Have they?
They were stuck on Intel's incremental schedule for years and years, then they made a gigantic leap with the M1-series, and it has been incremental again since then. Bigger increments than 7th gen > 8th gen Intel, but its a bit ridiculous to pretend they're making 8th gen Intel > M1 leaps every year.
For example, they have a unified 800GB/s memory bandwidth with zero copy sharing between GPU and CPU. That’s not something anyone else has managed yet. They’re not making the huge leaps every year, but they’re making enough to keep the advantage of their previously leap. Their previous leap was a result of process node and architectural improvements and they’re continuing to buy up manufacturing capacity from TSMC to retain their 6-12month edge on other competitors.
I'll say that I stated it rather too miserly, a bit out of annoyance from the extreme hyperbole surrounding the M-series processors ("its better than an i9 + 3080 system! Next year it'll beat an i9 + 4090!!").
Funnily enough I plan to switch to an M-series Macbook as soon as Asahi Linux is completely out of beta.
The M-series chips beat a lot of Intel and AMD offerings in some form factors. It's not that the greatest chip of all time and there's Intel and AMD offerings that beat them in single thread performance or offer more multi thread performance at some price points.
At the high end I think Intel and AMD (plus GPU) are more competitive with Apple's kit so long as the OEM makes nice hardware. At the low end the entry level M2s have ridiculous capability compared to x86 machines. Maybe Qualcomm will actually be in the running with the Snapdragon X if they can ditch the Windows millstone.
> outpace on a per watt basis with AMD/Intel (and be at least competitive with on an absolute basis)
They're the first on TSMC's new process nodes, so whenever a new node comes out, people will compare the new Apple chip on a new node to the previous generation AMD chip on the previous node. If you compare them this way then the newer node outperforms the older one as expected. Then AMD releases one on the new node and the advantage basically disappears, or is just making different trade offs, e.g. selling chips with more cores which consequently have a higher TDP in exchange for higher multi-thread performance.
Intel hasn't been competitive with either of them on power consumption for some time because Intel's fabrication is less power efficient than TSMC's.
But if Apple's advantage is just outbidding everyone at TSMC, that only lasts until TSMC builds more fabs (the lead times for which get shorter as the COVID issues subside), or someone else makes a better process.
> For example, they have a unified 800GB/s memory bandwidth with zero copy sharing between GPU and CPU. That’s not something anyone else has managed yet.
It's also not something which is at all difficult to do. It's a straightforward combination of two known technologies. Integrated GPUs have unified memory and discrete GPUs have high memory bandwidth.
There is no secret to attaching high bandwidth memory to a CPU with an integrated GPU, it's just a trade off that traditionally isn't worth it. CPUs typically have more memory than GPUs but if it's unified and you want to use the fast memory you're either going to get less of it or pay more, and CPU applications that actually benefit from that amount of memory bandwidth are uncommon.
One of the rare applications that do benefit from it are LLMs, and it's possible that's enough to create market demand, but there's no real question of if they can figure out how to make that -- everybody knows how. It's only a question of if customers want to pay for it.
And what we may see is something better -- high bandwidth memory as a unified L4 cache. So then your CPU+iGPU gets the amount of HBM traditionally found on a discrete GPU and the amount of DRAM traditionally attached to a CPU and you get the best of both worlds with no increase in cost over a CPU + discrete GPU. But currently nobody offers that -- the closest is the Xeon Max which has HBM but no integrated GPU.
And none of these are why Qualcomm isn't competitive with Apple -- they're not competitive with AMD or Intel either. It's not the fabs or the trade offs. Their designs just aren't as good. But all that means is they should hire more/better engineers.
They will probably have quite the efficiency advantage though.
https://www.xda-developers.com/snapdragon-x-elite-benchmarks... shows a 23W Qualcomm processor having almost 50% higher multicore performance than an M2 on Geekbench and more than doubling the multicore performance on Cinebench.