In fine print, Intel says $700 million of the $1 plus-billion is essentially royalties. This means majority of the 4 million units are coming from the smaller 128 EU dies.
I assume they are baking in the possibility that the high end Alchemist might not be that competitive. And I mean by perf/$.
@NTMBK Falcon Shores sounds like the productized version of MLID talking about a Sapphire Rapids offshoot that puts in an Xe tile in place of one compute tile.
When it comes to these CPUs, you cannot say one CPU is one process anymore.
On which process? Intel already had plans to produce Ponte Vecchio with 10ESF/Intel 7 and 7nm/Intel 4, but they scrapped that entirely in favor of TSMC nodes (N6 and N5 if I recall correctly). Intel is already putting Alder Lake, Raptor Lake, Sapphire Rapids, and Emerald Rapids on 10ESF with unknown yields (and an unknown amount of 10nm+ fab capacity is still finishing out production of IceLake-SP, assuming that's still in production).
Ponte Vecchio is using Intel 7, Intel 10nm SF, TSMC N5 and N7. Supposedly they might move the compute tile to Intel 4 later on.
Alderlake reaches 5.5GHz in the KS variant. The yields are pretty good on that node now.