Apple's Lab on a Chip has been made public for the first time
3/9/2023 11:13:53 AM
Tencent technology news According to foreign media reports, in the past
20 years, Apple's stock price has been soaring under the drive of a
number of flagship consumer electronic devices. These devices range from
the original iPods and iMacs to later iphones and ipads, and more
recently, Apple Watch smartwatches and AirPods headphones.
But as the most valuable technology giant in the United States, Apple's
business is not just about consumer electronics, it has a lot of other
things. In a nondescript room at Apple's Silicon Valley headquarters are
a few hundred buzzing machines and a few engineers in white lab coats
who are designing the self-developed chips that power Apple's most
popular products.
Photo: Apple chip executive Johnny Sruji (right) leads reporters on a tour of chip experiments
As early as 2010, Apple for the first time in the iPhone 4 equipped with
self-developed chips. Until this year, all new Macs used Apple's own
chips, ending the company's 15-year reliance on Intel.
John Ternus, Apple's head of hardware engineering, said: "One of the
most profound changes at Apple over the last 20 years has been to
develop more technology in-house, starting with chips, of course."
The change also creates a new set of risks for Apple. Its most advanced
chips are mostly made by TSMC. At the same time, smartphones are
recovering from a sharp decline in sales, while rivals such as Microsoft
are making huge leaps in artificial intelligence.
In November, CNBC reporters visited Apple's campus in Cupertino,
California, where they were among the first journalists allowed to film
in the company's lab-on-a-chip. They took the rare opportunity to talk
with Johny Srouji, the head of Apple's chip business, about the
company's foray into the complex world of custom chips. At present,
Amazon, Google, Microsoft and Tesla and other giants, are also
developing their own chips.
"We have thousands of engineers," Sruji says. But if you look at our
chip portfolio, we're actually very lean and more efficient."
Unlike traditional chipmakers, Apple does not make chips for other
companies. Sruji explained: "Because we don't really sell chips, we can
focus more on the product itself. This gives us the freedom to optimize
indefinitely, and the scalable architecture allows us to reuse
components across different products."
The 01 iPhone has used a self-developed chip since 2010
Sruji joined Apple in 2008 to lead a small team of 40 or 50 engineers
designing custom chips for the iPhone. Just a month after he joined,
Apple paid $278 million for P.A. Semiconductor, a 150-employee startup.
Ben Bajarin, CEO and principal analyst at consulting firm Creative
Strategies, said: "Apple will start making its own chips, which is an
immediate benefit from their purchase of P.A. Semiconductor. With its
inherent design focus, Apple wants to control as much of the stack as
possible."
Two years after the acquisition, Apple used its first self-developed
chip, the A4, in the iPhone 4 and the original iPad. Sruji said, "We
built what we call a unified memory architecture, which can scale across
products. We built an architecture that started with the iPhone and
then extended it to the iPad, the smartwatch, and the Mac."
Apple's chip team has grown to include thousands of engineers working in
LABS around the world, including Israel, Germany, Austria, the United
Kingdom and Japan. In the United States, Apple has experimental
facilities in Silicon Valley, San Diego and Austin, Texas.
The main type of chip Apple is developing is called system-on-chip
(SoC). Bajarin explained that it combines a central processing unit
(CPU), graphics processing unit (GPU), and other components. For Apple,
there's also a special neural processing unit (NPU) called the "Running
Neural Engine."
Apple's first SoC product was the A Series, which was upgraded from the
A4 in 2010 to the A17 Pro released in September this year. The chip is
the central processing unit in iphones, some ipads, Apple's set-top box
Apple TV, and its smart speaker HomePod. Apple's other major SoC product
is the M Series, first released in 2020 and now supporting all new Macs
and the more advanced iPad, which has been upgraded to the M3 series.
Apple introduced the S-Series chip in 2015, which is a smaller chip
package system for Apple's smartwatch. In addition, Apple uses H and W
series chips in AirPods. The U-series chips enable communication between
Apple devices. The latest R1 chip will be included in Apple's hybrid
Vision Pro headset early next year. Apple says it will process input
from the device's camera, sensors and microphone within 12 milliseconds
to stream images to the display.
"We can design the chip in advance," says Mr Sruji. He added that his
staff worked with a team led by hardware chief Tenus to "precisely and
accurately build chips for those products, and only those products."
For example, the H2 chip built into the second-generation AirPods Pro
can better eliminate noise. Inside the new Series 9 Apple Watch, the S9
supports new features like double-tap gestures. In the iPhone, the 2017
A11 Bionic is Apple's first neural engine, a dedicated part of the SoC
dedicated to performing AI tasks on the device.
The iPhone 15 Pro and iPhone 15 Pro Max, released in September, feature
the latest A17 Pro, making major leaps forward in features such as
computational photography and advanced rendering of games.
Kaiann Drance, who is in charge of iPhone marketing, said: "This is
actually the biggest redesign of GPU architecture and Apple's chip
history. We've achieved hardware-accelerated ray tracing for the first
time. We also have grid coloring acceleration, which allows game
developers to create some truly stunning visuals."
This prompted Ubisoft's Assassin's Creed Mirage, The Division: The
Division Resurgence followed by CAPCOM's Resident Evil 4 on the iPhone.
Apple says the A17 Pro will be the first 3-nanometer chip to reach mass
production. Sruji said, "The reason we used the 3-nanometer process is
that it allows us to pack more transistors in a given size. This is
important for the product, and it improves energy efficiency. Even
though we're not a chip company, it makes sense that we're leading in
this industry."
02 Replace the Intel processor on Mac computers
Apple announced M3 chips for Mac computers in October, continuing its
march towards 3nm. The company says the M3 has 22 hours of battery life
and, similar to the A17 Pro, improved graphics performance.
"It's too early to call it a success, we still have a lot of work to do,
but I think there are a lot of Macs out there, almost all of them,
capable of running AAA games, which is a very different situation than
five years ago," said Turnus, a hardware executive who has been at Apple
for 22 years.
In the beginning, Tenus says, "the way we built products was often to
use other companies' technologies and effectively build products around
those technologies." Despite the greater focus on aesthetically pleasing
design, we are very constrained by existing conditions."
In 2020, Apple dropped Intel's PC processors in favor of using its own
M1 chip in the MacBook Air and other Macs, a major shift in the
semiconductor industry.
"It's almost like the laws of physics have changed," Tenus explains. All
of a sudden, we can make a MacBook Air that is incredibly thin and
light, with no fan, up to 18 hours of battery life, and outperforms the
MacBook Pro we just launched."
"The latest MacBook Pro with M3 Max, Apple's most advanced chip, is 11
times faster than the MacBook Pro we made at the time with Intel's
fastest processor," he added. Just two years ago, we were shipping Intel
computers in large quantities."
Intel processors are based on the x86 architecture, which is the
traditional choice of PC makers and for which much software has been
developed. And Apple's processors are based on the architecture of Intel
rival Arm, which is known for helping laptops use less power and last
longer.
Apple's M1 series of chips launched in 2020 was a turning point in the
adoption of ARM-based processors in high-end computers, competing with
other big-name companies such as Qualcomm, AMD, and Nvidia, which are
also developing ARM-based PC processors. In September, Apple extended
its deal with Arm until 2040.
When Apple introduced its first custom chip 13 years ago, it stood out
as a non-chip company trying to gain a foothold in the highly
competitive and costly semiconductor market. Since then, Amazon, Google,
Microsoft and Tesla have all started experimenting with custom chips.
Stacy Rasgon, managing director and senior analyst at Bernstein
Research, said: "Apple can be called a trailblazer in a way. Their
actions show that if you do that, you can try to make your product
different."