That's a fair assessment although perhaps not giving AMD enough credit.
IMO GloFo's spin-off worked out very poorly for AMD in the short term, but long term it let them partially-leapfrog Intel much as they had done 20 years prior with the K6/K7.
There's two main things that IMO give the M1/M2 their 'magic';
- Dram on die (helping their PPW, especially single threaded PPW)
- Tight integration between OS and CPU.
This is, perhaps, where the x86 consortium has fallen into a challenge in the face of tight integration; The majority of that group would likely shriek at the idea of a DRAM on CPU, "here you go that's all you get" idea. I saw it a lot when I slung PC hardware; Folks who would insist on having as much upgrade-ability as possible, but never actually bought the upgrades between PC purchases. Even still, RAM is the main thing I personally find myself still upgrading on either purchased or older PCs.
That being said, It would be interesting to see if they try doing DRAM chiplets for these; I'm sure some 'ideal state' would be where DRAM chiplets + slotted RAM cause the chiplets to be dedicated to integrated GPU resources, or act as a form of L4 cache for one or more banks of DRAM.
> This is, perhaps, where the x86 consortium has fallen into a challenge in the face of tight integration; The majority of that group would likely shriek at the idea of a DRAM on CPU, "here you go that's all you get" idea. I saw it a lot when I slung PC hardware; Folks who would insist on having as much upgrade-ability as possible, but never actually bought the upgrades between PC purchases. Even still, RAM is the main thing I personally find myself still upgrading on either purchased or older PCs.
Memory people usually either buy as much as they need, or buy some and then add more. I've done it just about every PC build of mine, sometimes completely swap memory.
GPU generally gets upgraded, unless you're one of those who buy the best every year.
Storage for sure gets upgraded.
Currently sending this from my skylake i7 that seen 3 different GPUs, 2 different RAM kits, I lost count how many times I've upgraded storage.
I would probably get mad if I couldn't upgrade memory down the line. It maybe makes sense for laptops, but I don't see why do that on desktop. While M1 has memory right there, its latency is higher than intel and amd.
IMO GloFo's spin-off worked out very poorly for AMD in the short term, but long term it let them partially-leapfrog Intel much as they had done 20 years prior with the K6/K7.
There's two main things that IMO give the M1/M2 their 'magic';
- Dram on die (helping their PPW, especially single threaded PPW) - Tight integration between OS and CPU.
This is, perhaps, where the x86 consortium has fallen into a challenge in the face of tight integration; The majority of that group would likely shriek at the idea of a DRAM on CPU, "here you go that's all you get" idea. I saw it a lot when I slung PC hardware; Folks who would insist on having as much upgrade-ability as possible, but never actually bought the upgrades between PC purchases. Even still, RAM is the main thing I personally find myself still upgrading on either purchased or older PCs.
That being said, It would be interesting to see if they try doing DRAM chiplets for these; I'm sure some 'ideal state' would be where DRAM chiplets + slotted RAM cause the chiplets to be dedicated to integrated GPU resources, or act as a form of L4 cache for one or more banks of DRAM.