The new Macbook Pro's are HALF as efficient as the Macbook Air/Pro 13" in web browsing!
Battery life is a massive improvement over the successor, but efficiency is down quite a bit compared to these original M1 Macs.
Part of this is due to screen differences, part due to SOC/mem. Image
With the die shots Apple released. I think there are some errors in it.
Using them for face value, @Locuza_ + @andreif7 calculated die sizes:
M1 Pro 245.08-245.92mm^2
M1 Max 429.17-432.35mm^2
Both noticed some these, but it should be
M1 Pro 241.7mm^2
M1 Max 383.5mm^2 Image
Why the discrepancy?
The Firestorm CPU core, GPU cores, and 11 TOPs NPU are all scaled larger.
If they were scaled the same as real die shots of M1, then those would be the die sizes.
Both @Locuza_ and @andreif7 noticed this odd scaling btw
The M1 Max has 2 NPUs in the die shot, but Apple says the performance is that of 1.
Both these issues make me think Apple showed doctored die shots, not real, for Max.
@GPUsAreMagic had speculated the lower right NPU could be masking HBM IMC which could be use on Mac Pro?! Whoa! ImageImageImage
I straight up don't believe this image from Apple. M1 Pro/Max use ~20W for what i7 11800H consumes ~65W.
These chips use the same Firestorm cores found in M1.
Based on various M1 testing, that just doesn't seem feasible to me.
Predicting it will be 20W vs 40-50W.
Still awesome! Image
Frequency is 3.2GHz
Efficiency is unmatched, but woulda liked to see Apple push harder for single threaded crown
ST power measures ~6-7W in single thread loads
M1 Pro/Max yields ~1,749 ST GeekBench for example
Intel Alderlake does ~2,000 with >20W ST power
browser.geekbench.com/v5/cpu/10476727
Weight. These laptops are heavy. In fact they will be the heaviest laptops I've ever daily driven personally. I have had quite a few laptops from SandyBridge era and on. Even had a 13" Macbook Pro for one of my former jobs.
14" - 3.5 pounds / 1.6kg
16" - 4.7 pounds / 2.1kg
Before anyone asks, the preorder is still in
I patiently await for what I think will be the best laptop on the market for a long time to come.
Despite this, you all know me as a petty nitpick guy.
So I wanted to get a little pedantic!
Should source/justify some of this.
1st table is just based on the specs on Apple.com.
Die shots are guesswork based on shots in prez. We need real high quality shots before any conclusions.
Clocks assume GB results are correct, usually are but has been wrong before
Lower left*

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More from @dylan522p

20 Oct
The story about Alibaba/THead 5nm Arm server chip is more complicated than it seems!
$BABA/Chinese media say in-house independent design
Taiwan media has said it uses a Taiwan based design house
The theory is it's externally designed to get around IP restriction.
/1

$NVDA $SFTBY
On first glance, stellar specs. SpecInt score matching the best current chips from AMD and demolishing Intel.
2 die package with 60B transistors!
64KB+64KB L1 cache, 1MB L2 cache, 128MB L3 cache
8 channel DDR5 4400, 96x lanes PCIe 5.0
2.75-3.2GHz, 250W TDP
Damn impressive!
2/
So @Stewrandall pointed out that Arm seems excited on their social media, but the Arm China WeChat account has said nothing.
That seems really odd?!?!
Arm China should be hailing this. Are they not involved?
That seems possible given it's gone rogue.
/3
Read 11 tweets
14 Oct
TSMC node transitions are slowing down heavily!
At N7, cost/transistor stopped scaling
At N5, cost/transistor went up and SRAM scaling slowed
At N3 cadence moved to 2.5 years and power/SRAM scaling poor
And now N2 is 2025
This Intel/Samsung moment to catch up!
$TSM $INTC $SSNLF
N7 is an absolute monster, exiting Q3 at over 170,000 wafer per month run rate.
N5 is the slowest ramp for TSMC ever, still trodding along under 60k WPM average for the quarter.
IoT is the biggest grower, followed by seasonal smartphone ramp. HPC took the back seat this quarter
Q4 guidance doesn't seem to be forecasting any stall from Apple at all despite reports they cut orders through supply chain due to shortages at $AVGO and $T
Gross margins continue to be above and guided above 50% despite Morgan Stanley's blubbering take.
Read 14 tweets
31 Aug
Report from DigiTimes stating TSMC is going to negotiate with equipment and materials suppliers about 15%+ price cuts!
Simultaneously they are doing 20% price increases.
The latter is likely, I don't think the prior is possible.
Explanation👇
$AMAT $ASML $LRCX $KLAC $TOELY $TSM
These SemiCap firms have a vested interest in seeing competitors such as Samsung $SSNLF, Intel $INTC, $UMC, GlobalFoundries, SMIC, etc.
Customer concentration is bad for suppliers!
How can TSMC get price cuts agreed when SemiCap can deprioritize them and sell everything anyways?
$ASML and $KLAC have crazy lead times across the board! $LRCX $KLAC $TOELY all have some tools with 1 year or longer lead times
TSMC could muscle these cuts in when everyone has extra supply and play the various etch and depo players against each other but right now?
No Way Jose!
Read 5 tweets
27 Jul
Biggest takeaways from $AMD earnings.
$3.85B revenue, +99% YoY
48% Gross Margin
Guidance upped to 60% YoY to $15.61B!
1. AMD is now a high end company. They are foregoing the low end market which used to be a refuge and are fully moving to the high end.
2. Enterprise, Embedded and Semicustom that includes consoles and datacenter CPUs grew 19% QoQ and 183% YoY to $1.6B, flat share vs Intel from Q1 to Q2
3. Client Computing and Graphics had revenue grow 7% QoQ and 65% YoY to $2.25B, flat share vs Intel from Q1 to Q2
$INTC $AMD
4. AMD repurchased 3.2 million shares of common stock for $256 million, $80 a share. This means AMD management cannot find a better place to reinvest their earnings, which is sad because they could be investing heavily in increasing supply faster.
Read 12 tweets

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