Here's my not-very-well-informed take on the recent GPU news and how it relates to a nnMP:
First, Apple will not change the form factor, and hence will be working in the same power and space envelope. This isn't necessarily bad, as efficiency is quickly becoming a crucial factor in nearly every application of computing. Apple knows this better than most, and no-doubt the nMP was designed with this trend in mind.
Furthermore, as we've seen thus far, Apple will not make changes to the nMP until such time as those changes are substantial enough to be more than window-dressing. That is, at this stage in the game, I don't see Apple making a nMP with a revision using 28nm GPU chips, which due to the fixed thermal envelope would inevitably be a mediocre upgrade.
Next, my understanding is that HBM1 is limited to 4 GB per GPU in its normal configuration. This rules out use by Apple in their higher-end cards, since 16 GB would be a more likely target for a proper D700 replacement.
Proclamations by various suppliers indicate that HBM2 is coming this year. However, AMD has ruled out HBM2 until next year (Nvidia as well, I believe). This is probably due to a combination of the time needed to engineer compatible solutions, expectations of how quickly manufacturing can ramp-up HBM2 supply, and the expected cost of HBM2 in the intended higher-end configurations. That is, 16-32 GB per GPU of HBM2 may be too expensive for the broader market, including Apple, for some time.
So, with no HBM-2, this year is limited to a 4 GB HBM-1 iteration that won't suffice for Apple, or else a GDDR5 variant. Comments of uncertain reliability have been made elsewhere that Polaris GPUs and Nvidia's new GPUs may be made available in GDDR5 versions this year. Both companies are smart enough to avoid an outright dependency on HBM-2, so that makes sense. Thus, GDDR5/X or similar variant is probably the only hope for a timely 14/16 nm GPU update this year.
Where does this leave Apple? They are trapped waiting just as badly as we are, but the possibility of an update later this year is still alive. Barely.
(Personally, I don't see Apple going with Zen any time soon, if ever.)
First, Apple will not change the form factor, and hence will be working in the same power and space envelope. This isn't necessarily bad, as efficiency is quickly becoming a crucial factor in nearly every application of computing. Apple knows this better than most, and no-doubt the nMP was designed with this trend in mind.
Furthermore, as we've seen thus far, Apple will not make changes to the nMP until such time as those changes are substantial enough to be more than window-dressing. That is, at this stage in the game, I don't see Apple making a nMP with a revision using 28nm GPU chips, which due to the fixed thermal envelope would inevitably be a mediocre upgrade.
Next, my understanding is that HBM1 is limited to 4 GB per GPU in its normal configuration. This rules out use by Apple in their higher-end cards, since 16 GB would be a more likely target for a proper D700 replacement.
Proclamations by various suppliers indicate that HBM2 is coming this year. However, AMD has ruled out HBM2 until next year (Nvidia as well, I believe). This is probably due to a combination of the time needed to engineer compatible solutions, expectations of how quickly manufacturing can ramp-up HBM2 supply, and the expected cost of HBM2 in the intended higher-end configurations. That is, 16-32 GB per GPU of HBM2 may be too expensive for the broader market, including Apple, for some time.
So, with no HBM-2, this year is limited to a 4 GB HBM-1 iteration that won't suffice for Apple, or else a GDDR5 variant. Comments of uncertain reliability have been made elsewhere that Polaris GPUs and Nvidia's new GPUs may be made available in GDDR5 versions this year. Both companies are smart enough to avoid an outright dependency on HBM-2, so that makes sense. Thus, GDDR5/X or similar variant is probably the only hope for a timely 14/16 nm GPU update this year.
Where does this leave Apple? They are trapped waiting just as badly as we are, but the possibility of an update later this year is still alive. Barely.
(Personally, I don't see Apple going with Zen any time soon, if ever.)
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