TrendForce reports that inventory reduction in Q1 fell short of expectations and coincided with the industry's traditional off-season, leading to overall subdued demand. However, due to new product release and a surge in urgent orders for specialized specifications, Q1 revenue of the global top ten IC design houses remained on par with 4Q22, with a modest QoQ increase of 0.1% for a total revenue of US$33.86 billion. Changes in ranking included Cirrus Logic slipping from the top ten as well as the ninth and tenth positions being replaced by WillSemi and MPS, respectively. The rest of the rankings remained unchanged.

The smartphone supply continues to grapple with overstock, but AI applications are entering a period of rapid growth
Qualcomm witnessed an uptick in its revenue, largely attributed to the launch and subsequent shipments of its latest flagship chip, the Snapdragon 8Gen2. The company saw 6.1% in QoQ growth in its smartphone business, which effectively offset the downturn from its automotive and IoT sectors. As a result, Qualcomm's Q1 revenue increased marginally by 0.6%, cementing its position at the top of the pack with a market share of 23.5%.

iFixit has released their teardown and evaluation video covering Apple's brand new M2 MacBook Air model. This 15-inch screen variant was announced at WWDC 2023 and was released to retail soon after. The test unit has an A2941 model number and looks not too far removed from the 13-inch equivalent externally and internally, but the fifteen-incher is 22% heavier. Initial impressions are good thanks to more screen real estate, increased pixel density, large trackpad, a six-speaker sound system and smart battery tech. Things turn sour almost immediately upon starting disassembly—iFixit described their experience of disconnecting the internal battery as "miserable," and added that it was even more of a challenge to extract the laptop's logic board due to the force-canceling speakers/woofers getting in the way.

The team had to contend with plenty of connector brackets, ports, pentalobe + miscellaneous screws types and covers adding to their collective headache. The 66.5 WH-rated battery only becomes accessible at the tail end of a truly frustrating teardown process, although the reviewer notes that it was very easy to remove the cell assembly—only having to deal with "neato" pull tabs and clip-securing posts. These positives aspects are almost entirely negated by overcomplicated preceding steps. iFixit awarded a repairability score of 3 (out of 10) to the Apple M2 MacBook Air 15-inch model, and concluded that this premium laptop is "a heavy unrepairable beast (hidden) under (its) skin deep beauty."

Apple has struggled in the area of offering comprehensive gaming ecosystems - in the personal computer space - over the past few decades with only a handful of studios bothering to port their games over to macOS, but material presented at this week's Worldwide Developers Conference (WWDC) indicates that the technology giant is getting serious about its silicon becoming a legitimate platform for video games. A lot of the company's presentation focused on the controversial Vision Pro Headset, but some press outlets took notice of a quieter announcement during proceedings. Hideo Kojima (of Metal Gear Solid fame) made an appearance and announced: "I have been a die-hard Apple fan since I bought my first Mac back in 1994—and it has been a dream of mine to see my team's best work come to life on the Mac. Death Stranding Director's Cut on the Mac takes advantage of the latest Apple technologies to provide the best experience to our fans." Several other development outfits have also declared that their games are set for arrival on Mac systems this year. Apple was enthused about this new strategy and let everyone know that: "tens of millions of Macs can run demanding games with outstanding performance, exceptional battery life, and breathtaking visuals."

Susan Prescott, Apple's vice president of Worldwide Developer Relations stated: "A new era for gaming on Mac is here...Developers around the world can harness our powerful tools in Metal 3 to deliver incredibly responsive gameplay with high frame rates to more players than ever before." Their software engineering team has been working on a system that simplifies and accelerates the process of creating Windows-to-Mac game ports. A Proton-esque environment - comparable to Valve's software layer efforts with Steam Deck - is capable of translating and running the latest DirectX 12 Windows titles on macOS. Codeweavers revealed in a blog post that Apple has chosen to base the Game Porting Toolkit on their CrossOver source code.

TrendForce reports that the recently unveiled Apple Vision Pro at this year's WWDC is poised to revolutionize the AR/VR market with its sleek design and high-performance capabilities. However, the complexity behind its production and its limited production capacity present significant challenges, leading to a projected initial release in the US during 1H24. Furthermore, considering factors such as pricing and the absence of certain essential features, TrendForce anticipates a modest shipment volume of approximately 200,000 units for Apple Vision Pro in 2024. The market's response will heavily depend on the subsequent introduction of consumer-oriented Apple Vision models and the ability of Apple to offer enticing everyday functionalities that will drive the rapid growth of the AR market as a whole.

TrendForce also notes that the Apple Vision Pro boasts cutting-edge hardware specifications and innovative design. However, a substantial price tag of US$3,499 and the requirement for an external power source to operate for a mere two hours pose challenges to consumer adoption. Currently, the Apple Vision Pro lacks sufficient applications for mainstream users, making it more attractive to developers and enterprise customers who can capitalize on its innovative features to create diverse applications. Consequently, the higher price point of the product is justified.

macOS Sonoma brings all‑new capabilities for elevating productivity and creativity with more ways to personalize via widgets and stunning new screen savers, significant updates to Safari and video conferencing, along with an optimized gaming experience - the Mac experience is better than ever. Apple yesterday previewed macOS Sonoma, the latest version of the world's most advanced desktop operating system, bringing a rich set of features that elevate the Mac experience. Stunning screen savers and powerful widgets unlock an entirely new way to personalize. Users can now place widgets right on the desktop, interact with them with just a click, and through the magic of Continuity, access the extensive ecosystem of iPhone widgets on their Mac.

In macOS Sonoma, video conferencing also gets more engaging with great new features to help users present remotely, like Presenter Overlay, which places a presenter on top of the content being shared, and Reactions, which enables fun gesture-triggered video effects in cinematic quality. Significant updates come to Safari, taking the web experience to the next level. Profiles keeps browsing separate between multiple topics or projects, and web apps provide faster access to favorite sites. And gaming gets even better, with the introduction of Game Mode, exciting new titles, and a new game porting toolkit that makes it even easier for developers to bring more games to Mac.

Apple today announced M2 Ultra, a new system on a chip (SoC) that delivers huge performance increases to the Mac and completes the M2 family. M2 Ultra is the largest and most capable chip Apple has ever created, and it makes the new Mac Studio and Mac Pro the most powerful Mac desktops ever made. M2 Ultra is built using a second-generation 5-nanometer process and uses Apple's groundbreaking UltraFusion technology to connect the die of two M2 Max chips, doubling the performance. M2 Ultra consists of 134 billion transistors—20 billion more than M1 Ultra. Its unified memory architecture supports up to a breakthrough 192 GB of memory capacity, which is 50 percent more than M1 Ultra, and features 800 GB/s of memory bandwidth—twice that of M2 Max. M2 Ultra features a more powerful CPU that's 20 percent faster than M1 Ultra, a larger GPU that's up to 30 percent faster, and a Neural Engine that's up to 40 percent faster. It also features a media engine with twice the capabilities of M2 Max for blazing ProRes acceleration. With all these advancements, M2 Ultra takes Mac performance to a whole new level yet again.

"M2 Ultra delivers astonishing performance and capabilities for our pro users' most demanding workflows, while maintaining Apple silicon's industry-leading power efficiency," said Johny Srouji, Apple's senior vice president of Hardware Technologies. "With huge performance gains in the CPU, GPU, and Neural Engine, combined with massive memory bandwidth in a single SoC, M2 Ultra is the world's most powerful chip ever created for a personal computer."

Apple today unveiled Apple Vision Pro, a revolutionary spatial computer that seamlessly blends digital content with the physical world, while allowing users to stay present and connected to others. Vision Pro creates an infinite canvas for apps that scales beyond the boundaries of a traditional display and introduces a fully three-dimensional user interface controlled by the most natural and intuitive inputs possible—a user's eyes, hands, and voice. Featuring visionOS, the world's first spatial operating system, Vision Pro lets users interact with digital content in a way that feels like it is physically present in their space. The breakthrough design of Vision Pro features an ultra-high-resolution display system that packs 23 million pixels across two displays, and custom Apple silicon in a unique dual-chip design to ensure every experience feels like it's taking place in front of the user's eyes in real time.

"Today marks the beginning of a new era for computing," said Tim Cook, Apple's CEO. "Just as the Mac introduced us to personal computing, and iPhone introduced us to mobile computing, Apple Vision Pro introduces us to spatial computing. Built upon decades of Apple innovation, Vision Pro is years ahead and unlike anything created before—with a revolutionary new input system and thousands of groundbreaking innovations. It unlocks incredible experiences for our users and exciting new opportunities for our developers."

"Creating our first spatial computer required invention across nearly every facet of the system," said Mike Rockwell, Apple's vice president of the Technology Development Group. "Through a tight integration of hardware and software, we designed a standalone spatial computer in a compact wearable form factor that is the most advanced personal electronics device ever."

Apple today introduced the 15-inch MacBook Air, the world's best 15-inch laptop. With an expansive 15.3-inch Liquid Retina display, the incredible performance of M2, up to 18 hours of battery life, and a silent, fanless design, the new MacBook Air brings power and portability - all in the world's thinnest 15-inch laptop. With an all-new six-speaker sound system, the 15-inch MacBook Air delivers immersive Spatial Audio, along with a 1080p FaceTime HD camera, MagSafe charging, and the power and ease of macOS Ventura for an unrivaled experience. Customers can order starting today, with availability beginning Tuesday, June 13. The 13-inch MacBook Air with M2 gets a new starting price of $1,099 - $100 less than before - to deliver even more value and choice to everyone, from upgraders to first-time Mac customers.

"We're thrilled to introduce the first 15-inch MacBook Air. With its incredible performance and striking design, the new MacBook Air is the world's best 15-inch laptop. And it's only possible with Apple silicon," said John Ternus, Apple's senior vice president of Hardware Engineering. "From its expansive Liquid Retina display and remarkably thin and fanless design, to extraordinary battery life and an immersive six-speaker sound system, the new MacBook Air has it all."

Apple today at WWDC announced a slew of new products, but one major one that the industry has been waiting for is the Apple silicon update to the Mac Pro. The new Mac Pro features the similarly new M2 Ultra which combines two M2 Max SoCs together via their UltraFusion interconnect, similar to M1 Ultra. M2 Ultra remains on TSMC's 5 nm and features 24-cores as well as configuration options for up to a 76 FSTP GPU slice and 192 GB of unified RAM. Apple is making bold claims about M2 Ultra's performance in comparison to the outgoing Intel Mac Pro, claiming it to be 3x faster than the fastest Intel configuration. The new Mac Pro doesn't change the chassis or aesthetic of the 2019 Intel based Mac Pro, which means that it retains a much wider array of expansion options in both tower or rack mount configurations. Expansion options include eight Thunderbolt 4 ports, two USB 3.2 Type A, two HDMI, dual 10GbE ports, and a 3.5 mm audio jack on the rear. Inside the mostly empty chassis there are six open PCI-E Gen 4 x16 slots for expansion, however Apple will likely still not support third-party graphics options on Apple silicon machines so these slots are for predominantly for accelerator, capture, network, broadcast, and storage expansion boards. However, what appears to be a 12VHPWR sits alongside a pair of SATA expansion ports above the PCI-E on the motherboard. The 2023 M2 Mac Pro will start at $6999 USD and is available starting June 13th.

Regular readers of TPU might remember our in-depth USB4 article that we posted almost a year ago, but since then, very little has happened and ASMedia has as yet to make its ASM4242 USB4 host controller available to its partners and then ASM2464 USB4 to PCIe 4.0 bridge was suffering the same fate until May this year, when it was released to ASMedia's customers. It turns out most of it is related to USB-IF certification and the USB4 design documentation, as the certification wasn't quite ready for a third party host controller and the design documents were—shall we say—less than complete and relied too heavily on the Thunderbolt 3 spec. This meant that ASMedia had to retest and redo a lot of work they had done, due to a certain spec donator having assumed that other companies knew how it had designed its Thunderbolt products.

The good news is that we should see the ASM4242 in the market before the end of this year and ASMedia is busy testing it and its ASM2464 with a wide range of products to make sure compatibility is as good as possible. In the company suite at Computex, ASMedia was showing the ASM2464 connected to Apple's M2 silicon, as well as Intel's latest CPUs with integrated Thunderbolt 4 support. There had been some performance related issues from Apple's side, but this has apparently been resolved in a recent update from Apple. As far as Intel is concerned, there are no compatibility issues with the 13th and possibly 12th gen mobile chips, but older Thunderbolt hardware might require a firmware update, which may or may not exist. Older Intel hardware also doesn't perform as well as its most recent solutions, but it doesn't mean there will be compatibility issues outright. As for AMD, ASMedia informed TPU that there were no issues, since AMD has a USB4 implementation in its mobile products that follow the USB-IF spec.

Today, Apple unveiled the lineup for its annual Worldwide Developers Conference, including the timing of the keynote and Platforms State of the Union presentations, and shared more information with developers about what they'll learn and experience. Free for all developers, WWDC23 will take place in an online format from June 5 through 9, with an opportunity for developers and students to celebrate in person at a special experience at Apple Park on opening day.

The packed week of events and activities will help developers learn about the latest technologies, tools, and frameworks coming to iOS, iPadOS, macOS, tvOS, and watchOS. Throughout the week, developers will be able to connect directly with Apple engineers and experts through one-on-one labs and activities in Slack for guidance on building innovative and platform-differentiating apps and games.

Today Apple announced a new multiyear, multibillion-dollar agreement with Broadcom, a leading U.S. technology and advanced manufacturing company. Through this collaboration, Broadcom will develop 5G radio frequency components - including FBAR filters - and cutting-edge wireless connectivity components. The FBAR filters will be designed and built in several key American manufacturing and technology hubs, including Fort Collins, Colorado, where Broadcom has a major facility.

"We're thrilled to make commitments that harness the ingenuity, creativity, and innovative spirit of American manufacturing," said Tim Cook, Apple's CEO. "All of Apple's products depend on technology engineered and built here in the United States, and we'll continue to deepen our investments in the U.S. economy because we have an unshakable belief in America's future."

TrendForce forecasts a global downturn in AR and VR device shipments for 2023, predicting a shipment total of roughly 7.45 million units—an 18.2% YoY decrease. VR devices are expected to shoulder the majority of this decline, with projected shipments hovering around 6.67 million units. This dip is primarily attributed to weaker-than-expected sales of newly released high-end devices. Consequently, manufacturers are likely to pivot their sales strategies, shifting their focus to more cost-effective offerings. Conversely, shipments of AR devices are expected to remain stable, with projected shipments exceeding 780,000 units. While Apple's latest offerings could stimulate some demand, the high price tags attached to these units continue to pose a significant barrier to broader market growth.

Two key factors emerge when examining the impending decline in shipments in the VR sector. Firstly, brands may have been overly optimistic regarding the sales of their top-tier products. Despite these premium devices offering enhanced features courtesy of advanced hardware and software, consumers are showing reluctance to shoulder the associated higher costs. Instead, they seem to be gravitating towards more budget-friendly models this year. Secondly, the shortage of appealing, new, cost-effective models in the market is exacerbating the downturn. Meta Quest 2 continues to maintain its status as this year's market-leading VR product as the release of Meta Quest 3 has been pushed back to 2024.

Self-described mixed reality nerd, Brad Lynch, has tweeted out several interesting details about Apple's yet-to-be announced VR/AR headset. He has managed to compile information from several sources - mostly reports produced by hardware analysts based in China. His summation of the leaked info states: "The Apple HMD's Bill of Materials (BoM) cost to be about $1500-1600 (USD). This is about double the reported BoM for the (Meta) Quest Pro (which was 800 dollars including the controllers and charging pad)."

Minsheng Electronics's article suggests that 400,000 - 500,000 headset units are set for production in the second half of this year. An operating system with the codename "rOS" is reportedly clashing with Apple's traditional iOS mobile platform, but the author does not provide further information about these compatibility issues. The headset's operating system is supposedly capable of supporting a wide range of games, productivity applications and methods of video communication.

Beats today announces Beats Studio Buds +, an incredible addition to the Studio Buds lineup delivering balanced sound and enhanced features for both iOS and Android users. Now available in a gorgeous transparent look, Studio Buds + boast major improvements to Active Noise Cancellation (ANC), Transparency, call performance and battery life to deliver an exceptional true wireless experience. Beats Studio Buds + are available to order starting today in three stunning colors, Black/Gold, Ivory and Transparent, for $169.99 (US).

"As our fastest-selling product ever since its launch, Beats Studio Buds are beloved earphones for so many people around the world and we're thrilled to be taking them to the next level," said Oliver Schusser, Vice President of Beats and Apple Music. "With beautiful new colors to choose from and vast improvements to Active Noise Cancellation, Transparency, call performance and battery life, Beats Studio Buds + deliver an unmatched combination of fashion and function for both iOS and Android consumers."

Foxconn has commited to $500 million of investments into new operations within Telangana, a southern state located in India. The region's IT minister, K. T. Rama Rao, broke the news earlier today and declared that the Taiwanese multinational electronics contract manufacturer will be building new factory facilities - with the first example breaking ground in Kongara Kalan (a village to the south of Hyderabad) this morning.

The minister estimates that the "first phase" of new Foxconn manufacturing plants will help generate 25,000 "direct jobs" across the state of Telangana. Reuters has previously reported that Foxconn has been granted a new contract for the manufacture of next generation AirPods - Apple is a key client for the company, and executives have pushed for a shift in production locations due to problems encountered in China. Foxconn's move into India is observed as a strategic decision - facilities are less likely to get shutdown (due to health restrictions) and the country is not getting hit with advanced semiconductor sanctions.

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.

Apple hardware hoarders do exist - a friend told me that he'd only just replaced a 2013 vintage 15-inch Retina MacBook Pro this month - these folks continue to enjoy repairs or miscellaneous services at Apple Stores and authorized service providers on some products. Unfortunately there is potential bad news for preservationist owners of the original Thunderbolt Display and the first generation iPad Air tablet - a leaked internal memo suggests that Apple has decided to add these two antiques to their end-of-life (EOL) device list, according to MacRumors. Apple's Thunderbolt Display was released back in the summer of 2011, the company boasted that its fancy 27-inch 1440p monitor was the world's first display with Thunderbolt I/O technology (at the time), the asking price was $999. Alongside its requisite Thunderbolt I/O port (designed to connect to compatible Mac Notebooks), the monitor had a number of other spiffy features including an in-built 720p webcam, three USB 2.0 ports, a FireWire 800 port and a Gigabit Ethernet port.

Apple stopped making the Thunderbolt Display in 2016, and customers had to wait another six years for a successor to turn up - the Studio Display launched alongside the Mac Studio in March 2022. The original (1st gen) iPad Air was released on November 1 in 2013. It was the first entry in the iPad tablet family to feature a thinner design - its standard (non-Air) predecessors were a bit chunkier in comparison. It was discontinued in March of 2016, and Apple has so far released five generations of iPad Air products - last year's model debuted with the ARM-based M1 chipset.

Apple announced a joint partnership with Google in submitting a new industry specification to curtail unwanted tracking via Bluetooth location-tracking devices currently on the market. The new standard would provide tracker detection across both iOS and Android, regardless of the brand of the tracker being used. The proposal addresses the concerns surrounding the ease in which a person can be tracked by a sneaky location-tracker stuck to their person, possession, or vehicle by bad-faith actors using the technology to stalk individuals. Apple has previous released updates to their Find My service which will alert the victim if they are being tracked by an unknown AirTag, but this tech relies on the person having an iPhone. Third party detection apps exist on Android, but they're far from perfect and aren't currently officially supported by any of the parent companies making Bluetooth location trackers.

The proposal has received industry wide support from other manufacturers such as Samsung, Tile, Chipolo, eufy Security, and Pebblebee. Advocacy groups such as The National Network to End Domestic Violence and the Center for Democracy & Technology have also contributed to the specification draft. The draft has been submitted via the Internet Engineering Task Force (IETF) with a three month review and comment period open to interested parties that would like to weigh in on the proposed specification. After this period Apple and Google will work to address concerns and feedback before putting the specification into production by the end of 2023, unifying a tracking alerts system on all future versions of iOS and Android.

As market share of Apple's ARM based Mac computers has increased, so too have efforts to compromise them by previously uninterested hacker groups. A recent string of malware created specifically for macOS has shown that these groups are turning their gaze toward the generally well protected Mac ecosystem. One of these new malware threats, discovered by Jamf Threat Labs and dubbed 'RustBucket,' acts as a simple third-party PDF viewer. The application itself does nothing malicious until a specific PDF is opened which includes an encoded key that triggers a connection to be made between the attacker's server and the victim's Mac, and a small malicious payload to be downloaded. The initial payload begins running system recon commands to determine the machine information, and then downloads a third stage payload which gives the attackers further access to the underlying operating system. All stages after the user opens the PDF are run silently in the background. The PDF viewer used as the catalyst for this hack does require manually overriding Apple's Gatekeeper as it carries no signature, so the obvious step to mitigate this attack is to not use third-party apps or services aside from those curated on Apple's App Store.

The second macOS malware of the week was discovered by Cyble Research and Intelligence Labs (CRIL) being offered for a paltry $1,000 USD per month on a Telegram channel, with the malware going by the name "Atomic macOS Stealer" or "AMOS." This malware has capabilities to scrape keychain passwords, system information, files from the desktop and documents folders, the macOS user password, browser auto-fills, passwords, cookies, wallets, and stored credit card info. The malware is especially adapted to go after cryptowallets with Cyble citing examples such as Electrum, Binance, Exodus, Atomic, and Coinomi. Cyble notes that they've seen the malware receiving active development to improve its capabilities and the threat actors even offering management software and web panels for keeping track of victimized machines, all with a logging system that dumps to Telegram. The current attack vector is a simple Golang.dmg file which installs the malware, so this does appear to require direct machine access. However once installed, "AMOS" does its handiwork without detection and sends a compressed file off to the attacker's server with all the information it collected.

Earlier on in April keen-eyed users of macOS uncovered the presence of a strange document hidden deep within Apple's operating system directories. It turns out that this Easter egg was a digital copy of the original Bitcoin whitepaper, it is speculated that Apple engineers have been running a long term prank by stashing the manifesto inside of every released version of macOS since 2018 - which indicates that Mojave was the starting point. According to yesterday's 9to5Mac-published article the cryptocurrency whitepaper (said to be authored by mysterious figure Satoshi Nakamoto) has been removed from the latest macOS Ventura build - 13.4 beta 3 (made available to developers).

The initial discovery of the manifesto received significant press coverage, and it seems that Apple has chosen to send in the cleanup crew at some point in the weeks since then. The file was sat alongside miscellaneous assets in a folder relating to an Image Capture application. The internal tool "VirtualScanner.app" has also been removed from the latest macOS beta build. The 9to5Mac piece posits that Apple's engineers never intended to include the prototype image and document scanner app in any finalized operating system releases - hence the burying of the program's assets deep inside system files.

The global economy has faced increased inflation risks and downstream inventory corrections in 2H22, which have affected IC design houses faster than wafer foundries, as they are far more sensitive and responsive to market reversals. TrendForce reports that adverse factors such as weak overall consumption, restrictions from China, and the slowdown of corporate IT spending and CSP demand have impacted the revenue performance of the world's top 10 IC design houses in 4Q22, leading to a QoQ decline of 9.2%, or approximately US$33.96 billion.

TrendForce predicts that the revenue of these top 10 companies keep declining—though with a slight convergence—into 1Q23, owing to ongoing inventory corrections across the entire supply chain as well as Q1 being the traditional off-season for consumer demand. Demand will continue to be weak despite new product launches and inventory replenishment in the supply chain.

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.

An online tipster, posting on the Chinese blog site Weibo, has let slip that Qualcomm's upcoming Snapdragon 8 Gen 3 mobile chipset is touted to pack some hefty graphical capabilities. The suggested Adreno "750" smartphone and tablet GPU is touted to offer a 50% increase over the present generation Adreno 740 - as featured on the recently released and cutting-edge Snapdragon 8 Gen 2 chipset. The current generation top-of-the-range Snapdragon is no slouch when it comes to graphics benchmarks, where it outperforms Apple's prime contender - the Bionic A16 SoC.

The Snapdragon 8 Gen 3 SoC is expected to launch in the last quarter of 2023, but details of the flagship devices that it will power are non-existent at the time of writing. The tipster suggests that Qualcomm has decided to remain on TSMC's 4 nm process for its next generation mobile chipset - perhaps an all too safe decision when you consider that Apple has upped the stakes with the approach of its Bionic A17 SoC. It has been reported that the Cupertino, California-based company has chosen to fabricate via TSMC's 3 nm process, although the Taiwanese foundry is said to be struggling with its N3 production line. The engineers at Qualcomm's San Diego headquarters are alleged to be experimenting with increased clock speeds running on the next gen Adreno GPU - as high as 1.0 GHz - in order to eke out as much performance as possible, in anticipation of besting the Bionic A17 in graphics benchmarks. The tipster theorizes that Qualcomm will still have a hard time matching Apple in terms of pure CPU throughput, so the consolation prize will lie with a superior GPU getting rigged onto the Snapdragon 8 Gen 3.

Personal computers (PCs) based on Arm architecture will grow in popularity and their market share will almost double from 14% now to 25% by 2027, according to Counterpoint Research's latest projections. The ability of Arm-based hardware to run Mac OS has allowed Apple to capture 90% of the Arm-based notebook computer market. However, the full support of Windows and Office365 and the speed of native Arm-based app adoption are also critical factors in determining the Arm SoC penetration rate in PCs. Once these factors are addressed, Arm-based PCs will become a viable option for both daily users and businesses.

As more existing PC OEMs/ODMs and smartphone manufacturers enter the market, they will bring their expertise in Arm-based hardware and software, which will further boost the popularity of Arm-based PCs. The availability of more native Arm-based apps will also increase user comfort and familiarity with the platform. Overall, the trend towards Arm-based PCs is expected to continue and their market share will likely increase significantly in the coming years.