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Apple's self-developed chip M2 Ultra triples performance! What's next for Intel??

Overnight U.S. stocks, chip giant Intel close down nearly 5%。The reason is that the new Mac Pro will use the M2 Ultra processor, which is three times faster than the Intel-based Mac Pro。This means that Apple is slowly getting rid of its dependence on Intel.。

On the afternoon of June 6th, Eastern Time, Apple's 2023 Developers Conference (WWDC) was officially held, and many of the previously rumored new products came out one by one.。

  

"Chip Monster" - M2 Ultra

  

At the conference, Apple released a very high-energy MAC series of products, the first debut is a 15-inch MacBook Air, which is the largest MacBook Air in Apple's history。The new MacBook Air comes with the wide 15.3-inch Liquid Retina display, high-performance M2 processor, up to 18 hours of battery life。

In addition, the Mac Studio equipped with M2 Max processor is also as promised。It is reported that M2 MAX compared to the previous M1 Max performance increased by 25%。And Mac Studio has another processor version, the M2 Ultra, which has 20% better performance than the M1 Ultra and can support up to 192GB of memory and up to 8TB of storage space.。

Apple also updated the Mac Pro, the new Mac Pro will be fully equipped with M2 Ultra processor。Apple said that the performance of the new Mac Pro will be 3 times faster than the Intel version of the Mac Pro, and the new Mac Pro is very scary with 8 Thunderbolt interfaces and 6 slots supporting PCIe Gen4。

Jennifer Munn, Apple's director of engineering project management, called the M2 Ultra "a chip monster."。

In terms of price, the M2 Max version of the Mac Studio is $1999 (about 14,204 yuan); the M2 Ultra version of the Mac Pro is $6999 (about 49731 yuan)..4 RMB) for sale。Both products can be ordered today and are expected to ship next week。

It is worth noting that Apple's M2 Ultra is a self-developed chip, which means that the company has taken a big step on the road of self-development, and also marks the company's efforts to introduce its own processors to the entire PC line has been completed。

  

Intel seems to be getting tougher

  

But the shift sent a chip giant's share price plummeting.。

Overnight U.S. stocks, chip giant Intel close down nearly 5%。The reason is that the new Mac Pro will use the M2 Ultra processor, which is three times faster than the Intel-based Mac Pro。This means that Apple is slowly getting rid of its dependence on Intel.。

Former Intel executive Gregory Bryant said at the Evercore conference in 2021 that Apple chips are "a different kind of competition."。"It's not so much the chip as the developer ecosystem, unifying the developer and app base on the iPhone and iPad onto the Mac."。So I think it's inevitable。"

In addition to Apple, Intel faces stiff competition from semiconductor company AMD。The company's market share in PCs and data center chips has been rising, and its processors are becoming increasingly popular for running AI models.。

Currently, Intel's main market for PC processor products has declined, which has caused the company to lose market share and hurt sales and profits。In response, Intel CEO Pat Gelsinger has launched an ambitious plan to regain its leading position in the semiconductor industry through new factories and rapid improvements in manufacturing technology.。

According to a regulatory filing, Intel will sell part of its stake in self-driving company Mobileye this week to raise funds for its follow-on development.。Gelsinger plans to invest hundreds of billions of dollars in new plants to make semiconductors and Intel's own chips for other companies.。

Intel Corp. will sell 35 million shares of Mobileye Global Class A common stock, or about $1.5 billion.。After sticking to it, Intel's stake in the self-driving technology company will be 99 percent from the previous one..3% down to about 98.7%。

The share sale comes as the company faces fierce competition from chipmakers Nvidia and Qualcomm, which are trying to enter the assisted driving market.。

In the past decade, Intel has been overtaken by Nvidia in chip manufacturing, which has become the most valuable semiconductor company in the United States, while perennially disadvantaged AMD has also been looking to expand its market share。In contrast, Intel has repeatedly delayed the launch of new chips and faced dissatisfaction from potential customers.。

Intel CEO Gelsinger said: "We didn't get into this mud hole because everything went well.。We have some serious problems in leadership, personnel, methods, etc., which we need to address。"

In his view, Intel's problems stem largely from its botched shift in the way it makes chips。Intel made a name for itself by designing circuits and making them in its own factories。Now, chip companies are either focused on circuit design or manufacturing, but Intel has been unable to get foundry business。

According to Intel executives, mobile phone chip giant Qualcomm and automaker Tesla had considered letting Intel produce chips for them, but later gave up。Gelsinger has said: "Foundry is a service industry, this is not the culture of Intel。"

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