Comment by pdpi
3 hours ago
There's a qualitative difference between "they're doing a different thing" and "they're doing the same thing, tuned differently". GP is saying that this is a case of "they just tuned it differently".
This distinction doesn't change what the performance numbers look like today, but it does inform what changes would be necessary for those numbers to look different tomorrow. E.g. Apple Silicon isn't fundamentally orders of magnitude more efficient than x86, they just used smaller features. Newer Intel and AMD chips made on equivalent processes _also_ get similar efficiency gains.
There are AMD and Intel devices on similar process (not talking about A20Pro or M6 which are set to ship later this week), and they do not get the same gains.
And honestly, they have historically had different markets.
When the design is for only one customer, you don't need to generalize things, and those things you generalize to give different customers different options has costs.
AMD will soon be a larger customer for TSMC than Apple (NVIDIA is already there) so Apple's pre-booking new processes is likely to be gone in the near future.