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Arm announces the Cortex X4 for 2024, plus a 14-core M2-fighter

arstechnica.com

31–40 of 68 posts

Re: Arm announces the Cortex X4 for 2024, plus a 14-core M2-fighter

#31
post #28
post #27

Earlier quoted context omitted.

Number one in performance / watt? maybe? sales? Well no. According to the web[1] total chip sales in 2022 excluding arm amount to 374 million units. Server chips being 36.1 million units. Apple's biggest quarter in 2022 was 7 million macs in Q4[2]. [1]: https://www.networkworld.com/article/3688288/amd-gains-share... [2]: https://www.statista.com/statistics/263444/sales-of-apple-ma...

Why are you excluding iOS devices?

For anyone curious, iPhones ship 234 million a year, Watch around 60 million, iPad another 20 million. Not sure about Apple TV but let's assume that's 0. That's over 300 million CPUs a year.

I doubt the total chip number for the industry though - Intel alone ships ~100M. But it's clear Apple is very likely the largest manufacturer of CPUs.

* Correction: MediaTek shipped 350M units in 2020 and Qualcomm shipped 319M (due to the Trump embargo on China). So Apple is up there competing with manufacturers that sell their chips to anyone who will buy, but it may not necessarily be the largest.

Re: Arm announces the Cortex X4 for 2024, plus a 14-core M2-fighter

#32
post #15

I did not expect ARM would take so long to catch up with even the Apple M1 or the same core designs in the Apple A14. The Cortex X3 in the current flagship chip Snapdragon 8 Gen 2 still _just_ fails to match the Apple A14 (let alone the A15 and A16), perhaps this little design boost is finally enough to match it. If Microsoft can get Qualcomm to implement some of the same chip tricks Apple pulled off for x86 emulatio…

> I did not expect ARM would take so long to catch up with even the Apple M1 or the same core designs in the Apple A14. As mentioned in the article, you might want to pay attention to the traditional difference between what ARM promises and what it delivers. > these launch events have a history of making performance claims that don't align with what actually arrives in consumers' hands

Part of that though is that Qualcomm etc tend to skimp versus the recommended cache values.

Re: Arm announces the Cortex X4 for 2024, plus a 14-core M2-fighter

#33
post #13
post #2

To quickly lower expectations before reading the article: > Every year with these Arm flagship chip announcements, the company also includes a wild design for a giant mega-chip that usually never gets built. That being said, this 14-core figure is when doing a full-Arm SoC (with Arm internal bus). SoC vendors are still allowed (AFAIK [0]) to do their custom interconnect that goes higher than that [0] there have been…

> there have been rumors seen here that Arm is pushing towards a model where SoC vendors must do all-Arm components Smells like FUD spread by Qualcomm, who are currently in a legal battle with ARM.

Yep, Mediatek for example just announced an ARM processor with NVidia components and there’s already arm processors with AMD GPUs.

No other manufacturer seems to be beholden to the terms that Qualcomm is claiming.

I’m very inclined to say QC are trying to push for sympathy in the tech sphere.

Re: Arm announces the Cortex X4 for 2024, plus a 14-core M2-fighter

#34

Still waiting for non handicapped (thinkpad x13s) ARM competitors. I would like to get performance + long battery + good screen + Linux but it seems to me that It will take so much time that I'm better off waiting for Asahi Linux to get mature and buy a second hand M1. It's sad.

AMD and Intel are coming out with M2-Pro like quad channel APUs. Clock them low enough, and that will trounce anything we have from ARM outside Apple.

Re: Arm announces the Cortex X4 for 2024, plus a 14-core M2-fighter

#35
post #28

Earlier quoted context omitted.

Why are you excluding iOS devices?

For anyone curious, iPhones ship 234 million a year, Watch around 60 million, iPad another 20 million. Not sure about Apple TV but let's assume that's 0. That's over 300 million CPUs a year. I doubt the total chip number for the industry though - Intel alone ships ~100M. But it's clear Apple is very likely the largest manufacturer of CPUs. * Correction: MediaTek shipped 350M units in 2020 and Qualcomm shipped 319M (d…

>But it's clear Apple is very likely the largest manufacturer of CPUs.

Manufacturer? Where are Apple's fabs located at?

Re: Arm announces the Cortex X4 for 2024, plus a 14-core M2-fighter

#36
post #3

It’s hilarious how Apple has become the number one chip maker in the world. Intel CEO Pat Gelsinger called them a lifestyle company…

It's a bit of an unfair statement but I do see where he's coming from. Apple make consumer phones and laptops, professional workstations, wearables, headphones, and TV/Home products. We've yet to see an M series chip for products in any of the following fields: Cloud Computing, Computer Vision, Data Center Solutions, Edge Computing, High Performance Computing, IT Infrastructure, Network Connectivity, Robotics, Securi…

> How can you call them the number one chip maker when they don't compete in any of those markets,

Because they produce north of 300 million SoCs every year. They may not end up the number one chipmaker every single year but they're in the top ten and depending on other companies' demand vs Apple's demand may end up number one.

Re: Arm announces the Cortex X4 for 2024, plus a 14-core M2-fighter

#37
post #15

I did not expect ARM would take so long to catch up with even the Apple M1 or the same core designs in the Apple A14. The Cortex X3 in the current flagship chip Snapdragon 8 Gen 2 still _just_ fails to match the Apple A14 (let alone the A15 and A16), perhaps this little design boost is finally enough to match it. If Microsoft can get Qualcomm to implement some of the same chip tricks Apple pulled off for x86 emulatio…

> I did not expect ARM would take so long to catch up with even the Apple M1 or the same core designs in the Apple A14. As mentioned in the article, you might want to pay attention to the traditional difference between what ARM promises and what it delivers. > these launch events have a history of making performance claims that don't align with what actually arrives in consumers' hands

Sure, but it's worth noting that the Cortex X3 in the Snapdragon 8 Gen 2 is _almost_ at the level of the A14 in single core performance, just not quite there. Even if the performance bump is less than promised, they will still equal it.

Re: Arm announces the Cortex X4 for 2024, plus a 14-core M2-fighter

#38

Earlier quoted context omitted.

For anyone curious, iPhones ship 234 million a year, Watch around 60 million, iPad another 20 million. Not sure about Apple TV but let's assume that's 0. That's over 300 million CPUs a year. I doubt the total chip number for the industry though - Intel alone ships ~100M. But it's clear Apple is very likely the largest manufacturer of CPUs. * Correction: MediaTek shipped 350M units in 2020 and Qualcomm shipped 319M (d…

>But it's clear Apple is very likely the largest manufacturer of CPUs. Manufacturer? Where are Apple's fabs located at?

Not TSMC, that's for sure. TSMC is using ASML machines to etch the transistors, so by your logic ASML is the biggest CPU manufacturer

Re: Arm announces the Cortex X4 for 2024, plus a 14-core M2-fighter

#39
post #17
post #4

Earlier quoted context omitted.

It's not surprising, anyone who sells iPhones is going to need a lot of chips. Gelsinger wasn't half wrong anyways - outside the consumer hardware market Apple is a no-show.

> outside the consumer hardware market Apple is a no-show. I don’t have the data, but tech companies are often full of Macs. Sometimes I also see small businesses running iMacs.

My company is a couple thousand large and we have maybe 50 PCs in the whole org.

Re: Arm announces the Cortex X4 for 2024, plus a 14-core M2-fighter

#40
post #28

Earlier quoted context omitted.

Why are you excluding iOS devices?

For anyone curious, iPhones ship 234 million a year, Watch around 60 million, iPad another 20 million. Not sure about Apple TV but let's assume that's 0. That's over 300 million CPUs a year. I doubt the total chip number for the industry though - Intel alone ships ~100M. But it's clear Apple is very likely the largest manufacturer of CPUs. * Correction: MediaTek shipped 350M units in 2020 and Qualcomm shipped 319M (d…

Correcting yourself, two thumbs up. Margins per CPU shipped? My first, thought was APL at least 7x MTK but i must be so far off here.
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