Yes, hi, Tom Boger here. I'd like to order three million Ryzen CPUs for the coming three years or so.
— Sorry, what? Boger. Tom Boger. Yeah, I manage Mac Product Marketing at Apple.
— sure, I'll hold.
— yes, my name is Tom Boger. Your Ryzen Mobile 4000 CPUs sound very impressive. …mhm! Yeah. No, nothing to announce on the ARM front. But we like to have options, y'know?
— yeah. No, your assistant is right, I did say three million. No, not for three years. Not total. No, no, I meant per quarter over three years. Yes, 36 million. Yeah.
— wait, why?
— uh, sure, we'll pay you a premium. I can offer 40% upfront?
— because your CPUs sound impressive is why.
— you… you can't?
And that's how Apple chose Intel yet again.
There is a current rash of AMD 4000 mobile laptops announced over the last 2-10 days. Lenovo just did some T14 , T14s , X13 and None of the them feature Thunderbolt.
When Lenovo announced the new 2020 ThinkPad lineup in late February, the addition of Thunderbolt 3 to the AMD versions of the new ThinkPad T14, ThinkPad T14s and ThinkPad X13 was big news. Two months later and close to the release of the new devices, it turns out that the initial spec-sheet was...
www.notebookcheck.net
All the Ice Lake 10th generations do, but just about every laptop "flagship" that AMD has been crowing about doesn't. For example
"...
: Breaking into desktop was relatively easy for AMD. For laptops, Intel has been circling the wagons for a while, so what are some of the challenges for AMD in this space? Can you address Thunderbolt 3 and CNVi-based Wi-Fi 6?
....
LS: We've always thought it would be a deliberate rollout of technology. So with desktops and servers all about the CPU and took advantage of chiplet technology. As you go into the notebook form factor, we’ve integrated the CPU and the GPU and we’re pushing boundaries on battery life. ...
We presented a couple of designs today with the Lenovo Slim 7 as well as the ASUS Zephyrus G14. There are a lot more machines coming out, in very nice form factors, all using the full power of the Ryzen 4000 series. "
www.anandtech.com
Note how completely ducks the Thunderbolt 3 issue. It isn't "can't get Intel chips either" because many of these AMD 4000 laptops are coming with Wi-Fi 6 via ..... Intel chips.
AMD doesn't have to provide the Thunderbolt chips themselves ( heck their PCH-I/O chips are largely just outsourced ASMedia designs ), but they do have to cross the t's and dot the i's in terms of reference board design , firmware development support , and issue troubleshooting. AMD has a "old school" laptop port product. That isn't going to cut it for the MBP.
In contrast, the Ice Lake 10th generation come with baseline 4 port Thunderbolt build in. The four port MBP 13" is an relatively tight match to the system specs. That is highly likely contributed significantly to why it won. The 8th in the two port money probably wins on the Scrooge McDuck factor for Apple because it minimal work to ship ( tweak the case slightly , new keyboard , and reuse the "practically already paid for" R&D of last years.
Part of AMD's lock out lies in fact that 3-4 years ago they were "hating" on Thunderbolt. Until something comes along to help them crawl out of that hole they dug they still have work to do. When AMD has a creditable USB 4 infrastructure that passes the Thunderbolt 4 litmus test they'll have a substantively stronger hand.