郭明𫓹:苹果正有系统地培养英特尔,让其长期具备成为关键供应商的能力

格隆汇
May 15

5月15日,知名分析师郭明𫓹发布对Apple与Intel合作的最新产业调查称,Apple在Intel同时建立三大产品线,且投片比例与销量相似,代表已在模拟与验证Intel未来成为全产品线供应商的可能性,并先用完整18A-P系列世代,优化量产与协作流程,而非仅试投个低风险订单。

除降低独供风险、提升议价力等一般考量,Apple这样做的关键在于意识到,AI/HPC与手机对台积电的营收贡献差距将持续扩大。因此,Apple必须在仍有议价力时尽快培养新供应商,凭借设计优势同时维持与台积电交易关系与推进Intel合作。

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