英特爾進入蘋果供應鏈：2028年代工A22芯片

電子工程專輯

12/13

關注「電子工程專輯」加小編微信現已開放地區羣，請發送消息【深圳】【上海】【北京】【成都】【西安】到公衆號據投資機構GF Securities分析師Jeff Pu最新報告，英特爾有望從2028年起為蘋果部分非Pro版iPhone代工A22系列芯片，採用其尚未量產的14A先進製程工藝。儘管初期僅承擔小比例製造任務，且不參與芯片設計，但這一合作的戰略意義遠超營收本身，或成為英特爾晶圓代工服務（IFS）...

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10:04","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2591506633","market":"us","top_or_hot":-1,"title":"英特爾進入蘋果供應鏈：2028年代工A22芯片","media":"電子工程專輯","content":"<div>\n<p>關注「電子工程專輯」加小編微信現已開放地區羣，請發送消息【深圳】【上海】【北京】【成都】【西安】到公衆號據投資機構GF Securities分析師Jeff Pu最新報告，英特爾有望從2028年起為蘋果部分非Pro版iPhone代工A22系列芯片，採用其尚未量產的14A先進製程工藝。儘管初期僅承擔小比例製造任務，且不參與芯片設計，但這一合作的戰略意義遠超營收本身，或成為英特爾晶圓代工服務（IFS）...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213105933a4460d45&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特爾進入蘋果供應鏈：2028年代工A22芯片</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213105933a4460d45&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213105933a4460d45&s=b\">電子工程專輯</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1037948897.HKD","symbol_name":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213105933a4460d45&s=b","article_id":"2591506633","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213105933a4460d45&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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chip","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.5,"MACW.SI":0.6,"INTC":1.5},"content_text":"關注「電子工程專輯」加小編微信現已開放地區羣，請發送消息【深圳】【上海】【北京】【成都】【西安】到公眾號據投資機構GF Securities分析師Jeff Pu最新報告，英特爾有望從2028年起為蘋果部分非Pro版iPhone代工A22系列芯片，採用其尚未量產的14A先進製程工藝。儘管初期僅承擔小比例製造任務，且不參與芯片設計，但這一合作的戰略意義遠超營收本身，或成為英特爾晶圓代工服務（IFS）復興的關鍵。事實上，這並非英特爾首次接觸蘋果硬件。蘋果和英特爾曾有近二十年的合作，但自2020年蘋果推出自研M1芯片後，Mac產品線逐步轉向蘋果自研芯片，英特爾芯片的Mac機型已基本退出市場。‌同時，2016至2019年間，英特爾曾為iPhone 7至iPhone 11提供蜂窩基帶芯片。但隨着蘋果轉向高通並加速自研基帶，雙方合作一度中斷。如今以先進製程代工身份迴歸，顯示英特爾在製造能力上終於獲得蘋果初步認可。據分析師郭明錤2025年11月的消息，蘋果已與英特爾簽署保密協議，並取得了英特爾18AP製程的PDK工具包，項目進展符合預期。郭明錤分析認為，英特爾最早將於2027年中開始為蘋果入門級Mac和iPad供應低端M系列芯片，採用18A製程——這是目前北美唯一具備2納米以下量產能力的先進節點。此舉旨在滿足美國《芯片法案》對本土製造的要求，同時降低對台積電單一依賴。而2028年切入iPhone標準版芯片，則是更進一步的戰略延伸。非Pro機型（如iPhone 20、iPhone 20e）對成本更敏感、性能要求略低，恰好匹配英特爾14A初期產能與良率爬坡階段的定位。台積電仍將是A22 Pro芯片及主力訂單的唯一供應商，英特爾僅作為補充，初期份額可能不足10%。對英特爾而言，拿下蘋果訂單的意義遠超財務貢獻。過去數年，其代工業務因技術延期、良率不穩、外部客户稀缺而備受質疑，甚至傳出分拆傳聞。但在新任CEO陳立武主導的「復興計劃」下，公司正全力推動18A及14A製程落地，並強化EMIB、Foveros等先進封裝能力。蘋果的背書，將成為IFS最有力的市場信用證明。毫無疑問，如果連蘋果都願意把芯片交給英特爾製造，其他客户還有什麼理由拒絕？不過，英特爾代工業務仍面臨盈利挑戰，其他客户需謹慎評估其技術成熟度和成本效益。‌","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}