Well, the first thing to know is that the "55%" yield number stems from an article in April 2023 in EE Times that quoted a report from an analyst. Here is the actual quote: "At present, we believe N3 yields at TSMC for A17 and M3 processors are at around 55% [a healthy level at this stage in N3 development], and TSMC looks on schedule to boost yields by around 5+ points each quarter."I've see the below posted on Reddit and wanted to know your thoughts on it?
Edit - I have seen you discussing what I think it something similar above. (Apologies I am not technical and trying to understand it all to make a purchasing decision on whether to wait for the M4. Would be grateful if someone could explain it to me like a dummy)
The M3 is built using TSCM N3B process which has a very low production yield. Only 55% of the chips are good, 45% of production is a failure. This was the only option because the N3E process will not go into production before the end of the year.
Will Apple move to N3E as soon as it becomes available? If so, they could do that during 2024. It would be logical to name the silicon on N3E as “M4” because it should use slightly less power and/or have better performance.
This information is from six months before the actual A17 Pro and M3+ releases. There is no subsequent information that indicates yields haven't improved as projected. The poster above who said yield problems with N3B are "well-documented" is not correct. Those numbers come from an analyst who states explicitly that yields were on track in Q1 2023.
So that 55% number is baloney. It is true that N3B is a dead end (relative to N3E/N3P, at least), but it is not because of low yields.
The other major rumor was that Apple planned to move A17 Pro/M3+ production from N3B to N3E once N3E became available. It's not impossible. It's possible Apple's designs could easily transition to N3E. I think that's extremely unlikely, but I have little basis for that assertion. Neither does anyone who says it's likely.
I think Apple will use N3P for A18. N3E won't be used at all. But that's a minority view. Regardless, this idea that they will move A17/M3 over to N3E is far-fetched, no matter what they call it. There's absolutely zero evidence for it, as far as I am aware. It's just a very old rumor that dates to the time when N3E was first announced, the typical sort of assumption that surfaces when new information is introduced.
So, in short, M4 is unlikely to be released this year on N3E, which I believe is what you are asking about. So take the plunge and buy an M3 that meets your needs. It's not inconceivable that Apple will shift to an annual cycle and M4 will launch on N3P in late 2024, but that is fantasy until Apple proves otherwise. M4 will come on N2 in 2025. It will use Nanosheet (GAA) transistors and it will address many of the concerns expressed above re: CPU versus GPU, etc.
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