[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.