This is likely the biggest piece.Apple is the biggest customer of TSMC and they can pay their bills upfront, in cash.
TSMC is what it is mostly because of Apple. Apple isn't a major shareholder but you could say that Apple made a huge investment in the company in 2010-2011 by giving them that amount of business.
TSMC's business was basically flat up until 2011, i.e., when Apple switched to them, and they've been increasing exponentially since then. They did 10 times the business last year than they did in 2011.
So TSMC owes a tremendous debt to Apple. Wondering why they might be giving Apple preferential deals... well... uhh...
It is not the Storage that gets you. Because I am more than happy with 512GB, and there multiple viable and reasonable paths to get more. (USB, Thunderbolt, cloud)The £100 per extra 256GB storage makes their range a hard nope from me. I’ll stick with my laptop with 2x2TB M.2 NVMe… (sub £400 in the current market, £1200 from Apple
It's been frustrating trying to find comparisons between the two online because when the M2 Studio came out, it seemed everyone decided the Ultra was the one to review and not the base model with the Max.
That explains a lot.I use my teeth.
(to sharpen my pencil - just making that clear...)
"Just buy a new mac" and we'll throw the old one into a grinder to "recycle" it.Personally while I love the efficiency of the Apple Silicon chips, I would love to see someone sharpen their pencils into upgradability and ease of repair.
TSMC knows what side their bread is buttered on. Apple's cashflow is probably 4x that of all the rest of TSMC's customers combined.
Apple basically pays for TSMC's R&D, up front, in advance, in cash. Everyone else gets the process nodes Apple doesn't want anymore, and they're glad to have them.
Luckily the new Studio wasn't out when I bought my Mini, so I wasn't tempted. The M2 Pro works great for my workflows (my heaviest usage is probably Logic Pro, and I've never maxed it out, which used to happen with my Intel iMac). I don't think I would notice any improvement with the Studio. But YMMV.What're your thoughts on the M2 Pro mini? I've been trying to decide between the m2 Pro and mac studio. I'd like to have 32gb of ram but that quickly pushes the M2 Pro mini pretty close to the base mac studio, which also has 32gb of ram, and the SoC upgrade to the M2 Max. It's been frustrating trying to find comparisons between the two online because when the M2 Studio came out, it seemed everyone decided the Ultra was the one to review and not the base model with the Max.
Not sure why you put “recycle“ in quotes. Yes, I know this is marketing copy below, but what Apple says on the page for new MacBook Pros is:"Just buy a new mac" and we'll throw the old one into a grinder to "recycle" it.
Over 30% recycled content in the entire product,including:
100% recycled aluminum in the enclosure
100% recycled rare earth elements in all magnets
100% recycled tin in the solder of multiple printed circuit boards
100% recycled gold in the plating of multiple printed circuit boards
35% or more recycled plastic in multiple components
It doesn't necessarily give a higher profit as the process is tuned, since some tuning curve would be assumed in how both sides were negotiating the deal. I see it more as TSMC gets higher profit if their yield curve over time is better than expected, and worse profit over time if their yield curve is worse than expected (as compared to the traditional pricing model). There is likely some yield curve where both parties come out in the same position as a traditional pricing model would have left them. The deal seems to transfer more risk of underperformance as well as more return from over performance to TSMC, compared to the traditional deal.This rumour is based on Apple paying extra in advance for early access to new nodes.
TSMC knows their position, and if Apple pays per working CPU that's just a different model than paying per wafer. Presumably, that gives a higher profit as the process is tuned.
I tend to think of repairability and upgradeability as only somewhat related features. For instance, I honestly can't imagine the situation where I'd want to upgrade the screen on a laptop, but can very much imagine the situation where being able to repair a screen easily would be advantageous to me. An easily replaceable battery on a phone would allow for both repair and upgrading, on the other hand, although still I would suspect most people would never end up using that feature for upgrading.Upgrading a computer is a myth.
Thanks. This is really helpful. I'm especially liking the Q&A segment for the Mac Studio as it does have a direct comparison to the m2 pro. Do you know of any resources for looking at them from the viewpoint of a developer? I don't do multimedia stuff at all, but I am a software engineer. So, those comparisons will make way more sense for me.Here's one site where you can do a side-by-side specification analysis (click the link to see the comparison chart):
https://everymac.com/ultimate-mac-c...icon005&prod2=MacStudio005&prod3=MacStudio006
If you're planning to keep the machine for more than about three years (which is probably most Mac buyers), I would recommend the Studio over the Mini because it has more ports and thermal headroom for sustained loads. But one main advantage is it can be configured with more memory (at a cost) which is an important decision for a machine with non-upgradable RAM.
These assertions are contradictory. “Perfectly good” and “no longer use” is on you.perfectly good 27 inch iMac that I no longer use because the CPU is no longer supported
Do you know of any resources for looking at them from the viewpoint of a developer? I don't do multimedia stuff at all, but I am a software engineer. So, those comparisons will make way more sense for me.
I am inclined to agree with you. But then I am not a gamer.Personally, and this may well reveal my age, the Apple processor is the most existing technological milestone of our era, because it would open the door to so much power with little consumption.
RISC & CISC architecture has reached its limit over two decades ago and we knew that when a fridge became required to cool it during operation. It is simply unsustainable and unpromising.
There are three basic issues with this.I very occasionallly do some 3D rendering, and although M1 Max is pretty decent, it isn't superfast. It got me thinking about external TB3/TB4 GPUs. Might they be supported, down the line?
I have an LG monitor and an Apple Studio display connected to a MBP. The LG monitor takes a noticeable amount of time to wake up. The Studio monitor is awake instantly.As a Studio owner with a 32" monitor, I have been waiting for a 32" high-end iMac. (I got the Studio because I couldn't wait any longer.) My main complaint with the external monitor is it takes a lot longer to wake from sleep, and sometimes doesn't wake at all and I have to jump through hoops to spank it to life.
For my use-case I'd rather have an integrated high-quality Apple monitor hardwired to the board so that it wakes immediately. Saving a little desk space would be a bonus, but I really want my computer to be ready when I have something to do and not wait for it to yawn and stretch before stumbling out of sleep.
Dude! You had a perfect opportunity to quote Dolly Parton's "Nine to Five", and you blew it!but I really want my computer to be ready when I have something to do and not wait for it to yawn and stretch before stumbling out of sleep.
And more to the point: aluminium is incredibly energy intensive to refine. It takes electrolysis to get the metal from the oxide; a friend once described the metal as solidified electricity, and he's not really wrong.: it takes about 17 kWh of electricity to produce one kilogram of aluminium metal. Recycling aluminium is much more energy efficient; there's a reason why recycling aluminium cans has been a thing for as long as I can remember (I'm now in my late forties), whilst other materials are johnny-come-latelies.There are lots of conspiracy kook social media posts saying “Come on, we know they don’t really recycle, they landfill it” but I have yet to see any real proof that the above statements are wrong.
Hold on.Recycling sucks as a energy use case... not to mention recycling electronics is also pretty damn bad for the environment.
A better way is to fix/replace the parts as use it again... oh wait, Apple doesn't actually do any real repairs and just replaces the entire board and "recycles" the rest. Not to mention how Apple's genius bars mostly tells you to upgrade to a new device if it's anything remotely more technical than replacing a screen for their dumb techs there...
If you have the space for the Studio with the M2 Max processor, get it. You get more gpu cores for your money with the Studio, a default 10GigE port plus ports on the front. I purchased the mini with the M2 Pro not long after it came out and the comparison was with the Studio M1 Max (I wanted a silent computer - the reports of fan noise were also an influence). My work is cpu based, so I didn't care about the gpu penalty - I was after the best cpu performance, so got the M2 Pro and maxed out the RAM (PyCharm can be a memory hog!).What're your thoughts on the M2 Pro mini? I've been trying to decide between the m2 Pro and mac studio. I'd like to have 32gb of ram but that quickly pushes the M2 Pro mini pretty close to the base mac studio, which also has 32gb of ram, and the SoC upgrade to the M2 Max. It's been frustrating trying to find comparisons between the two online because when the M2 Studio came out, it seemed everyone decided the Ultra was the one to review and not the base model with the Max.
I've replaced memory, screens, even upgraded the CPU daughter card. debugged a bad line on the floppy cables.I tend to think of repairability and upgradeability as only somewhat related features. For instance, I honestly can't imagine the situation where I'd want to upgrade the screen on a laptop, but can very much imagine the situation where being able to repair a screen easily would be advantageous to me. An easily replaceable battery on a phone would allow for both repair and upgrading, on the other hand, although still I would suspect most people would never end up using that feature for upgrading.
I'm with you on the exciting part.Personally, and this may well reveal my age, the Apple processor is the most existing technological milestone of our era, because it would open the door to so much power with little consumption.
I ran a Mac as my main system for quite a few years, and this became a source of frustration. Apple broke compatibility with my favorite programs time after time. There was always a transition period to soften the blow. The new OS will still run programs from the old OS—for a while. The new ISA will still run programs from the old ISA—for a while. Then eventually they don't work anymore. It wasn't the only factor that nudged me away from Mac, but it was a big one.Not having to support a long tail of legacy stuff pays real dividends.
Intel can’t tell me that they made the perfect processor in 1981 and that all future chips need to be based on the x86 platform forever.
I'm not 'closer', but I like to pretend I understand a little bitFolks who are closer to this than I am, a little help please?
Why do you think that CPUs can't improve?I get that changes to the expected mix of instructions might change priorities for queue depth, energy budgets for different types of instructions, etc. All sorts of changes could cascade from a small tweak
But would they be the sort of “architectural improvements” that suggests there's some significant smarts that designers left on the table for the many years Apple's been working on its own silicon? Changes that they're only now getting around to putting in play? That just doesn't sound right for mature instruction sets
Weird, my Late 2012 27" iMac still runs great! I use it when I work from home, and I haven't had any problems. I get that you probably using different apps and whatnot, but I paid a pretty penny for this machine and have no complaints (especially after upgrading the RAM from 8 to 24 GB).Not ever buying an iMac again. I have a perfectly good 27 inch iMac that I no longer use because the CPU is no longer supported. My other workstation has 3 monitors and is driven by an M2 Pro Mini... when the time comes to upgrade that CPU, the monitors will live on. I can also upgrade monitors piecemeal if I need or want to. I haven't had any issue with waking from sleep.
The £100 per extra 256GB storage makes their range a hard nope from me. I’ll stick with my laptop with 2x2TB M.2 NVMe… (sub £400 in the current market, £1200 from Apple)
I'm not sure that Apple could replace TSMC. TSMC remains significantly ahead of all their well-funded competitors. Building a fab company requires a lot more than just money; just ask China how their domestic fab industry is going.I don't get the "Apple needs TSMC more than TSMC needs Apple."
It's a very symbiotic relationship. It's true that if TSMC suddenly decided to not do business with Apple any more that Apple would have issues. But the reverse is also true: if Apple decided to take their business elsewhere, it would be devastating to TSMC.
The Apple/TSMC partnership has allowed both companies to thrive.
And in all honesty, if suddenly TSMC did bail, Apple certainly has the cash to start their own manufacturing business. Yes, it would take YEARS and yes, it would hurt their product releases until then, but they could do it. But both companies seem to fully recognize they're better off sticking to their own areas of expertise and partnering.
Edit: OrangeCream seems to have beaten me to saying the same thing by a few seconds...
Just like TSMC can’t replace Apple.I'm not sure that Apple could replace TSMC. TSMC remains significantly ahead of all their well-funded competitors. Building a fab company requires a lot more than just money; just ask China how their domestic fab industry is going.
Yeah, so?If it could be done, it would take a decade and 10s of billions of dollars. Neither company can part ways from the other without massive negative impacts in the medium term. I suspect that whatever deal was struck was more about preserving a good relationship for the sake of future business rather than any realistic threats of Apple going anywhere else.
The machine no longer getting fixes for OS security issues is a big problem. Unless this machine isn't connected to a network.Weird, my Late 2012 27" iMac still runs great! I use it when I work from home, and I haven't had any problems.
I have an LG monitor and an Apple Studio display connected to a MBP. The LG monitor takes a noticeable amount of time to wake up. The Studio monitor is awake instantly.