so refreshing to see a well reasoned intelligent post on MR, a rare occurrence these days..
64 bit surprised me as well, but all things considered it turns out to be quite a logical step for Apple to take. They have obviously spent considerable design effort on ARMv7 Swift and no doubt they will capitalize on it across their lineup into the future. So for the next ground up design, it only makes sense to start with ARMv8 which happens to be 64 bit, but that's mostly relevant to the marketing department at this point. ARMv8 is a better, cleaner architecture regardless of 32/64 bit. Still, after Swift's IPC improvements, increased clock speed and 32nm process, it was difficult to imagine what can be done to significantly outperform it outside of going quad core. 28nm vs. 32nm is not major enough of a step and 20nm is still out. Clock speed may go up slightly, but Apple will always undershot to keep reigns on the consumption. I thought perhaps stretching everything a little bit, Apple will squeeze at most 50% gain over A6 while keeping it dual core. Then came the keynote claim of doubling CPU performance. I can't imagine we're still talking about dual core chip, but if it turns out I'm wrong - hats off to Apple. Quad core at similar if not slightly lower frequency with slightly improved IPC seems more plausible from where I stand.
The writing is on the wall, one day we will see Apple designed ARM processor in a laptop form factor. Performance won't be an issue, power will be saved, battery size, dimensions and weight will shrink as well as the pricetag. MBP will keep using x86, but MBA could easily switch to ARM before we know it.