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from the might-have-to-wait-for-a-Black-Friday-sale dept.
Arthur T Knackerbracket has processed the following story:
At advanced nodes, chips are not getting cheaper.
Apple's A-series smartphone processors have evolved significantly from the A7 (28nm) to the A18 Pro (3nm), gaining more cores, transistors, and features. With each new node, TSMC charged Apple more per wafer, so the price increased from $5,000 for a 28nm wafer with A7 processors to $18,000 for a 3nm-class wafer for A17 and A18-series processors, reports Ben Bajarin, the chief executive and principal analyst at Creative Strategies.
Bajarin notes that as Apple's A-series chips have evolved, their transistor count has consistently increased, starting at 1 billion in the A7 and reaching 20 billion in the A18 Pro. That makes sense because the number of cores and features has also increased: in 2013, the A7 featured two high-performance cores and a four-cluster GPU, whereas, in 2024, the A18 Pro features two high-performance cores, four energy-efficient cores, a 16-core NPU, and a six-cluster GPU.
Got a detailed price/die/density analysis of Apple A-silicon over time at TSMC. Some nuggets.From A7 to A18:- progression from 28nm to 3nm- Most dramatic shrinks occurred early (28nm → 20nm → 16nm/14nm)- Steady increase in transistor count from 1 billion (A7) to 20…December 18, 2024
A-series processors are aimed at smartphones, and Bajarin says their die sizes have remained relatively consistent, ranging between 80 and 125 square millimeters across generations. This was enabled by a steady increase in transistor densities facilitated by TSMC's latest process technologies.
The most substantial transistor density increases occurred in the earlier nodes, such as transitions from 28nm to 20nm and then to 16nm/14nm. However, recent process technologies (N5, N4P, N3B, N3E) exhibit slower density improvements. The peak period for transistor density improvements occurred around the A11 (N10, 10nm-class) and A12 (N7, 7nm-class), with gains of 86% and 69%, respectively. Recent chips, including the A16 to A18 Pro, show a noticeable slowdown in density advancements, primarily due to slower SRAM scaling.
However, despite diminishing returns, Bajarin notes that production costs have risen sharply. Wafer prices climbed from $5,000 for the A7 to $18,000 for the A17 and A18 Pro, while the cost per square millimeter increased from $0.07 to $0.25.
Bajarin says his information comes from a third-party supply chain report, and the company that produced it has sources at TSMC. Bajarin has also triangulated certain factors through his own sources. In general, the listed TSMC pricing looks more or less consistent with previous reports, though we should always take non-official information with a grain of salt.
To make things even harder for Apple, performance increases have also slowed down with the latest generations of its processors (with A18 and M4-series being exceptions) as it got harder to extract higher instruction per cycle (IPC) throughput with the latest architectures. Nonetheless, Apple has managed to maintain performance-per-watt gains with each generation.
"Given it is harder to pull out IPC gains, but getting efficiencies where they can even if its costs related to area increase, [is a viable] performance-per-watt [gain] strategy," Bajarin told Tom's Hardware.
According to well-cited industry reports, TSMC always sells its customers wafers with sellable and non-sellable dies, not just sellable dies. Therefore, the number of chips derived from a wafer depends on the manufacturing yield. Higher yields produce more chips per wafer, while lower yields result in fewer. This yield-based variability impacts the cost-effectiveness of the wafers for customers. However, there is one important part here: TSMC guarantees that it will try to achieve a certain yield target before production starts.
If the actual yield falls short by a substantial margin, such as 10% to 15%, TSMC may provide financial compensation or discounts to affected customers. These terms aim to reassure clients about TSMC's reliability and the value of their high-cost wafers.
Being an alpha customer for the latest process technologies, Apple has a chance to adjust manufacturing processes to lower defect density and increase its yields, so the company is in a better position from a cost perspective than other TSMC clients. Also, it's rumored that Apple is TSMC's only customer that pays TSMC on a per-chip, not per-wafer, basis. If true, this sets Apple further apart from other TSMC customers.
(Score: 4, Interesting) by Rich on Friday January 10, @12:10PM (1 child)
I filled in some numbers with external data. The A7 has 1G transistors on 102mm^2, that's 10M t per mm^2. The A18 pro has 20G t. on 105mm^2, for 200M t per mm^2.
To put things in relation, a Conroe Core2Duo (Q6600) which still works just fine in the PC under my desk comes at 291M t. It could be made on 1.5mm^2 die of the new process, for under 50 cents (dicing and bonding issues aside). An M2 Max which works just as fine in the laptop on my desk comes at 67G t. It should take like 350mm^2, at a cost of a bit under 100 bucks (for the silicon area).
The sweet spot is somewhere in the middle (BCM2712 on 16nm, RK3588 on 8nm), they'll have nodes that provide the cheapest cost for the desired performance at the required die size for bonding all the desired connectivity.
And indeed, you can get a new "just fine for the vast majority" computer for $90 in the form of the Raspberry Pi 500.
(Score: 2) by agr on Friday January 10, @05:27PM
"...you can get a new 'just fine for the vast majority' computer for $90 in the form of the Raspberry Pi 500."
Go ahead, nothing is stopping you. Most customers want something better and they have unrestricted choice in how they spend their money. One can get around just fine in a 15 year old used car, but most choose something more expensive options. Apple sells a lot of product, at higher prices, because they provide customers state of the art technology, even if you think they don't need such powerful chips.