I think the big picture story is, people should no longer be expecting huge jumps and leaps.
N5-N5P-N4-N3-N3E
These might look big in past years, but they are considered nodelets today.
With N3, you're looking at 5-10% clock jump compared to M2. Scaling factors are slowing down, which means limited increase in transistor count. With M3, we'll probably see another M2 style increase, with slightly more.
Remember how A7 had 1 billion transistors? A8 had 2 billion. Those days of doubling are long over.