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Insiders Cast Doubt on Finalization of Apple M4 Ultra Chip, Cite Production & Cost Challenges

Apple's recent unveiling of refreshed Mac Studio models—in "mismatched" M3 Ultra and M4 Max forms—was greeted with a lukewarm reception from press and public. The absence of an M4 Ultra option has disappointed many folks within the high-end Mac buying populace—rumors of a delayed development of Apple's "Mac Studio M4 Ultra model" emerged online last October. The M3 Ultra processor serves as a somewhat dissatisfying stopgap—prior to last week's official announcement, insiders were still actively questioning the existence of said chip. Last week, Apple representatives reportedly informed Ars Technica and Numerama about their "Ultra" tier not reaching "every chip generation." Follow-up articles have suggested that the M4 Max chip design does not feature an UltraFusion connector; thus cutting off a main path to potential M4 Ultra routes.

Based on previous-gen history, Mac-specialist news sites propose the upcoming M3 Ultra chipset being—in effect—the result of two M3 Max chips joined together via Apple's UltraFusion connection system. Further speculation points to the company's engineering department having to start with a blank canvas; involving a speculative monolithic die design. Noted Apple leaker—Mark Gurman—has disclosed additional theories via his paywalled Bloomberg "Power On" newsletter. As interpreted by MacRumors: "Apple is reluctant to develop an M4 Ultra chip from scratch due to production challenges, costs, and the relatively small sales volume of its desktop computers, like the Mac Studio. So, that seems to rule out the only other way in which Apple could have released an M4 Ultra chip." Several media outlets posit that Apple will skip a generation, and instead focus on getting UltraFusion connections working with next-gen "M5" processors. A refreshed Mac Pro lineup is reportedly on the cards; mid-January reports linked the next-gen workstation series to a very powerful "Hidra" chip design.

Apple M3 Ultra SoC: Disappointing CPU Benchmark Result Surfaces

Just recently, Apple somewhat stunned the industry with the introduction of its refreshed Mac Studio with the M4 Max and M3 Ultra SoCs. For whatever reason, the Cupertino giant decided to spec its most expensive Mac desktop with an Ultra SoC that is based on an older generation, M3, instead of the newer M4 family. However, the M3 Max, which the M3 Ultra is based on, was no slouch, indicating that the M3 Ultra will likely boast impressive performance. However, if a collection of recent benchmark runs are anything to go by, it appears that the M3 Ultra is a tad too closely matched with the M4 Max in CPU performance, which makes the $2000 premium between the two SoCs rather difficult to digest. Needless to say, a single benchmark is hardly representative of real-world performance, so accept this information with a grain of salt.

According to the recently spotted Geekbench result, the M3 Ultra managed a single-core score of 3,221, which is roughly 18% slower than the M4 Max. In multicore performance, one might expect the 32-core M3 Ultra to sweep the floor with the 16-core M4 Max, but that is not quite the case. With a score of 27,749, the M3 Ultra leads the M4 Max by an abysmal 8%. Of course, these are early runs, which may suggest that future scores will likely be higher. However, it is clear as day that the M3 Ultra and the M4 Max, at least in terms of CPU performance, will be close together in multithreaded performance, with the M4 Max continuing to be substantially faster than the far more expensive M3 Ultra variant in single-threaded performance. It does appear that the primary selling point for the M3 Ultra-equipped Mac Studio will be the massive 80-core GPU and up to 512 GB of unified memory shared by the CPU and the GPU, which should come in handy for running massive LLMs locally and other niche workloads.
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Apr 15th, 2025 23:31 EDT change timezone

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