Limth
2021-10-19
To the moon
Why Apple's New Mac Chips Are Setting High Bar for Intel<blockquote>为什么苹果的新 Mac 芯片为英特尔设定了高标准</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":850647252,"tweetId":"850647252","gmtCreate":1634599386720,"gmtModify":1634599387238,"author":{"id":3565147372726492,"idStr":"3565147372726492","authorId":3565147372726492,"authorIdStr":"3565147372726492","name":"Limth","avatar":"https://static.tigerbbs.com/a3e8250fe16c4e0e90561c3755568eae","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":24,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>To the moon</p></body></html>","htmlText":"<html><head></head><body><p>To the moon</p></body></html>","text":"To the moon","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/850647252","repostId":1102303107,"repostType":4,"repost":{"id":"1102303107","kind":"news","pubTimestamp":1634598982,"share":"https://www.laohunote.com/m/news/1102303107?lang=zh_CN&edition=full","pubTime":"2021-10-19 07:16","market":"us","language":"en","title":"Why Apple's New Mac Chips Are Setting High Bar for Intel<blockquote>为什么苹果的新 Mac 芯片为英特尔设定了高标准</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102303107","media":"Barrons","summary":"Intel CEO Pat Gelsinger wants the firm to make chips so good that they can win back Apple’s Macbook ","content":"<p>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.</p><p><blockquote>英特尔首席执行官帕特-基尔辛格（Pat Gelsinger）希望公司能制造出如此出色的芯片，以便赢回苹果的 Macbook 业务。周一在苹果举行的活动展示了为什么这是一个如此大的挑战。</blockquote></p><p> 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.</p><p><blockquote>这家加州库比蒂诺的科技巨头推出了新的Macbook Pro笔记本电脑，采用新的M1 Pro和高端M1 Max处理器。它表示，后者采用10核芯片设计，比旧的M1芯片快70%。M1 Max有32个核心，带宽是M1 Pro的两倍。</blockquote></p><p> “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.</p><p><blockquote>“Wedbush 分析师丹-艾夫斯（Dan Ives）周一写道：”这些是来自苹果的最先进的芯片，比近一年前推出的原始 M1 芯片迈出了一大步，鉴于库比蒂诺的创新成果，这是对芯片中坚力量的又一次全面打击。</blockquote></p><p> Gelsinger, 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.</p><p><blockquote>今年早些时候成为英特尔首席执行官的基辛格在 “HBO 上的 Axios ”节目中说，苹果认为他们可以制造出比英特尔更好的芯片。在周日播出的采访中，基尔辛格提到了苹果的 M1 芯片，该芯片于 2020 年 11 月亮相，受到了投资者和科技爱好者的一致好评。</blockquote></p><p> “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.”</p><p><blockquote>“盖尔辛格在节目中说：”你知道，他们做得相当不错。“因此，我要做的就是制造出比他们自己更好的芯片。我希望随着时间的推移，能赢回他们的这部分业务，以及其他许多业务。”</blockquote></p><p> 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.</p><p><blockquote>艾夫斯称 M1 Pro 和 M1 Max 是周一活动的明星，活动还包括更新的 Airpods 和 HomePro Mini 智能音箱。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移。</blockquote></p><p> Apple stock rose 1.2% to $146.55 in Monday trading. Intel shares closed up just one cent higher—essentially flat—at $54.47.</p><p><blockquote>苹果股价周一交易中上涨 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></p><p> “[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.</p><p><blockquote>“卡索补充说：”[苹果]现在可以在领先的计算性能方面独立自主，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。</blockquote></p><p> 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.</p><p><blockquote>对于英特尔来说，新的苹果芯片设定了一个更高的门槛。Evercore ISI 分析师 Amit Daryanani 指出，M1 已被视为市场领导者。</blockquote></p><p> “Apple is really lapping the competition with its latest offerings,” Daryanani added.</p><p><blockquote>“达里亚纳尼补充说：”苹果的最新产品确实在竞争中大放异彩。</blockquote></p><p> To 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.</p><p><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工厂。FactSet 的数据显示，虽然英特尔有其怀疑论者，但对其进行调查的 40 名分析师中有 15 名给予买入或同等评级，另有 15 名给予持有或同等评级。FactSet 的平均目标价为 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壮志一样，该公司仍在迎头赶上。</blockquote></p><p></p>","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 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 Mac 芯片为英特尔设定了高标准</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-19 07:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>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.</p><p><blockquote>英特尔首席执行官帕特-基尔辛格（Pat Gelsinger）希望公司能制造出如此出色的芯片，以便赢回苹果的 Macbook 业务。周一在苹果举行的活动展示了为什么这是一个如此大的挑战。</blockquote></p><p> 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.</p><p><blockquote>这家加州库比蒂诺的科技巨头推出了新的Macbook Pro笔记本电脑，采用新的M1 Pro和高端M1 Max处理器。它表示，后者采用10核芯片设计，比旧的M1芯片快70%。M1 Max有32个核心，带宽是M1 Pro的两倍。</blockquote></p><p> “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.</p><p><blockquote>“Wedbush 分析师丹-艾夫斯（Dan Ives）周一写道：”这些是来自苹果的最先进的芯片，比近一年前推出的原始 M1 芯片迈出了一大步，鉴于库比蒂诺的创新成果，这是对芯片中坚力量的又一次全面打击。</blockquote></p><p> Gelsinger, 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.</p><p><blockquote>今年早些时候成为英特尔首席执行官的基辛格在 “HBO 上的 Axios ”节目中说，苹果认为他们可以制造出比英特尔更好的芯片。在周日播出的采访中，基尔辛格提到了苹果的 M1 芯片，该芯片于 2020 年 11 月亮相，受到了投资者和科技爱好者的一致好评。</blockquote></p><p> “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.”</p><p><blockquote>“盖尔辛格在节目中说：”你知道，他们做得相当不错。“因此，我要做的就是制造出比他们自己更好的芯片。我希望随着时间的推移，能赢回他们的这部分业务，以及其他许多业务。”</blockquote></p><p> 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.</p><p><blockquote>艾夫斯称 M1 Pro 和 M1 Max 是周一活动的明星，活动还包括更新的 Airpods 和 HomePro Mini 智能音箱。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移。</blockquote></p><p> Apple stock rose 1.2% to $146.55 in Monday trading. Intel shares closed up just one cent higher—essentially flat—at $54.47.</p><p><blockquote>苹果股价周一交易中上涨 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></p><p> “[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.</p><p><blockquote>“卡索补充说：”[苹果]现在可以在领先的计算性能方面独立自主，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。</blockquote></p><p> 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.</p><p><blockquote>对于英特尔来说，新的苹果芯片设定了一个更高的门槛。Evercore ISI 分析师 Amit Daryanani 指出，M1 已被视为市场领导者。</blockquote></p><p> “Apple is really lapping the competition with its latest offerings,” Daryanani added.</p><p><blockquote>“达里亚纳尼补充说：”苹果的最新产品确实在竞争中大放异彩。</blockquote></p><p> To 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.</p><p><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工厂。FactSet 的数据显示，虽然英特尔有其怀疑论者，但对其进行调查的 40 名分析师中有 15 名给予买入或同等评级，另有 15 名给予持有或同等评级。FactSet 的平均目标价为 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壮志一样，该公司仍在迎头赶上。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 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></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","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":{"AAPL":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":3023,"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":9,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/850647252"}
精彩评论