郭明錤 (Ming-Chi Kuo)
郭明錤 (Ming-Chi Kuo)

@mingchikuo

4 Tweets Apr 13, 2023
(1/4)
According to TSMC's public announcements & the roadmap (source: tinyurl.com):
1. Significantly better N3 & N4P won't start mass production until 2023.
2. N5P & N4 are the latest technologies Apple can use for 2H22 products.
3. N4 has no advantages vs. N5P.
(2/4)
A15 is made by TSMC N5P. Because N4 has no advantages vs. N5P, it's reasonable for A16 to stick with the N5P, implying that improvements in performance and power-saving from A16 should be limited. Naming iPhone 14 Pro's chip as A16 is more of a marketing purpose.
(3/4)
All-new design MacBook Air's CPU encounters the same technical limitations as A16. But I think it's another case. All-new design is already a big selling point for new MBA. Leaving much-anticipated M2 series debut to next 14"/16" MBP may contribute more to Apple.
(4/4)
There is nothing bad with naming a minor-upgrade CPU of all-new design MBA as M2, which can also help new MBA sales. But if M2 series aims to bring great upgrades vs. M1 series and further enhance Apple Silicon's brand image, using 2023 N3/N4P wafer for M2 is better.

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