Watch out, for many years people have always been thinking they know something newer will arrive soon, yet time and time again they get no announcements. This is also believing that M2 rumor is factual which Apple never commented on. Instead you do know Apple warned investors in November during 4Q2022, the china manufacturing impacted sales/profits and would also effect 1Q2023 efforts.
That makes me think of another point. Apple, reportedly, cut their M2 orders... Why would they do that if they're about to introduce a 15" Air, what sounds like a high-demand product?
It makes little sense to spend the time and heaps of money to retool and remask a chip designed for another node. You might as well go ahead with the planned chip for that node, in this case, probably the M3.
From earlier
analyticsindiamag.com
What point are you making? 😅From earlier
TSMC's 3nm: Lost in Memory Lane
While the logical circuits have been scaling well, SRAM, the memory chip is unable to keep pace
Not everyone realizes that there are some aspects of using the recent 3nm technology that are more challenging to accomplish than what TSMC contended with against M2 SoC’s. Its more challenging then just an annual update they take for granted.
Its only been slightly more the 10 months since the M2 13” MBA was introduced at WWDC 2022. It’s been slightly more then 3 months with M2/M2 pro Mac minis, and the 14”/16” M2 Pro/Max MBPs. So all this discussion of M3 coming at WWDC 2023 is not reality based. The initial M1 to M2 introduction was 18 months. Even if the M3 winds up being announced in October 2023 that would be 16 months later. Supposedly the A17—the first large-scale consumer chip made with TSMC’s 3nm process Is coming. But it’s not announced what the next iPhone 15 will use until September event.
If Apple wants Mx Macs on a 12-month cadence then WWDC is just about right to introduce the M3. That might have been their original plan that was hindered by the supply chain crisis and COVID.
While the A series ARM has been annual associated with iPhones, the Mac based SOC’s are a lot more complex to design/produce. So this topic is backwards from what we suspect represents Apple’s goals, which would to sell iPhones first.
Maybe but there is no way to know until we have more history. As people keep pointing out in this thread, Apple is manufacturing millions of N3B chips for something and it is pretty early to start stockpiling A17s in December/January for a September release.
Apple never divulged they were stockpiling anything yet, but it’s likely they are doing that. We just don’t know any details.
What reports, Digitimes and like? Like so many past reports which are factual?
www.bloomberg.com
I don’t know the financial laws in Taiwan but I doubt that TSMC would release a press release saying that they are in high volume manufacturing if they weren’t.What reports, Digitimes and like? Like so many past reports which are factual?
Some of the reports reminds us of the mixed reality rumors for WWDC 2023, and you know the present consensus of the forums concerning that.
nope, the inside source of Gurman was always n point 100%
Its because all the people badly wanting to see M3 SoCs fail to look at how long it took to get the M2 SoCs out the door, and assume all of this is like a annual update, far from it.
