I'll buy that M3+ upgraded chip to close-the-hole concept.
Now pair it with the rest...
1. Apparently a month later, all this A.I. spin will flow and probably be spun as needing the new chips to make the most of it. Do iPad buyers feel great a month later if that happens? If iPads aren't ready to sell immediately, it would be only weeks later to WWDC.
2. Rumors are rising that desktops will be updated soon. M3 does NOT have the connector to use 2 together for an Ultra. So a rumor says that ULTRA will be its own chip now. That would give Apple several Macs to launch in either this 2-hour session and/or at WWDC. Disconnected from the direct tie to a MAX releases means such a chip could launch at ANY time instead of only with or after MAX.
A general perception is that high-end Macs are the
most profitable Macs sold on a profit-per-unit basis and there is some logical support for flipping the order of releases so that those who burn for "latest & greatest" would pay the MOST for it instead of the least (via M-base) next generation chip releases as established so far.
3. And apparently N3E is a
cheaper process. So Apple could conceptually cut some iPad/Mac pricing down to wash the gains OR keep prices the same (or raise them) and book the added profit. It's extremely hard to imagine what modern Apple would choose here.
Yes, I guess M3+ could be the first using N3E process too. But I would also guess that the re-engineering involved would probably not be used on a chip to be used as a short-term bridge to M4... UNLESS M4 is simply not ready to be released yet.
We'll all see soon enough. In spite of these posts, I'm not very gut confident about M4 iPads at all. I'm just not absolutely ruling them out either due to the unique variable in play.