加拿大皇家银行（RBC Capital）分析师阿米特•德莱纳里日前指出，苹果（Apple）可能会重新选择移动设备处理器供应商，以部分、甚至完全替代三星（Samsung）。他随后列出了四家潜在供应商。上周五，德莱纳里的同事道格•弗里德曼紧随其后，撰文指出，苹果正接洽业界顶尖厂商英特尔（Intel）。

    弗里德曼承认，过去也传出过苹果与英特尔合作的消息，不过他这次更进一步，列出了两家公司可能的合作条款。

    • 英特尔将同意采用苹果所偏爱的ARM架构制造iPhone处理器，这种架构来自英特尔的英国竞争对手安谋国际科技公司（ARM Holdings）。

    • 作为回报，苹果将同意在iPad上使用x86架构处理器。

    弗里德曼表示，苹果希望2013年能获得415,000套系统级芯片，已经超过三星的产能。

    弗里德曼写道：“我们认为英特尔已经占得先机，因为台积电（TSMC）和GlobalFoundries等几家主要竞争对手的产能有限。”

    他预计，无论哪家公司获得苹果的代工业务，在2013年都有望增加约20亿美元营收。弗里德曼的计算以生产415,000套芯片，每套5,000美元为依据。

    译者：项航

    Hot on the heels of his colleague Amit Daryanani's speculation about where Apple might go to supplement -- or entirely replace -- Samsung as the sole supplier of processors for Apple's mobile devices, RBC Capital's Doug Freedman reports Friday that Cupertino is already in talks with one of top contenders: Intel.

    Acknowledging that there's been speculation about this in the past, Freedman moves the ball forward by spelling out the terms of a possible deal:

    • Intel (INTC) would agree to use Apple's preferred architecture for the iPhone -- the one from Intel's British rival, ARM Holdings (ARMH).

    • In return, Apple (AAPL) would agree to switch to Intel's x86 architecture for the iPad.

    According to Freedman, Apple's demand for 12-inch system-on-a-chip wafers in 2013 could approach 415,000 -- outstripping Samsung's ability to supply.

    "We believe," he writes, that "Intel has the upper-hand due to the limitations of capacity at alternative sources" -- chiefly TSMC (TSM) and GlobalFoundries.

    He estimates that the revenue for whomever gets Apple's foundry business will be roughly $2 billion in 2013, assuming 415,000 wafers at $5,000 a pop.