I've been really interested in the ARM Mac theory lately.
If Apple is building their own CPUs and GPUs, there's a lot of potential here. They save a lot of money doing this in house, instead of relying on the duopolies of Intel/AMD and NVidia/AMD.....
That's why gaming companies don't bother with Macs these days. Even Blizzard dropped support with Overwatch. Because the vast, vast majority of Mac users only have integrated chips.
If integrated GPUs (iGPUs) are "evil" and all Apple is doing is building iGPUs then where is this "a lot of potential here"?????? Apple dumping Intel's iGPUs for Apple iGPUs is still an iGPU.
The likelihood of Apple jumping into the discrete GPUs space is
extremely unlikely. There is no volume there. The vast majority of the Apple line up does
not use dGPUs. Apple isn't going to sell these GPUs to anyone else. So there is no volume potential there at all. With little to no way to reasonably pay off the R&D expenditure Apple isn't likely to go down that road.
I wouldn't be surprised at all if within a year or two Apple can make a chip for under $100 in-house that nearly matches the performance of a $200-$300 Intel chip and a $200 NVidia chip.
That would be very surprising because Apple does not need or want $100 CPU-GPU combos inside of its iPhones and iPads. The run rate of Macs hovers around 12M snd the average selling point is considerably higher than that of an iOS device. Apple chip of tomorrow would likely be in the same say of Intel's of today. It would be a cheaper processor for slower results. That is nice if trying to dramatically drive down the average selling price of Macs. Is Apple going to do that? Highly unlikely.
Apple could theoretically shrink all of their devices, while significantly improving their performance at the low end, while keeping the price the same and increasing profit margin.
Hands aren't getting any smaller and eyes aren't getting dramatically better. The keyboard and screens are likely to be about the same size they are now so "shrink" is what? The ever more anemic thinner? At some point that is just a cruel, unimaginative joke. Battery life is good. More than one socket is useful for a wide variety of use cases. etc. etc.
Apple's ARM chips are optimized for phones and mobile tablets. The lack of distractions is one of the primary reasons they have a competitive edge. Apple doing a separate track of CPU-GPU just for Mac makes little sense as there is no where near as much volume or revenue there.
Apple has made transition when the
whole Mac line up could switch to the new architecture. Everything switched from Moto 68K to PowerPC. Everything switched from PPC to x86.
Cherry picking off some Mac Mini and entry level MacBook isn't the whole Mac line up. Semi permanently splitting the Mac ecosystem into two different architectures is highly dubious. Cranks up ecosystem development costs with little return over the long term.
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This is surprising. They've been making GPU's for their shipping phones for two years and we never found out.
Apple using the general ARM architecture and does there own, customized implementation. The have a "architecture" license. Some software code goes into CPU but the internal execution isn't exactly the same as the "bulk" implementation can directly buy from ARM.
This may be similar in that much of the external interfaces are the same but the internal implementations are tweak. If doing "down as close as possible" to the hardware then relatively minor differences would show up but would largely just look the same. ( similar to optimization for a specific Intel CPU model. ). Apple probably is taking more control of the drivers too. ( because Apple doesn't let folks go all the way down to the hardware. )
Like with ARM implementations they are coloring inside the lines. They have enough influence that the general trends in arch are going their way but incremental optimizations are kept in house.
If someone bought Imagination Tech and took PowerVR off in a direction Apple didn't like then they have enough resources to "fork" and continue on until they found a long term solution they could "share" R&D costs on. It think what is off base is the notion being spun off these articles that Apple is trying to go off into their own completely proprietary GPU. I don't think there is much evidence of that.
[ Imagination Tech bought MIPS a while back. I suspect Apple thinks that is a distraction and more in-house folks are a hedge against a distracted ITech getting lost. ARM has been cranking up their efforts with their GPU families (Mali, etc.) so ITech's competition is higher now. If Apple becomes the only major player who sole interest is PowerVR then buying ITech means Apple would have a MIPs part they don't want or need. ]