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PC Market Returns to Growth in Q1 2024 with AI PCs to Drive Further 2024 Expansion

Global PC shipments grew around 3% YoY in Q1 2024 after eight consecutive quarters of declines due to demand slowdown and inventory correction, according to the latest data from Counterpoint Research. The shipment growth in Q1 2024 came on a relatively low base in Q1 2023. The coming quarters of 2024 will see sequential shipment growth, resulting in 3% YoY growth for the full year, largely driven by AI PC momentum, shipment recovery across different sectors, and a fresh replacement cycle.

Lenovo's PC shipments were up 8% in Q1 2024 off an easy comparison from last year. The brand managed to reclaim its 24% share in the market, compared to 23% in Q1 2023. HP and Dell, with market shares of 21% and 16% respectively, remained flattish, waiting for North America to drive shipment growth in the coming quarters. Apple's shipment performance was also resilient, with the 2% growth mainly supported by M3 base models.

Apple M-Series CPUs Affected by "GoFetch" Unpatchable Cryptographic Vulnerability

A team of academic researchers has uncovered a critical vulnerability in Apple M-series CPUs targeting data memory-dependent prefetcher (DMP) that could allow attackers to extract secret encryption keys from Macs. The flaw, called GoFetch, is based on the microarchitecture design of the Apple Silicon, which means that it cannot be directly patched and poses a significant risk to users' data security. The vulnerability affects all Apple devices powered by M-series chips, including the popular M1 and M2 generations. The M3 generation can turn a special bit off to disable DMP, potentially hindering performance. The DMP, designed to optimize performance by preemptively loading data that appears to be a pointer, violates a fundamental requirement of constant-time programming by mixing data and memory access patterns. This creates an exploitable side channel that attackers can leverage to extract secret keys.

To execute the GoFetch attack, attackers craft specific inputs for cryptographic operations, ensuring that pointer-like values only appear when they have correctly guessed bits of the secret key. By monitoring the DMP's dereference behavior through cache-timing analysis, attackers can verify their guesses and gradually unravel the entire secret key. The researchers demonstrated successful end-to-end key extraction attacks on popular constant-time implementations of both classical and post-quantum cryptography, highlighting the need for a thorough reevaluation of the constant-time programming paradigm in light of this new vulnerability.

Apple Unveils the New 13- and 15-inch MacBook Air with the Powerful M3 Chip

Apple today announced the new MacBook Air with the powerful M3 chip, taking its incredible combination of power-efficient performance and portability to a new level. With M3, MacBook Air is up to 60 percent faster than the model with the M1 chip and up to 13x faster than the fastest Intel-based MacBook Air. And with a faster and more efficient Neural Engine in M3, MacBook Air continues to be the world's best consumer laptop for AI. The 13- and 15-inch MacBook Air both feature a strikingly thin and light design, up to 18 hours of battery life, a stunning Liquid Retina display, and new capabilities, including support for up to two external displays and up to 2x faster Wi-Fi than the previous generation.

With its durable aluminium unibody enclosure that's built to last, the new MacBook Air is available in four gorgeous colors: midnight, which features a breakthrough anodization seal to reduce fingerprints; starlight; space gray; and silver. Combined with its world-class camera, mics, and speakers; MagSafe charging; its silent, fanless design; and macOS, MacBook Air delivers an unrivaled experience—making the 13-inch model the world's bestselling laptop and the 15-inch model the world's bestselling 15-inch laptop. Customers can order starting today, with availability beginning Friday, March 8.

TSMC 2 nm Node to Debut in 2025 with Apple SoCs for the iPhone 17 Pro

TSMC's 2 nm-class foundry node, dubbed N2, will enter mass production only in 2025, a report by the Financial Times says. The premier Taiwan-based foundry has been reportedly showcasing TSMC N2 to its biggest customer for advanced nodes, Apple. The node will likely power Apple's in-house silicon that drives the iPhone 17 Pro and Pro Max devices that are slated for 2025. This implies that the current 3 nm class nodes from TSMC will continue to power Apple silicon into 2024 and its iPhone 16 Pro/Pro Max.

The current Apple A17 Pro and M3 chips powering the iPhone 15 Pro/Max and the H2-2023 Macs are based on TSMC's N3 node, with a 183 MTr/mm² transistor density. TSMC has four other 3 nm-class nodes, with the N3E node that just entered mass production to offer a jump to 215.6 MTr/mm², and its 2024 successor, the N3P, pushing transistor densities further up to 224 MTr/mm². TSMC's first 2 nm-class node, the N2, offers a jump to around 259 MTr/mm², which makes the N3P a nice halfway point for Apple between the N3 and N2, for its 2024 silicon.

Apple Supercharges 24-inch iMac with New M3 Chip

Apple today unveiled the new 24-inch iMac featuring the amazing M3 chip, making the world's best all-in-one even more powerful and more capable. Thanks to the efficiency of Apple silicon, the new iMac delivers a huge leap in performance in its remarkably thin design and spectrum of seven vibrant colors that users love. iMac with M3 is up to 2x faster than the prior generation with M1.1 And for those upgrading from an Intel-based iMac, the new iMac is up to 2.5x faster than the most popular 27-inch models, and 4x faster than the most powerful 21.5-inch model. It also features an expansive 4.5K Retina display with 11.3 million pixels and over a billion colors, faster wireless connectivity, and a seamless experience with iPhone. Combined with its best-in-class camera, speakers, and mics, along with macOS Sonoma, iMac with M3 is better than ever—perfect for everyone, from families to small businesses, aspiring creatives, students, and gamers. Customers can order the new iMac starting today, with availability beginning Tuesday, November 7.

"We're excited to give iMac a big boost in performance with the M3 chip," said John Ternus, Apple's senior vice president of Hardware Engineering. "Millions of users absolutely love iMac for its stunning design and expansive 24-inch, 4.5K Retina display that's the perfect size to spread out with all their favorite apps and get things done. And now M3 brings even more speed to everything users do, whether multitasking, creating captivating images and videos, working on a business plan, or playing their favorite games. The new iMac with M3 is incredible for anyone, especially those who haven't yet upgraded from Intel, providing a giant leap in performance and capabilities only possible with Apple silicon."

Apple Releases New Macbook Pro Models With M3

Apple today announced a new MacBook Pro lineup featuring the all-new family of M3 chips: M3, M3 Pro, and M3 Max. With a next-generation GPU architecture and a faster CPU, the M3 family brings even more performance and remarkable new capabilities to MacBook Pro. The new 14‑inch MacBook Pro with M3 is not only great for everyday tasks, but also delivers phenomenal sustained performance in pro apps and games. Perfect for aspiring creatives, students, and entrepreneurs, it now starts at $1,599. The 14 and 16‑inch MacBook Pro with M3 Pro provides even greater performance and additional unified memory support, enabling more demanding workflows for users like coders, creatives, and researchers. The 14 and 16‑inch MacBook Pro with M3 Max delivers performance and capabilities that push the limits of computing. With a monster GPU and a powerful CPU, along with support for up to 128 GB of unified memory, MacBook Pro with M3 Max enables extreme workflows and multitasking across pro apps for users like machine learning programmers, 3D artists, and video editors. M3 Pro and M3 Max models also now come in space black, a gorgeous dark aluminium finish.

All MacBook Pro models feature a brilliant Liquid Retina XDR display with 20 percent brighter SDR content, a built-in 1080p camera, an immersive six-speaker sound system, and a wide array of connectivity options. With up to 22 hours of battery life, the lineup offers the ultimate in pro portability, delivering the same performance whether plugged in or on battery, so users can take their workflows anywhere. Customers can order the new MacBook Pro starting today, with availability beginning November 7.

Apple Unveils New M3, M3 Pro, and M3 Max Processors on TSMC 3nm

Apple today announced M3, M3 Pro, and M3 Max, three chips featuring groundbreaking technologies that deliver dramatically increased performance and unleash new capabilities for Mac. These are the first personal computer chips built using the industry-leading 3-nanometer process technology, allowing more transistors to be packed into a smaller space and improving speed and efficiency. Together, M3, M3 Pro, and M3 Max show how far Apple silicon for the Mac has come since the debut of the M1 family of chips.

The M3 family of chips features a next-generation GPU that represents the biggest leap forward in graphics architecture ever for Apple silicon. The GPU is faster and more efficient, and introduces a new technology called Dynamic Caching, while bringing new rendering features like hardware-accelerated ray tracing and mesh shading to Mac for the first time. Rendering speeds are now up to 2.5x faster than on the M1 family of chips. The CPU performance cores and efficiency cores are 30 percent and 50 percent faster than those in M1, respectively, and the Neural Engine is 60 percent faster than the Neural Engine in the M1 family of chips. And, a new media engine now includes support for AV1 decode, providing more efficient and high-quality video experiences from streaming services. The M3 family of chips continues the tremendous pace of innovation in Apple silicon, and brings massive enhancements and new features to the new MacBook Pro and iMac.

Apple M3 Pro Chip to Pack Entry-Level Configuration of 12 CPU Cores and 18 GPU Cores on TSMC 3 nm Technology

Thanks to the latest release of the Power On newsletter from Mark Gurman, we have additional information about Apple's upcoming M3 Pro chip. Currently in testing and reported on by an App Store developer, Apple is looking to upgrade the microarchitecture of the forthcoming chip and add additional cores to the system for more performance. As the report notes, the entry-level M3 Pro chip currently in testing will have 12 CPU cores, six for efficiency and six for performance tasks, with 18 graphics cores, all manufactured on TSMC's 3 nm node. The current baseline for M2 Pro is 10 CPU cores, where four are dedicated to efficiency, and six are dedicated to performance. The current generation entry-level M2 Pro also features a 16-core GPU, which is two cores fewer than the upcoming model.

Generally, the M3 Pro chip will boost integrated memory across the board, as the sample spotted in testing shows 36 GB of memory. The M2 Pro offered 32 GB in that memory tier, so a four GB increase is inbound there. Presumably, the 16 GB version (if it exists) and 64 GB version will also get memory bumps by going the M3 Pro route. Of course, we have to wait for more information as these chips become more widely available to developers.

Reports Suggest MacBook Air Models Rocking M3 Chipset Incoming, But Delayed Beyond WWDC 2023

Conflicting reports are flying around about Apple's next generation MacBook Air lineup, mostly surrounding suggestions of a firm release date or debut reveal at WWDC 2023. 9to5Mac claims that its insider sources have pointed to a new range of M3 chipset powered MacBook Air extra thin laptops offered up in two different screen sizes: 13-inch and 15-inch. An insider claimed last month that Apple's upcoming laptop lineup was in an advanced stage of production, and was far along enough to warrant an "imminent" launch window. A Taiwanese publication has presented new evidence this week, and it posits that Apple could drop M3 chipset-based laptops from announcement presentations organized for this year's Worldwide Developers Conference, which is set to take place from June 5 to 9.

According to the financial section of Taiwan's UDN news site, Apple's key decision makers could be in favor of fielding laptops based on its current generation M2 SoC, instead of an entry-level M3-based range, due to delays and changes in priority for the N3B node at TSMC foundries. This is seen as an odd move given reports from earlier this month of Apple requesting a reduction in factory output for its M2 chips, following a slump in demand. Apple could be changing its strategy with regards to the alleged surplus of M2 silicon - the article theorizes that the company will spend more time fitting the older generation chipsets into a new range of laptops and desktop computers. An M3-based product line could be delayed into late 2023, and it is alleged that TSMC has been instructed to concentrate mostly on manufacturing Apple's Bionix A17 mobile chipset via the cutting edge 3 nm FinFet technology process (N3B) - earmarked to debut on the iPhone 15 Pro in autumn 2023.
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