AMD advertised these values for process only and
not architectural IPC or CPU performance. It is written on the slide itself(small letters on the bottom) and they reiterated that when asked by AT.
When asked if this was a specific statement about core performance, AMD said that it wasn’t, and just a comment on the process node technologies. It is worth noting that 2x efficiency is quite a substantial claim based on metrics provided by TSMC on its N7 -> N5 disclosures.
www.anandtech.com
First slide is from Acclererated Datacenter Event, N7-> N5, 2x density, 2x power efficiency and 1.25x perf
Second slide is from Zen 2 EPYC launch, 14LPP -> N7, 2x density, 0.5x power at iso perf or 1.25x perf at iso power
What we know is that AMD's numbers are in line for N7. For instance, Zen 1 achieved ~23 MTr/mm2 in Desktop Ryzen 1000/2000 and ~26 MTr/mm2 in Ryzen Mobile 2000 whereas Zen 2 CCD achieved ~52 MTr/mm2 density.
Excluding the highly pushed SKUs, Zen [1700/2700] --> Zen2 [ 3700 Pro] at iso power @65W there is 400 MHz higher base and boost with the latter obviously expending more power due to more active transistors but still maintaining iso power. Ryzen 5000 series traded some base MHz from Zen2 (due to AVX256) but much much higher boost
Zen 2 achieved >2x density, ~1.12x perf (boosts are much higher, but efficiency did not improve as much due to opting for perf instead).
Zen 4 will not have to trade perf for efficiency from what the process offers, 2x density gain and 2x efficiency and 1.25x perf
Just for comparison sake,
Zen 2 achieved 15% IPC from roughly ~16% more MTr, Core+L2 (1.35x more MTr when comparing at CCD level, but bulk of the increase related to doubled L3 and added GMI2+SMU and other complexities introduced by chiplet design)
Zen 3 achieved 19% IPC from 9% more MTr
Zen 4 CCD will have >1.7x more MTr over Zen 3 CCD.
So it is not unreasonable to be optimistic about Zen 4 perf, given the device perf and efficiency improvements and massive gain in the MTr count.