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标题: 查理又来了：Apple drops Nvidia Kepler from large numbers of laptops [打印本页]

作者: 奥斯卡奖 时间: 2012-3-14 13:42
标题: 查理又来了：Apple drops Nvidia Kepler from large numbers of laptops
http://semiaccurate.com/2012/03/13/apple-drops-nvidia-kepler-from-large-numbers-of-laptops/
If you recall our last story about Intel and the Ivy Bridge non-delay, we mentioned that it happened due to a large customer order. Things get interesting when you stop and think about why they would need to make such a change at the last minute.
That customer is Apple of course, and along with a few others, suddenly decided they needed more GPU power. This may seem a bit odd when you think about it, Apple is going to be using Nvidia GPUs in most of the MacBooks as we exclusively told you several months ago. All was fine and dandy, we actually understand why this decision was made, Nvidia’s Kepler is probably the better GPU architecture for this round. The only question was that given the company’s process woes, could they make enough to supply Apple?
Dark clouds started to gather on the Nvidia Q4/2012 conference call last month, and a rather nervous sounding Jen-Hsun admitted that 28nm was going horribly for the company. This completely validated what we have been saying for months, SemiAccurate moles have been giving a diametrically opposing version of events from the official “unicorns and rainbows” version. Needless to say, we were really curious about how this supply shortage would play out in Cupertino, or who else would get the short end to satisfy the notoriously supply-chain related humor impaired Apple.
Well, the answer was given by Apple itself a few weeks ago. Just after TSMC had their mysterious production line stoppage, Apple changed their orders at Intel. What exactly changed? Apple upped their SKUs from parts bearing awful Intel GPUs to variants with more of those awful shaders. Since those Ivy Bridge CPUs are going in to laptops that have a GPU, upping the shader count from 6 to 16 should be a waste, they will never be turned on.
If they are going to be turned on, that would mean that the discrete GPU in those machines is either going to be much higher spec’d, or it won’t be there. Since Nvidia can’t supply enough small GPUs, what do you think the odds of them supplying the same number of larger and lower yielding ones are? There goes that option, leaving only one possibility, the next gen low and mid-range MacBooks are not going to have a GPU, only a GT2 Ivy Bridge.
That is exactly what SemiAccurate moles are telling us is going on. Nvidia can’t supply, so Apple threw them out on their proverbial magical experience. This doesn’t mean that Nvidia is completely out at Apple, the Intel GPUs are too awful to satisfy the higher end laptops, so there will need to be something in those. What that something is, we don’t definitively know yet, but the possibilities are vanishingly small.
Given how late it is in the game, and how long it takes to retool a laptop’s physical parts, we don’t think Apple will deviate from the current plan at the higher end of the lineup. We also doubt that AMD will get any business out of it, but you never know. Until the complete stoppage at TSMC, AMD was not having yield issues like Nvidia, but that doesn’t mean wafer supply was enough to supply their existing demands, much less take on Apple as a customer at the last minute.
Our analysis indicates that the lower end MacBooks will simply do without a GPU, the higher end parts will remain unchanged, and the middle ground will have some models with and some without a GPU instead of almost all with a discrete Nvidia GPU. Those without will make a much larger portion of the mix than they would have at this time last month, if there were any at all. Since the laptops are not launched yet, and specs have not leaked, presumably no one outside of Apple and Nvidia will know the difference.
For Nvidia, this hard fought win at Apple just went up in smoke for the reasons we have been warning readers about since last summer. The largest single order for the GPU maker this year was scaled way way back, but we can’t say the exact percentage. By the time there are new bids for the next generation laptops, Haswell will essentially kill off the segment that Apple would have used, meaning this market is dead forever. It may sound dramatic, but this is the end of the mid-range GPU segment as a standalone part. This most lucrative slice of the market is now on its last legs.

作者: 零度失真 时间: 2012-3-14 13:47
还多E文啊............

作者: fengpc 时间: 2012-3-14 13:49
“AMD was not having yield issues like Nvidia”

AMD买的只是好chip，NV是按整个wafer买的，不能类比啊～～AMD的GPU和APU都在台积电做，要缺货也是大家一起缺

作者: badchris 时间: 2012-3-14 13:52
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作者: csqaclp 时间: 2012-3-14 14:06
查理写了什么？

作者: goldman948 时间: 2012-3-14 14:18
不管查理写了什麽,唯一能确定的就是大部分的内容绝对都是补出来的

作者: 西北狼人 时间: 2012-3-14 14:22
这个只有等pro出来才能知道了

苹果的保密性，提前半个月能了解到就不错了。

作者: GTX999 时间: 2012-3-14 14:23
nv良率不行被apple砍了低端mbp的单 oyeah

作者: zzzworm 时间: 2012-3-14 14:28
似乎在说，因台积电的故障，NV无法交付apple的订单。但是也没听说apple向晶园充足的amd调货。迹象表明，苹果的首批books将没有GPU，只用intel的CPU

作者: GTX999 时间: 2012-3-14 14:36
标题: RE: 查理又来了：Apple drops Nvidia Kepler from large numbers of laptops

zzzworm 发表于 2012-3-14 14:28
似乎在说，因台积电的故障，NV无法交付apple的订单。但是也没听说apple向晶园充足的amd调货。迹象表明，苹 ...

hd4000看来性能很猛

作者: 晨之晖 时间: 2012-3-14 15:05
不是功耗就是产量价格因素

作者: 天灭a狗 时间: 2012-3-14 15:49
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作者: GTX999 时间: 2012-3-14 15:55
标题: RE: 查理又来了：Apple drops Nvidia Kepler from large numbers of laptops

天灭a狗发表于 2012-3-14 15:49
这里谁6级英语的麻烦翻译一下。

这鸟id和蛆家的是不是一个人？

作者: webguest 时间: 2012-3-14 15:58

GTX999 发表于 2012-3-14 15:55
这鸟id和蛆家的是不是一个人？

据我观察是那个在隔壁里被封的那个人

作者: GTX999 时间: 2012-3-14 15:59
标题: RE: 查理又来了：Apple drops Nvidia Kepler from large numbers of laptops

webguest 发表于 2012-3-14 15:58
据我观察是那个在隔壁里被封的那个人[titter>

隔壁轮封太多了。分不清啊。。。。

作者: webguest 时间: 2012-3-14 16:01

GTX999 发表于 2012-3-14 15:59
隔壁轮封太多了。分不清啊。。。。

就是那个250什么的

作者: Windyson 时间: 2012-3-14 16:26
AMD多几个月芯片库存么

作者: GTX999 时间: 2012-3-14 16:35
标题: RE: 查理又来了：Apple drops Nvidia Kepler from large numbers of laptops

webguest 发表于 2012-3-14 16:01
就是那个250什么的[titter>

不怎么去隔壁啦。轮子太sb了

作者: coollab 时间: 2012-6-11 18:14
本帖最后由 coollab 于 2012-6-11 18:15 编辑

威锋网论坛网友macbookproDIY昨日爆料，传说中即将在明天开始的WWDC上现身的15英寸MacBook Pro将使用NVIDIA Kepler核心的GeForce GT 650M移动显卡，同时也附上了主板的实物图片：

而该论坛网友batianxia使用这张图片与GT 650M显卡真实图片做了对比，并且也对比了使用HD 6750M的现有MacBook Pro主板与新曝光图片的螺丝孔、显存等位置，发现新款MacBook Pro主板与MC721、723、318、322主板一模一样，从而推测以上几款型号的MBP均可直接升级至GeForce GT 650M显卡。看来这次NVIDIA重获苹果订单一事大局已定。
http://news.mydrivers.com/1/230/230953.htm

我是来表示疑问的

作者: sciwander 时间: 2012-6-11 19:27
查理永远不靠谱~~

作者: nBAN 时间: 2012-6-11 19:31
我就不信无缘无故放弃a卡

作者: NORAWITHMYCALL 时间: 2012-6-11 22:22
查理是有料的，但是他不会说真话，总是真假混在一起，虽然被喷无数，但是依然热此不疲。

作者: SnakeLee 时间: 2012-6-11 22:26
老帖啊

作者: badchris 时间: 2012-6-11 23:52
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作者: qwased 时间: 2012-6-12 02:15

也就13寸的MBP用了HD4000

作者: 66666 时间: 2012-6-12 07:25
13寸的MBP就没用过独立显卡，从9400M到上代的HD3000全部都是集成显卡

作者: asdfjkl 时间: 2012-6-12 09:47

nBAN 发表于 2012-6-11 19:31
我就不信无缘无故放弃a卡

也不算无缘无故的，这次AMD的28nm新卡起点就是7770的芯片，7770一下的都是原来40nm的马甲。
NV这次有GF117，GK107这两款低端的28nm芯片，Perf/W比40nm的马甲好了太多。
作为笔记本，你很难指望7870级别的显卡成为主流的。

作者: 2266889 时间: 2012-8-24 09:50
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作者: 2266889 时间: 2012-8-24 09:52
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