苹果到2027年从英特尔(Intel)进入源的M-chips级,使供应多样化,超出TSMC。 Apple to source entry-level M-chips from Intel by 2027, diversifying supply beyond TSMC.

据报告,苹果公司正计划从2027年开始从英特尔公司获取进入级M系列芯片,使其供应链多样化,超越TSMC, 面临地缘政治和制造业风险。 Apple is reportedly planning to source entry-level M-series chips from Intel starting in 2027, diversifying its supply chain beyond TSMC amid geopolitical and manufacturing risks. 由美国政策目标和供应链复原力驱动的这一转变将使用英特尔的18A流程节点作为MacBook Air和iPad Pro等设备中的低端芯片。 The shift, driven by U.S. policy goals and supply chain resilience, would use Intel’s 18A process node for lower-end chips in devices like the MacBook Air and iPad Pro. 生产取决于Intel公司在2026年初交付其PDK 1.0/1.1,预期在2027年第二或第三季度发运。 Production depends on Intel delivering its PDK 1.0/1.1 by early 2026, with shipments expected in the second or third quarter of 2027. 年产量可以达到1 500万至2 000万个单位,而高性能芯片将留在技术监测中心。 Annual volumes could reach 15 to 20 million units, while high-performance chips will remain with TSMC. 这一举动反映了苹果公司在创新、控制和国内制造业支持之间的战略平衡。 The move reflects Apple’s strategic balance between innovation, control, and domestic manufacturing support.