Apple Shooting for the Stars: x86 Incumbents Beware

The previous pages were written ahead of Apple officially announcing the new M1 chip. We already saw the A14 performing outstandingly and outperforming the best that Intel has to offer. The new M1 should perform notably above that.

We come back to a few of Apple’s slides during the presentations as to what to expect in terms of performance and efficiency. Particularly the performance/power curves are the most detail that Apple is sharing at this moment in time:

In this graphic, Apple showcases the new M1 chip featuring a CPU power consumption peak of around 18W. The competing PC laptop chip here is peaking at the 35-40W range so certainly these are not single-threaded performance figures, but rather whole-chip multi-threaded performance. We don’t know if this is comparing M1 to an AMD Renoir chip or an Intel ICL or TGL chip, but in both cases the same general verdict applies:

Apple’s usage of a significantly more advanced microarchitecture that offers significant IPC, enabling high performance at low core clocks, allows for significant power efficiency gains versus the incumbent x86 players. The graphic shows that at peak-to-peak, M1 offers around a 40% performance uplift compared to the existing competitive offering, all whilst doing it at 40% of the power consumption.

Apple’s comparison of random performance points is to be criticised, however the 10W measurement point where Apple claims 2.5x the performance does make some sense, as this is the nominal TDP of the chips used in the Intel-based MacBook Air. Again, it’s thanks to the power efficiency characteristics that Apple has been able to achieve in the mobile space that the M1 is promised to showcase such large gains – it certainly matches our A14 data.

Don't forget about the GPU

Today we mostly covered the CPU side of things as that’s where the unprecedented industry shift is happening. However, we shouldn’t forget about the GPU, as the new M1 represents Apple’s first-time introduction of their custom designs into the Mac space.

Apple’s performance and power efficiency claims here are really lacking context as we have no idea what their comparison point is. I won’t try to theorise here as there’s just too many variables at play, and we don’t know enough details.

What we do know is that in the mobile space, Apple is absolutely leading the pack in terms of performance and power efficiency. The last time we tested the A12Z the design was more than able to compete and beat integrated graphics designs. But since then we’ve seen more significant jumps from both AMD and Intel.

Performance Leadership?

Apple claims the M1 to be the fastest CPU in the world. Given our data on the A14, beating all of Intel’s designs, and just falling short of AMD’s newest Zen3 chips – a higher clocked Firestorm above 3GHz, the 50% larger L2 cache, and an unleashed TDP, we can certainly believe Apple and the M1 to be able to achieve that claim.

This moment has been brewing for years now, and the new Apple Silicon is both shocking, but also very much expected. In the coming weeks we’ll be trying to get our hands on the new hardware and verify Apple’s claims.

Intel has stagnated itself out of the market, and has lost a major customer today. AMD has shown lots of progress lately, however it’ll be incredibly hard to catch up to Apple’s power efficiency. If Apple’s performance trajectory continues at this pace, the x86 performance crown might never be regained.

From Mobile to Mac: What to Expect?
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  • dotjaz - Wednesday, November 11, 2020 - link

    16Gb? That's less than iPhone of yesteryear. Apple have the choice of 32/48/64/80/96Gb chips so they can do 8/12/16/20/24GB versions as they wish. And it'll be ready within a week.
  • NetMage - Friday, November 13, 2020 - link

    What iPhone has more than 16GB of RAM? (Hint: none)
  • NetMage - Thursday, November 12, 2020 - link

    I know you're just trolling, but let's pretend for a minute you didn't know that the MacBook Pro 13" two port Intel model was also limited to 16GB anc just commented from ignorance.
  • realbabilu - Monday, November 16, 2020 - link

    pro need fan. for indicating you are working on non-sleep condition
  • YB1064 - Wednesday, November 11, 2020 - link

    What a terrific article! Thank you.
  • Gondalf - Thursday, November 12, 2020 - link

    Very expensive piece of 5nm silicon. It costs two times A13 per square millimeter.
    As usual boutique things for few peoples, irrelevant being in medium/low volume at the best.
    If you go to a finer process, obviously you are more power efficent than competitors; the downside
    is Apple Laptops will remain definitively a product of niche in a big world of 8 billions of people.

    No problem for AMD or Intel
  • SuperSunnyDay - Thursday, November 12, 2020 - link

    Big niche though, and could get a lot bigger
  • Spunjji - Thursday, November 12, 2020 - link

    "If you go to a finer process, obviously you are more power efficent than competitors"
    The why does Intel's 10nm suck so hard for power efficiency? 🤔
    And what of Apple's measurably superior architectural efficiency? 🤔🤔

    Oh, Gondalf.
  • daveedvdv - Thursday, November 12, 2020 - link

    I'm surprised by that claim. Sure, it's currently probably more expensive than the A13, but that's not what it's replacing. It's replacing chips that Intel sells at quite a premium to Apple. I suspect the M1 saves Apple quite a bit, in fact. Maybe that contributes to the lowering of the Mac mini price?

    I think AMD and Intel are toast in the medium term. The problem is that Apple is showing it can be done. The Huaweis, Samsungs, and Qualcomms of this world are not going to just sit there: They're going to come for AMD & Intel's income streams, especially with the pressure that will come from other PC OEMs (Huawei and Samsung included).
  • vais - Friday, November 13, 2020 - link

    ARM server CPUs have existed for quite a while now but are still very low percentage of total server CPUs used - I wonder why that is.

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