郭明𫓹：苹果(AAPL.US)M5芯片最快明年上半年量产采台积电N3P制程

智通财经12-24 13:43

智通财经APP获悉，12月23日，天风国际分析员郭明𫓹在社交平台X发文称，苹果(AAPL.US)M5系列芯片将采台积电N3P制程，在数月前进入prototype，预计M5、M5 Pro/Max、M5 Ultra将分别于1H25、2H25、2026量产。

郭明𫓹指出，M5 Pro、Max与Ultra将采用服务器芯片等级的SoIC封装。为提升生产良率与散热效能，Apple采用名为SoIC-mH (molding horizontal)的2.5D封装，搭配CPU与GPU分离的设计。

他续指，Apple PCC基础建设建置，将随高阶M5芯片量产后加速，因其更适用于AI推理。

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郭明𫓹：苹果(AAPL.US)M5芯片最快明年上半年量产 采台积电N3P制程

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郭明𫓹：苹果(AAPL.US)M5芯片最快明年上半年量产采台积电N3P制程