Apple really needs to stop being cheap 2 months before 2024 and make 16GB the base RAM.
Reminds me of the 16GB base storage model during the early iPhone days.
Apple really needs to stop being cheap 2 months before 2024 and make 16GB the base RAM.
Reminds me of the 16GB base storage model during the early iPhone days.
I did not spend much time speculating how Microsoft would make 2024 Windows 12 on ARM any different from any previous Windows version before it other than better general ARM support via fat binaries and Dynamic Binary Translation (DBT) rather than just SnapDragon.
What I did spend time on is how Android ARM chip makers + Nvidia & AMD will rollout their hardware based on preexisting IPs.
Laptops are just smartphones with a bigger screen, full keyboard, touchpad & at most a 99.5Whr battery.
Desktops are just smartphones with a bigger screen, full keyboard, mouse & at most a 1.5kWh PSU.
All of them will likely focus on laptops 1st for the 1st 2-3 years. Reason being that ~80% of all PCs shipped annually worldwide are laptops.
Android chip makers would likely not offer ARM PC parts with sockets or slots for replaceable parts. Their Windows on ARM laptops would be more like Macbook Airs than x86 laptops.
Nvidia & AMD will likely leverage their dGPU IPs and offer laptops more aligned with Macbook Pro M3 Pro & M3 Max. Sockets & slots slightly more likely to occur with them as they have the past experience with it from x86 days.
ARM PC desktops may be more akin to a Mac mini M3 & M3 Pro among Android chip makers that has zero replaceable parts than x86 ATX desktop in the 1st 2-3 years.
The top-end palyers would be Nvidia & AMD due to their dGPU IPs and past x86 desktop experience.
Intel’s reaction to this would be to push legacy-free x86-S SoC for their laptops and eventually their desktops. They may go for both high-end and low-end parts. Good thing Intel decided to start their own dGPU division earlier.
Legacy x86 will likely halt further R&D and continue to produce 5nm 14th gen Intel chips for another decade or so until demand drops below economic levels. When that occurs then legacy software users & legacy high-end gamers can opt to FPGA their needs or buy from a legacy x86 refurbisher. I wouldn’t be surprised that by year 2078 there would still be tens of thousands 16-bit & 32-bit software users.
Greater than 95.49% of Windows versions worldwide are
2015 Win10 with EOL of Oct 2025
2021 Win11 with EOL of Dec 2031
Everything you said applies to ARM more than a decade ago. R&D money from over hundreds of billions of battery-limited devices has changed that. Of which Apple has sold over 2.32 billion $429-1599 iPhones
cpu core that works at anywhere from 1ghz to 6ghz,
AMD dispelled the megahertz myth, now the gigahertz myth, in the 90s. I should know, I read the online forum posts about it in real time.
3rd gen Apple Silicon hits 4.05 GHz at under 45W.
1st gen Qualcomm Spandragon X Elite hits 4.2GHz at under 80W.
1st 6GHz Intel chip over 250W.
Both ARM chips likely does more per clock cycle than x86. As both have larger/more complex cores.
When ~80% of PCs annually shipped globally are battery-powered laptops then a desktop achievement of that magnitude is very relevant to more people.
enterprise servers,
Fugaku became the fastest supercomputer in the world in the June 2020 TOP500 list as well as becoming the first ARM architecture-based computer to achieve this.
What x86 has an advantage of is sheer number of software it has over ARM. But that is also changing as more people buy into it. It will accelerate as soon as Windows on Snapdragon 2016-2024 exclusivity expires
Everything you said applies to ARM more than a decade ago. R&D money from over hundreds of billions of battery-limited devices has changed that. Of which Apple has sold over 2.32 billion $429-1599 iPhones
cpu core that works at anywhere from 1ghz to 6ghz,
AMD dispelled the megahertz myth, now the gigahertz myth, in the 90s. I should know, I read the online forum posts about it in real time.
3rd gen Apple Silicon hits 4.05 GHz at under 45W.
1st gen Qualcomm Spandragon X Elite hits 4.2GHz at under 80W.
1st 6GHz Intel chip used 250W.
When ~80% of PCs annually shipped globally are battery-powered laptops then a desktop achievement of that magnitude is very relevant to more people.
Both likely does more per clock cycle than x86. As both have larger/more complex cores.
enterprise servers,
Fugaku became the fastest supercomputer in the world in the June 2020 TOP500 list as well as becoming the first ARM architecture-based computer to achieve this.
What x86 has an advantage of is sheer number of software it has over ARM. But that is also changing as more people buy into it. It will accelerate as soon as Windows on Snapdragon 2016-2024 exclusivity expires
What’s the diff in prices of the two OLED handhelds?
Twice the ram and same storage capacity as the $1600 base MacBook Pro.
Likely shorter battery life, worse raw performance & runs hot using a smaller screen.
cpu core that works at anywhere from 1ghz to 6ghz,
3rd gen Apple Silicon hits 4.05 GHz.
1st gen Qualcomm Spandragon X Elite hits 4.2GHz.
Both likely does more per clock speed than x86.
enterprise servers,
Did the final Itanium user decide to take a shower?
So 13in MacBook pros are discontinued?
Likely done for the purpose of economies of scale.
The sheer volume of MBP 13" M1 & M2 buyers would have improved the MBP 14" volumes when the M3 was used with it.
Same logic applies to Mac mini being so “empty” for the M1, M2 & likely M3 as it helps subsidizes the lower volume M2 Pro & M3 Pro.
The M* Max chips subsidizes the M* Ultra inside each Mac Studio considering a M* Max chip can fit into the same chasis as a MBP 14"/16". When pushed you can put a M* Max chip inside a Mac mini.
Of course HSF noise would be PC OEM-level annoying.
Apple is making surprisingly small improvements, considering how people thought the M1 was like the second coming of Christ.
2014-2020 has Intel on 14nm.
Nov 2020 to Sep 2023 was 5nm.
Oct 2023 is 3nm.
That’s over 210 million dollars.
It is now over $239 million or nearly ₱13.63 billion.
Over 77 years that is over ₱484k/day or over $8.5k/day
He has to say that or Intel’s stock will tank further.
He is likely aware that Windows on ARM PCs will target the bulk of PCs shipped worldwide: non-gamers.
Why? Because they will be as weak sauce as M1 & M2 Macs on gaming until 29 Oct 2023. After that day it is a different story.
I’ll give an example of tech disruption for the purpose of efficiency that caused a labor union strike.
UAW Strike Could Threaten Ford, GM, and Stellantis’ Already-Tough Transition to EVs
The issue here is that labor would be reduced as the factory floor becomes less labor intensive and new skills are needed when transitioning from combustion engine to EVs.
UAW members at those plants want guarantees that they will not be displaced en masse due to this tech improvements.
Unlike UAW, Intel does not have those legal rights to stick around. Once the parts contracts expire the PC OEMs will make better business decisions like Apple.
In 2016 Intel CEO pointed out that the PC upgrade cycle slowed from 3 years to 5-6 years. This is backed by Intel-backed research from YoY worldwide shipments.
From 2024-2030 Windows on ARM laptops will proliferate because they’re a better value battery-wise, physical-wise and $-wise for non-gamers.
By 2030s within the Windows market | Desktop | Laptop |
---|---|---|
ARM | ~20% | ~80% |
x86 | ~80% | ~20% |
Worldwide shipments including gamers & non-gamers | ~20% | ~80% |
The companies below ship ~1 billion Android SoC in 2022 with IPs & R&D money backing them
Top Android SoC brands in terms of market share by worldwide shipments
The 1st 2 companies below shipped a little over quarter billion x86 chips in 2022 with IPs & 1/4th the R&D money backing them
Top x86 compatible parts brands in terms of market share by worldwide shipments
Links above points to these brands making ARM PC chips.
ARM SoC makers have more access to leading edge-nodes than Intel. Apple has monopoly on any future node.
It is so limited that the most advanced node Intel has access to is dedicated solely for their mobile chips. Apple’s monopoly allows them to be 1st to 5nm in 2020 & 1st to 3nm in 2023 for all their product stack.
It is likely that the minority of Apple chips will be on 5nm by 2024. Will Intel have any TSMC 5nm-sized parts by next year? Almost all ARM PC chips do.
By 2030s at best x86 will become as relevant as mainframes are today in the time of PCs.
Legacy users will demand it but are the bulk of /r/hardware updated on the latest mainframe products and services are we?
The sole bottleneck is Microsoft in improving 3rd party legacy & future apps to run on ARM chips equally well as x86.
I find this odd. Are SiFive RISC-V CPU cores that old already?