Well, we've already seen the Max "chiplet" used in the Ultra, and every rumour has suggested that Apple is trying to make the Quadra happen with it.
Every rumor? There is a rumor that Apple cobbled together a Quadra/Extreme and then looked at how much it would cost and figured that hardly anyone was going to buy it (pref/cost and size of willing target market). It flopped. They built several as a Frankenstein R&D project. They just aren't going to ship it in high volume.
If M2 Max follows the same basic shape as M1 Max ( which die shots indicate that it did). It has all the same basic physical failure modes as the first one did. It is not a good chiplet design. Tweaking the internal network , added more cores , and bloating the die even bigger ( to get in the way of InFO-LSI reticle limits) is not going to fix the root cause problems.
To cost effectively get to a quad die solution they need a new physical function composition.
I don't see any problem with scaling all those E-cores. Lots of efficient parallelization is fine.
It isn't so fine if competing in the market with x86 P cores. Adding more E-cores isn't going to get them into parity with Threadripper 7000. ( let alone TR 8000 or Intel w5-2500 series offerings in 2024-2025 ). Intel is only getting away with this "throw E cores at it" approach on the desktop line up. High end workstation land they aren't even trying that scheme at all. Mainly because it wouldn't work. The baseline is AMD TR now. Which
does have a
very good chiplet design foundation to leverage
At base price $6K and up that's what they really are competing with. Similar issue on GPU front 4090 and 7900xtx are really really holding their own against the competition.
Yes Apple pretends that nothing exists outside the Mac space. Throwing more E-cores makes it faster than a 4-5 year old W-3200. Whoop-tee-do , kick sand at multiple year old processor.
Plus macOS is capped by a 64 thread limit anyway. So the more E cores throw at the limit the less ground those cores will cover. The x86-64 stuff doesn't have the limit (Linux or Windows). It is not effectively using the limited resource have to spend here to try to keep up.
Apple bringing their super clunky chiplet to a real chiplet fight is a likely going to loose with high percentage of end users not caught up in some Apple cult blinders. It is like bringing a knife to a gun fight. It is better than nothing , but probably not competitive.
Some of the scaling might be weird, like: Thunderbolt Controllers. But really, who cares. It is way better than Apple trying to make a new SoC for the Mac Pro, which would be a colossal waste of money.
It just need to be grouped differently. They not need completely different P core cluster, E core cluster , NPU cluster GPU cluster , etc. They just need to aggregate them different. That is acutally a basic good design chiplet principal. Look for the proper aggregations. Apple really isn't. They are really trying to pound a round peg into a square hole. Here a laptop optimized, monolithic die ... make it work. There was no disaggregation thought there at all. It is designed to throughly monolithic and then slapping some side-car on the side
after all the monolithic decisions are made.
If the whole economics of the UltraFusion subsystem is totally dependent on making 10's of millions users pay for a connector they can't possible use ( on mono laptop Max die deployments ) doing the quad doesn't make sense. If have to rob Perter to Paul to make the number work it is broke ( in both sense of the word). Can have an Ultra for a Mac Pro but that would probably be about it. Not to mention, probably wasting in aggregate hundreds of $16-20K wafers on users can't possible use. As the wafer costs go up pounding that round peg into a square hole is going to cost more money at the run rates is going to produce over time.
Apple just needs a desktop design constraints targeted die aggregations. Not new function units cluster, just a desktop aggregation. And then roll that out to a healthy chunk of the desktop contexts; not just the Mac Pro. That could be Mac Pro , the Mac Studio line up , M-series in a iMac Pro chassis , Mac-on-Card , etc. ( probably not the mini and probably not the iPad-on-a-stick iMac. ) . Find a substantive group of users who can get some utility out of the UtraFusion connector user and sell them a system so they can get a value add for their money. Imagine that (instead of grifting folks that can't use it). It would take some attention to detail but it could work. Yes Apple sell 75+% laptops , but if the laptop unit sales go up they can try to stop the slide a bit also growing the desktop sales. They could more effort into stopping the desktop shrinkage. ( besides paying incrementally better, competent attention to the Mini. )