I am a little embarrassed to admit I enjoyed collecting the quotes for this post. It's an immature emotional reaction to another person's incredibly smug ignorance. Oh well, I accept my flaws.
The amazing thing is that he kept on talking about this for months. Even after the iPad M4 shipped. Crazy.
Question: Have you wonder why Apple rumored to launch M4 series by the end of the year? This round Apple will launch M4 from top to bottom including Mac Mini within a quarter period, why?
Mark Gurman can't tell you, but I can. The key ingredient missing is LPDDR6.
It's still missing.
This is extremely unlikely. The standard won't be released until Q3. It would be extremely atypical for Apple to support both LPDDR5 and LPDDR6 with its next memory controller, which normally they'd implement once and then use everywhere (Ax/Mx chips of the same generation).
The standard may not even be out until well into 2025.
Let's say upcoming iPhone 16 Pro series will occupy 40% of total volume; that's mean iPhone 16 Pro will need 20 million memory chips per quarter. Yes, that's a lot compared to 8G4 which I estimated will need 3 million memory chip per quarter. Yes, iPhone volume is crazy huge but if Samsung has been making LPDDR6 since 2023, I think they will provide enough volume for Apple.
Maybe I should have posted this after the iPhone 16 came out. But really, his main point was about the M4, so I waited.
Thanks for detailed lineup, it's time for my analysis with updated information. As I am more convinced that 12GB LPDDR6 will be standard in upcoming M4 SoC.
Fail.
FYI, upcoming Blackhawk's IPC/PPC improvement is true. It is biggest bump of ARM Cortex X series. Maybe it is due to inclusion of SME, but the threat to Apple Silicon is real.
Hahaha. It can't even get to M3 levels, with dramatically higher power draw. (Though they did get closer than I expected.) Same for the QC SD8g4.
And yes, please use your brain to think why Apple will continue using N3B for M4 Max with more cores, NPU, Ultra-fusion connector and so on. Definitely upcoming M4 Max will break 100 billion transistors even though the amount of SLC and memory bus will be cut.
@Confused-User is confused and delusional about Mac lineup. I have listed some evidence in the page before, yet he still insists I am delusional. Here is my speculation of iPhone and Mac lineup by the end of year:
- JEDEC going to announce LPDDR6 standard before iPhone event.
- iPhone 16 Pro will feature 12GB LPDDR6.
- By Q4 of the year, Apple will announce M4+ family (or whatever name Apple marketing feels suitable) with starting RAM of 12GB LPDDR6.
@Confused-User If you still think I am delusional, why not you write down your prediction here so that we can compare results.
A very faily fail. He got *everything* wrong. Well, we haven't seen the Max yet, but I'll be happy to come back here tomorrow and eat crow if that's on N3B.
After non showing of any M4 in WWDC, I am pretty sure Apple is going all in with LPDDR6 in upcoming M4+ series by the end of the year; now supported by
Ross Young. Clearly, @Confused-User is confused now cause he predicted Apple will launch Mac Studio before end of the year is delusional.
Still with the LPDDR6 and M4+. Yes, it looks like I was wrong about the Studio; the difference between us is I wasn't handing down wisdom to the unwashed. I made a cautious prediction, making clear that there was plenty of uncertainty.
You don't get to call that delusional before, y'know, the actual end of the year.
I will similarly refrain from calling you delusional about Apple using N3B for the M4 in Macs (yeah, it's not going to be called "M4+") until they ship. Though it's a real effort. The notion that they are going to redo layout for all the IP blocks that should be a straight re-use from the M4 is bizarre.
If you did the math, you'll see that the M4 is ~ 13% larger. But a lot of that extra space is going to 2 more E cores and 2 more Thunderbolt controllers. And maybe even a third display controller. That makes sense as the vast majority of the chip area is using 2-1 FinFlex, meaning it's not much less dense than N3B.
I was so right about this. Even about the display controller, as it turns out. Apple spent some area putting in a third controller (M1-M3 have two).
So,
@TigeRick, are you ready to own your mistake, and perhaps show more humility in the future?