For laptops, zero chance we will see upgradeable memory. However, there is a decent chance that Apple will allow upgradeable memory for Mac Pro.
Intel Mac Pros can go up to 1.5TB. There is no way Apple is going to solder on 1.5TB. And Apple needs to match the Intel memory capacity so Apple Silicon doesn't look inferior.
Apple has a patent on a multi-level RAM system:
Apple Patents Multi-Level Hybrid Memory Subsystem
Apple has today patented a new approach to how it uses memory in the System-on-Chip (SoC) subsystem. With the announcement of the M1 processor, Apple has switched away from the traditional Intel-supplied chips and transitioned into a fully custom SoC design called Apple Silicon. The new designs...www.techpowerup.com
That patent describes various ways of how RAM topology can be organized. There is no mention how this can enable replaceable RAM. In fact, most of the diagrams depict RAM that is integrated on the package in this or other form.
I can see a scenario where the Mac Pro will come with up to 256GB of unified RAM that can be shared between the CPU, GPU, NPU. Then you can install up to an additional 1.256tb of RAM on your own. This 1.256tb can only be accessed by the CPU when the original 256GB is exhausted.
This makes very little sence to me. The CPU cluster does not have its own memory controllers, it is fed from the cache and memory controllers are shared by all processing clusters on the SoC. What would be the benefit of locking the “external” RAM to CPU use only? It would make much more sense to integrate this kind of (slow, extendable) RAM into the cache hierarchy instead, so that the memory access always goes this way:
cluster-internal cache (L1/L2)
SoC cache
* high-bandwidth RAM
* low-bandwidth high capacity RAM
* denotes memory controllers