While many of us have been stressing over leaked Geekbench results for apparently imminent Macs, I thought it may be useful to hear the perspective of someone who is close to the industry. Rene Ritchie has taken some time away from his day job of shilling for Google, to conduct an interview with analyst Ben Bajarin, and has posted two parts of that interview on Youtube.
In the first section, Bajarin covers the challenges facing the semiconductor industry in general.
The entire clip is worth watching, but if you want to hear what he has to say about Apple specifically, then skip ahead to the 6:25 minute mark.
In the second part, Bajarin addresses the challenges facing individual companies.
Again, if you only want to see what he has to say about Apple, then skip ahead to the 12:35 mark.
He's bullish about Apple Silicon's future, lauding Apple's ability to scale their designs while dealing with global supply chain issues, which he believes will be resolved soon. As many knowledgeable folks here have pointed out, packaging is important to Apple's designs going forward, while continuing to take advantage of cutting edge process technologies, contributing to maintaining a performance per watt advantage.
For those of us who have been demoralized by the leaked Geekbench results, long-term he stated "everybody that competes in the silicon industry that competes with Apple...what keeps them up at night is Apple" and "almost every designer worth their salt recognizes how good [the] products [are] that Apple is putting out on a consistent basis" as well as "some people can shrink that gap, but not close it". Finally, he notes that "this philosophy of design positions them well for any category that they want to go in consumer electronics".
So, if industry analyst Ben Bajarin is correct, Apple's future designs have a bright future, one which their competitors may have great difficulty catching up with, if they ever do. Hence, we need not suffer a serious case of the vapors over a handful of leaked benchmarks which may or may not represent a final product. Even if Apple's next iteration of the M2 fails to impress, much of that can be attributed to setbacks from global issues that we are all aware of and which will likely be resolved relatively soon.
This is, of course, one man's opinion, take it for what it's worth, but I find his analysis encouraging for the future of Apple Silicon. I think this is a good reminder that the immediacy of the latest rumor does not necessarily represent a long-term downward trend. Most of us here are concerned about the Mac and our favorite fruit company, but it's vastly premature to count out Johny Srouji and his team inside Apple's secretive skunkworks.