Apple very likely has had two concurrent plans:
+) Prep a Mac Studio for M3 MAX on N3B (potentially with with more RAM and a nudge more clock frequency)
+) If TSMC N3E is on schedule in 2024_Q1, and testing of the M4 Brava stepping is good - hold back the Studio and Pro release (assuming information deliberately leaked to Gurman is accurate) to get a version of the M4 Brava in their Desktop lines in Q4.
… <snip>
It has just dawned on me that it was never possible to buy a Mac Pro with a M2 Max - Only an M2 Ultra.
If Apple want its highest end desktop users keep buying a larger ‘box’ that could take a future ‘M4 Extreme‘ (or rather an SoC chiplet with twice the thermal capacity of the Mac Studio) - then (I believe) they cannot release an update for the Mac Studio in 2024 without also updating the Mac Pro.
And if in 2024_Q4 the M4 Max outperforms the M2 Ultra Mac Studio - the HPC community will be less than impressed.
I speculate therefore that Apple will actually be offering a modest tiled (‘Brava’ chiplet) M4 this year for both the Studio & Mac Pro that hits the upper range of the Mac Studio‘s cooling capacity with the hefty copper heat sink. And either offer this versions to the Mac Pro with far more memory - or offer a second configuration in dual Brava version with twice as many tiles in 2025_Q1.
To eek out a decent performance jump on the Mac Studio (in the same thermal foot print) - it would likely need the TSMC N2P process in 2026 (with Backside power delivery and gate-all-around ‘GAAFET‘ transistors) - and so perhaps we will see the Desktops go from M2 -> M4 -> M6?
If buyers knew there was a 2 year desktop cadence - it might even prompt more of them to upgrade in This (M4) cycle.
Last edited: