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Dulcimer

macrumors 6502a
Nov 20, 2012
967
1,148
I guess M3 MBA by WWDC was always wishful thinking, but that Gurman report seems to support M2.

Still curious what all that TSMC N3 volume production starting late Dec was about then.
 

Boil

macrumors 68040
Oct 23, 2018
3,477
3,173
Stargate Command
Still curious what all that TSMC N3 volume production starting late Dec was about then.

Hoping it will be used for M3 Ultra & M3 Extreme Mac Pro workstations that will debut at WWDC 2023; with higher clocks, LPDDR5X, hardware ray-tracing, & ASi GPUs...
 

Boil

macrumors 68040
Oct 23, 2018
3,477
3,173
Stargate Command
Will debut?

WWDC 2023 will be the three year mark since the Apple silicon transition was announced and the Developer Transition Kit (A12Z SoC in a Mac mini chassis) was available; Apple has had plenty of time, they need to release an ASi Mac Pro ASAP...
 

senttoschool

macrumors 68030
Original poster
Nov 2, 2017
2,626
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I highly doubt it.
It might not be M3 but how does this prove that it’s not M3?

Are we expecting more cores for M3?

It'd make more sense to me if M3 had the exact same number of cores as the M2.

M1: New node, new architecture
M2: More cores
M3: New node, new architecture
M4: More cores
M5: New node, new architecture
M6: More cores
 
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Dulcimer

macrumors 6502a
Nov 20, 2012
967
1,148
It might not be M3 but how does this prove that it’s not M3?

Are we expecting more cores for M3?

It'd make more sense to me if M3 had the exact same number of cores as the M2.

M1: Initial launch
M2: More cores
M3: New node, new architecture
M4: More cores
M5: New architectre, new node
M6: More cores
I did think of that as well. His report says M2-like and refers to core count. For low end M3 I wouldn’t expect a change there anyway.

That combined with reported N3 volume production late 2022 + Apple only N3 customer currently + reported device ID is “Mac15,3” still has me hoping for an M3.
 

sunny5

macrumors 68000
Jun 11, 2021
1,837
1,706
It might not be M3 but how does this prove that it’s not M3?

Are we expecting more cores for M3?

It'd make more sense to me if M3 had the exact same number of cores as the M2.

M1: New node, new architecture
M2: More cores
M3: New node, new architecture
M4: More cores
M5: New node, new architecture
M6: More cores
15 inch MBA is running macOS 14 which wont gonna release until later this year. Since it's more likely M2 chip, this rumor points out that M3 devices wont be released in June and therefore, M3 will not come out sooner than A17.
 

senttoschool

macrumors 68030
Original poster
Nov 2, 2017
2,626
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15 inch MBA is running macOS 14 which wont gonna release until later this year. Since it's more likely M2 chip, this rumor points out that M3 devices wont be released in June and therefore, M3 will not come out sooner than A17.
So how are you so sure that they won't launch the MBA 15" on Ventura?
 
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senttoschool

macrumors 68030
Original poster
Nov 2, 2017
2,626
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I would hope we see more cores for the M3 Max (and therefore also for the M3 Ultra & M3 Extreme), a 16-core CPU (12P/4E) in the M3 Max would give us 32 cores (24P/8E) in the M3 Ultra & 64 cores (48P/16E) in the M3 Extreme...?
I think the tik tok approach would work well. Apple can drastically improve perf/watt with a new node and architecture. Then they can improve the MT/GPU performance in the year after. They did this with M1 and M2. AMD and Intel will sometimes do this too such as Alder Lake to Raptor Lake.

I personally would not want more P cores. I feel like improving the Neural Engine and GPU are more important going forward. AI applications are now more important than traditional software.
 

Boil

macrumors 68040
Oct 23, 2018
3,477
3,173
Stargate Command
I think the tik tok approach would work well. Apple can drastically improve perf/watt with a new node and architecture. Then they can improve the MT/GPU performance in the year after. They did this with M1 and M2. AMD and Intel will sometimes do this too such as Alder Lake to Raptor Lake.

I personally would not want more P cores. I feel like improving the Neural Engine and GPU are more important going forward. AI applications are now more important than traditional software.

Asymmetrical SoCs then...

One M3 Max (12P/4E) & one GPU-specific (GPU/Neural Engine) SoC paired for an Ultra. two Ultras for an Extreme...

Same GPU-specific dies could be used for ASi GPUs...
 

iPadified

macrumors 68020
Apr 25, 2017
2,014
2,257
It might not be M3 but how does this prove that it’s not M3?

Are we expecting more cores for M3?

It'd make more sense to me if M3 had the exact same number of cores as the M2.

M1: New node, new architecture
M2: More cores
M3: New node, new architecture
M4: More cores
M5: New node, new architecture
M6: More cores
The 15 MB Air rather needs lower power draw than more cores and performance (as does iPads!). Makes perfect sense with a power efficient 3nm M3 especially if the M2 sometimes throttles in the current Air/iPads.
 

leman

macrumors Core
Oct 14, 2008
19,521
19,674
The 15 MB Air rather needs lower power draw than more cores and performance (as does iPads!). Makes perfect sense with a power efficient 3nm M3 especially if the M2 sometimes throttles in the current Air/iPads.

I consider it very unlikely that a 3nm M3 will draw less power under load than the M2. And idle power of those chips is almost null anyway.

Fun fact: recent Apple patents describe a memory folding scheme, where physical RAM is moved around so that memory controllers can be powered down when bandwidth requirements are low. They also have patents describing how cache can be used as RAM, further reducing the need to communicate with external RAM. I have no idea whether any of those are implemented in the M2 family.
 

iPadified

macrumors 68020
Apr 25, 2017
2,014
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I consider it very unlikely that a 3nm M3 will draw less power under load than the M2. And idle power of those chips is almost null anyway.

Fun fact: recent Apple patents describe a memory folding scheme, where physical RAM is moved around so that memory controllers can be powered down when bandwidth requirements are low. They also have patents describing how cache can be used as RAM, further reducing the need to communicate with external RAM. I have no idea whether any of those are implemented in the M2 family.
So a node shrink is not reducing the power efficiency? I thought that was a selling point for a node shrink. Please explain.
 

senttoschool

macrumors 68030
Original poster
Nov 2, 2017
2,626
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So a node shrink is not reducing the power efficiency? I thought that was a selling point for a node shrink. Please explain.
First, a node shrink will increase power efficiency.

Second, Apple develops chips to fit a certain power envelope. For example, the M1 CPU maxes out at around 10w. The M3 will likely max out at around 10w too. It'll just be a lot faster at 10w.
 

JPack

macrumors G5
Mar 27, 2017
13,541
26,162
Nikkei has always been highly accurate in my opinion. They indicated N3E for A17 and M3, which means M3 is coming tail end of 2023 or early 2024.


Most consumers don't replace their Macs often enough to justify a 12-month refresh cycle.
 

Xiao_Xi

macrumors 68000
Oct 27, 2021
1,627
1,101
Does it make sense for Apple to use the same node for Macs and iPhones?
233344b5-d8e5-4dbe-84a0-8e8e1b5deaa0_1725x487.png

 

Realityck

macrumors G4
Nov 9, 2015
11,413
17,205
Silicon Valley, CA
Nikkei has always been highly accurate in my opinion. They indicated N3E for A17 and M3, which means M3 is coming tail end of 2023 or early 2024.


Most consumers don't replace their Macs often enough to justify a 12-month refresh cycle.
The time frame with looking at October 2023 to offer first M3 devices is only 16 months from M2 introduction. That assuming the A17 does its intro in September. Given this is the very first 3nm SOC with its own production challenges to overcome and grow.
 

leman

macrumors Core
Oct 14, 2008
19,521
19,674
So a node shrink is not reducing the power efficiency? I thought that was a selling point for a node shrink. Please explain.

We went though many node shrinks in the last decades, and yet computers do not consume less power. In fact, they often consume more, because performance demands have changed. A top GPU in 2003 was made on 150mm2 node and consumed 50 watts. A top GPU today is made on 5nm node and consumes 450 watts. Of course, the today's GPU has 600x as many transistors and is three times larger.

Apple has been using die shrinks to build more complex devices with better performance. As @senttoschool explained, they have a certain design target (5 watts per CPU core on Apple Silicon for example) and try to make the fastest hardware possible while staying within that target.

Now, one could of course use a new node to make the same chip, which would have the same performance but consume less power. But what would be the point of such a product? You might get 15-20 minutes more of battery under full load, if at all. That's a lot of money and resources spent on a product no customer is interested in. In fact, Apple should be interested in further increasing the performance potential of the chip, so that their desktop and laptop offerings are more competitive.
 
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iPadified

macrumors 68020
Apr 25, 2017
2,014
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We went though many node shrinks in the last decades, and yet computers do not consume less power. In fact, they often consume more, because performance demands have changed. A top GPU in 2003 was made on 150mm2 node and consumed 50 watts. A top GPU today is made on 5nm node and consumes 450 watts. Of course, the today's GPU has 600x as many transistors and is three times larger.

Apple has been using die shrinks to build more complex devices with better performance. As @senttoschool explained, they have a certain design target (5 watts per CPU core on Apple Silicon for example) and try to make the fastest hardware possible while staying within that target.

Now, one could of course use a new node to make the same chip, which would have the same performance but consume less power. But what would be the point of such a product? You might get 15-20 minutes more of battery under full load, if at all. That's a lot of money and resources spent on a product no customer is interested in. In fact, Apple should be interested in further increasing the performance potential of the chip, so that their desktop and laptop offerings are more competitive.
Yes, but in my opinion M2 performance is sufficient for most people so it is better to use the improved efficiency on longer battery life than a speed bump. "M2-like" might just be that. Minor speedup and longer battery life. The point of a portable device is to be free of an electrical outlet.

M3 Pro, Max, Ultra is for raw compute performance not the M3.
 

dgdosen

macrumors 68030
Dec 13, 2003
2,817
1,463
Seattle
Again, we are not sure if TSMC is building since late December or late March...is not like the CEO told us that...also is really Apple the only customer for the N3? And third, maybe Apple now likes to have in stock the chips and rely on those for upcoming macs and ipads and iphones instead of building the devices without having enough chips...i really dont know but there are still too many questions and we all know Apple is very careful when and where money are involved...
But im glad if there are enough chips and no more "supply chain delays" because of that

I'd question whether Apple would build up stocks of chips. For a few reasons:
  • Chips (even Apple Silicon) are perishable. M1Pro/M1Max were/are heavily discounted since the M2Pro/Max release in February. Just 15 months.
  • Tim Cook is a short-term financial management kind of guy. And he doesn't want working capital tied up in inventory - especially unfinished product.
  • Tim is focused on Apple's value. He's not going to look good if mac sales take a big hit, like they have for what probably is the last two quarters (still waiting on CY23Q1). He doesn't want to upset the market, and the market is anticipating M3 hardware, and the market will probably love the M3.
All signs point to M3 based hardware very soon. Every day that goes by makes it more unlikely for Apple to launch a new flagship product on an M2.
 
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leman

macrumors Core
Oct 14, 2008
19,521
19,674
Yes, but in my opinion M2 performance is sufficient for most people so it is better to use the improved efficiency on longer battery life than a speed bump. "M2-like" might just be that. Minor speedup and longer battery life. The point of a portable device is to be free of an electrical outlet.

I doubt that the 15-20 minutes of extra battery life under load will be worth it. I just happened to write a post in another thread on this very topic where I lay out my reasoning: https://forums.macrumors.com/threads/m2-macbook-air-really-nice-machine.2377091/post-32096078
 
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leman

macrumors Core
Oct 14, 2008
19,521
19,674
I'd question whether Apple would build up stocks of chips. For a few reasons:
  • Chips (even Apple Silicon) are perishable. M1Pro/M1Max were/are heavily discounted Since the M2Pro/Max release in February. Just 15 months
  • Tim Cook is a short-term financial management kind of guy. And he doesn't want working capital tied up in inventory.

If there is a foundry bottleneck you kind of have to stockpile if you want to satisfy the demand. I can imagine it’s a delicate balancing act, with many risks. I’m glad it’s not my job to make these decisions…
 
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