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Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

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61–70 of 206 posts

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#62
post #46

Earlier quoted context omitted.

I thought AMD succeeded because they managed to get Jim Keller and other great engineers? Unsure why you're placing your hope on a CEO.

No one person deserves the credit for a processor and if Intel had delivered on their roadmap (Ice Lake in 2017 and Alder Lake in 2019) AMD would be dead today.

AMD survived bulldozer. They survived not because of the quality of their chips, but because there exists a sizable x86 market that is literally anything except Intel.

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#63

Why does the biggest and richest company in the world ever have to suffer from talent leaving because they don’t get paid enough? It just doesn’t make any sense.

Jony Ive would call it courage.

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#64

From Anandtech's deep dive into the performance and efficiency cores in the A15, which are reused here in the M2. Performance Cores: >Apple A15 performance cores are extremely impressive here – usually increases in performance always come with some sort of deficit in efficiency, or at least flat efficiency. Apple here instead has managed to reduce power whilst increasing performance, meaning energy efficiency is impr…

This is a really great article from Anandtech with benchmarks and analysis, it explained a lot of things. > The overall performance gains are quite disappointing when you factor in the raw cost increase that comes with this new M2 and the fact that it has been nearly 2 years since the M1’s introduction. Also the logic of article in the title is little weird to me. M1 was introduced in the same year as A14, they use t…

Phones are the flagship product. They will always get the latest and greatest first, including cores, die shrinks, etc etc.

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#65

Why does the biggest and richest company in the world ever have to suffer from talent leaving because they don’t get paid enough? It just doesn’t make any sense.

Also their push to try and make people work from the office again went down like a lead balloon.

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#66

Earlier quoted context omitted.

Well they aren't the richest and certainly aren't the biggest.

Depending on how you define richest Apple could very well be the richest. It has something like 200 billion dollars in cash in hand. I would be surprised if any company could match that.

Often unreported, Apple also has $100B in debt. Google and Microsoft have a better net cash and cash equivalents position than Apple.

https://www.macrotrends.net/stocks/charts/AAPL/apple/long-te...

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#67
post #45

Earlier quoted context omitted.

Seems silly to me. CPU designs are important, but these companies have more than enough engineers to make competent designs even with some people leaving. There's another factor that completely dominates. It's all about the fabs. Intel lost the performance lead, was it because of their designs? No, it's because they lost the lead in fabs. AMD passed Intel, was it because of their designs? No, it's because they use TS…

> No, it's because they lost the lead in fabs. AMD passed Intel, was it because of their designs? No, it's because they use TSMC's fabs and TSMC passed Intel. Apple blew everyone away with M1, was it because of their designs? No, it's because they paid TSMC boatloads of money for exclusivity on their latest fabs . The fixation on the fab process is bewildering. Yes, it does help, but it is also an optimisation step t…

Stuff like adding SVE2 can be great for specific applications but it's really marginal when looking at whole system performance. What's not marginal are the improvements in power efficiency and room for more cache that come with new process nodes. These chips are power constrained in almost everything they do, because of heat dissipation or battery life or both. Less power and more cache benefits everything automatically, not just the very few things that actually start using new SIMD instructions or other new hardware blocks each year.

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#68

Why does the biggest and richest company in the world ever have to suffer from talent leaving because they don’t get paid enough? It just doesn’t make any sense.

Why would compensation be the decisive factor for top talent in a highly compensated field? They have probably already made enough money that they don't have to work for living, and they are probably genuinely interested in their work because they made it to the top. Apple processors are already in the market, so the most interesting work is done, and it may be time to start looking for new challenges.

If you consider Maslow's hierarchy of needs, you have "esteem" at a high place. Money becomes a proxy for that.

Big management negotiate higher pay all the time not because there is a difference between earning 30 or 40 millions, but because they need to feel their own "value" go up.

This is discussed at length in "thinking fast and slow", iirc.

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#69
post #38

Why does the biggest and richest company in the world ever have to suffer from talent leaving because they don’t get paid enough? It just doesn’t make any sense.

Things don't become the "est" anything by being wasteful.

My dad used to tell a story when as a kid he worked at a gas station. Guy shows up with a Ferrari, asks for a full tank, pays with a large note and my dad asks him to keep the change. The guy replied

- boy, I got a lot of money Really, a lot. You know how I got them? I never gave anything away for free. Hand that change over.

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#70
post #44

Thanks to being based on their phone chips Apple came out of the gate with the M1 and cleaned everyone’s clock on performance-per-watt while putting in good to great numbers in general (as a CPU). But their rate of improvement on the A series has been slowing on general tasks. They’re on the same process node, and only increased frequency a bit. Is it really that surprising that performance didn’t take a massive jump…

> They’re on the same process node, and only increased frequency a bit.

It's going from N5 to N5P, chosen by Apple over N4.

> But no one [expects] that from Intel or AMD every year anymore.

That's not accurate, a minor performance upgrade after almost 2 years is the exact thing Intel has gotten a lot of flack for in recent years. The fact that people are willing to defend it is really exclusive to Apple and their unbeatable marketing.

Zen 4 on an almost identical timeline will be ~ 30-40% performance, and people were widely disappointed by the announcement of ">15%" S/T - very close to Apple's +18% M/T. Intel will have gone from Rocket Lake to (almost) Raptor Lake, doubling performance.

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