It's going from N5 to N5P, chosen by Apple over N4.
> But no one [expects] that from Intel or AMD every year anymore.
That's not accurate, a minor performance upgrade after almost 2 years is the exact thing Intel has gotten a lot of flack for in recent years. The fact that people are willing to defend it is really exclusive to Apple and their unbeatable marketing.
Zen 4 on an almost identical timeline will be ~ 30-40% performance, and people were widely disappointed by the announcement of ">15%" S/T - very close to Apple's +18% M/T. Intel will have gone from Rocket Lake to (almost) Raptor Lake, doubling performance.