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I don't see that happening. Apple needs to make money and they do so by having huge margins. They can certainly increase the CPU budget by taking out the Intel

I don't see that happening. Apple needs to make money and they do so by having huge margins. They can certainly increase the CPU budget by taking out the Intel cut (though really they've just swapped that for the TSMC cut), but they're not going to chuck a $1000+ CPU in a ~$1200 laptop. This may be my lack of knowledge in CPU manufacturing, but from what I understand larger dies get you more performance not more efficiency, so considering their inability to build adequate cooling solutions and fondness for reducing thickness even if they chucked a 32core bohemeth in there it won't be running very fast. On top of that, since AMD are using the same nodes I don't really see how they wouldn't be able to compete. Especially considering Apple probably won't be selling their CPUs separately, leaving out large parts of the market.

AgloeDreams 6y ago
So by Mega-core-count I mean more than 10 and I'm including their big.little architecture (so maybe 6+ high performance, 8 efficiency, remember that Apple can use all cores grouped however, asymmetrical). The chip design and margin advantages here are massive. Apple sell's phones at $399 with the A13 (7nm) that outperforms (by any metric we currently have), some of Intels > $300 notebook processors, building using iPhone cores as a base means your margins are subsidized by one of the largest selling products and most massive R&D budgets in the world. Then you have the efficiency of all of this: sure, larger Dies won't get better efficiency but Apple's chips use massively modular power operations. They can bring cores on and offline dynamically, you can chop the GPU, core by core, when you don't need it. They could (important: could) ship chips that use 4, smartphone power-level cores in normal operations but can flash on 64 core performance for a second and lose it just as fast. Thats how the iPhone's A13 works right now. Notebook (unsustained) performance in a smartphone with no fan. It's why the iPad Pro outperforms the 13 inch MacBook Pro at video rendering. It's the advantages of ARM chip design in 2020 and I imagine they will play to every last one of their strengths. All the real money is in pre-built systems. AMD sells a ton of units but nothing like Qualcomm or even Intel with their notebook stronghold. I'm sure theres space, just that I believe the market will be decreased in size and if Apple is over there frying everyone, then it's gonna be hard to advertise your hard work beating Intel. I'm not saying all of this will happen or even will happen next year, it's just that the forces here are somewhat massive advantages.

AgloeDreams 6y ago

So by Mega-core-count I mean more than 10 and I'm including their big.little architecture (so maybe 6+ high performance, 8 efficiency, remember that Apple can use all cores grouped however, asymmetrical). The chip design and margin advantages here are massive. Apple sell's phones at $399 with the A13 (7nm) that outperforms (by any metric we currently have), some of Intels > $300 notebook processors, building using iPhone cores as a base means your margins are subsidized by one of the largest selling products and most massive R&D budgets in the world. Then you have the efficiency of all of this: sure, larger Dies won't get better efficiency but Apple's chips use massively modular power operations. They can bring cores on and offline dynamically, you can chop the GPU, core by core, when you don't need it. They could (important: could) ship chips that use 4, smartphone power-level cores in normal operations but can flash on 64 core performance for a second and lose it just as fast. Thats how the iPhone's A13 works right now. Notebook (unsustained) performance in a smartphone with no fan. It's why the iPad Pro outperforms the 13 inch MacBook Pro at video rendering. It's the advantages of ARM chip design in 2020 and I imagine they will play to every last one of their strengths. All the real money is in pre-built systems. AMD sells a ton of units but nothing like Qualcomm or even Intel with their notebook stronghold. I'm sure theres space, just that I believe the market will be decreased in size and if Apple is over there frying everyone, then it's gonna be hard to advertise your hard work beating Intel. I'm not saying all of this will happen or even will happen next year, it's just that the forces here are somewhat massive advantages.