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Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

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51–60 of 396 posts

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#51
post #49

Come on Apple - just buy TSMC and fully kit out the RAM in all Mac Studios - you could even make (more of) a fortune selling the excess.

There's already reporting that M7 will be on Intel 18A - Apple's giving Nvidia and Broadcom and others more TSMC capacity back.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#52

Well this kind of sucks. I've been waiting for the M6 MBPs because they're rumored (strong rumors, though) to finally remove the notch that has been a historic self-own. But it sounds like I might as well wait longer for the M7 lineup. Or maybe get a Framework Pro instead.

The notch does not matter at all, you will forget it's there.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#53

Well this kind of sucks. I've been waiting for the M6 MBPs because they're rumored (strong rumors, though) to finally remove the notch that has been a historic self-own. But it sounds like I might as well wait longer for the M7 lineup. Or maybe get a Framework Pro instead.

Same, have a very old MBP. Not sure what to do because I don’t want to wait a year and a half. That coupled with today’s price increases make it a tougher decision.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#54

The M7 Pro and M7 Max are scheduled for as early as the end of 2027, while the M7 Ultra is on track for 2028. This means there won't be a redesigned MBP this year since there won't be M6 Pro/Max chips. People were expecting a redesigned slimmer MBP with OLED display later this year, myself included. I was holding out for one until I decided to switch from an M1 Pro 16" MBP to an M5 Air 15" due to the expected price i…

Isn't that switch basically a downgrade? You get some more single core performance and some weight savings, but also a worse (and smaller) screen, less multicore performance, less GPU performance, less video encoding performance and a smaller battery? I'm on an M2 Max myself, and glad they introduced a larger form factor Air, but it seems like a long way from an upgrade.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#55

Well this kind of sucks. I've been waiting for the M6 MBPs because they're rumored (strong rumors, though) to finally remove the notch that has been a historic self-own. But it sounds like I might as well wait longer for the M7 lineup. Or maybe get a Framework Pro instead.

You can turn off the notch, I mean crop it out at least.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#56
Apple isn't just transitioning to TSMC's 2nm node, they are also transitioning to a chiplet based design using TSMC's advanced packaging.

> What sets the A20 apart isn’t just the node shrink—it’s the revolution in packaging. Apple is transitioning to Wafer-Level Multi-Chip Module (WLCM) integration, meaning that RAM will no longer be situated beside the chip, but rather on the chip wafer itself, integrated alongside the CPU, GPU, and Neural Engine.

This shift eliminates the need for silicon interposers and substrates, thereby enhancing signal integrity, improving thermal dissipation, and facilitating faster memory access with lower latency. The benefits? Better multitasking, smoother AI processing (hello, Apple Intelligence), improved battery life, and potentially a smaller chip footprint—freeing up space for other components.

https://hwbusters.com/news/apples-a20-chip-ushers-in-a-new-e...

It's entirely possible that TSMC is ramping up more slowly than expected.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#57
Apple is actually interesting. They are one of the few companies with a chip / PC play with real power AND basically no play I'm the hyperscalar market.

That means they're actually incentivized at least short term, to benefit PCs becoming strong enough to do local LLMs. Which makes this play make even more sense. Though, I've been saying for a while that the local AI inflectiom point is the death knell for these frontier labs.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#58

Well this kind of sucks. I've been waiting for the M6 MBPs because they're rumored (strong rumors, though) to finally remove the notch that has been a historic self-own. But it sounds like I might as well wait longer for the M7 lineup. Or maybe get a Framework Pro instead.

The notch does not matter at all, you will forget it's there.

I agree. It was very annoying to me to spend the money (and on the nano matte one too) and still have that stupid notch. But it never makes any difference at all which is good news.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#59

Apple is very late to the AI party. By the time M7 is shipped, Nvidia will announce 6090 and people will be buying used (3|4|5)090 GPUs to run local models at much better performance than heat throttled M7.

RAM is a commodity and nvidia will be paying the same prices. The used market will reflect the cost of RAM. nvidia owns the top of the market but many of us don't need that.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#60
post #45

Earlier quoted context omitted.

> Assume a 55% profit margins, and $1200 ASP, you're looking at $28,160 in profit from making iPhones instead. No wonder Apple discontinued the M3 Ultra 512GB. How would that work? They purchase 512GB from Samsung and then it doesn't matter if that's like 128x 4GB or 4x 128GB?

It's likely the capacity they have reserved can be in different combinations.

Note that this reserved capacity now has competition from OpenAI, Anthropic, xAI, Meta, Microsoft, Chinese data centers and so on, all willing to pay premium.

If comapnies keep spending half a macbook neo worth of subscription on AI plans monthly per person, Apple is going to have a hard time competing.

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