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专栏 - 苹果2_0

分析师:谁说苹果停止创新了?

Philip Elmer-DeWitt 2013年09月18日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
苹果一年一度的新品发布会高调开幕,但最后只推出了iPhone 5c和iPhone 5s两款反响平平的升级产品。一时之间,各界纷纷质疑,苹果已经丧失了标志性的创新精神。不过,有分析人士盘点了苹果最新的创新成果和项目,试图用事实证明,苹果的创新引擎仍然在轰鸣。

    苹果公司营销副总裁菲尔•席勒展示A7处理器。图片:Tablet PC Review

    上周六,科技博客AppleInsider的丹尼尔•伊兰•迪尔格发表了一篇热情洋溢的文章,大赞苹果(Apple)上周二发布的iPhone 5S让三星(Samsung)大吃一惊。iPhone 5S搭载的不再是由三星制造的32位A6处理器,而是拥有10亿个晶体管,堪称苹果最高机密的64位A7处理器。

    迪尔格写道,由于苹果严厉的保密措施,大家至今仍无法确定A7处理器的生产厂商,但有迹象显示,这款处理器的部分订单已经转移到了三星的死对头——台湾台积电半导体公司(TSMC)手里。

    迪尔格这篇大作共有4300个字,但是“果黒”们估计最多也就看看前面几段了。

    这实在是可惜,因为在这篇文章的中间部分,迪尔格十分有力的论证了苹果饱受诟病的创新引擎仍然在运转。

    为了方便那些半途而废的读者,还有那些完全错过了迪尔格这篇文章的读者,我将此文的引言和要点摘录如下:

    2013年以来,科技媒体纷纷抱怨苹果缺乏创新,但事实上苹果一直在创新,成绩包括:

• 正秘密研发新款Mac Pro超级电脑

• 完善指纹安全公司AuthenTec授权的Touch ID技术

• 完成iOS 7和OS X小牛的开发

• 在业界首次引入64位架构移动处理器

• 虽然数据中心并不是苹果主业,但它仍然在iCloud数据中心上投资了数10亿美元

• 苹果还设计了一系列焕然一新的零售商店,例如被蒂姆•库克带入公众视野的加州Stanford 2商店

• 正在建设中的苹果新园区Apple Campus 2

• 除此之外,苹果还向台积电提供了资金。后者将斥资数十亿美元建造新的芯片厂,以生产20纳米级的尖端处理器芯片。(财富中文网)

    译者:项航  

    AppleInsider's Daniel Eran Dilger filed a fascinating piece Saturday suggesting that Samsung was caught by surprise when Apple (AAPL) announced Tuesday that the iPhone 5S would be powered not by the 32-bit A6 system-on-a-chip that Samsung manufactures, but by a new, top-secret 1-billion-transistor 64-bit A7 chip.

    Not only did Apple manage to keep its No. 1 semiconductor supplier in the dark about the new system chip, Dilger writes, but it seems to have handed the business to one of Samsung's chief rivals, the Taiwan Semiconductor Manufacturing Company (TSM).

    It's a long piece -- 4,300 words -- too long to expect Apple's denigrators to read much more than the first few paragraphs.

    That's a pity, because about half-way through, Dilger makes as strong a case as I've seen lately that Apple's much-maligned innovation engine is still humming along.

    As a service to those who didn't make it to the middle -- or who missed the piece entirely -- here are Dilger's lead-in and his main bullet points:

    It turns out that while the tech media spent most of 2013 complaining that Apple 'wasn't innovating,' Apple was...

• Secretly developing its new Mac Pro supercomputer

• Perfecting its Authentech-based Touch ID technology

• Completing iOS 7 and OS X Mavericks

• Bringing an entirely new 64-bit mobile architecture into production ahead of the world's leading chip designers and foundries

• As nearly a side project, spending billions to build out a series of new iCloud data centers

• And Apple retail palaces like the new Stanford 2 store Cook drew attention to

• As well as the new Apple Campus 2

• On top of all this, it was also financing the construction of a multibillion dollar new chip foundry with TSMC capable of producing advanced new 20nm components.

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