There really isn't a 'KS' Meteor Lake desktop chip coming.
Hah, I'd completely forgotten about that and raptor refresh. Shows how little time I've been spending in Intel World lately.
Raptor Refresh will have almost no performance improvement over Raptor, though the higher performance will be a bit more broadly available (?). Even clocking up to the rumored 6.2GHz, with IPC gains of 1-3%, I expect we'll see <5% improvement over the 13900KS. Not until Arrow Lake will they do substantially better, and that's quite a ways out in 2024, well after the M3 ships - though perhaps not the M3 Pro/Max.
As for Intel having "no chance" ... probably should wait until people put their SoC out to get actual measurements before declaring the contest over. Zen5 isn't going to arrive 'empty handed' in single thread performance either next year. Apple is behind on ST. So a substantive chunk of any gains M3 makes is going into the "catch up" category; not "pull ahead". If AMD/Intel move forward that is even more that has to go into the "catch up" category.
I stand by what I said, which was that they had no chance *IF* Apple also boosts clocks substantially. I don't know that they will, though I think there's a good chance they will for the desktops. I think it really depends on whether they spend the effort on giving their cores enough headroom to hit clocks over 4GHz. As to whether they actually will do that? Who knows. There's a tension between power efficiency and the capability to run at higher speeds, but they've been heading in that direction slowly anyway. We'll see.
As for why there's no chance... the math was in my previous post. It's pretty obvious. It all comes down to will, and choices. What is Apple willing to do? I think we'll know soon.
Apple should generally stay out of the 4090-killer and Desktop-killer smack talking business. They may get some corner case wins from time to time, but they are going to lose there from time to time too.
I would tend to agree about the 4090. In the near future Apple's GPUs may be as good or better than nVidia's, by some or many measures, but the people who care about that the most are generally using code not optimized for Apple, so theoretical/optimal cases don't matter to them. The one plausible exception to that I can see right now is AI - if Apple can ship large-memory chips cheaper than nVidia, it may be attractive to some people to try to use them for AI. (Or even if not cheaper, because of supply constraint issues.) Oh, also, the whole VR/AR thing opens a can of worms; I don't have enough data to talk about that though.
As for CPU comparisons, maybe not. If Apple decides to take the single-core performance crown, I don't think Intel or AMD can do anything about it for the next couple of years. Though they would close the gap a lot by the end of 2024, maybe early 2025. (Intel still has to prove they can ship Arrow Lake; new process and chiplets...) AMD has perhaps a clearer path forward, as they're on TSMC entirely, but it seems extremely unlikely they could catch up to an M3 running at 4.5GHz with Zen 5. They're behind Intel now for single-core, though ahead of the M2.
Again, there's a lot of hypotheticals here, but in a couple months or so many of them should resolve to known facts.