以台积电为例,台积电高性能计算业务主要为英伟达和大规模云服务提供商制造AI芯片,现在约占台积电收入的58%,远超智能手机处理器业务的29%。在这种情况下,苹果不得不与AI巨头共同争夺台积电的产能,并接受越来越高昂的价格。另外,在内存供应上,我们还看到,苹果被迫调整了供货谈判周期。郭明錤表示,目前苹果内存供货已从传统的半年期谈判,改为按季度协商。
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The telephoto camera alone is also technically interesting in a few ways. It offers continual optical zoom across the 75-100mm range without in-sensor cropping. This means the lenses physically move to deliver lossless zoom across a range of distances, without jarring leaps between camera sensors and crops. This doesn’t run across the full gamut, but it does roughly cover the 3-4x optical zoom range, which is often used in portrait photography.