[highwaylights]

Get that performance from where though?

The big M1 numbers came from getting ahead of the rest of the market on 5nm TSMC, and critically from packing everything into the SOC so physical distances were reduced by multiple orders of magnitude (which has already been the case for the A series). That’s been done now, so the low hanging fruit is gone there.

Performance gains from here should be expected to be identical to AMD as they’ll be moving on TSMC’s cadence (it’s AMD who might actually see similar jumps on the low end if they go the Apple route and move everything to the package).

I wouldn’t be surprised if Apple has already started looking to stand up it’s own fab. They have large and very predictable needs now, and could likely get ahead of ASML’s queue by throwing money and scale at the problem - not least because it would help them muddy the waters as to what Apple Silicon actually is more, which fits the marketing better.

[smoldesu]

> and critically from packing everything into the SOC so physical distances were reduced by multiple orders of magnitude

I don't think that reduces chip power so much as it reduces latency. Apple's "power" here comes entirely from using the 5nm node and refining a stupid-high IPC.

> it’s AMD who might actually see similar jumps on the low end if they go the Apple route and move everything to the package

No? Again, making everything an SOC has advantages/disadvantages, but your raw performance metrics are almost never significantly influenced by distance of the components (unless the distance is significant enough). AMD's real advantage will be jumping ahead 1.5 generations at TSMC, and then later it will be an architectural change (eg. big.LITTLE). I think Apple is the only one interested in shipping computers with SOCs.