I'm not convinced. Why not core spam and offer even higher priced products?
They need to stitch two Max dies to get higher than 16 cores and that's expensive for them. That's why they are forced to offer previous gen Ultra chip. And then they price it so high that people with even great interest are forced to think twice about plopping down so much hard cash.
Apple's main market and focus in the computer space is
laptops, not desktops or servers. They really don't care if the Ultra sells or not. Its there for people who want 512GB of unified memory for LLMs.
M4 Max has 16 cores. Zen 5 offers 32 threads. Arrow Lake 24 threads.
You know what that tells me? It's very expensive for Apple to scale up the core count.
Lets break it down flagship offerings in the laptop space.
Apple offers 12P+4E/16 threads with M4 Max
AMD 16P/32 threads for strix halo. 9955hx3d is also the same but with a higher cTDP
Intel offers 8P+16E/24 threads for 285HX and 6P+8E/14 threads for 285H.
Now lets take look at Blender because a) it multithreaded b) open source so no hidden tricks and c) its optimised for x86 and ARM.
Notebookcheck tested the x86 CPUs with no power limits.
Now for some 9955HX3D Blender 4.4.0 tests and Vray compared at 80 watts
M4 Max at 60 watts. (Yes the when all the P cores are loaded at 3.9GHz, the M4 Max consume a max peak of around 60 watts for the CPU.)
The M4 Max-powered Apple Mac Studio is just as before on the outside, but it's the inside that get all the new upgrades. Here's how it performs.
pokde.net
Thread count is meaningless when comparing to a CPU that has superior 1t by a large margin but has a decent amount of P cores ie M4 Max. While SMT did help AMD when compared to Intel however when AMD is faced with Apple's M4 P core the lead vastly diminishes at 80 watts and this isn't just because Apple is on N3E, Intel is also on N3B and its not as good. Its because the M4 P core uArch is great.
I'll go indepth regarding these results in a few days, but just read the comparisons for now.