The
story about iPhone 18, Apple A20, TSMC N2, and WMCM (“Wafer-level Multi-Chip Module”) packaging has been overrun by RAM trolling, not a single mention of the new packaging in 119 comments.
The question I have is, does this change from InFO-PoP (package on package) packaging in the iPhone to this new WMCM packaging also herald a shift in the M6 generation?
Note that I don’t know how “new” WMCM is, I’m guessing it is an industry term, but I don’t see any sign of it on TSMC’s website.
Packaging is really difficult to say anything about. Even more so than SoC, it's driven by so many details (eg costs, factory capacity) that we know nothing about. We can imagine through the tech options but that only suggests what will happen over the next decade, not what will happen next year...
But think about it. The iPhone has limited area, so right from the start A-series have used some sort of vertical mounting, first PoP, then InFO-PoP, to mount the DRAM above the SoC. Takes less area, probably limits heat dissipation, but in a phone if you want to dissipate that much heat you probably have bigger problems...
Meanwhile M- devices (even the smallest of them, probably the new mac mini) aren't so constrained by area. So what's the advantage in putting the DRAM
above, rather than
beside the SoC? Probably none. So this is probably not interesting to M- series, at least DIRECTLY in how A does things.
But DRAM isn't all there is. One could IMAGINE other things stacked on an SoC. Obviously something like V-cache, less obviously something like an MRAM storage (combination of L4 cache with persistence). The MRAM case is more interesting in the sense that
- Apple, more so than anyone else, could update the OS and HW simultaneously to exploit this new functionality (unlike eg Optane, where Intel was unable to ever co-ordinate with MS and dozens of vendors to actually create real value)
- stacking is probably necessary if you want this functionality, because MRAM is only available on non-leading edge processes, and that will probably remain the case for many years.