有消息称，近日台积电专家反馈，苹果A18和A18 pro临时加单，iPhone16的需求量上修1200万部的备货到9500~9600万部。
在此前6月11日的WWDC2024大会上，苹果公司正式推出了个人化智能系统Apple Intelligence，并对vision OS、iOS、iPad OS和mac OS等操作系统进行了大幅更新。
苹果在对iOS18beta终端更新数据分析后认为，苹果手机未来受欢迎的程度会比竞争对手更强，因为与竞争对手发布的所谓AI手机销量增长不明显相比，苹果新推出的iOS 18 beta，明显受到了开发者和消费者的喜受，苹果认为正式推出搭载iOS 18的iPhone16将会比原预计的销量更多。
苹果发布的“全新个人化人工智能”Apple Intelligence，核心概念是个人智能（personal intellegence），把生成式模型部署在iPhone、iPad和Mac本地，让苹果的原生系统多了很多新功能。
其中最大的特色是，苹果的AI是嵌入IOS的底层，没有APP，也没有专属的指向菜单操作，而是在原来的系统架构里，自动嵌入AI功能，并不用改变用户的使用习惯，属于行业顶尖的隐形影子升级模式。
另外与其它品牌发布的AI工具需要经常上传数据到云端，通过访问云端算力或完全依赖云端算力来进行不同，苹果的AI功能的大部分运算会在本地进行，如果模型太大本地放不下，运算会被放在用户自己的私有云上进行，只有被用到的信息会被发送。比起普通的数据中心，苹果的私有云更加安全，不会存储用户数据，不能被访问，即使是苹果公司也没法访问。
据台湾工商时报17日报道，台积电计划涨价。3nm代工价涨幅或在5%以上，用于AI芯片的先进封装CoWoS明年年度报价也约有10%~20%涨幅。法人透露，3纳米、5纳米等先进制程节点，价格也将调整，特别下半年3纳米订单强劲，稼动率将近满载并延至2025年，台积电3nm获苹果、英伟达等七大客户产能全包，供不应求。5纳米也在AI需求推动下呈类似情形。
台积电竹南先进封装厂（AP6）启用至今一年，随AP6C机台陆续到位，已成为全台最大CoWoS基地，第三季CoWoS月产能有望自1.7万增至3.3万片。台积电新增CoWoS相关设备预计第三季到位，并要求设备厂增派工程师全面进驻龙潭AP3、竹南AP6、中科AP5等厂，除竹南厂AP6C，中科厂原只进行后段oS，也将陆续转成CoW制程，嘉义则在整地阶段，进度将超前铜锣。
实际上，由于硬件叠代的速度较慢，不管怎么堆砌硬件规格参数，硬件创新也到了行业瓶颈，苹果初期对iPhone16的销量信心并不足。
据产业链信息，由于安卓阵营三星折叠手机销量增长，以及三星提早推出了AI手机，加上中国大陆华为手机在芯片国产化后重新放量上市，苹果初期给iPhone16的意向订单定得比较低，只有约7000万台。
但在三星和其它安卓阵营发布了AI手机后，并没有引起市场较大的反应，同时中美之间AI算力的互相封锁，让中国国产品牌很难获得美国先进的AI算力支持，苹果认为自己从OS底层嵌入AI功能，在用户体验上将领先竞争对手，从而获得更高的市场份额，从而在今年一季度曾上调过一次意向订单数量，上调幅度也是约1000万台。
这次上调订单数量，除了苹果对AI功能受用户青睐有信心外，供应链的消息也显示，今年苹果的零组件设计也进行了部分优化，供应商工厂从5月陆续正式投产以来，生产效率和生产良率都比往年要高，因此苹果也为后续的市场调整有了更大的空间。
It is reported that recently, TSMC experts have reported that Apple's A18 and A18 pro have temporarily increased orders, and the demand for iPhone16 has been revised up by 12 million units to 9500~96 million units.
At the previous WWDC2024 conference on June 11, Apple officially launched Apple Intelligence, a personalized intelligence system , and made significant updates to operating systems such as vision OS, iOS, iPad OS and mac OS.
After updating the data analysis of the iOS18beta terminal, Apple believes that Apple's mobile phone will be more popular than its competitors in the future, because compared with the so-called AI mobile phone sales growth released by competitors is not obvious, Apple's new iOS 18 beta is obviously welcomed by developers and consumers, and Apple believes that the official launch of iOS is carried by the company The iPhone 18 will sell more than originally expected.
Apple Intelligence, Apple's "new personalized artificial intelligence", with the core concept of personal intelligence, deploys generative models locally on iPhones, iPads and Macs, adding many new features to Apple's native system.
The biggest feature is that Apple's AI is embedded in the bottom layer of IOS, there is no APP, and there is no exclusive point menu operation, but in the original system architecture, automatic embedding of AI functions, and does not need to change the user's habits, belonging to the industry's top invisible shadow upgrade mode.
In addition, unlike AI tools released by other brands that need to frequently upload data to the cloud, by accessing cloud computing power or relying entirely on cloud computing power, most of Apple's AI functions will be performed locally, if the model is too large to fit locally, the operation will be placed on the user's own private cloud, and only the information used will be sent. Apple's private cloud is more secure than a normal data center, does not store user data, and cannot be accessed, not even by Apple.
According to a report by Taiwan's Business Times on the 17th, TSMC plans to raise prices. The 3nm foundry price will increase by more than 5%, and the annual quotation of CoWoS, an advanced packaging for AI chips, will also increase by about 10%~20% next year. The legal person revealed that the price of advanced process nodes such as 3nm and 5nm will also be adjusted, especially in the second half of the year, 3nm orders are strong, and the utilization rate is nearly full and postponed to 2025. The 5nm is in a similar situation, driven by AI demand.
TSMC Zhunan Advanced Packaging Plant (AP6) has been in operation for one year, and with the AP6C machines in place, it has become the largest CoWoS base in Taiwan, and the monthly CoWoS production capacity is expected to increase from 17,000 to 33,000 pieces in the third quarter. TSMC's new CoWoS-related equipment is expected to be in place in the third quarter, and the equipment factory is required to send additional engineers to Longtan AP3, Zhunan AP6, Zhongke AP5 and other factories.
In fact, due to the slow speed of hardware stacking, no matter how to pile up hardware specifications, hardware innovation has also reached a bottleneck in the industry, and Apple's initial confidence in the sales of iPhone16 is not enough.
According to industry chain information, due to the growth of sales of Samsung folding mobile phones in the Android camp, as well as Samsung's early launch of AI mobile phones, coupled with the re-listing of Huawei mobile phones in Chinese mainland after chip localization, Apple's initial intention to order iPhone16 was relatively low, only about 70 million units.
However, after Samsung and other Android camps released AI mobile phones, it did not cause a large reaction in the market, and at the same time, the mutual blockade of AI computing power between China and the United States made it difficult for Chinese domestic brands to obtain advanced AI computing power support from the United States. As a result, in the first quarter of this year, the number of intended orders was raised once, and the increase was also about 10 million units.
In addition to Apple's confidence in the favor of users for AI functions, the news of the supply chain also shows that Apple's component design has also been partially optimized this year, and the supplier factory has been officially put into operation since May, and the production efficiency and production yield are higher than in previous years, so Apple also has more room for subsequent market adjustments.
