英特爾招手蘋果 劍指台積 - 工程師
By Dorothy
at 2021-10-19T10:48
at 2021-10-19T10:48
Table of Contents
英特爾執行長基辛格(Pat Gelsinger)向蘋果喊話,希望蘋果能再次採用英特爾的電腦
中央處理器(CPU),同時期盼蘋果能將自行設計的晶片委由英特爾生產。
業界解讀,基辛格的言論是衝著台積電(2330)而來,意味英特爾積極追回蘋果CPU夥伴
關係,藉此降低蘋果對台積電釋單量,同時對蘋果招手有意承接其晶片代工訂單,也透露
英特爾積極發展晶圓代工,劍指台積電握有的蘋果大單。
基辛格並把蘋果自家晶片委外代工的議題拉高到美國國家安全層級,強調美國自製晶片攸
關國安,呼籲政府幫助補貼晶片製造,同時堅稱目前晶片生產仰賴台灣或南韓廠商,將面
臨「地緣政治的不穩定」問題。
基辛格認為,決定客戶回到美國生產的關鍵是成本,但「我們(美國生產)的成本不能比
亞洲貴30%或40%」,他呼籲美國國會「幫助我們拉近這個差距,讓我們能在美國境內更快
地生產更多晶片」。
蘋果iPhone問世以來,都採用自行設計的A系列處理器,現由台積電獨家代工;Mac產品方
面,原本都搭載英特爾的CPU,但蘋果去年宣布開始導入自行設計、由台積電獨家代工的M
系列晶片後,降低從2005年起對英特爾的依賴,並規劃未來所有Mac、平板產品都將採用M
系列晶片,不再採用英特爾CPU。
基辛格接受Axios記者訪問時表示,他不會放棄讓Mac回頭使用英特爾晶片的希望。儘管英
特爾贏回蘋果可能需要數年時間,但另一種贏回蘋果成為客戶的選項,是說服蘋果靠英特
爾代工晶片。
業界解讀,一旦蘋果重新擁抱英特爾CPU,意味台積電的M系列代工訂單將銳減,加上蘋果
現在自行研發的晶片都由台積電獨家操刀代工,基辛格的言論意味英特爾在晶圓代工領域
緊追台積電,同時也期盼找台積電協助英特爾代工晶片之際,仍積極要與台積電競爭。
基辛格說,他不怪蘋果放棄英特爾、並決定打造自家晶片,「蘋果認為自己可以做出比我
們更好的晶片。而且,你知道,他們做得很好。所以我必須做的是,打造一個比他們自己
能做的更好的晶片」,「同時,我得確保我們的產品比他們的更好,我的生態體系比他們
的更開放、更有活力」,「所以我正努力爭取贏得提姆(蘋果執行長庫克)在這一領域的
業務」。
基辛格說,亞馬遜、高通和美國國防部都已和英特爾簽約,由英特爾生產部分晶片,「我
樂見現在的進展,而我希望還能在這個(代工)清單上新添更多品牌,而這也可能包含他
們(蘋果)」。
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