Apple (Apple) on September 7th event to launch a new generation of 7 series and second generation of Apple iPhone Watch, and carrying W1 chip AirPods wireless headset, among them 7 series with a new iPhone A10 Fusion processor, on the effectiveness of performance than A9 has soared, with W1 chips to create unique Apple audio function, also for Apple created a new wireless market competitive advantage, and may even reverse wireless headset markets around the world.
Overall, apple launched the A10 Fusion, change the iPhone 7 components supply configuration and develop W1 chips, is once again change the look of the global semiconductor industry, the future will be how to respond to market to apple's great leap forward, will be worth observing point.
A10 Fusion chips efficiency of the great leap forward
According to Forbes media reports (Forbes) thereof, apple have development come from for years based on ARM (ARM) architecture action system single chip (SoC), the Fusion A10 is apple 4 core processor design, first introduced respectively with 2 or more with high performance and low power consumption characteristics of different core, and with 3.3 billion transistors, probably by TSMC or Samsung (Samsung Electronics) OEM production.
Fusion processing speed is quicker A9 A10 apple claimed 40%, among them 2 high energy efficiency core power consumption is only 1/5 of the high performance core, used to extend battery life, at the same time, the built-in graphics chips (gpus) can also be used on the power consumption is relatively less A9 under a third, still more A9 has a fast 5 into processing speed.
Modem new Intel chip supply shocks qualcomm has both advantages
Adopted in Modem chip, a new generation of iPhone 7 in addition to the traditional supplier Qualcomm, Qualcomm products, apple also new Intel as supplier, which means that the iPhone 7 product line of built-in components turn began to appear, the future will be more visible to Intel and Intel partner components built in the iPhone product line within the internal configuration.
Thus, it may cause cell phone components suppliers are facing its own previous generation components, not competitors win in design risk, could lead to heavy shuffle effect of component suppliers, to watch after apple new Intel for suppliers, we have the both changes in the structure of component suppliers.
In Modem new Intel chips and corresponding semiconductor components, means that the iPhone and iPhone 7 July Plus all have two different versions, Intel and qualcomm version, respectively, which adopt Intel chip version of the iPhone 7 series will not support the Sprint, Verizon, and Japan and the mainland market operators of telecommunications services, means that in these operators will buy iPhone 7 series built-in qualcomm chip. Whereas in AT&T, t-mobile and European market operators 7 series, sales of the iPhone version does not support a built-in qualcomm chip, but support Intel version.
Apple change the Modem chip supply configuration for the first time, although they might have to be so add more wireless components configuration in the iPhone, nature will increase costs, but it is also a response to the global telecom operators more and more higher and higher, the network complexity of evolution results shall not be otherwise. But adopt double supplier for apple is not devoid of benefits, under the alternative solutions increase, may also help apple increase the bargaining power of suppliers. But this configuration as a result, also let part of the iPhone is no longer belong to the universal version.
As for for qualcomm and Intel, the changes make qualcomm is no longer the iPhone have 7 product line Modem chip supply exclusive, Intel has added new product line of supply, a qualcomm is a slight loss under a long elimination, Intel is a victory.
W1 chip could drive the industry according to create new experience specifications
Apple for the second generation Apple Watch design new built-in global positioning system (GPS) dual core SoC, claimed that the built-in central processing unit (CPU) processing speed fast 50%, GPU processing speed has improved, it is also considered a major upgrade of SoC design.
It is worth noting that the chip AirPods built-in W1 and Fusion A10 supplement each other has created unique apple wireless audio experience, for apple in the field of global wireless headset to create their own new technology advantage, apple can be theoretically W1 chips licensed to close cooperation partner, and to create additional wireless headset sales revenue, as with any other third party or to W1 chip wireless headset unique competitive advantage competition in the market.
Expected future if apple decided to W1 chip wireless headsets to authorize a third party suppliers, at the appointed time or may cast a more influential to the market shock. In this case, do not rule out a drive toward a Bluetooth (Bluetooth) markets around the world no one could predict the new direction of development, may in the future will see many suppliers are looking for to match the W1 chip function of Bluetooth module and related components, this also means that apple has become the new specifications define and leader in this market.
Published by the apple product can see the new chip performance and specification, shows that even if the iPhone 7 series failed to create stunning effect to the world, the advent of AirPods also was named is already in the global wireless headphones in the market to follow up the development of the role, but apple's follow up could not only technical, but more made a big leap in the specifications and practical performance, in addition to establish new technologies and specifications of the mark, is once again changed the global semiconductor industry in the industry.