Jean-Louis Gassee has changed his mind about the ARM Mac shift, and now believes that an ARM Mac Pro is the inevitable endpoint — and is not that far away.
According to Gassee, the ARM Mac is on its way. In a change of mind, he now agrees with Ming Chi Kuo's own 12 month to 18 month timeline for the first ARM Mac to shift.
Gassee's primary concern, however, is now not if it will happen, but how Apple will handle such a transition.
The previous transition from PowerPC to Intel took about a year, and every single new Mac sold was on Intel at the end. This was possible because the market was much smaller and much less complicated than the market of today.
Gassee suggests that, while the entire Mac line could easily shift to ARM, a single outlier raises an issue — the Mac Pro. While Apple's A-series chipsets are worthy contenders against most consumer laptop chipsets, they still do not hold a candle to the Xeon chips used for the top-of-the-line Macs.
This would create a development fork, meaning that while the rest of the Macs could flourish on ARM, a single Intel Mac would remain to satisfy Apple's most needy customers. However, that would only need to happen if ARM could not compete with Xeon, which is not the case.
As brought up by Gassee, a company called Ampere Computing already produces powerful ARM chipsets. This company produces chips with similar performance to Intel Xeon at half of the consumed power — 201 watts versus the 400 watts needed by Xeon.
Another interesting tidbit brought up by Jean-Louis Gassee is the fact that TSMC makes these ultra-powerful ARM chips for Ampere, meaning Apple only need invent one themselves to begin manufacturing their own.
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https://www.datacenterknowledge.com/hardware/ampere-gears-launch-7nm-80-core-arm-chip-cloud-data-centers
It can be done.
If the Mac Pro becomes the likely candidate for the ARM chips then the apparent upgradeability of the machine would be limited. How many versions of ARM chips will Apple create (8 core, 12 core, 16 core or 28 core)? I do not think this would be economically feasible for the pro-market because Apple will overcharge for these processors as they overcharge for their RAM and other components. This would be a mistake for Apple because they have already priced this machine out of reach for the low-end professionals. The more Apple wants to control its components the more it will hurt the customer because of the greed of Tim Cook's Apple. I am sorry, I have been a long time Apple customer but see the end of the road for me buying any more Apple products because of Apple's apparent unyielding price structure! Macs no more for me!
At the price point of a Mac Pro is there any reason they could not offer multiple chips for different purposes just as T1 and T2 chips have slowly been added to most Macs? Xeon or even maybe Epyc chips could still be used along with some future A chip and T chips and bridge the period until Apple have their own chips fully developed.