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Apple's chip manufacturing is as f'ed as intels was.

I see no reason why I should upgrade my Air if all that's new is a new casing.
I see no reason why I should upgrade my 13PM if all that's new is a 48MP downscaled to 12MP camera.
I also see no reason why you should. Plus, you’ll save money by NOT buying them. OR you could use the money on something of more value to you!
 
What lockdowns have affected TSMC?
TSMC is dependent on suppliers as much as any other company even though Taiwan itself hasn’t had many severe lockdowns. Last month for example they were in the news for facing unexpected constraints from tool supplier delays and longer shipping times. A sizable amount of the world’s supply of neon, used to power lithography lasers, is manufactured in Ukraine and said capacity is offline now for obvious reasons. So while TSMC may not be directly affected by the pandemic and other worldwide events, supply chain snarls hit them the same as any other manufacturer.
 
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Try Ultra… and then come to learn that not all of “double everything” MAX translates to double MAX power. Apparently, the software side needs to catch up with the hardware advancements.

I’m hoping the Mac Pro release comes with macOS refinements to maximize that hardware… because presumably optimizations for the rumored 4 MAX chips in QUAD means that the mere Ultra will enjoy the same software lifts.

One can hope anyway. I’m also hoping for full speed ports on this Ultra.
macOS already has sophisticated APIs allowing for developers to harness multiple processors and multiple cores in the form of Grand Central Dispatch which has been which has been around since 10.10 Yosemite. It’s up to developers to support it in their apps. Even with GSD support certain workloads just don’t lend themselves well to multithreading and in turn don’t see a huge boost as core counts rise.
 
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What are you talking about? 96% of mainstream applications are already Apple Silicon ready: Microsoft Office, most of Adobe Creative Cloud. Honestly, whatever parochial app you are talking about already runs fine using Rosetta. There is nothing really to 'unleash' or 'exploit' that hasn't already. Even Creatives who tests the Mac Studio have admitted, there isn't much to gain choosing a M1 Ultra over an M1 Max. You have even proven my point more, what's already released is good enough to not warrant an M2 now, 6 months from now or even 2 years from now. The rumors are saying an M2 is not gonna be dramatic like the M1 was and we'll probably just see a 6 to 9% performance boost. Thats not gonna get many on M1 Macs, especially those who already spent a pretty penny on a Mac Studio. Whoever Apple is building the Mac Pro for is extremely niche. So, unless you are ready to blow 10 grand on one and there are not many of you out there that gonna do that (especially in this economic climate), then more power to you. But lets remember, Apple stop caring about niche when the iPhone became mainstream.
Just because a developer had modified a application that prior was only Intel platform based necessitating Rosetta 2 to some native compatibility doesn’t mean it’s working ideally for its entire functionality. So called native applications have always evolved over time. Limitations caused by the OS not supporting ideal equivalent graphics has always been problematic. You mentioned two cloud based office suites. That’s not ideal speed wise to be running something internet throttled at times as something that is ideal. What I am getting at is M1 platform support is still evolving with MacOS, it is weak against graphic standard compatibility with windows with the current metal support. If one is only going to look at this from enterprise POV then there are genres of software that aren’t well represented with software that they want before relinquishing Intel based Macs.
 
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macOS already has sophisticated APIs allowing for developers to harness multiple processors and multiple cores in the form of Grand Central Dispatch which has been which has been around since 10.10 Yosemite. It’s up to developers to support it in their apps. Even with GSD support certain workloads just don’t lend themselves well to multithreading and in turn don’t see a huge boost as core counts rise.
CGD was a 10.6 technology IIRC?

Parallelization is great, but just won't help some workloads. I won't hold it against apple if they update their chips on a 2-3 year cadence. The biggest sorespot is shipping hw with 8 GB of RAM and maxing out at 16 GB. Other pain is the M1 Pro chips only being available in the MBP line. Would be phenominal if they had put a Pro chip in either the mini or the Studio.
 
Just because a developer had modified a application that prior was only Intel platform based necessitating Rosetta 2 to some native compatibility doesn’t mean it’s working ideally for its entire functionality. So called native applications have always evolved over time. Limitations caused by the OS not supporting ideal equivalent graphics has always been problematic. You mentioned two cloud based office suites. That’s not ideal speed wise to be running something internet throttled at times as something that is ideal. What I am getting at is M1 platform support is still evolving with MacOS, it is weak against graphic standard compatibility with windows with the current metal support. If one is only going to look at this from enterprise POV then there are genres of software that aren’t well represented with software that they want before relinquishing Intel based Macs.
Huh? Office 365 and Adobe CC are not cloud based software. They are installed locally and run off line locally. All that essentially different is licensing model which subscription based. So I don’t get what you saying about them running off the Internet.
 
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So we’re back to square one, just like the intel days. I thought the promise of Apple Silicon was the dawn of a new era where Apple owned the full vertical. And we’d get faster Max upgrade cycles.

But it’s been 18 months since MBA M1 and there’s still no upgrade.

How easy would it be for Apple to do what TSMC does in-house?
That was before the effects of the pandemic and Ukraine war.
 
I’m still waiting on my Mac Studio (M1 Ultra, 128GB, 4TB), as are many other people. It wouldn’t make sense for Apple to release the M2 at WWDC, especially if the Mac Pro will have an M1 variant. That would really confuse people and anger others.
 
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macOS already has sophisticated APIs allowing for developers to harness multiple processors and multiple cores in the form of Grand Central Dispatch which has been which has been around since 10.10 Yosemite. It’s up to developers to support it in their apps. Even with GSD support certain workloads just don’t lend themselves well to multithreading and in turn don’t see a huge boost as core counts rise.
Yeah I’m not referring to third party software: macOS needs refinement to better take advantage of the “double everything” on Ultra vs. MAX… so sayeth Apple fans hunting for that added performance in YouTube videos comparing base Studio to Ultra Studio.

The general conclusion: except for very specific tasks, buy Studio MAX instead of Ultra because the dual MAX implication of Ultra simply does not show in many objective measures. Select measures? Yes. But there is much room for macOS improvements to better utilize what is in there.

Thus, as an Ultra owner myself, I hope Apple is doing that work to show off the rumored QUAD Mac Pro in hopes that those same optimizations for 4 MAX chips “trickle down” to 2 of them.
 
Go back to the S designation which was an incremental update, I mean this allegedly is this but by changing the number there’s now an expectation of decent improvement.
 
So we’re back to square one, just like the intel days. I thought the promise of Apple Silicon was the dawn of a new era where Apple owned the full vertical. And we’d get faster Max upgrade cycles.

But it’s been 18 months since MBA M1 and there’s still no upgrade.

How easy would it be for Apple to do what TSMC does in-house?

People aren’t upgrading their laptops that often either.

Consider that the ipad is also slipping to a 1.5 year upgrade cycle. I suspect the Mac will also enter a 2-3 year refresh cycle. Maybe 2 years for the consumer Macs, possibly 3 for the lower-volume pro Mac models.
 
I find it very unlikely that Apple haven't already finished designing M2 or even M3, to be honest.
It would be kinda insane for any company to release a new chip the moment it finishes designing it, I mean, it would be a very risky, non-future-proof strategy.
So, Apple might decide to postpone the launch of specific tech, but don't tell me they haven't designed next few years' tech, cuz its most definitely not true nor realistic.
 
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I still don't know what we need all the power from the A15 for. We long ago passed the point of what's necessary to run complex rendering for games, etc. on a small screen.

If the rumors are true and there's a VR headset, maybe the headset offloads processing & rendering to another device.
 
So we’re back to square one, just like the intel days. I thought the promise of Apple Silicon was the dawn of a new era where Apple owned the full vertical. And we’d get faster Max upgrade cycles.

But it’s been 18 months since MBA M1 and there’s still no upgrade.

How easy would it be for Apple to do what TSMC does in-house?
Yeah, nah, it isn't TSMC's job to design the chips, all they are doing is fabbing them. They are way ahead of anyone in the world in fab tech. The fabs they are building outside of Taiwan are the older, slower designs, and keeping the latest fastest fab tech strictly to Taiwan soil so that no one can copy them.

M2 is entirely up to Apple to design. When the design is done, they send it to TSMC to fab on whatever the latest fastest fab tech is currently available. They delays in M2, or in the M1 Extreme that is to go into the Mac Pro, is all on Apple. And then, to even call them delays, well, that is merely assuming an annual update, which Apple have never said is to be the case.

And no, for Apple to do what TSMC do in-house, that's not an easy task. There's a lot of secret expert knowledge in TSMC's processes. If it was easy, then TSMC wouldn't have the lead on everyone else year in, year out.
 
So instead of the groundbreaking, astonishing technological leaps we've grown acustomed to each year, the iPhone 14 will be just a modest spec bump and maybe some camera improvements?
 
So instead of the groundbreaking, astonishing technological leaps we've grown acustomed to each year, the iPhone 14 will be just a modest spec bump and maybe some camera improvements?
Both are S models, so it is OK. This year's focus is probably software (iOS and MacOS optimization for M architecture). I have both iPhone Pro Max 13 and loaded MBA M1, both hardware-wise are amazing already, so would welcome software improvement further.
 
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A chips series performance has been ridiculous for some time, there is plenty of headroom, so benchmark jump is completely irrelevant. As far as iPhone 15 is concerned I’m waiting for notch redesign, new cameras and decent battery.
 
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