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????加拿大皇家銀行（RBC Capital）分析師阿米特?德萊納里日前指出，蘋果（Apple）可能會重新選擇移動設(shè)備處理器供應(yīng)商，以部分、甚至完全替代三星（Samsung）。他隨后列出了四家潛在供應(yīng)商。上周五，德萊納里的同事道格?弗里德曼緊隨其后，撰文指出，蘋果正接洽業(yè)界頂尖廠商英特爾（Intel）。 ????弗里德曼承認，過去也傳出過蘋果與英特爾合作的消息，不過他這次更進一步，列出了兩家公司可能的合作條款。 ????? 英特爾將同意采用蘋果所偏愛的ARM架構(gòu)制造iPhone處理器，這種架構(gòu)來自英特爾的英國競爭對手安謀國際科技公司（ARM Holdings）。 ????? 作為回報，蘋果將同意在iPad上使用x86架構(gòu)處理器。 ????弗里德曼表示，蘋果希望2013年能獲得415,000套系統(tǒng)級芯片，已經(jīng)超過三星的產(chǎn)能。 ????弗里德曼寫道：“我們認為英特爾已經(jīng)占得先機，因為臺積電（TSMC）和GlobalFoundries等幾家主要競爭對手的產(chǎn)能有限。” ????他預(yù)計，無論哪家公司獲得蘋果的代工業(yè)務(wù)，在2013年都有望增加約20億美元營收。弗里德曼的計算以生產(chǎn)415,000套芯片，每套5,000美元為依據(jù)。 ????譯者：項航 |
????Hot on the heels of his colleague Amit Daryanani's speculation about where Apple might go to supplement -- or entirely replace -- Samsung as the sole supplier of processors for Apple's mobile devices, RBC Capital's Doug Freedman reports Friday that Cupertino is already in talks with one of top contenders: Intel. ????Acknowledging that there's been speculation about this in the past, Freedman moves the ball forward by spelling out the terms of a possible deal: ????? Intel (INTC) would agree to use Apple's preferred architecture for the iPhone -- the one from Intel's British rival, ARM Holdings (ARMH). ????? In return, Apple (AAPL) would agree to switch to Intel's x86 architecture for the iPad. ????According to Freedman, Apple's demand for 12-inch system-on-a-chip wafers in 2013 could approach 415,000 -- outstripping Samsung's ability to supply. ????"We believe," he writes, that "Intel has the upper-hand due to the limitations of capacity at alternative sources" -- chiefly TSMC (TSM) and GlobalFoundries. ????He estimates that the revenue for whomever gets Apple's foundry business will be roughly $2 billion in 2013, assuming 415,000 wafers at $5,000 a pop. |
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