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2021-10-19

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Why Apple's New Mac Chips Are Setting High Bar for Intel<blockquote>为什么苹果的新款Mac芯片为英特尔设定了高标准</blockquote>

Intel CEO Pat Gelsinger wants the firm to make chips so good that they can win back Apple’s Macbook

Why Apple's New Mac Chips Are Setting High Bar for Intel<blockquote>为什么苹果的新款Mac芯片为英特尔设定了高标准</blockquote>

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It said the latter has a 10-core chip design and is 70% faster than the older M1 chip. The M1 Max has 32 cores and delivers twice the bandwidth of the M1 Pro.<blockquote>这家位于加州库比蒂诺的科技巨头推出了新的Macbook Pro笔记本电脑，采用了新的M1 Pro和更高端的M1 Max处理器。据称，后者采用10核芯片设计，比旧款M1芯片快70%。M1 Max有32个内核，带宽是M1 Pro的两倍。</blockquote> “These are the most advanced chips coming from Apple and are a big step up from the original M1 chip launched almost a year ago, serving as anothermajor shot across the board at chip stalwarts given the innovation coming out ofCupertino,” Wedbush analyst Dan Ives wrote on Monday.<blockquote>Wedbush分析师Dan Ives表示：“这些是来自苹果的最先进的芯片，比大约一年前推出的最初M1芯片有了很大的进步，鉴于库比蒂诺的创新，这是对芯片巨头的又一次全面打击。”周一写道。</blockquote> Gelsinger, who becameIntel‘s chief earlier this year,said on an episode of “Axios on HBO”&nbsp;that Apple&nbsp;decided they could make a chip better&nbsp;than Intel could. During the interview, which aired Sunday, Gelsinger was referring to Apple’s M1 chip, which was unveiled in November 2020 and was praised by&nbsp;investors and tech enthusiasts, alike.<blockquote>今年早些时候成为英特尔首席执行官的基辛格在HBO的“Axios on HBO”节目中表示，苹果决定他们可以制造比英特尔更好的芯片。在周日播出的采访中，基辛格指的是苹果的M1芯片，该芯片于2020年11月推出，受到了投资者和科技爱好者的赞扬。</blockquote> “And, you know, they did a pretty good job,” Gelsinger said on the program. “So what I have to do is create a better chip than they can do themselves. I would hope to win back this piece of their business, as well as many other pieces of business, over time.”<blockquote>“而且，你知道，他们做得相当好，”基辛格在节目中说。“所以我要做的是创造出比他们自己更好的芯片。我希望随着时间的推移，赢回他们的这部分业务，以及许多其他业务。”</blockquote> Ives called the M1 Pro and and M1 Max the stars of Monday’s event, which also featured updated Airpods and HomePro Mini smart speakers. Raymond James analyst Chris Caso said the Macbook Pro chips completed Apple’s expected move from Intel platforms.<blockquote>艾夫斯称M1 Pro和M1 Max是周一活动的明星，该活动还展示了更新的Airpods和HomePro Mini智能扬声器。Raymond James分析师Chris Caso表示，Macbook Pro芯片完成了苹果从英特尔平台的预期转变。</blockquote> Apple stock rose 1.2% to $146.55 in Monday trading. Intel shares closed up just one cent higher—essentially flat—at $54.47.<blockquote>苹果股价周一上涨1.2%，至146.55美元。英特尔股价收盘仅上涨1美分，基本持平，至54.47美元。</blockquote> “[Apple] can now stand on its own in leading edge compute performance, that they can be fully independent from Intel, and that independence provides Apple with a competitive advantage,” Caso added.<blockquote>“[苹果]现在可以在领先的边缘计算性能方面自立，他们可以完全独立于英特尔，这种独立性为苹果提供了竞争优势，”卡索补充道。</blockquote> For Intel, the new Apple chips set an ever higher bar to clear. Evercore ISI analyst Amit Daryanani notes that the M1 was already viewed as a market leader.<blockquote>对于英特尔来说，新的苹果芯片设定了更高的门槛。Evercore ISI分析师Amit Daryanani指出，M1已经被视为市场领导者。</blockquote> “Apple is really lapping the competition with its latest offerings,” Daryanani added.<blockquote>“苹果凭借其最新产品确实超越了竞争对手，”达里亚纳尼补充道。</blockquote> To Gelsinger’s credit, Intel has&nbsp;taken bold steps&nbsp;to turn things around. He&nbsp;said in March&nbsp;Intel would invest $20 billion to build two chip fabrications cites in Arizona. While Intel&nbsp;has its skeptics, 15 of the 40 analysts covering it have Buy or equivalent ratings, while another 15 have Hold or equivalent ratings, according to FactSet. The FactSet mean target price of $61.83 implies 14% upside from recent levels. But like its ambitions with topping Apple’s own processors, the company is&nbsp;still playing catch-up.<blockquote>值得称赞的是，英特尔采取了大胆的措施来扭转局面。他在3月份表示，英特尔将投资200亿美元在亚利桑那州建设两个芯片制造中心。FactSet的数据显示，尽管英特尔也有人持怀疑态度，但在研究英特尔的40名分析师中，有15名分析师给予买入或同等评级，另外15名分析师给予持有或同等评级。FactSet平均目标价为61.83美元，意味着较近期水平上涨14%。但就像它超越苹果自己的处理器的雄心一样，该公司仍在追赶。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple's New Mac Chips Are Setting High Bar for Intel<blockquote>为什么苹果的新款Mac芯片为英特尔设定了高标准</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple's New Mac Chips Are Setting High Bar for Intel<blockquote>为什么苹果的新款Mac芯片为英特尔设定了高标准</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-10-19 07:16\n\n</h4>\n</header>\n<article>\nIntel&nbsp;CEO Pat Gelsinger wants the firm to make chips so good that they can win back&nbsp;Apple’s&nbsp;Macbook business.Monday’s Apple event&nbsp;showcased why that’s such a challenge.<blockquote>英特尔首席执行官帕特·基辛格(Pat Gelsinger)希望该公司制造出如此优秀的芯片，以便赢回苹果的Macbook业务。周一的苹果活动展示了为什么这是一个如此大的挑战。</blockquote> The Cupertino, Calif., technology giant unveiled new Macbook Pro laptops that feature the new M1 Pro and higher-end M1 Max processors. It said the latter has a 10-core chip design and is 70% faster than the older M1 chip. The M1 Max has 32 cores and delivers twice the bandwidth of the M1 Pro.<blockquote>这家位于加州库比蒂诺的科技巨头推出了新的Macbook Pro笔记本电脑，采用了新的M1 Pro和更高端的M1 Max处理器。据称，后者采用10核芯片设计，比旧款M1芯片快70%。M1 Max有32个内核，带宽是M1 Pro的两倍。</blockquote> “These are the most advanced chips coming from Apple and are a big step up from the original M1 chip launched almost a year ago, serving as anothermajor shot across the board at chip stalwarts given the innovation coming out ofCupertino,” Wedbush analyst Dan Ives wrote on Monday.<blockquote>Wedbush分析师Dan Ives表示：“这些是来自苹果的最先进的芯片，比大约一年前推出的最初M1芯片有了很大的进步，鉴于库比蒂诺的创新，这是对芯片巨头的又一次全面打击。”周一写道。</blockquote> Gelsinger, who becameIntel‘s chief earlier this year,said on an episode of “Axios on HBO”&nbsp;that Apple&nbsp;decided they could make a chip better&nbsp;than Intel could. During the interview, which aired Sunday, Gelsinger was referring to Apple’s M1 chip, which was unveiled in November 2020 and was praised by&nbsp;investors and tech enthusiasts, alike.<blockquote>今年早些时候成为英特尔首席执行官的基辛格在HBO的“Axios on HBO”节目中表示，苹果决定他们可以制造比英特尔更好的芯片。在周日播出的采访中，基辛格指的是苹果的M1芯片，该芯片于2020年11月推出，受到了投资者和科技爱好者的赞扬。</blockquote> “And, you know, they did a pretty good job,” Gelsinger said on the program. “So what I have to do is create a better chip than they can do themselves. I would hope to win back this piece of their business, as well as many other pieces of business, over time.”<blockquote>“而且，你知道，他们做得相当好，”基辛格在节目中说。“所以我要做的是创造出比他们自己更好的芯片。我希望随着时间的推移，赢回他们的这部分业务，以及许多其他业务。”</blockquote> Ives called the M1 Pro and and M1 Max the stars of Monday’s event, which also featured updated Airpods and HomePro Mini smart speakers. Raymond James analyst Chris Caso said the Macbook Pro chips completed Apple’s expected move from Intel platforms.<blockquote>艾夫斯称M1 Pro和M1 Max是周一活动的明星，该活动还展示了更新的Airpods和HomePro Mini智能扬声器。Raymond James分析师Chris Caso表示，Macbook Pro芯片完成了苹果从英特尔平台的预期转变。</blockquote> Apple stock rose 1.2% to $146.55 in Monday trading. Intel shares closed up just one cent higher—essentially flat—at $54.47.<blockquote>苹果股价周一上涨1.2%，至146.55美元。英特尔股价收盘仅上涨1美分，基本持平，至54.47美元。</blockquote> “[Apple] can now stand on its own in leading edge compute performance, that they can be fully independent from Intel, and that independence provides Apple with a competitive advantage,” Caso added.<blockquote>“[苹果]现在可以在领先的边缘计算性能方面自立，他们可以完全独立于英特尔，这种独立性为苹果提供了竞争优势，”卡索补充道。</blockquote> For Intel, the new Apple chips set an ever higher bar to clear. Evercore ISI analyst Amit Daryanani notes that the M1 was already viewed as a market leader.<blockquote>对于英特尔来说，新的苹果芯片设定了更高的门槛。Evercore ISI分析师Amit Daryanani指出，M1已经被视为市场领导者。</blockquote> “Apple is really lapping the competition with its latest offerings,” Daryanani added.<blockquote>“苹果凭借其最新产品确实超越了竞争对手，”达里亚纳尼补充道。</blockquote> To Gelsinger’s credit, Intel has&nbsp;taken bold steps&nbsp;to turn things around. He&nbsp;said in March&nbsp;Intel would invest $20 billion to build two chip fabrications cites in Arizona. While Intel&nbsp;has its skeptics, 15 of the 40 analysts covering it have Buy or equivalent ratings, while another 15 have Hold or equivalent ratings, according to FactSet. The FactSet mean target price of $61.83 implies 14% upside from recent levels. But like its ambitions with topping Apple’s own processors, the company is&nbsp;still playing catch-up.<blockquote>值得称赞的是，英特尔采取了大胆的措施来扭转局面。他在3月份表示，英特尔将投资200亿美元在亚利桑那州建设两个芯片制造中心。FactSet的数据显示，尽管英特尔也有人持怀疑态度，但在研究英特尔的40名分析师中，有15名分析师给予买入或同等评级，另外15名分析师给予持有或同等评级。FactSet平均目标价为61.83美元，意味着较近期水平上涨14%。但就像它超越苹果自己的处理器的雄心一样，该公司仍在追赶。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/intels-ceo-wants-to-win-back-apple-new-macbook-pro-chips-show-why-its-easier-said-than-done-51634595554?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/intels-ceo-wants-to-win-back-apple-new-macbook-pro-chips-show-why-its-easier-said-than-done-51634595554?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102303107","content_text":"Intel CEO Pat Gelsinger wants the firm to make chips so good that they can win back Apple’s Macbook business.Monday’s Apple event showcased why that’s such a challenge.\nThe Cupertino, Calif., technology giant unveiled new Macbook Pro laptops that feature the new M1 Pro and higher-end M1 Max processors. It said the latter has a 10-core chip design and is 70% faster than the older M1 chip. The M1 Max has 32 cores and delivers twice the bandwidth of the M1 Pro.\n“These are the most advanced chips coming from Apple and are a big step up from the original M1 chip launched almost a year ago, serving as anothermajor shot across the board at chip stalwarts given the innovation coming out ofCupertino,” Wedbush analyst Dan Ives wrote on Monday.\nGelsinger, who becameIntel‘s chief earlier this year,said on an episode of “Axios on HBO” that Apple decided they could make a chip better than Intel could. During the interview, which aired Sunday, Gelsinger was referring to Apple’s M1 chip, which was unveiled in November 2020 and was praised by investors and tech enthusiasts, alike.\n“And, you know, they did a pretty good job,” Gelsinger said on the program. “So what I have to do is create a better chip than they can do themselves. I would hope to win back this piece of their business, as well as many other pieces of business, over time.”\nIves called the M1 Pro and and M1 Max the stars of Monday’s event, which also featured updated Airpods and HomePro Mini smart speakers. Raymond James analyst Chris Caso said the Macbook Pro chips completed Apple’s expected move from Intel platforms.\nApple stock rose 1.2% to $146.55 in Monday trading. Intel shares closed up just one cent higher—essentially flat—at $54.47.\n“[Apple] can now stand on its own in leading edge compute performance, that they can be fully independent from Intel, and that independence provides Apple with a competitive advantage,” Caso added.\nFor Intel, the new Apple chips set an ever higher bar to clear. Evercore ISI analyst Amit Daryanani notes that the M1 was already viewed as a market leader.\n“Apple is really lapping the competition with its latest offerings,” Daryanani added.\nTo Gelsinger’s credit, Intel has taken bold steps to turn things around. He said in March Intel would invest $20 billion to build two chip fabrications cites in Arizona. While Intel has its skeptics, 15 of the 40 analysts covering it have Buy or equivalent ratings, while another 15 have Hold or equivalent ratings, according to FactSet. The FactSet mean target price of $61.83 implies 14% upside from recent levels. But like its ambitions with topping Apple’s own processors, the company is still playing catch-up.","news_type":1,"symbols_score_info":{"INTC":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2461,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}