancing developer and user engagement [4] Product Features and Delays - Reports indicate that iOS 26 is a "work in progress," with two significant AI features related to calendar and health applications postponed to 2026 with iOS 27 due to development complexities [5] - The calendar app was intended to integrate Apple Intelligence for improved scheduling, while the health app was set to introduce an "AI health coach" for personalized health advice [5] - The delay is attributed to challenges in integrating AI technology with Apple's ecosystem, including time zone compatibility and data privacy concerns [5]