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Apple's follow-up to M1 chip goes into mass production for Mac

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Re: Apple's follow-up to M1 chip goes into mass production for Mac

#91

Earlier quoted context omitted.

"Antitrust is okay if you have a fast processor"

The thing is, every competitor is going to upgrade to these and if you stay with inferior Intel products, you give yourself competitive disadvantage. Unfortunately this is the current state of play. If I won't be able to achieve something the same speed competitor can, I put myself in a bad spot. I try to not mix emotions and business, however for a personal machine, I am rocking 5950X and it is awesome.

> I am rocking 5950X

Irrelevant from a mass market perspective. That chip is still out of stock at Best Buy and the Amazon third party version is marked up 54% versus MSRP.

Incidentally the 11900k is also out of stock at many retailers, but it's so much cheaper. You can still buy a pre-binned version that clocks 5.1GHz; even with markup that costs 30% less than the aforementioned third party 5950x.

Availability and price matter. My take on AMD's heavy focus on the enterprise segment right now is that they have no choice. If your enterprise partners get faced with scarcity issues, they will lose faith in your supply chain. You can tell a retail customer to wait patiently for 6 months, and even an OEM that makes retail devices (eg Lenovo) may forgive some shortfalls as long as there's a substitute available, but Microsoft and Google aren't going to wait around in line like that.

Re: Apple's follow-up to M1 chip goes into mass production for Mac

#92
post #58

Earlier quoted context omitted.

M for mobile could make sense given they've just put an M1 in an iPad Pro. I assumed it was Mac before that and we'd get an M1X or something for higher end models but that seems wrong now.

...but they also just put it in the iMac...

The variant of it that uses laptop parts, but fair point. Mobile does seem a stretch for iMac. Let's just call it Apple's unique naming convention :)

Re: Apple's follow-up to M1 chip goes into mass production for Mac

#93
post #76
post #6

If Apple is having this kind of success, it seems they should look to compete in the data center with this or the following generation of chips. I wonder if it is a good time to invest in Apple.

Do you mean that they should start making and selling servers? It's unlikely. Or do you mean that they'll start selling parts (SoCs)? Not in a million years :-)

I am just trying to forecast how bright Apple's future is. Seems like they have options. So, is there going to be a shift towards ARM/RISC in general or not. If so, where do I put my money?

Re: Apple's follow-up to M1 chip goes into mass production for Mac

#94

I hate to say that, but I am likely going to buy M2 Mac. I don't like Apple and their anti-competitive tactics, but I admit they won their spot for now. However, as soon as good PC competitor comes in, I'll drop Apple like a hot potato.

The Apple's second version of everything is always the one to get. The first version is always exciting, but usually comes at some large expense. - iPhone 2 had 3G and was so much better than 1 - iPad 2 was about 3 X slimmer/lighter than 1 Lots of other examples if I though about it.

Obviously, we won't know if the M1X/M2 has a similar big advantage over the M1 until it ships, but...

You can also look at it this way: The M1 is not the first version. It is (IIRC) an enhanced version of the A14 SoC family, and a clear evolution of the work Apple has been doing on its silicon for the past decade.

Re: Apple's follow-up to M1 chip goes into mass production for Mac

#95

This would be quite an accelerated timeline if Apple ships its second-generation M-series chip only eight months after the first. Typically, they’ve followed a sort of six-month tick-tock pattern for the A-series, launching a new major revision in the fall with the new iPhone, and launching an “X” revision in the spring with new iPads. I think most observers have been expecting an “M1X” for Apple's first pro-oriented…

We're in a brave new world. The early prognosticators thought the M1 was more a proof of concept (shove it into existing designs to get it out there).

But now we know that it was always intended to be a real player (it's in the iMac and iPad Pro).

So this news is interesting to me because now it seems to cut back the other way that maybe the M1 was designed for a short shelf life.

In a world where Apple is controlling so much of its silo, "normal" design and building deadlines will be upended.

Re: Apple's follow-up to M1 chip goes into mass production for Mac

#96

Earlier quoted context omitted.

The Apple's second version of everything is always the one to get. The first version is always exciting, but usually comes at some large expense. - iPhone 2 had 3G and was so much better than 1 - iPad 2 was about 3 X slimmer/lighter than 1 Lots of other examples if I though about it.

What, in your opinion, is the drawback of the M1 product series? I haven’t read many negative reviews.

Memory, ports. That might be more of a product level issue but its a blocker for me.

Re: Apple's follow-up to M1 chip goes into mass production for Mac

#97

I really want the next MacBook Pro to support driving two 4K monitors over thunderbolt and have an option to buy 32 gigs of ram.

The latest Macbook Pro 16" supports 32GB or 64GB RAM [1]. It's been that way for a few generations. I have the 2018 model and it has 32GB. I think that might have been the first generation where that much RAM was supported.

[1] https://www.apple.com/macbook-pro-16/specs/

edit: oh right, that's not M1 brainfart

Re: Apple's follow-up to M1 chip goes into mass production for Mac

#98

Earlier quoted context omitted.

The Apple's second version of everything is always the one to get. The first version is always exciting, but usually comes at some large expense. - iPhone 2 had 3G and was so much better than 1 - iPad 2 was about 3 X slimmer/lighter than 1 Lots of other examples if I though about it.

What, in your opinion, is the drawback of the M1 product series? I haven’t read many negative reviews.

The RAM is limited to 16GB, IIRC the max I/O throughout is also somewhat limited as well, so you have to compromise on number of USB4/10Gb Lan etc

Re: Apple's follow-up to M1 chip goes into mass production for Mac

#99
post #18
post #6

If Apple is having this kind of success, it seems they should look to compete in the data center with this or the following generation of chips. I wonder if it is a good time to invest in Apple.

What's in it for Apple? I'm not trying to be glib, here, but unless there were some Mac only server functionality, nobody would buy an Apple ARM powered datacentre machine.

With a sufficiently wide lead in energy efficiency, just selling hardware without any follow up lock-in harvest can be attractive even for a company as spoiled as Apple. They'd likely want to make the modules offered sufficiently big to make them unattractive for desktop use or else they'd risk cannibalizing their lock-in market.

Re: Apple's follow-up to M1 chip goes into mass production for Mac

#100
post #97

I really want the next MacBook Pro to support driving two 4K monitors over thunderbolt and have an option to buy 32 gigs of ram.

The latest Macbook Pro 16" supports 32GB or 64GB RAM [1]. It's been that way for a few generations. I have the 2018 model and it has 32GB. I think that might have been the first generation where that much RAM was supported. [1] https://www.apple.com/macbook-pro-16/specs/ edit: oh right, that's not M1 brainfart

yeah but they want that with apple silicon
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