Apple control now

IPhone Air is the newcomer between appleThe latest collection offered for sale on Friday, but inside the Slim Phone lifted plateau is a new part of the devices that indicate a renewed focus on artificial intelligence.

A19 Pro Chip Custom of Apple offers a major change in architecture, with the addition of nerve speeds to every GPU to increase arithmetic capacity. Apple also appeared for the first time in a wireless slide ever for iPhone and N1 and the second generation of its iPhone modem, C1X. It is a step that analysts say Apple says control of all the basic chips in its phones.

“This is the place where there is magic. When we have control, we can do things that go beyond what we can do by buying a part of the commercial silicon,” said Tim Melée, Vice President of Apple Architecture. He sat with CNBC at Apple Park in September to get the first American interview on new chips.

To date, Broadcom The main provider of wireless potatoes and bluetooth for iPhone devices, although Apple made network chips for AirPods and Apple Watch for nearly a decade. Apple N1 is located in the entire iPhone 17 and iPhone Air.

Arun Mathias, Vice President of Apple for Wireless Software and Ecological Systems, gave CNBC an example of an improved Wi-Fi functions in N1.

“One of the things that people may not realize is that the accessories of Wi-Fi actually contribute to your device’s awareness of the site, so you don’t need to use GPS, which costs more than one power perspective,” said Matthias. “With the ability to do this smoothly in the background, and the lack of a wake of the application processor is just as much, we can do it more efficiently.”

For iPhone, Qualcomm It was the only provider since 2020. It changed in February when Apple C1 revealed in iPhone 16e. It is a plan for the first time in 2019, with Apple’s Buy Intel modem business For one billion dollars. Qualcomm has Investors have long ago From the next change.

The Qualcomm modem remains in iPhone 17, 17 Pro and 17 Pro Max, but the Apple C1X is present in the iPhone.

“It may not be good like Qualcomm yet, in terms of productivity and performance in general only, but they can control it and can run it at low strength. So you will get a better life in the battery,” said Ben Bagarin, CEO of Creative Strategies, a technology and consulting research company. He expects that “Apple fully headed to” Qualcomm in “the next two years”.

“C1X is faster” like C1 and “uses 30 % less energy” than Qualcomm modem in iPhone 16 Pro.

Qualcomm or Broadcum has not seen a lot of influence on the market after the Apple Declaration, and both companies will maintain licensing deals with Apple for some basic technologies.

The three new Apple chips come in the middle Increase pressure from Wall Street About AI’s AI’s strategy.

“Maybe they will not have their own Apple model like Google Or openai, said Bagarin. “They are still going to Run these services on iPhoneright? They want iPhone to be the best place for developers to run artificial intelligence. “

Apple was Its own System on a chip, or SOC, since the A series that was launched with iPhone 4 in 2010. The latest A19 Pro generation contains a new chip structure that gives priority to the burdens of artificial intelligence, adding nerve speeds to the GPU.

“We are building the best ability of Amnesty International on the devices that anyone else has,” Millet told CNBC. “We are now focusing on making sure that these phones that we ship today, or shipping soon, will be able to all the important AI’s work burdens that come.”

Privacy is the main reason for giving priority to Apple AI on the device, but Millet said there is another reason as well.

“It is effective for us. He is responding. We know that we are the most controlled,” he said.

One feature, “AI”, which was distinguished by the “AI” feature that highlights is the new front camera that Use artificial intelligence To reveal a new face and automatically turns into a horizontal picture. “He takes advantage of a complete supplement for almost all capabilities in A19 Pro,” said Melt.

The original AII devices were Apple, its nervous engine, The veil was revealed for the first time Once again in 2017. It was barely mentioned. Instead, it comes to adding an account capacity to graphics processing units.

“Integration of neurological treatment reaches the performance of the MacBook Pro category inside the iPhone,” said Melt. “It’s a big and big step in ML Compute. Thus, when you look inside the nervous engine, for example, you have a lot of dense mathematics. We haven’t had this ability in our graphics processing unit. But now we are doing with A19 Pro.”

Tell Bagarin CNBC that Apple’s nerve speeds may work similar to the tensioner nuclear NafidiaAI chips, like H100.

Melée said: “We integrate neurological treatment in a way that allows a person who writes a program to one of these small processors, and expands a set of instructions so that they have a new group of computer that can reach there, and they can switch between 3D instructions between 3D instructions and neurological treatment instructions, all of which are useless within the same microscope.”

The previous generation of the Apple A19 SOC is located in the iPhone 17 model, while the A19 Pro is located in iPhone Air, iPhone 17 and 17 Pro Max.

the next High temperature issues In iPhone 15, a new steam room maintains PRO models for custom chips.

“He has already been placed in coordination with the place where the system is placed on a chip, where A19 Pro is placed,” said Kayan Dirans, Vice President of iPhone Products at Apple. “We are thinking about how all of this passes together, including with the unibody fake design, which is incredibly a thermal conductor so that we can effectively dispel the heat with the steam room, with its place with our chip. And even the laser welding is in it, creating metal bonds also helps to waste the heat.”

Apple still depends on others for smaller components, such as Samsung For memory and Texas tools For analog chips. However, all large stock chips may be designed in all iPhone as soon as possible next year, according to Bajarin.

“We expect that there will be an upcoming modem to Mac. We expect that there will be an upcoming modem to the iPad. There will be a possible N from the networks that come to Mac.” “I think over the next few years, it will be on all the portfolio.”

When CNBC asked the Apple millet if the nerve speeds will be in the GPU core in M5, the next expected Mac, he said: “We have a unified approach to architecture.”

The iPhone manufacturer plans to manufacture at least some of its allocated chips in the United States Taiwan semiconductor manufacturerThe new campus in Arizona, where CNBC I got a tour The first is the end of the Burundian armed forces.

A19 Pro is manufactured from Apple at the front edge of the TSMC 3 nm. While TSMC works Towards the production of 3nm in Arizona by 2028There is no yet.

“If you need to be on the front edge, you will be Taiwan at the present time,” said Bagarin.

In August, Trump announced 100 % tariffs on chips From companies that are not manufactured locally. Which – which DayApple increased its commitment to spending 600 billion dollars During the next four years. CEO Tim Cook said that part of this will go towards the creation of “Silicon supply chain to one side here in America.”

“There is really a question about any part of the definitions that affect the silicon supply chain,” said Bajarin. “It is clear that this is why Apple and Tim Cook are on their mission and there are talking about investing in America.”

As part of this plan, Bagin said that Apple can give the US chips maker struggle Intel “Serious consideration if 14a already fulfills all its promises.” Although, he added that it would “be a moment” before Intel became an applicable option.

Currently, Apple is committed to making chips in TSMC Arizona.

“We are very excited to push TSMC to American manufacturing,” Milite said.

When asked if he knew how much Apple spending is $ 600 billion, Millet will go to the allocated silicon, “I hope it is a lot.”

Watch the video To see a look behind the scenes on the latest Apple’s latest silicone.

How to Lyzwing He contributed to this report.