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theorist9

macrumors 68040
May 28, 2015
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Ultra is two combined Max chips, so unless you want to argue that the Max was changed after the initial release to make the UktraFusion functional, this narrative doesn’t strike me as likely.
The argument wouldn't be that they needed to change the Max to acommodate the Ultra fusion. Rather, it would be that they had to wait until the Max design was sufficiently far along before they could finalize the fusion component. Of course, I suppose it's also possible that the Max and fusion were codeveloped, such that the 2x Max was finalized at the same time the Max was. But that's not the picture I have. Wonder if Apple will eventually talk about this.
 

theorist9

macrumors 68040
May 28, 2015
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As for M2, I'm not sure if TSMC increase fab capacity for 5nm, but I think it is unlikely for them to increase by much? So the M2 is likely facing the same constraint as the M1.

I think the M3 variants are already done and dusted. Apple is likely already working on finalising design for M4 now for next year's release.

According to https://www.semianalysis.com/p/tsmcs-3nm-conundrum-does-it-even , TSMC's N5 capacity in 2022 was 120,000 wafers/month. Based on this discusion, evem 45,000 wafers/month should have been more than enough capacity for all the iPhones and Macs produced in a year: https://forums.macrumors.com/thread...cs.2381637/page-7?post=31996254#post-31996254 Thus limitations in TSMC fab capacity wouldn't seem to explain the delayed release of the larger chips.

And for N3 in 2023, isn't TSMC over-capacity because of order cancellations by Intel and others?
 
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theorist9

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May 28, 2015
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I'm now so over the N3 anyways. Let's talk about the 2nm A18 Bionic. 😉

 

senttoschool

macrumors 68030
Original poster
Nov 2, 2017
2,626
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I'm now so over the N3 anyways. Let's talk about the 2nm A18 Bionic. 😉

1678262243151.png


The first A-series chip to use N2 would likely be the A20 in 2026.
 
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theorist9

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May 28, 2015
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View attachment 2170176

The first A-series chip to use N2 would likely be the A20 in 2026.
My post wasn't meant seriously. That might have gotten lost in translation, since the "I'm so over the..." phrasing is what a teenage girl in the US would use. So the humor was supposed to be that, as a result of an overly-optimistic prediction that A18 will be on 2 nm, I was being fickle and suddently losing interest in N3. That's why I added the smiley face.
 
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dmccloud

macrumors 68040
Sep 7, 2009
3,142
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All my points are my thoughts on the issue, so no, I do not have any evidence whatsoever.

I'm just saying that a SoC design would have been decided way before it is released. Waiting for an Ax design to be finalised before re-working it for Mx would not be fast.

The reason why I said the larger SoC are due to TSMC is because the A14, being the largest volume based on new 5nm would take precedence, following by lower volume M1, and even lower volume M1 Pro/Max/Ultra. From a risks angle, it makes sense to stagger the rollout. I would think the M1 Pro/Max/Ultra is ready to go when the M1 is released. With larger dies, defect rate would likely be higher.

As for M2, I'm not sure if TSMC increase fab capacity for 5nm, but I think it is unlikely for them to increase by much? So the M2 is likely facing the same constraint as the M1.

I think the M3 variants are already done and dusted. Apple is likely already working on finalising design for M4 now for next year's release.

5nm production has risen from around 65-80k wafers/month (different stories there disagree on what the initial production capacity was) to over 140k per month as of the most recent report. With 3nm only at 45k wafers/month at present, that feeds into the notion that initial availability is somewhat constrained at this time
 

quarkysg

macrumors 65816
Oct 12, 2019
1,247
841
5nm production has risen from around 65-80k wafers/month (different stories there disagree on what the initial production capacity was) to over 140k per month as of the most recent report. With 3nm only at 45k wafers/month at present, that feeds into the notion that initial availability is somewhat constrained at this time
OK. But I don't think Apple is hoarding all of the 5nm productions now?
 

leman

macrumors Core
Oct 14, 2008
19,521
19,674
But they continue to license from IMG, one might think they also build on knowledge gained from said licensing...?

There do appear to be some overlaps (like, parts of the RT solution patented by Apple has some similarity to IMG patents), but Apple's GPU cores are different enough from IMG that they can't just use their solution directly.

I dunno man, I was cool with my thoughts towards asymmetric multi-dies SoCs & ASi (GP)GPUs, then I jumped on this latest wagon...

I just want to see the danged ASi Mac Pro, then I can start speculative reasoning on what the M3 variant will be...! ;^p

Haha, fair enough :)

Regarding @Mago's leaks, I don't know, some of it sounds reasonable, but most of it just sounds too outlandish to me. So I choose to be sceptical. Note: Apple does have patents for multi-chip connections that describe bridges going over multiple dies. But that kind of bridge certainly won't be using PCIe...
 

dgdosen

macrumors 68030
Dec 13, 2003
2,817
1,463
Seattle
My post wasn't meant seriously. That might have gotten lost in translation, since the "I'm so over the..." phrasing is what a teenage girl in the US would use. So the humor was supposed to be that, as a result of an overly-optimistic prediction that A18 will be on 2 nm, I was being fickle and suddently losing interest in N3. That's why I added the smiley face.
Giving off a real McBain vibe with that reply...
 

Boil

macrumors 68040
Oct 23, 2018
3,477
3,173
Stargate Command
Regarding @Mago's leaks, I don't know, some of it sounds reasonable, but most of it just sounds too outlandish to me. So I choose to be sceptical. Note: Apple does have patents for multi-chip connections that describe bridges going over multiple dies. But that kind of bridge certainly won't be using PCIe...

I still want the first generation ASi Mac Pro to debut with M3 Ultra & M3 Extreme SoC options, on a daughtercard would be best for (limited) future upgradability...?

I also would like to see ASi (GP)GPU solutions rather than any third-party options, it seems like Apple would be reversing course after telling devs to optimize for pure ASi GPU cores for the past two+ years...

I expect we will all find out more come WWDC at the latest...?
 

leman

macrumors Core
Oct 14, 2008
19,521
19,674
I still want the first generation ASi Mac Pro to debut with M3 Ultra & M3 Extreme SoC options, on a daughtercard would be best for (limited) future upgradability...?

I also would like to see ASi (GP)GPU solutions rather than any third-party options, it seems like Apple would be reversing course after telling devs to optimize for pure ASi GPU cores for the past two+ years...

I expect we will all find out more come WWDC at the latest...?

Apple has a bunch of recently published patents (march 2023) that deal with work distribution across multiple GPU devices/clusters. The theme is that communication between clusters is slower than communication within clusters. This is somewhat similar to how Apple CPUs are organized.

Now, it’s not clear how this translates to concrete products. Maybe they are talking about a system with multiple physically distinct GPU boards, or maybe it’s about better utilization of multi-chip systems (Ultra etc.). It is also possible that the upcoming Apple GPUs get a completely new architecture and these patents are about that. Anyway, it is clear that Apple has been working on GPU scalability, so it’s reasonable to expect advances in this area.

Regarding Extreme: another very recent Apple patent describes a concrete multi-chip device architecture that uses a new on-chip network design and interrupt schema. It only mentions two chips.
 
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obviouslogic

macrumors 6502
Mar 23, 2022
302
486
What if M3 is based on A16 "4nm" for this summer Macs? If there were no infos about TSMC already building 3nm, i would have bet that 3nm will be first in the iphones...but not so sure anymore now

- The M1 arrived just a month or so after the A14, they shared the same core generation and process node.
- The M2 was based off the A15 and they were both tapped out on the same process node. It was released about 9 months after he A15, 3 months before the A16.
- If the M3 is in fact being produced alongside the A17 on TSMC's latest node, then they will also have the same generation cores and we shouldn't really expect any device based off of it until Fall, late Summer at the earliest. As a reference...TSMC started producing in volume on their N5 node in December 2019. The iPhone 12 (A14) was released in Oct. '20 and the first ASi Macs (M1) in Nov. '20. However, one caveat could be initial demand. The A17 is only going in the iPhone Pro models, which more than likely would not have the same volume of sales. And the first M3-based Mac could be a low-volume system such as the Mac Pro or Mac Studio. So Apple would not need a massive stockpile before release, which could mean there's a possibility of an M3 (based on A17) Mac at WWDC.
- But, if the M3 is based on the A16 using the N4P node, then we could very well see those Macs much sooner.
 
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Retskrad

macrumors regular
Apr 1, 2022
200
672
I think history will not be kind to the M2 chip. The M2 Pro and M2 Max chips literally just came out however the M2 chip in the iPad Pro and MacBook Air left such a underwhelming taste in people's mouths that we are all collectively ready to put the M2 family of chips behind us and move on to M3.
 

steve123

macrumors 65816
Aug 26, 2007
1,155
718
I think history will not be kind to the M2 chip. The M2 Pro and M2 Max chips literally just came out however the M2 chip in the iPad Pro and MacBook Air left such a underwhelming taste in people's mouths that we are all collectively ready to put the M2 family of chips behind us and move on to M3.
M2 was most affected by the supply chain issues created by the pandemic.
 

leman

macrumors Core
Oct 14, 2008
19,521
19,674
And the first M3-based Mac could be a low-volume system such as the Mac Pro or Mac Studio. So Apple would not need a massive stockpile before release, which could mean there's a possibility of an M3 (based on A17) Mac at WWDC.

That's also what I have been thinking. It would make sense to use the initial N3 production for a flagship product like the Mac Pro.
 
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PandaSalt

Suspended
Mar 8, 2023
2
0
I think Apple would do this if it improves supply chain efficiencies or Gurman needed to hit a work quota.
 

Boil

macrumors 68040
Oct 23, 2018
3,477
3,173
Stargate Command
That's also what I have been thinking. It would make sense to use the initial N3 production for a flagship product like the Mac Pro.

Especially since Apple needs to beef up the GPU performance for the ASi Mac Pro, 3nm should give a larger transistor budget, allowing more GPU cores...?
 
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theorist9

macrumors 68040
May 28, 2015
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And the first M3-based Mac could be a low-volume system such as the Mac Pro or Mac Studio. So Apple would not need a massive stockpile before release, which could mean there's a possibility of an M3 (based on A17) Mac at WWDC.
That's also what I have been thinking. It would make sense to use the initial N3 production for a flagship product like the Mac Pro.

That's been my thinking as well—that the MP's low volume enables them to use components that might be in overly short supply for their other products. And this applies not only to N3 chips, but to other components as well, like RAM. Here's something I posted in Oct. 2022:
I assume when LPDDR5x becomes generally available it will go in all of Apple's Macs. It's been their MO to offer the fastest LPDDR RAM generation available. When it comes to which Macs we'll see it in first, it might be the Mac Pro, if initial production of LPDDR5x is too low in volume to put it into Apple's less expensive machines.

Back in Nov. 2021 Andrei Frmusanu of Anandtech wrote: "We generally expect LPDDR5X SoCs and products to start being released for the 2023 generation of devices." Not sure how that time has shifted since then. But this suggests, if we do see LPDDR5x in Macs, it will only be for ones released in 2023.
 

theorist9

macrumors 68040
May 28, 2015
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Let's suppose Apple does release an M3 Air on N3 sometime between now and WWDC. Rumors are that the 14"/16" MBP's won't get a chip update for about a year from when the M2's came out (in Jan). Wouldn't it ber a problem to have their flagship laptops linger so long without the newest tech? Might Apple thus do a mid-year refresh?

Apple may be able to compensate for this in an M2 Mac Pro by significantly increasing the CPU and GPU clocks (thus exceeding base M3 per-core performance). But for the M2 MBP's, the horse has left the barn.
 
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Xiao_Xi

macrumors 68000
Oct 27, 2021
1,627
1,101
Apple may be able to compensate for this in an M2 Mac Pro by significantly increasing the CPU and GPU clocks (thus exceeding base M3 per-core performance). But for the M2 MBP's, the horse has left the barn.
Could an M3 MBA be faster than an M2 Max MBP? What benchmark scores could the M3 get?

Could the M3 be faster than the M3 Pro/Max in 3D rendering if it includes hardware-accelerated ray tracing?
 

theorist9

macrumors 68040
May 28, 2015
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Could an M3 MBA be faster than an M2 Max MBP? What benchmark scores could the M3 get?

Could the M3 be faster than the M3 Pro/Max in 3D rendering if it includes hardware-accelerated ray tracing?
Note that I was referring to single-core CPU performance, so an M3 Air will certainly be faster by that metric than an M2 Max MBP, just as the M2 Air has higher SC performance than the M1 Max MBP.

I've no idea how much faster a 3 nm M3 would be. Based on https://www.anandtech.com/show/1735...n3e-in-2024-n2-in-2026-major-changes-incoming , the process improvement from N4P to N3B should give maybe 10% at equal power, but then there's also the improvement from the newer M3 architectiture, and I have no basis for estimating that. Also depends on how they clock it.

Afraid I have idea about your GPU question.
 
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