Fantastic writeup. I was far too lazy to do that myself but I think you hit just about every point I wanted to make. It is very frustrating that we can't count on Anandtech to do this sort of thing any more. :-(
Thanks man, that really means a lot. I'm sitting here icing down my hernia surgery and popping pain meds so this is a good distraction for me. TBF, I think the Anandtech article is pretty good, I just wish they had done power measurements on the M3 MacBook Pro using their same process. They did it on the Intel and older Ryzen and it's CB R24 so I'm not sure what the issue was there. They said in the comments that they are still waiting on being sampled Qualcomm processors so that's why they haven't got a review for that, they do expect to get one, it's just
really delayed. It's sad that Anandtech is no longer considered a priority for people to get machines to. Anyway I really like NotebookCheck's power measurements - though I wish they'd do both wall and software as sanity check for both, but of course that doubles review time so I understand why they don't. Given the two articles, especially NotebookCheck's, I'm sticking with the Strix Point's 28W TDP setting being close to the M3 Pro's rather than base M3's power draw though, seems the most likely.
I especially want to call attention to your analysis of AMD vs. QC. This sounds VERY scary for QC, and while pricing is critical (as I've pointed out when comparing M3/M4 to SXE), I am dubious about whether or not QC can make up the differences there.
In particular, the iGPU issue seems critical. QC is taking it on the chin for both performance and compatibility, and even if they fix the latter, they're getting their clocks cleaned on the former.
It now seems to me even clearer that they've made a grievous error not pushing low power and fanless designs. They are not going to be able to compete with AMD at the high end, I think, but they might be able to do a fanless design. It would absolutely suck compared to an M3 (much less future M4), but it could fill a significant niche that AMD and Intel currently can't (or at least aren't).
The big question I haven't seen answered yet is, how big is the silicon? And how big are the 5 and 5c cores? As you say, this feeds into cost, which is likely to matter this time around.
A lot is riding on v2 for Qualcomm. I think the big problem is that they were very obviously late and the problems with software and drivers might've been even worse earlier. However, had they released last year, even the current state, they would've been much, much better off (though not necessarily if software/drivers were even worse). But yeah I totally agree, they need E-cores and at least two SOCs to cover their use cases and a true fan-less design. And also agree about silicon size being super important for QC right now, someone said Geekerwan might be doing a silicon size comparison soon, I don't know what's happening with that though.
I am curious about the FP improvements in Zen5, these seem to be considerable. Do we know more about that? Can't be AVX-512 since Anandtech compiled SPEC without it. I remember there was mention of reduced FADD latency, did that have such a large impact?
Comparing M3 and Zen 5 to M1 and Zen 2/3 in Spec2017 is really interesting:
Fascinating that the Int score for the HX 370 P is worse than the 5950X while the FP score is massively improved! It can't all be clocks because the 5950X clocked
lower than the HX 370P - at least theoretically I see people in the forums
@NotEntirelyConfused linked to saying that the unit Anandtech was delivered doesn't hit its purported max clocks but the one NotebookCheck did, better cooling in the latter or something? Regardless, at best the ISO-clock performance in SPECInt 2017 is probably going to be similar between Zen 3 and Zen 5, no improvement, but an absolutely massive FP performance improvement. Meanwhile the Apple improvements have been more on the Integer side though the FP has still gone up quite nicely ... though that seems to be largely clock speed? - again depending on how often Apple actually hits its max clocks in the M3. We had some discussions about that as well I remember. If it does it 4.05/3.2*10.37 = 13.12 is the expected FP score from clocks alone. Meanwhile 8.4 would've been the expected Int score.
Notably Geekerwan seems to be saying that the Apple M3 did not hit max clocks in SPEC FP workloads, unless I'm misunderstanding something:
I'm assuming 3.86GHz is the clocks of the chip while the running the test, but the M3 is very much the oddity here with the only substantial difference between FP and Int clocks - maybe a mistake? A weird one to make though.
Actually scratch that when they do their simulated downclock look at the frequency of the M4 in FP ...
Anyway ... lots to chew on ...
Here is Geerkerwan's chart for ISO-clock SPEC improvement for the Apple Silicon chips over the generations: