[新闻] 台积A14不会拖累iPhone 12的上市

楼主: kyle5241 (kyle)   2020-03-26 00:39:43
1.原文连结:
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https://tinyurl.com/tg3xzm6
2.原文内容:
TSMC A14 chip won't be holdup for 5G 'iPhone 12'
台积电A14芯片不会把iphone 12拖住
In a note to investors seen by AppleInsider, J.P. Morgan has chimed in on
rumors that the A14 chip expected in the "iPhone 12" will be pushed out up to
two quarters past expected mass production. Instead, Hariharan says that
Apple has already signed off on the final design of the 5nm A14, with
production starting very soon.
原本传言iPhone 12的A14芯片会晚两个月才量产,但Hariharan说苹果已经签核了
5nm A14的最终设计,量产马上就会开始
"We also believe that meaningful wafer starts for new iPhones should commence
in April - May timeframe and TSMC is unlikely to see a meaningful bottleneck
in production process," writes Hariharan. "We believe that the 5nm process
node has been ramping up reasonably smoothly through 4Q19 and 1Q20."
"我们相信量产会在四到五月开始,台积电不太可能遇到生产瓶颈,而且5nm的产能
会在第四季提升的非常顺利"
But, that doesn't mean that the "iPhone 12" will ship in September. Hariharan
believes that some delay is possible from other factors, but it won't be
because of the A14.
然而,这并不表示iPhone 12会在九月出货,它延迟的关系是来自于其它因素,而不是
A14
Harriman is seeing the first engineering verification tests to be completed
for the "iPhone 12" in April, a bit later than previous years. Production
verification tests and pilot production tests are scheduled for late June
according to Hariharan, also later than in previous years.
Harriman预期四月会完成iPhone 12的第一个工程验证,比往年慢了一点。制造验证
可能会在六月底,也比往年晚。
As a result of the later testing and other economic factors, Harriman, and
others, believe shipments may not happen until October or November, versus
late September —not dissimilar to the iPhone X shipment timeframe.
因为较晚验证和其它的经济因素,iPhone 12出货可能要到10月或是11月才开始,
这跟iPhone X的出货很像
3.心得/评论:
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之前说苹果要延后A14下单其实很不合理
第一、A14又不会卖不完,但怕不够卖,而且芯片又不会过期,先累积库存不会怎么样
大不了把芯片往iPad mini、Apple TV、iPhone 11塞,还可以顺便打爆对手
第二、AMD明年要捡苹果空下来的产量,苹果延后那AMD zen 4也不可能马上上,如果
苹果明年把AMD的产能吃掉AMD一定不爽,如果台积说苹果要排AMD后面,那苹果
应该还是宁愿先下单
第三、苹果如果今年学iPhone X那年,先首发iPhone 12、iPhone 12 Pro再延迟出货
,应该在制造上就不会这么挤,还可以延长营收高峰,也没啥不好
今天GG和AMD都继续涨....
我不卖了...根本跌不回来...
作者: snoopy790428 (snoopy)   2020-03-26 05:56:00
过时也是过时中的霸主

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