Vratislav Holub Wani rahoto mai ban sha'awa game da yuwuwar hauhawar farashin kayan aikin guntu na TSMC, wanda shine babban abokin tarayya na Apple kuma mai kera kwakwalwan Apple, ya tashi ta hanyar Intanet. Dangane da bayanai na yanzu, ana sa ran TSMC, shugaban kasar Taiwan a fannin samar da na'urorin sarrafa na'urori, zai kara farashin kayayyakin da ake nomawa da kusan kashi 6 zuwa 9 cikin dari. Amma Apple ba ya son waɗannan canje-canjen, kuma ya kamata ya bayyana wa kamfanin cewa ba zai yi aiki haka ba kwata-kwata. Saboda haka magoya baya sun fara tunanin ko wannan yanayin zai iya shafar makomar kayayyakin apple.
Zai iya zama sha'awar ku
A cikin wannan labarin, saboda haka za mu ba da haske tare kan duk yanayin da ake ciki game da karuwar farashin guntu na TSMC. Kodayake a kallo na farko yana iya zama alama cewa giant TSMC yana cikin babban matsayi a matsayin jagoran duniya kuma keɓaɓɓen mai siyar da Apple, ba haka bane a zahiri. Kamfanin apple kuma yana da tasiri mai karfi a cikin wannan.
Makomar Apple da haɗin gwiwar TSMC
Kamar yadda muka ambata a sama, TSMC na son cajin kwastomominsa kashi 6 zuwa 9 sama da kashi XNUMX, wanda Apple ba ya sonsa sosai. Giant Cupertino yakamata ya sanar da kamfanin a fili cewa bai yarda da wani abu makamancin haka ba kuma ba lallai bane ya cimma yarjejeniya da irin wannan kwata-kwata. Amma da farko, bari mu yi ɗan haske a kan dalilin da ya sa irin wannan abu zai iya zama babbar matsala. TSMC shine keɓantaccen mai siyar da kwakwalwan kwamfuta don Apple. Wannan kamfani yana da alhakin samar da A-Series da Apple Silicon chipsets, wanda ya dogara ne akan mafi yawan fasahar zamani da ƙananan tsarin samarwa. Bayan haka, hakan yana yiwuwa saboda balaga da wannan shugaban na Taiwan baki daya. Don haka idan haɗin gwiwar da ke tsakanin su ya ƙare, Apple dole ne ya sami mai siyar da zai maye gurbin - amma mai yiwuwa ba zai sami mai siyar da irin wannan ingancin ba.
A karshe, ba haka ba ne mai sauki. Kamar yadda Apple ya fi ko žasa dogara ga haɗin gwiwa tare da TSMC, akasin haka ma gaskiya ne. A cewar rahotanni daban-daban, umarni daga kamfanin apple yana da kashi 25% na jimlar tallace-tallace na shekara-shekara, wanda ke nufin abu ɗaya kawai - ɓangarorin biyu suna cikin ingantaccen matsayi don tattaunawa mai zuwa. Don haka a yanzu za a yi shawarwari tsakanin kamfanonin biyu, inda bangarorin biyu za su yi kokarin samun matsaya guda. A hakikanin gaskiya, irin wannan abu ya zama na al'ada a fagen kasuwanci.
Wannan shine yadda Apple ya gabatar da Tsibirin Dynamic
Shin yanayin zai shafi samfuran Apple masu zuwa?
Tambayar ita ce ko halin da ake ciki yanzu ba zai shafi samfuran Apple masu zuwa ba. A kan taron masu girma apple, wasu masu amfani sun riga sun damu game da zuwan al'ummomi masu zuwa. Koyaya, bai kamata mu ji tsoron wannan a zahiri kwata-kwata ba. Haɓaka kwakwalwan kwamfuta hanya ce mai tsayin gaske, saboda abin da za a iya ɗauka cewa kwakwalwar kwakwalwar kwakwalwar kwamfuta na aƙalla tsara na gaba an daɗe ana warware su ko kaɗan. Tattaunawar ta yanzu ba za ta yi wani tasiri ba, alal misali, tsararrun MacBook Pro da ake tsammani tare da kwakwalwan kwamfuta na M2 Pro da M2 Max, waɗanda yakamata su dogara ne akan tsarin samar da 5nm.
Zai iya zama sha'awar ku
Rashin jituwa tsakanin ƙattai zai iya yin wani tasiri kawai akan na gaba na kwakwalwan kwamfuta / samfura. Wasu kafofin sun ambaci galibi kwakwalwan kwamfuta daga jerin M3 (Apple Silicon), ko Apple A17 Bionic, wanda a zahiri zai iya ba da sabon tsarin samar da 3nm daga taron bitar na TSMC. Dangane da haka, zai dogara ne kan yadda kamfanonin biyu suka cimma matsaya a wasan karshe. Amma kamar yadda muka ambata a sama, kamar yadda TSMC ke da mahimmanci ga Apple, Apple yana da mahimmanci ga TSMC. Saboda haka, ana iya ɗauka cewa lokaci ne kawai kafin ƙattai su sami yarjejeniyar da ta dace da bangarorin biyu. Hakanan yana yiwuwa tasirin samfuran Apple masu zuwa zai zama sifili.
