苹果AR/VR芯片曝光，仍由台积电代工

36氪2021-09-06

AR/VR市场持续火热，苹果紧跟风潮。近期，苹果首款AR/VR头显定制芯片SoC的相关细节浮出水面。据The Information独家报道，苹果在去年就完成片上系统（SoC）等芯片研发工作，该SoC没有内置AI加速模块。苹果芯片拥有比第三方SoC更强的性能，包括更好的无线数据传输、压缩、解压缩能力和更高能效。报道称，苹果委由台积电5nm先进制程生产AR / VR设备芯片，除了主控芯片外，...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

ReneS
2021-09-06
ReneS
Ok
- ReneS:
  ????????????????????????????????????????????????????????????????????????????????????????????????????

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1107219157?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/40ec3def981bd8ed848cbde61f044f04","is_english":false,"pubTime":"2021-09-06 14:52","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1107219157","market":"us","top_or_hot":-1,"title":"苹果AR/VR芯片曝光，仍由台积电代工","media":"36氪","content":"<div>\n<p>AR/VR市场持续火热，苹果紧跟风潮。\n近期，苹果首款AR/VR头显定制芯片SoC的相关细节浮出水面。\n据The Information独家报道，苹果在去年就完成片上系统（SoC）等芯片研发工作，该SoC没有内置AI加速模块。苹果芯片拥有比第三方SoC更强的性能，包括更好的无线数据传输、压缩、解压缩能力和更高能效。\n报道称，苹果委由台积电5nm先进制程生产AR / VR设备芯片，除了主控芯片外，...</p>\n\n<a href=\"https://36kr.com/p/1386543315975301\">Source Link</a>\n\n</div>\n","source":"36k","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>苹果AR/VR芯片曝光，仍由台积电代工</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n苹果AR/VR芯片曝光，仍由台积电代工\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 14:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1386543315975301><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AR/VR市场持续火热，苹果紧跟风潮。\n近期，苹果首款AR/VR头显定制芯片SoC的相关细节浮出水面。\n据The Information独家报道，苹果在去年就完成片上系统（SoC）等芯片研发工作，该SoC没有内置AI加速模块。苹果芯片拥有比第三方SoC更强的性能，包括更好的无线数据传输、压缩、解压缩能力和更高能效。\n报道称，苹果委由台积电5nm先进制程生产AR / VR设备芯片，除了主控芯片外，...</p>\n\n<a href=\"https://36kr.com/p/1386543315975301\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"03145","symbol_name":"华夏亚洲高息股","start_time":0,"source_url":"https://36kr.com/p/1386543315975301","article_id":"1107219157","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/40ec3def981bd8ed848cbde61f044f04"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1107219157","pubTimestamp":1630911124,"sourceInfo":{"source_id":"36k","name":"36氪"},"weMediaInfo":null,"summary":"AR/VR市场持续火热，苹果紧跟风潮。\n近期，苹果首款AR/VR头显定制芯片SoC的相关细节浮出水面。\n据The Information独家报道，苹果在去年就完成片上系统（SoC）等芯片研发工作，该S","collect":0,"end_time":0,"defaultTopTitle":"36kr.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","03145":"华夏亚洲高息股","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","AAPL":"苹果"},"translate_title":"Apple AR/VR chip exposure, still OEM by Taiwan Semiconductor Manufacturing","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5b624a93506c4252d78f3307f0bfd4c1","symbols_score_info":{"159813":0.9,"03145":0.9,"AAPL":0.9,"EWT":0.9,"TSM":0.9,"TWmain":0.9},"content_text":"AR/VR市场持续火热，苹果紧跟风潮。\n近期，苹果首款AR/VR头显定制芯片SoC的相关细节浮出水面。\n据The Information独家报道，苹果在去年就完成片上系统（SoC）等芯片研发工作，该SoC没有内置AI加速模块。苹果芯片拥有比第三方SoC更强的性能，包括更好的无线数据传输、压缩、解压缩能力和更高能效。\n报道称，苹果委由台积电5nm先进制程生产AR / VR设备芯片，除了主控芯片外，还有2颗内置芯片，总计3颗芯片都完成设计定稿，预计不久后将开始试产。其功能主要为无线数据传输功能最佳化、压缩及解压缩影片，并提供最大电池能源效率。搭载此芯片的AR / VR 头戴式设备，将与AppleWatch相似，要与iPhone 或其他苹果装置连结，功能才能完整解锁。\n根据此前消息，其头显最早将于明年发布，不过苹果可能会将发布时间进一步推迟。\n据爆料，SoC采用台积电的5nm制程工艺，在性能上，该SoC没有内置AI引擎的加速模块，尽管不如iPhone、iPad、Macbook上的SoC强大，缺少人工智能和机器学习能力，但该SoC旨在头显和主机之间优化无线数据传输、视频压缩、解压缩和电源效率，来最大限度地延长电池使用时间。\n除此以外，该芯片能与主机设备进行无线通信，主机设备可能是手机、电脑或平板电脑。通过这样的方式，主机能够处理显示虚拟现实（VR）、混合现实（MR）和增强现实（AR）图像所需的更强计算能力。\n在视觉呈现方面，据The Information报道，苹果的CMOS（图像传感器） “异常大”，尺寸接近一个头显镜头，以从用户周围环境中捕捉到高分辨率的图像数据用于AR技术。此前业内媒体预计苹果头显将使用超高分辨率 8K 显示器，没有任何“纱窗效应”，能够提供更强大的视觉效果。\n消息人士透露，苹果设计的AR/VR芯片，仍将交由芯片代工合作伙伴台积电代工，大规模生产预计在一年以后。\n今年早些时候，苹果的VR设备被曝将拥有超高分辨率显示器和先进的眼球追踪技术，并将由内部设计的芯片来驱动，有相关人士表示，苹果AR / VR 头戴式耳机将于2022 年第二季推出，有望成为苹果开发AR/VR相关产品的前奏曲。台系相关供应链厂商或能直接受惠，AR / VR 头戴式设备价格可能达1,000 美元。《The Information》还指出，苹果推出新款AR / VR 头戴式设备后，最快2023 年还会发表AR 眼镜。\n尽管苹果此番对AR/VR市场进行了着重布局，但当前芯片短缺问题仍是痛点所在。知情人士称，台积电一直难以生产出没有缺陷的CMOS图像传感器，试产期间产量很低，如果没有第三方制造出能够处理头显超高分辨率显示的芯片，苹果可能不得不从头开始设计显示驱动程序。\n可以看到的是，AR/VR产业市场渗透率正加速提高，未来，随着硬件、内容方面的痛点被解决，AR/VR产业或将迎来爆发性增长。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":817346714,"gmtCreate":1630913222238,"gmtModify":1676530418955,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092828153679120","idStr":"4092828153679120"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817346714","repostId":1107219157,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5768970,"gmtCreate":1630914001624,"gmtModify":1663233459540,"authorId":4092828153679120,"author":{"id":4092828153679120,"idStr":"4092828153679120","authorId":4092828153679120,"name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":817346714,"type":1,"supId":0,"prevId":0,"content":"????????????????????????????????????????????????????????????????????????????????????????????????????","text":"????????????????????????????????????????????????????????????????????????????????????????????????????","html":"????????????????????????????????????????????????????????????????????????????????????????????????????"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":11,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1107219157"}