And how do these not apply to Zen 3, in terms of real estate, process maturity, and clocks?
Real Estate: I assume you're talking about transistor counts. Of course, you know as well as I do that we don't know until we get die size comparisons, transistor density estimates, and so on. Ostensibly, since N7 is mature, they can increase die size or transistors per core because cost/yield won't be as much of an issue. We won't know for sure until we get the chips. Since it's still on AM4 and there is limited real estate, and AMD's presentation shows no substantial difference in chiplet size
, I assume the transistor count isn't much different.
Process Maturity: Process is the same as Zen2. We saw that between Zen2 and the Zen2 XT versions, there is no substantial gain in IPC if we consider single-core GB5 score per GHz to be reflective of IPC (it seems reasonably close). Hence, for Zen3, process maturity will play little role in IPC, but does play a role in overall performance gain due to better binning and higher clocks enabled.
Clocks: The point is that AMD are achieving substantial gains even when accounting for clock speed, as I mentioned.
Apple have been pumping up transistor counts, clock speeds, and leveraging TSMC's process advancements to produce almost all of their performance gains. For Apple, then, while they have made uarch/core design changes, most of their gains are now coming from just ramping up transistor counts, clock speeds, and performance gains from TSMC node advances.
As we all know Intel have dumped their focus into enabling more power to feed more clocks and hence performance, rather than refining uarch/core design.
For AMD, we know they are not leveraging a new TSMC node, and we know therefore that transistor counts may go up, but can't go up by much since the chiplet appears the same size, and we know that even after adjusting for clocks, there are huge performance gains both raw and IPC, in the same power envelope. This reflects a far different approach than Apple and Intel are taking.
(For those to whom this sounds repetitive, I apologize, it's because I already went over these things in my post on page 209.)