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M4 is also powerful for AI, with faster memory bandwidth and an incredibly fast Neural Engine — benefiting everyone from college students transcribing lecture notes, to creators storyboarding a new project, to business users polishing emails. With the new iPad Air, unified memory jumps 50 percent, to 12GB, and memory bandwidth increases to 120GB/s, helping users run AI models faster. The 16-core Neural Engine is 3x faster than that of M1 and is perfect for everyday tasks that use on-device AI, like searching for subjects and texts in photos, or leveraging powerful AI features in apps like Goodnotes and Onform: Video Analysis App.2 The Neural Engine also powers capabilities in Apple Creator Studio apps, like removing the background of video footage with Scene Removal Mask in Final Cut Pro.
以台积电为例，台积电高性能计算业务主要为英伟达和大规模云服务提供商制造AI芯片，现在约占台积电收入的58%，远超智能手机处理器业务的29%。在这种情况下，苹果不得不与AI巨头共同争夺台积电的产能，并接受越来越高昂的价格。另外，在内存供应上，我们还看到，苹果被迫调整了供货谈判周期。郭明錤表示，目前苹果内存供货已从传统的半年期谈判，改为按季度协商。
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