TripleWin
2021-10-15
[强]
Apple Is About To Change The World Again<blockquote>苹果即将再次改变世界</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":824135884,"tweetId":"824135884","gmtCreate":1634288443102,"gmtModify":1634288443223,"author":{"id":3577489740102994,"idStr":"3577489740102994","authorId":3577489740102994,"authorIdStr":"3577489740102994","name":"TripleWin","avatar":"https://static.tigerbbs.com/36f6d7690fd546416bd6f74b156c218f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":17,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><span>[强] </span></p></body></html>","htmlText":"<html><head></head><body><p><span>[强] </span></p></body></html>","text":"[强]","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/824135884","repostId":1168172784,"repostType":4,"repost":{"id":"1168172784","kind":"news","pubTimestamp":1634287232,"share":"https://www.laohu8.com/m/news/1168172784?lang=zh_CN&edition=full","pubTime":"2021-10-15 16:40","market":"us","language":"en","title":"Apple Is About To Change The World Again<blockquote>苹果即将再次改变世界</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168172784","media":"Seeking Alpha","summary":"Summary\n\n“Unleashed” event to unveil high-end Apple Silicon MacBook Pros.\nWhy the M1 was a stealth r","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>“Unleashed” event to unveil high-end Apple Silicon MacBook Pros.</li> <li>Why the M1 was a stealth revolution.</li> <li>How the next-generation Apple Silicon Macs will change everything.</li> <li>Investor takeaways.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>“释放”活动，推出高端苹果硅MacBook Pros。</li><li>为什么M1是一场隐形革命。</li><li>下一代苹果硅MAC将如何改变一切。</li><li>投资者要点。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> A few weeks ago, I urged Apple (AAPL) investors to stop worrying about the latest iPhone and focus instead on the widely expected next-generation Apple Silicon MacBook Pros. That time has now arrived. Apple will “unleash” these new Macs at a special event on Monday and once again reshape the computer industry.</p><p><blockquote>几周前，我敦促苹果(AAPL)投资者不要再担心最新的iPhone，而是关注广受期待的下一代苹果芯片MacBook Pro。那个时刻现在已经到来。苹果将在周一的一场特别活动中“释放”这些新款Mac，并再次重塑计算机行业。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3fa9daca998743f59ec0cae80ec50e5\" tg-width=\"640\" tg-height=\"325\" width=\"100%\" height=\"auto\"><span>Source: Apple’s YouTube channel.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：苹果的YouTube频道。</span></p></blockquote></p><p> <b>“Unleashed” event to unveil high-end Apple Silicon MacBook Pros</b></p><p><blockquote><b>“释放”活动推出高端苹果硅MacBook Pros</b></blockquote></p><p> The “Unleashed” event had been widely expected for some time, so it came as virtually no surprise to anyone, yet one senses more excitement than for the iPhone 13 launch. The iPhone 13 series has, in many ways, turned out better than expected, both in performance, as well as sales. But it was still incremental.</p><p><blockquote>“释放”事件已经被广泛期待了一段时间，所以它几乎没有人感到惊讶，但人们感觉到比iPhone 13发布更令人兴奋。iPhone 13系列在许多方面都好于预期，无论是性能还是销量。但它仍然是渐进的。</blockquote></p><p> The new MacBook Pros, on the other hand, will be truly new. They will feature a complete hardware redesign inside and out. The bodies will be thinned and lightened to take advantage of Apple Silicon’s energy efficiency. New screens (in 14-inch and 16-inch sizes) are expected to feature mini-LED backlighting for improved contrast.</p><p><blockquote>另一方面，新的MacBook Pros将是真正的新。它们将从里到外进行完整的硬件重新设计。机身将变得更薄更轻，以利用苹果硅的能源效率。新屏幕（14英寸和16英寸尺寸）预计将采用迷你LED背光，以提高对比度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e00c39f6186575fa43647fcffaa3b24f\" tg-width=\"640\" tg-height=\"407\" width=\"100%\" height=\"auto\"><span>Artist’s conception of the new 16-inch MacBook Pro. Source: MacRumors.</span></p><p><blockquote><p class=\"t-img-caption\"><span>新款16英寸MacBook Pro的艺术家构想。来源：MacRumors。</span></p></blockquote></p><p> Most reports continue to refer to the Apple Silicon chip that will power these new Macs as the M1X. I personally doubt this. It’s been nearly a year since the release of the first M1-powered Macs. Apple needs to convey more progress than just an incrementally improved M1, so I think the “M2” designation is likely.</p><p><blockquote>大多数报道继续将为这些新Mac提供动力的苹果硅芯片称为M1X。我个人对此表示怀疑。第一批M1驱动的MAC电脑发布已经快一年了。苹果需要传达更多的进步，而不仅仅是逐步改进的M1，所以我认为“M2”称号是可能的。</blockquote></p><p> This won’t be just a marketing ploy. I expect the new M2 not only to feature more CPU performance cores (8 vs. the 4 of the M1) but a new design for the cores based on the A15 Bionic. From early performance testing of the iPhone 13, it’s apparent that the A15 performance cores got a performance bump. As reported by Tom’s Guide, the A15 in the iPhone 13 Pro scored over 20% better than the A14 in iPhone 12 Pro in the Geekbench 5 multicore test.</p><p><blockquote>这不仅仅是一个营销策略。我预计新的M2不仅会有更多的CPU性能内核（8个对M1的4个），还会有基于A15 Bionic的内核的新设计。从iPhone 13的早期性能测试来看，很明显A15性能核心的性能有所提升。据Tom’s Guide报道，在Geekbench 5多核测试中，iPhone 13 Pro中的A15比iPhone 12 Pro中的A14高出20%以上。</blockquote></p><p> Graphics processing also is expected to improve with at least double the M1’s 8 GPU cores. Other features of the A15 will likely be carried over as well, including an improved Neural Processing Unit and Image Signal Processor. The integrated memory, a unique feature of the M1, will likely get a speed bump and larger base configuration (16 GB vs. 8 GB in the M1).</p><p><blockquote>图形处理也有望得到改善，至少是M1 8个GPU内核的两倍。A15的其他功能也可能会被继承，包括改进的神经处理单元和图像信号处理器。集成内存是M1的一个独特功能，可能会有一个减速带和更大的基本配置（16 GB对M1的8 GB）。</blockquote></p><p> This will be the pattern going forward. iPhone will introduce the latest Apple Silicon designs in a scaled-down chip, with M-series chips building on these designs and scaling them up for Mac use. Apple has to do this in order to make best use of its processor design and engineering resources.</p><p><blockquote>这将是未来的模式。iPhone将在缩小的芯片中引入最新的苹果硅设计，M系列芯片将基于这些设计，并将其放大以供Mac使用。苹果不得不这样做，以便最大限度地利用其处理器设计和工程资源。</blockquote></p><p> The big question is whether M2 will preserve the exceptional efficiency advantage I described for the M1 based on testing of my own MacBook Air. The M2 may give up some efficiency in the name of performance, a perfectly reasonable trade considering the huge efficiency advantage that the M1 enjoys over comparable x86 processors.</p><p><blockquote>最大的问题是，M2是否会保持我根据我自己的MacBook Air测试为M1描述的卓越效率优势。M2可能会以性能的名义放弃一些效率，考虑到M1相对于同类x86处理器享有的巨大效率优势，这是一个完全合理的交易。</blockquote></p><p> <b>Why the M1 was a stealth revolution</b></p><p><blockquote><b>为什么M1是一场隐形革命</b></blockquote></p><p> It could be argued that Apple’s M1 Macs were the truly revolutionary products, and that M2 based Macs are just following in the footsteps of the M1. This may be true, but the M1 was a stealth revolution for a number of reasons.</p><p><blockquote>可以说，苹果的M1苹果电脑是真正革命性的产品，而基于M2的苹果电脑只是在追随M1的脚步。这可能是真的，但M1是一场隐形革命，原因有很多。</blockquote></p><p> For one, the M1 got stuffed into existing Mac form factors that weren’t really optimized for the chip. Battery capacity was actually overkilled since it was designed for the much more power-hungry Intel chips. In my daily use of the Air, battery level typically never falls below 80%. Fans in the 13-inch MacBook Pro and the Mac Mini were also overkilled.</p><p><blockquote>首先，M1被塞进了现有的Mac外形中，而这些外形并没有真正针对芯片进行优化。电池容量实际上被夸大了，因为它是为更耗电的英特尔芯片设计的。在我日常使用空气时，电池电量通常不会低于80%。13英寸MacBook Pro和Mac Mini的粉丝也被过度使用了。</blockquote></p><p> Using the packaging from the Intel era simply didn’t convey the revolutionary character of the M1. Also, the chip itself, while more than adequate for most desktop usage, including surprisingly good video editing performance, wasn’t as powerful as the most powerful Intel (INTC) and AMD (AMD) chips. The M1 could be passed off as merely an upscaled iPhone chip. Nothing to see here. Move along.</p><p><blockquote>使用英特尔时代的包装根本无法传达M1的革命性特征。此外，该芯片本身虽然足以满足大多数桌面使用，包括令人惊讶的良好视频编辑性能，但不如最强大的英特尔(INTC)和AMD(AMD)芯片强大。M1可以被冒充为仅仅是升级版的iPhone芯片。这里没什么可看的。往前走。</blockquote></p><p> <b>How the next-generation Apple Silicon Macs will change everything</b></p><p><blockquote><b>下一代苹果硅MAC将如何改变一切</b></blockquote></p><p></p><p> I have consistently argued that processing efficiency is everything since power dissipation is a key limiting factor in the absolute computing performance of a chip. Although x86 processors feature a “Turbo Mode” with a higher clock frequency, most cannot sustain that for an extended period of time, due to temperature limits for the chip.</p><p><blockquote>我一直认为处理效率就是一切，因为功耗是芯片绝对计算性能的关键限制因素。尽管x86处理器具有具有更高时钟频率的“Turbo模式”，但由于芯片的温度限制，大多数处理器无法长时间维持这种模式。</blockquote></p><p> One of the interesting characteristics of the M1 is that it has no “turbo mode.” The M1 is capable of running at its rated clock rate indefinitely, with only minimal cooling. Yet, there has been no existence proof of my thesis that a scaled-up M1 with more CPU and GPU cores would be able to beat x86 in absolute performance.</p><p><blockquote>M1的一个有趣的特点是它没有“涡轮模式”。M1能够无限期地以其额定时钟速率运行，只需最少的冷却。然而，没有证据证明我的论文，即拥有更多CPU和GPU内核的放大M1能够在绝对性能上击败x86。</blockquote></p><p> Thus, absolute performance, never mind efficiency, became the last bastion of x86. That bastion is about to be seriously eroded, if not obliterated, by the M2. If multicore performance of the M2 scales anywhere close to the expected increase in core count, there won’t be anything in the mobile world that can touch it in absolute performance, at least for processors with integrated graphics.</p><p><blockquote>因此，绝对的性能，更不用说效率，成为x86的最后堡垒。这座堡垒即使没有被M2摧毁，也将被严重侵蚀。如果M2的多核性能扩展到接近预期的核心数量增长，那么移动领域将没有任何东西可以在绝对性能上与它相提并论，至少对于集成显卡的处理器来说是这样。</blockquote></p><p> Discrete graphics is another matter, and for a while at least, laptops and desktops with discrete GPUs will be able to offer more graphics performance. PC gaming, which I also enjoy, will remain the province of x86 CPUs combined with discrete GPUs.</p><p><blockquote>独立显卡是另一回事，至少在一段时间内，配备独立GPU的笔记本电脑和台式机将能够提供更多的图形性能。我也喜欢的PC游戏仍将是x86 CPU与独立GPU相结合的领域。</blockquote></p><p> But the M2 will completely reshape consumer expectations of laptop (and mid-range desktop) performance. The M2 will provide the needed existence proof that Apple Silicon is scalable to high-core count processors. Next year, Apple will be in a position to conquer even the performance heights now occupied by the largest CPUs from Intel and AMD.</p><p><blockquote>但M2将彻底重塑消费者对笔记本电脑（和中端台式机）性能的期望。M2将提供所需的存在证明，证明苹果芯片可扩展到高核数处理器。明年，苹果将有能力征服现在由英特尔和AMD最大的CPU占据的性能高度。</blockquote></p><p> <b>Investor takeaways</b></p><p><blockquote><b>投资者要点</b></blockquote></p><p> Apple’s journey to becoming a dominant fabless semiconductor company has been long and often disparaged. Even now, some critics claim that Apple is just a consumer goods company lacking innovation. Unfortunately for Apple investors, Apple’s innovation has often been more real than apparent.</p><p><blockquote>苹果成为一家占主导地位的无晶圆厂半导体公司的旅程是漫长的，而且经常受到贬低。即使是现在，一些批评者声称苹果只是一家缺乏创新的消费品公司。不幸的是，对于苹果投资者来说，苹果的创新往往比表面上的更真实。</blockquote></p><p> I expect the new M2 MacBook Pros to help change this. By virtue of being optimized for Apple Silicon, they will offer a combination of thin design, lightweight, battery life, and performance that simply isn’t available anywhere else. The advantages of Apple Silicon will no longer be stealthy and non-obvious to consumers. The new M2 Macs will telegraph the advantages of Apple Silicon in ways that the M1 MacBooks could not.</p><p><blockquote>我希望新的M2 MacBook Pros有助于改变这种情况。由于针对苹果硅进行了优化，它们将提供轻薄设计、轻质、电池寿命和性能的组合，这是其他任何地方都无法提供的。苹果硅的优势对消费者来说将不再是隐形和不明显的。新款M2 Macs将以M1 MacBooks无法做到的方式展现苹果芯片的优势。</blockquote></p><p> Apple’s Mac market share has been growing steadily, but unspectacularly, this year. According to IDC, Apple’s PC unit share in Q3 stood at just 8.8%, up from 8.3% a year ago. The PC market is still quite large, and Apple’s relatively small share means that there is still huge growth potential in Mac.</p><p><blockquote>今年，苹果的Mac市场份额一直在稳步增长，但并不引人注目。根据IDC的数据，苹果第三季度PC部门份额仅为8.8%，高于一年前的8.3%。PC市场仍然相当大，苹果相对较小的份额意味着Mac仍有巨大的增长潜力。</blockquote></p><p> I expect Apple’s share gains in the PC market to accelerate markedly with the introduction of M2 Macs and other even higher performance Macs to follow. I remain long Apple and rate it a Buy.</p><p><blockquote>我预计，随着M2 Mac和其他性能更高的Mac的推出，苹果在PC市场的份额增长将显着加速。我仍然做多苹果，并将其评级为买入。</blockquote></p><p></p>","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>Apple Is About To Change The World Again<blockquote>苹果即将再次改变世界</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\">\nApple Is About To Change The World Again<blockquote>苹果即将再次改变世界</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-15 16:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>“Unleashed” event to unveil high-end Apple Silicon MacBook Pros.</li> <li>Why the M1 was a stealth revolution.</li> <li>How the next-generation Apple Silicon Macs will change everything.</li> <li>Investor takeaways.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>“释放”活动，推出高端苹果硅MacBook Pros。</li><li>为什么M1是一场隐形革命。</li><li>下一代苹果硅MAC将如何改变一切。</li><li>投资者要点。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> A few weeks ago, I urged Apple (AAPL) investors to stop worrying about the latest iPhone and focus instead on the widely expected next-generation Apple Silicon MacBook Pros. That time has now arrived. Apple will “unleash” these new Macs at a special event on Monday and once again reshape the computer industry.</p><p><blockquote>几周前，我敦促苹果(AAPL)投资者不要再担心最新的iPhone，而是关注广受期待的下一代苹果芯片MacBook Pro。那个时刻现在已经到来。苹果将在周一的一场特别活动中“释放”这些新款Mac，并再次重塑计算机行业。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3fa9daca998743f59ec0cae80ec50e5\" tg-width=\"640\" tg-height=\"325\" width=\"100%\" height=\"auto\"><span>Source: Apple’s YouTube channel.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：苹果的YouTube频道。</span></p></blockquote></p><p> <b>“Unleashed” event to unveil high-end Apple Silicon MacBook Pros</b></p><p><blockquote><b>“释放”活动推出高端苹果硅MacBook Pros</b></blockquote></p><p> The “Unleashed” event had been widely expected for some time, so it came as virtually no surprise to anyone, yet one senses more excitement than for the iPhone 13 launch. The iPhone 13 series has, in many ways, turned out better than expected, both in performance, as well as sales. But it was still incremental.</p><p><blockquote>“释放”事件已经被广泛期待了一段时间，所以它几乎没有人感到惊讶，但人们感觉到比iPhone 13发布更令人兴奋。iPhone 13系列在许多方面都好于预期，无论是性能还是销量。但它仍然是渐进的。</blockquote></p><p> The new MacBook Pros, on the other hand, will be truly new. They will feature a complete hardware redesign inside and out. The bodies will be thinned and lightened to take advantage of Apple Silicon’s energy efficiency. New screens (in 14-inch and 16-inch sizes) are expected to feature mini-LED backlighting for improved contrast.</p><p><blockquote>另一方面，新的MacBook Pros将是真正的新。它们将从里到外进行完整的硬件重新设计。机身将变得更薄更轻，以利用苹果硅的能源效率。新屏幕（14英寸和16英寸尺寸）预计将采用迷你LED背光，以提高对比度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e00c39f6186575fa43647fcffaa3b24f\" tg-width=\"640\" tg-height=\"407\" width=\"100%\" height=\"auto\"><span>Artist’s conception of the new 16-inch MacBook Pro. Source: MacRumors.</span></p><p><blockquote><p class=\"t-img-caption\"><span>新款16英寸MacBook Pro的艺术家构想。来源：MacRumors。</span></p></blockquote></p><p> Most reports continue to refer to the Apple Silicon chip that will power these new Macs as the M1X. I personally doubt this. It’s been nearly a year since the release of the first M1-powered Macs. Apple needs to convey more progress than just an incrementally improved M1, so I think the “M2” designation is likely.</p><p><blockquote>大多数报道继续将为这些新Mac提供动力的苹果硅芯片称为M1X。我个人对此表示怀疑。第一批M1驱动的MAC电脑发布已经快一年了。苹果需要传达更多的进步，而不仅仅是逐步改进的M1，所以我认为“M2”称号是可能的。</blockquote></p><p> This won’t be just a marketing ploy. I expect the new M2 not only to feature more CPU performance cores (8 vs. the 4 of the M1) but a new design for the cores based on the A15 Bionic. From early performance testing of the iPhone 13, it’s apparent that the A15 performance cores got a performance bump. As reported by Tom’s Guide, the A15 in the iPhone 13 Pro scored over 20% better than the A14 in iPhone 12 Pro in the Geekbench 5 multicore test.</p><p><blockquote>这不仅仅是一个营销策略。我预计新的M2不仅会有更多的CPU性能内核（8个对M1的4个），还会有基于A15 Bionic的内核的新设计。从iPhone 13的早期性能测试来看，很明显A15性能核心的性能有所提升。据Tom’s Guide报道，在Geekbench 5多核测试中，iPhone 13 Pro中的A15比iPhone 12 Pro中的A14高出20%以上。</blockquote></p><p> Graphics processing also is expected to improve with at least double the M1’s 8 GPU cores. Other features of the A15 will likely be carried over as well, including an improved Neural Processing Unit and Image Signal Processor. The integrated memory, a unique feature of the M1, will likely get a speed bump and larger base configuration (16 GB vs. 8 GB in the M1).</p><p><blockquote>图形处理也有望得到改善，至少是M1 8个GPU内核的两倍。A15的其他功能也可能会被继承，包括改进的神经处理单元和图像信号处理器。集成内存是M1的一个独特功能，可能会有一个减速带和更大的基本配置（16 GB对M1的8 GB）。</blockquote></p><p> This will be the pattern going forward. iPhone will introduce the latest Apple Silicon designs in a scaled-down chip, with M-series chips building on these designs and scaling them up for Mac use. Apple has to do this in order to make best use of its processor design and engineering resources.</p><p><blockquote>这将是未来的模式。iPhone将在缩小的芯片中引入最新的苹果硅设计，M系列芯片将基于这些设计，并将其放大以供Mac使用。苹果不得不这样做，以便最大限度地利用其处理器设计和工程资源。</blockquote></p><p> The big question is whether M2 will preserve the exceptional efficiency advantage I described for the M1 based on testing of my own MacBook Air. The M2 may give up some efficiency in the name of performance, a perfectly reasonable trade considering the huge efficiency advantage that the M1 enjoys over comparable x86 processors.</p><p><blockquote>最大的问题是，M2是否会保持我根据我自己的MacBook Air测试为M1描述的卓越效率优势。M2可能会以性能的名义放弃一些效率，考虑到M1相对于同类x86处理器享有的巨大效率优势，这是一个完全合理的交易。</blockquote></p><p> <b>Why the M1 was a stealth revolution</b></p><p><blockquote><b>为什么M1是一场隐形革命</b></blockquote></p><p> It could be argued that Apple’s M1 Macs were the truly revolutionary products, and that M2 based Macs are just following in the footsteps of the M1. This may be true, but the M1 was a stealth revolution for a number of reasons.</p><p><blockquote>可以说，苹果的M1苹果电脑是真正革命性的产品，而基于M2的苹果电脑只是在追随M1的脚步。这可能是真的，但M1是一场隐形革命，原因有很多。</blockquote></p><p> For one, the M1 got stuffed into existing Mac form factors that weren’t really optimized for the chip. Battery capacity was actually overkilled since it was designed for the much more power-hungry Intel chips. In my daily use of the Air, battery level typically never falls below 80%. Fans in the 13-inch MacBook Pro and the Mac Mini were also overkilled.</p><p><blockquote>首先，M1被塞进了现有的Mac外形中，而这些外形并没有真正针对芯片进行优化。电池容量实际上被夸大了，因为它是为更耗电的英特尔芯片设计的。在我日常使用空气时，电池电量通常不会低于80%。13英寸MacBook Pro和Mac Mini的粉丝也被过度使用了。</blockquote></p><p> Using the packaging from the Intel era simply didn’t convey the revolutionary character of the M1. Also, the chip itself, while more than adequate for most desktop usage, including surprisingly good video editing performance, wasn’t as powerful as the most powerful Intel (INTC) and AMD (AMD) chips. The M1 could be passed off as merely an upscaled iPhone chip. Nothing to see here. Move along.</p><p><blockquote>使用英特尔时代的包装根本无法传达M1的革命性特征。此外，该芯片本身虽然足以满足大多数桌面使用，包括令人惊讶的良好视频编辑性能，但不如最强大的英特尔(INTC)和AMD(AMD)芯片强大。M1可以被冒充为仅仅是升级版的iPhone芯片。这里没什么可看的。往前走。</blockquote></p><p> <b>How the next-generation Apple Silicon Macs will change everything</b></p><p><blockquote><b>下一代苹果硅MAC将如何改变一切</b></blockquote></p><p></p><p> I have consistently argued that processing efficiency is everything since power dissipation is a key limiting factor in the absolute computing performance of a chip. Although x86 processors feature a “Turbo Mode” with a higher clock frequency, most cannot sustain that for an extended period of time, due to temperature limits for the chip.</p><p><blockquote>我一直认为处理效率就是一切，因为功耗是芯片绝对计算性能的关键限制因素。尽管x86处理器具有具有更高时钟频率的“Turbo模式”，但由于芯片的温度限制，大多数处理器无法长时间维持这种模式。</blockquote></p><p> One of the interesting characteristics of the M1 is that it has no “turbo mode.” The M1 is capable of running at its rated clock rate indefinitely, with only minimal cooling. Yet, there has been no existence proof of my thesis that a scaled-up M1 with more CPU and GPU cores would be able to beat x86 in absolute performance.</p><p><blockquote>M1的一个有趣的特点是它没有“涡轮模式”。M1能够无限期地以其额定时钟速率运行，只需最少的冷却。然而，没有证据证明我的论文，即拥有更多CPU和GPU内核的放大M1能够在绝对性能上击败x86。</blockquote></p><p> Thus, absolute performance, never mind efficiency, became the last bastion of x86. That bastion is about to be seriously eroded, if not obliterated, by the M2. If multicore performance of the M2 scales anywhere close to the expected increase in core count, there won’t be anything in the mobile world that can touch it in absolute performance, at least for processors with integrated graphics.</p><p><blockquote>因此，绝对的性能，更不用说效率，成为x86的最后堡垒。这座堡垒即使没有被M2摧毁，也将被严重侵蚀。如果M2的多核性能扩展到接近预期的核心数量增长，那么移动领域将没有任何东西可以在绝对性能上与它相提并论，至少对于集成显卡的处理器来说是这样。</blockquote></p><p> Discrete graphics is another matter, and for a while at least, laptops and desktops with discrete GPUs will be able to offer more graphics performance. PC gaming, which I also enjoy, will remain the province of x86 CPUs combined with discrete GPUs.</p><p><blockquote>独立显卡是另一回事，至少在一段时间内，配备独立GPU的笔记本电脑和台式机将能够提供更多的图形性能。我也喜欢的PC游戏仍将是x86 CPU与独立GPU相结合的领域。</blockquote></p><p> But the M2 will completely reshape consumer expectations of laptop (and mid-range desktop) performance. The M2 will provide the needed existence proof that Apple Silicon is scalable to high-core count processors. Next year, Apple will be in a position to conquer even the performance heights now occupied by the largest CPUs from Intel and AMD.</p><p><blockquote>但M2将彻底重塑消费者对笔记本电脑（和中端台式机）性能的期望。M2将提供所需的存在证明，证明苹果芯片可扩展到高核数处理器。明年，苹果将有能力征服现在由英特尔和AMD最大的CPU占据的性能高度。</blockquote></p><p> <b>Investor takeaways</b></p><p><blockquote><b>投资者要点</b></blockquote></p><p> Apple’s journey to becoming a dominant fabless semiconductor company has been long and often disparaged. Even now, some critics claim that Apple is just a consumer goods company lacking innovation. Unfortunately for Apple investors, Apple’s innovation has often been more real than apparent.</p><p><blockquote>苹果成为一家占主导地位的无晶圆厂半导体公司的旅程是漫长的，而且经常受到贬低。即使是现在，一些批评者声称苹果只是一家缺乏创新的消费品公司。不幸的是，对于苹果投资者来说，苹果的创新往往比表面上的更真实。</blockquote></p><p> I expect the new M2 MacBook Pros to help change this. By virtue of being optimized for Apple Silicon, they will offer a combination of thin design, lightweight, battery life, and performance that simply isn’t available anywhere else. The advantages of Apple Silicon will no longer be stealthy and non-obvious to consumers. The new M2 Macs will telegraph the advantages of Apple Silicon in ways that the M1 MacBooks could not.</p><p><blockquote>我希望新的M2 MacBook Pros有助于改变这种情况。由于针对苹果硅进行了优化，它们将提供轻薄设计、轻质、电池寿命和性能的组合，这是其他任何地方都无法提供的。苹果硅的优势对消费者来说将不再是隐形和不明显的。新款M2 Macs将以M1 MacBooks无法做到的方式展现苹果芯片的优势。</blockquote></p><p> Apple’s Mac market share has been growing steadily, but unspectacularly, this year. According to IDC, Apple’s PC unit share in Q3 stood at just 8.8%, up from 8.3% a year ago. The PC market is still quite large, and Apple’s relatively small share means that there is still huge growth potential in Mac.</p><p><blockquote>今年，苹果的Mac市场份额一直在稳步增长，但并不引人注目。根据IDC的数据，苹果第三季度PC部门份额仅为8.8%，高于一年前的8.3%。PC市场仍然相当大，苹果相对较小的份额意味着Mac仍有巨大的增长潜力。</blockquote></p><p> I expect Apple’s share gains in the PC market to accelerate markedly with the introduction of M2 Macs and other even higher performance Macs to follow. I remain long Apple and rate it a Buy.</p><p><blockquote>我预计，随着M2 Mac和其他性能更高的Mac的推出，苹果在PC市场的份额增长将显着加速。我仍然做多苹果，并将其评级为买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4459950-apple-is-about-to-change-the-world-again\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4459950-apple-is-about-to-change-the-world-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168172784","content_text":"Summary\n\n“Unleashed” event to unveil high-end Apple Silicon MacBook Pros.\nWhy the M1 was a stealth revolution.\nHow the next-generation Apple Silicon Macs will change everything.\nInvestor takeaways.\n\nNikada/iStock Unreleased via Getty Images\nA few weeks ago, I urged Apple (AAPL) investors to stop worrying about the latest iPhone and focus instead on the widely expected next-generation Apple Silicon MacBook Pros. That time has now arrived. Apple will “unleash” these new Macs at a special event on Monday and once again reshape the computer industry.\nSource: Apple’s YouTube channel.\n“Unleashed” event to unveil high-end Apple Silicon MacBook Pros\nThe “Unleashed” event had been widely expected for some time, so it came as virtually no surprise to anyone, yet one senses more excitement than for the iPhone 13 launch. The iPhone 13 series has, in many ways, turned out better than expected, both in performance, as well as sales. But it was still incremental.\nThe new MacBook Pros, on the other hand, will be truly new. They will feature a complete hardware redesign inside and out. The bodies will be thinned and lightened to take advantage of Apple Silicon’s energy efficiency. New screens (in 14-inch and 16-inch sizes) are expected to feature mini-LED backlighting for improved contrast.\nArtist’s conception of the new 16-inch MacBook Pro. Source: MacRumors.\nMost reports continue to refer to the Apple Silicon chip that will power these new Macs as the M1X. I personally doubt this. It’s been nearly a year since the release of the first M1-powered Macs. Apple needs to convey more progress than just an incrementally improved M1, so I think the “M2” designation is likely.\nThis won’t be just a marketing ploy. I expect the new M2 not only to feature more CPU performance cores (8 vs. the 4 of the M1) but a new design for the cores based on the A15 Bionic. From early performance testing of the iPhone 13, it’s apparent that the A15 performance cores got a performance bump. As reported by Tom’s Guide, the A15 in the iPhone 13 Pro scored over 20% better than the A14 in iPhone 12 Pro in the Geekbench 5 multicore test.\nGraphics processing also is expected to improve with at least double the M1’s 8 GPU cores. Other features of the A15 will likely be carried over as well, including an improved Neural Processing Unit and Image Signal Processor. The integrated memory, a unique feature of the M1, will likely get a speed bump and larger base configuration (16 GB vs. 8 GB in the M1).\nThis will be the pattern going forward. iPhone will introduce the latest Apple Silicon designs in a scaled-down chip, with M-series chips building on these designs and scaling them up for Mac use. Apple has to do this in order to make best use of its processor design and engineering resources.\nThe big question is whether M2 will preserve the exceptional efficiency advantage I described for the M1 based on testing of my own MacBook Air. The M2 may give up some efficiency in the name of performance, a perfectly reasonable trade considering the huge efficiency advantage that the M1 enjoys over comparable x86 processors.\nWhy the M1 was a stealth revolution\nIt could be argued that Apple’s M1 Macs were the truly revolutionary products, and that M2 based Macs are just following in the footsteps of the M1. This may be true, but the M1 was a stealth revolution for a number of reasons.\nFor one, the M1 got stuffed into existing Mac form factors that weren’t really optimized for the chip. Battery capacity was actually overkilled since it was designed for the much more power-hungry Intel chips. In my daily use of the Air, battery level typically never falls below 80%. Fans in the 13-inch MacBook Pro and the Mac Mini were also overkilled.\nUsing the packaging from the Intel era simply didn’t convey the revolutionary character of the M1. Also, the chip itself, while more than adequate for most desktop usage, including surprisingly good video editing performance, wasn’t as powerful as the most powerful Intel (INTC) and AMD (AMD) chips. The M1 could be passed off as merely an upscaled iPhone chip. Nothing to see here. Move along.\nHow the next-generation Apple Silicon Macs will change everything\nI have consistently argued that processing efficiency is everything since power dissipation is a key limiting factor in the absolute computing performance of a chip. Although x86 processors feature a “Turbo Mode” with a higher clock frequency, most cannot sustain that for an extended period of time, due to temperature limits for the chip.\nOne of the interesting characteristics of the M1 is that it has no “turbo mode.” The M1 is capable of running at its rated clock rate indefinitely, with only minimal cooling. Yet, there has been no existence proof of my thesis that a scaled-up M1 with more CPU and GPU cores would be able to beat x86 in absolute performance.\nThus, absolute performance, never mind efficiency, became the last bastion of x86. That bastion is about to be seriously eroded, if not obliterated, by the M2. If multicore performance of the M2 scales anywhere close to the expected increase in core count, there won’t be anything in the mobile world that can touch it in absolute performance, at least for processors with integrated graphics.\nDiscrete graphics is another matter, and for a while at least, laptops and desktops with discrete GPUs will be able to offer more graphics performance. PC gaming, which I also enjoy, will remain the province of x86 CPUs combined with discrete GPUs.\nBut the M2 will completely reshape consumer expectations of laptop (and mid-range desktop) performance. The M2 will provide the needed existence proof that Apple Silicon is scalable to high-core count processors. Next year, Apple will be in a position to conquer even the performance heights now occupied by the largest CPUs from Intel and AMD.\nInvestor takeaways\nApple’s journey to becoming a dominant fabless semiconductor company has been long and often disparaged. Even now, some critics claim that Apple is just a consumer goods company lacking innovation. Unfortunately for Apple investors, Apple’s innovation has often been more real than apparent.\nI expect the new M2 MacBook Pros to help change this. By virtue of being optimized for Apple Silicon, they will offer a combination of thin design, lightweight, battery life, and performance that simply isn’t available anywhere else. The advantages of Apple Silicon will no longer be stealthy and non-obvious to consumers. The new M2 Macs will telegraph the advantages of Apple Silicon in ways that the M1 MacBooks could not.\nApple’s Mac market share has been growing steadily, but unspectacularly, this year. According to IDC, Apple’s PC unit share in Q3 stood at just 8.8%, up from 8.3% a year ago. The PC market is still quite large, and Apple’s relatively small share means that there is still huge growth potential in Mac.\nI expect Apple’s share gains in the PC market to accelerate markedly with the introduction of M2 Macs and other even higher performance Macs to follow. I remain long Apple and rate it a Buy.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":363,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/824135884"}
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