Isikhathi eside manje, umhlaba wezobuchwepheshe ukhungethwe ukushoda komhlaba wonke kwama-chips. Ngalesi sizathu esilula, kungenzeka sibone ukunyuka kwentengo yazo zonke izinto zikagesi ezithengwayo maduze nje, futhi ngeshwa imikhiqizo yakwa-Apple ngeke ihluke. Ngaphezu kwalokho, cishe kusukela ekuqaleni kwalo nyaka, kube nemibiko yokuthi inani lemikhiqizo emisha ye-Apple izohlehliswa ngenxa yesizathu esifanayo, njengoba kwenzeka nge-iPhone 12 yangonyaka odlule (kodwa-ke ubhubhane lomhlaba wonke lwe-covid-19 lwaluzofika. icala). Kodwa-ke, okubi kakhulu kuseza - ukunyuka kwamanani okungajabulisi.
Uma uthi nhlá, kungase kubonakale sengathi le nkinga ayisebenzi ku-Apple, njengoba inama-chips ochungechunge lwe-A kanye nochungechunge lwe-M cishe ngaphansi kwesithupha sayo futhi imane ingumdlali omkhulu kumphakeli wayo, i-TSMC. Ngakolunye uhlangothi, kufanele kucatshangelwe ukuthi imikhiqizo ye-Apple iqukethe ama-chips amaningi avela kwabanye abakhiqizi, isibonelo, endabeni yama-iPhones, lawa amamodemu e-5G avela ku-Qualcomm nezinye izingxenye ezilawula i-Wi-Fi nokunye okunjalo. Kodwa-ke, ngisho nama-chips e-Apple ngeke agweme izinkinga, njengoba izindleko zokukhiqiza zingase zikhuphuke.
I-TSMC isizokwenyusa amanani
Noma kunjalo, kwavela imibiko eminingana, ngokusho ukuthi intengo ikhuphuka okwamanje ngeke ithinte i-iPhone 13 elindelwe, okufanele yethulwe ekuqaleni kwesonto elizayo. Nokho, lokhu cishe kuyindaba engenakugwenywa. Ngokusho kolwazi oluvela ku-portal ye-Nikkei Asia, lokhu ngeke kube ukukhuphuka kwentengo yesikhashana, kodwa indinganiso entsha. Iqiniso lokuthi i-Apple ibambisana eduze kule ndlela ne-TSMC enkulu yaseTaiwan, esevele iphezulu emhlabeni mayelana nokukhiqizwa kwe-chip, nayo inesabelo sayo kulokhu. Le nkampani ke cishe ilungiselela ukwenyuka kwentengo enkulu kule minyaka eyishumi edlule.
I-iPhone 13 Pro (inikeza):
Njengoba i-TSMC futhi iyinkampani ehamba phambili emhlabeni, ikhokhisa cishe u-20% ngaphezu komncintiswano wokukhiqiza ama-chips ngalesi sizathu kuphela. Ngesikhathi esifanayo, inkampani ihlale itshala izigidigidi zamaRandi ekuthuthukisweni, ngenxa yalokho ikwazi ukukhiqiza ama-chips anenqubo yokukhiqiza ephansi futhi ngaleyo ndlela igxume kakhulu abanye abadlali emakethe ngokusebenza.
Ngokuhamba kwesikhathi, yiqiniso, izindleko zokukhiqiza zikhula njalo, okuyinto ngokushesha noma kamuva ezithinta intengo ngokwayo. Ngokusho kolwazi olutholakalayo, i-TSMC itshale ama-dollar ayizigidi eziyizinkulungwane ezingama-25 ekuthuthukisweni kobuchwepheshe be-5nm futhi manje ifuna ukushiya kuze kufike ku-$ 100 million ukuze kuthuthukiswe ama-chips anamandla nakakhulu eminyakeni emithathu ezayo. Singabe sesiwathola ezizukulwaneni ezilandelayo zama-iPhone, ama-Mac nama-iPad. Njengoba lesi sikhulu sizonyusa amanani, kungalindeleka ukuthi i-Apple izofuna amanani aphezulu ezingxenyeni ezidingekayo esikhathini esizayo.
Izinguquko zizobonakala nini emikhiqizweni?
Ngakho-ke, umbuzo olula okwamanje uyabuzwa - lezi zinguquko zizobonakala nini emananini emikhiqizo ngokwayo? Njengoba kushiwo ngenhla, i-iPhone 13 (Pro) akufanele ithinteke kule nkinga. Kodwa-ke, akuqiniseki ngokuphelele ukuthi kuzoba njani endabeni yeminye imikhiqizo. Kunoma ikuphi, imibono isasabalala phakathi kwabalandeli be-Apple yokuthi i-14 ″ kanye ne-16 ″ iMacBook Pro ingagwema ukwenyuka kwamanani, lapho ukukhiqizwa kwama-chips we-M1X alindelwe kwa-odwa ngaphambili. IMacBook Pro (2022) ene-M2 chip ingaba sesimweni esifanayo.
Uma sibheka kulo mbono, kusobala ukuthi ukunyuka kwentengo kuzobonakala (mhlawumbe) kumikhiqizo ye-Apple eyethulwe ngonyaka ozayo, okungukuthi ngemva kokufika kwe-MacBook Air eshiwo ngenhla. Kukhona, nokho, enye inketho enobungane kakhulu ekudlalweni - okungukuthi, ukukhuphuka kwentengo ngeke kuthinte abalimi bama-apula nganoma iyiphi indlela. Ngokusobala, i-Apple inganciphisa izindleko kwenye indawo, okuzokwenza kube nokwenzeka ukuhlinzeka ngamadivaysi ngamanani afanayo.
Hhayi-ke, ngeke kwenzeke, kodwa kungaba kuhle uma i-Apple iyithatha ngendlela yokuthi ngeke inyuse intengo, ngoba imikhiqizo yayo imane isetshenziselwa ukwenza abantu basebenzise isevisi yabo, okungenzeka ukuthi bayayikhathalela kakhulu. mayelana muva nje. Lokhu, ngisho nangaphansi, kugeja ngokuphelele iqiniso lokuthi amazwe ahlukahlukene manje asemqaleni wawo futhi afuna ukunqamula lezo zinsizakalo.