Though primarily a software-focused event, Apple’s WWDC keynotes are often stage for an interesting hardware announcement or two as well, and this year Apple did not disappoint. At the company’s biggest Mac-related keynote of the year, Apple unveiled the M2, their second-generation Apple Silicon SoC for the Mac (and iPad) platform. Touting modest performance gains over the original M1 SoC of around 18% for multithreaded CPU workloads and 35% in peak GPU workloads, the M2 is Apple’s first chance to iterate on their Mac SoC to incorporate updated technologies, as well as to refresh their lower-tier laptops in the face of recent updates from their competitors.

With the king of the M1 SoCs, M1 Ultra, not even 3 months behind them, Apple hasn’t wasted any time in preparing their second generation of Apple Silicon SoCs. To that end, the company has prepared what is the first (and undoubtedly not the last) of a new family of SoCs with the Apple Silicon M2. Designed to replace the M1 within Apple’s product lineup, the M2 SoC is being initially rolled out in refreshes of the 13-inch MacBook Pro, as well as the MacBook Air – which is getting a pretty hefty redesign of its own in the process.

The launch of the M2 also gives us our first real glimpse into how Apple is going to handle updates within the Apple Silicon ecosystem. With the iPhone family, Apple has kept to a yearly cadence for A-series SoC updates; conversely, the traditional PC ecosystem is on something closer to a 2-year cadence as of late. M2 seems to split this down the middle, coming about a year and a half after the original M1 – though in terms of architecture it looks closer to a yearly A-series SoC update.

From a high level, there has been a limited number of changes with the M2 – or at least as much as Apple wants to disclose at this time – with the focus being on a few critical areas, versus the bonanza that was the initial M1 SoC. While all of this is preliminary ahead of either further disclosures from Apple or getting hands-on time with the hardware itself, the M2 looks a lot like a derivate of the A15 SoC, similar to how the M1 was derived from A14. As a result, at first glance the M1 to M2 upgrade looks quite similar to the A14 to A15 upgrade.

According to Apple, the new SoC is comprised of roughly 20 billion transistors, which is 4B (25%) more than the original M1 – and 5B more than the A15 SoC. The chip is being made on what Apple terms a “second generation 5nm” process, which we believe is likely TSMC’s N5P line, the same line used for the A15 SoC. N5P offers improved performance characteristics versus N5, but not density improvements. So while Apple doesn’t disclose die sizes, the company’s side-by-side die shots are at least accurate in that M2 is going to be a bigger chip than M1.

Apple Silicon SoCs
SoC M2 M1
CPU 4x High Performance (Avalanche?)
16MB Shared L2

4x High Efficiency (Blizzard?)
4MB Shared L2
4x High Performance (Firestorm)
12MB Shared L2

4x High Efficiency (Icestorm)
4MB Shared L2
GPU "Next Generation"
10-Core
3.6 TFLOPS
8-Core
2.6 TFLOPS
Neural Engine 16-Core
15.8 TOPS
16-Core
11 TOPS
Memory
Controller
LPDDR5-6400
8x 16-bit CH
100GB/sec Total Bandwidth (Unified)
LPDDR4-4266
8x 16 CH
68GB/sec Total Bandwidth (Unified)
Memory Capacity 24GB 16GB
Encode/
Decode
8K
H.264, H.265, ProRes, ProRes RAW
4K
H.264, H.265
USB USB4/Thunderbolt 3
2x Ports
USB4/Thunderbolt 3
2x Ports
Transistors 20 Billion 16 Billion
Mfc. Process "Second Generation 5nm"
TSMC N5P?
TSMC N5

Starting from the top, in terms of their Arm-architecture CPU cores, the M2 retains Apple’s 4 performance plus 4 efficiency core configuration. Apple is not disclosing what generation CPU cores they’re using here, but based on the performance expectations and timing, there’s every reason to believe that these are the Avalanche and Blizzard cores that were first introduced on the A15.

With regards to performance, Apple is saying that the M2 offers 18% improved multi-threaded CPU performance versus the M1. The company does not offer a breakdown of clockspeeds versus IPC gains, but if our hunch about M2 being Avalanche/Blizzard is correct, then we already have a good idea of what the breakdown is. Relative to the Firestorm core in the A14/M1, Avalanche offers only modest performance gains, as Apple invested most of their improvements into improving overall energy efficiency. As a result, the bulk of the performance gains there come from increased clockspeeds rather than IPC improvements.

The performance CPU cores on M2 also come with a larger pool of L2 cache, which also serves to improve performance. Whereas M1 had 12MB of L2 cache shared among the cores, M2 brings this up to 16MB, a 4MB increase over both the M1 and for that matter the A15.

Based on what we’ve already seen with the A15, this bigger update in this generation is on the efficiency core side of matters. The Blizzard CPU cores are increasingly behaving like not-so-little cores, offering relatively high performance and a much wider backend design than what we see with other Arm efficiency cores. Among other things, Blizzard added a fourth Integer ALU, which combined with other changes gave A15 a significant (28%) performance increase in those cores. Carried over to M2, and it’s not unreasonable to expect similar gains, though the wildcard factor will be what clockspeeds Apple dials things to.

This, in turn, is also seemingly why Apple has decided to focus on MT performance for their Apple-to-Apple comparison. With the largest performance gains coming courtesy of the efficiency cores, in performance-bound situations it’s MT workloads which get to tap the E cores alongside the P cores that would see the greatest performance improvements. On the whole, Avalanche/Blizzard made for a modest year on the CPU microarchitecture front, and that looks to be carrying over for the M2 SoC.

Meanwhile on the GPU front, Apple is going bigger. Though reclusive as always about the underlying architecture – merely calling this a “next generation” GPU – M2 comes with 10 GPU cores baked in, up from 8 on the M1. Officially, this GPU is rated for 3.6 TFLOPS, which is a 1 TFLOPS more than the 8 core M1. As well, the new GPU comes with a larger shared L2 cache, though Apple isn’t disclosing the cache size there.

With a combination of a larger core count and what would seem to be a 10% or so increase in GPU clockspeeds (based on TFLOPS), Apple is touting two performance figures for the M2’s GPU. At iso-power (~12W), the M2 should deliver 25% faster GPU performance than the M1. However the M2’s GPU can, for better or worse, also draw more power than the M1’s GPU. At its full power state of 15 Watts, according to Apple is can deliver 35% more performance.

Overall this indicates that while Apple has been able to improve their energy efficiency – GPUs love running wide and slow – Apple’s peak GPU power consumption is going up. This should have minimal impact on light workloads, but it will be interesting to see what it means for relatively heavy and constant workloads, especially on the fanless MacBook Air. Meanwhile the GPU’s display controller remains seemingly unchanged, topping out at 6K for external monitors.

Tangential to the GPU updates, M2 also comes with an updated video encode/decode block, which at first glance looks a lot like a pared-down version of the block used on the M1 Pro/Max. Those SoCs added support for Apple’s ProRes and ProRes RAW codecs, and that support has now filtered back down into the base M2 SoC. As well, Apple is now officially supporting 8K video decode on the M2, whereas the M1, though never having an official resolution designation, was essentially a 4K part.

Finally, on the processing side of matters, the M2 is inheriting the A15’s updated neural engine. According to Apple, this is still a 16-core design, and it happens to have the same 15.8 trillion operations per second (TOPS) rating as the A15’s neural engine. Which, despite only being on par with the A15, still makes it 40% faster than the M1’s neural engine, which topped out at 11 TOPS.

Altogether, Apple is projecting a great deal of confidence in the performance of their second-generation Apple Silicon chip, and even more so its competitiveness versus Intel. While we’ll have to wait to get our hands on the hardware to confirm its performance, the M1 certainly lived up to claims there. So the expectations for M2 are similarly high.

Memory: LPDDR5-6400, Up To 24GB

While the core logic of Apple’s latest SoC would seem to be largely an enhanced version of the A15, it does have one very notable feature advantage: LPDDR5 support.

Whereas the vanilla M1 (and the A15) only supported LPDDR4x memory, the M2 supports the newer LPDDR5 memory standard. The biggest change of which is support for much higher memory clockspeeds; based on Apple’s figures, the M2 is running at 6400Mbps/pin (LPDDR5-6400), which is up significantly from the 4266Mbps/pin (LPDDR4x-4266) memory clockspeeds of the original M1. The net result is that, on the SoC’s 128-bit memory bus, the M2 has 100GB/second of memory bandwidth to play with, a 50% increase over the M1 (~68GB/sec).

Apple’s unconventional use of memory technologies remains one of their key advantages versus their competitors in the laptop space, so a significant increase in memory bandwidth helps Apple to keep that position. Improvements in memory bandwidth further improve every aspect of the SoC, and that especially goes for GPU performance, where memory bandwidth is often a bottlenecking factor, making the addition of LPDDR5 a key enabler for the larger, 10-core GPU. Though in this case, it's the M2 playing catch-up in a sense: the M1 Pro/Max/Ultra all shipped with LPDDR5 support first, the M2 is actually the final M-series chip/tier to get the newer memory.

Past that, Apple is once again placing their LPDDR5 memory packages on-chip with the processor die itself. So each M2 chip will need to be equipped with memory ahead of time, and the device supply is likely to fluctuate a bit based on memory capacity depending on what the most popular configurations are, especially early on.

M2 devices are available with either, 8GB, 16GB, or 24GB of memory. Given that Apple is still using just two stacks of memory, it looks like the company is finally taking advantage of LPDDR’s support for non-power-of-two die sizes (e.g. 12Gb dies), which allows them to get 12GB of memory into a single package without any further shenanigans. And assuming Apple replicates this down the line for the obligatory Pro/Max/Ultra SoCs, we should see the top memory capacities of all of Apple’s SoCs increase by 50% over the previous generation.

And the Rest: Updated ISP, Same USB

Rounding out today’s M2 announcement, there are a couple more items that warrant a quick call-out.

First, the M2 is getting an updated ISP as well as an updated Secure Enclave. Like other aspects of M2, these are likely inherited from the A15, which received similar updates as well.

Meanwhile, a look at the specs of the new MBA and MBP indicate that there haven’t been any notable changes in USB or other I/O support for the new SoC. M1 was already at the top of the curve in 2020 when it launched with USB4 support, so nothing has changed here. This does mean, however, that the SoC is seemingly still limited to Thunderbolt 3 support, despite the fact that Thunderbolt 4 has now been out for well over a year. Both the MBA and MBP are also shipping with two USB ports, so it would seem that’s still the native limit of the SoC.

Apple also hasn’t talked at all about PCIe capabilities. We’ll know more once we have the hardware in-hand, but at least for now there’s no reason to believe that Apple has added PCIe 5 support or changed the number of lanes available. I/O has remained something of a constraining factor for the entire Apple Silicon family, so it does make me wonder about what this means for the eventual Apple Silicon Mac Pro.

Available in July

Closing out today’s announcement, the M2 will be shipping in the new 2022 MacBook Air, as well as the refresh 2022 12-inch MacBook Pro. According to Apple, those devices will be available in July, with pre-orders open today.

In the meantime, the M1 isn’t going anywhere. Besides being at the heart of the Mac Mini – which didn’t receive an update today – Apple is keeping the 2020 M1-based MacBook Air around. So both versions of the entry-level M-series SoC will be sticking around for some time to come.

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  • mode_13h - Tuesday, June 7, 2022 - link

    > Apple ... have zero interest in "converting" non mac fans

    They are continually searching for ways to increase their revenues. With revenues as large as they already are, that's not an easy task. Therefore, I absolutely expect them to make a play to significantly enlarge their user base.

    If you think about it, they're already in people's living rooms with Apple TV. So, wouldn't it be interesting for them to make a backdoor push for the console market, by introducing a significantly upgraded model? Nintendo has long shown that you don't need top HW specs to build a significant userbase - you just need the right content.
    Reply
  • gund8912 - Tuesday, June 7, 2022 - link

    Mac sales increased considerably in last qtr so i don't think just "Mac fans" are buying them. Reply
  • Sailor23M - Wednesday, June 8, 2022 - link

    I bought my first mac last year, M1 MBA. Best decision ever. Reply
  • OreoCookie - Wednesday, June 8, 2022 - link

    IMHO that's a very outdated view. Apple's most popular platform is iOS, and it has billions of users. All of the technology in the M2 will come to the next iPhone and next iPad. It seems likely that Apple will literally put the M2 in the next-gen iPad Pro.

    By numbers iOS is likely the #1 gaming platform on the planet. And it isn't just candy crush-type games either. I live in Japan and I see plenty of people playing real games on their phones (RPGs are big here).
    Reply
  • mode_13h - Saturday, June 11, 2022 - link

    There's a certain logic in Apple approaching the console gaming market. There's a sizeable userbase, willing to spend significant amounts of money on software and subscriptions, which has already demonstrated a willingness to live within a walled garden. Plus, they value a simplified low-friction user experience vs. the technically rich environment of PC gaming.

    It almost makes *too much* sense, if you think about it like that.
    Reply
  • Silver5urfer - Monday, June 6, 2022 - link

    Shadow of Tomb Raider is updated to Metal API and uses 64Bit MacOS support, perhaps not full ARM compat and needs Rosetta translation, but guess what ? Apple's so called "In House" a.k.a PowerVR stolen / Poached technology powered by M1 ULTRA fully maxed out 48GB config gets pathetic 82FPS on HIGH preset at 1080P resolution rofl. Vs a 3090 with ULTRA and RT at 135-140FPS that's on a 5800X, if we use a 10900K and 12900K it will have even more performance.

    source - Youtube search for that game on Apple M1 Ultra. Apple got OWNED.

    Apple is not going to spend millions or billions on gaming market just because they are having free cash. Gaming is a strong market that demands heavy DIY or Console backing, with having ZERO IP or experience of this industry since ATARI. Apple is not fit for this task which is why they are targeting more ecosystem benefits to make their fans buy more of their walled garden Utopia products and venture into Services since iPhone is fading slowly to that "consumption" market. Soon Apple will launch AR and Car to further diversify.

    RE8 Village is being ported to Mac by this Fall 2022. RE Engine is not heavy at all, so it will be easy to run that game for sure because it runs on Gen 8 consoles which are weaker than a Q6600 lol. Anyways the thing is I want benchmarks which would be interesting with their new M2 debut.
    Reply
  • gescom - Tuesday, June 7, 2022 - link

    "M1 ULTRA fully maxed out 48GB config gets pathetic 82FPS on HIGH preset at 1080P resolution rofl"

    Well, in that case, a MacBook Pro & PS5 combo would solve it and a 600W RTX generator + a 250W Intel's generator "solution" isn't needed anymore.
    Reply
  • Silver5urfer - Tuesday, June 7, 2022 - link

    Yeah when performance is tatters you switch gears to Max TDP ratings.

    600W ? 3090FE is 350W and you can underclock it and lose at max 5% by 300W, and for 12900K what makes you think gaming gets 250W PL2 ? not even 10900K goes that high, in gaming 12900K gets 120W tops and 10900K goes to 150W max, for 5800X3D which can be at similar perf is far far less, and if you take a 6800XT it will be at 10% less than 3090 in the same resolution. So that's out of the window. We were talking how Apple claimed 3090 performance and charged an arm + leg and got beaten badly on all occasions. Except the specialized ARM core workloads where they have IP blocks on the silicon, once FPGA gets embedded onto x86 by AMD it will be beaten again.

    So does M1 Ultra have any expansion slot ? nope. Proprietary junk SSD, forget PCIe expansion, I can make any x86 PC into a Proxmox machine with HBA cards and what not. This pile of Junk can only boot Mac OS at best with best compat.

    Ultimately ? Apple got SHREDDED, a $4000+ junk that can barely beat 2020 Hardware so much for bleeding edge PR smoke and mirrors.

    PlagueStation is irrelevant, Apple got destroyed for a far less and direct competitor product PS5 is utter junk because DMC 5 on it runs at 4K30 FPS lol and 1080P it cannot get more than 120FPS, which is shameful since 1080Ti is 6 years old and runs at 170FPS at 1080P resolution in the same title.
    Reply
  • mattbe - Tuesday, June 7, 2022 - link

    Pretty pathetic that you are just making stuff up to defend Apple. 600W RTX generator? That would probably involve a ridiculous high volage cooled by liquid nitrogen, and even then, the results that the other poster mentioned didn't use that extreme overclocking set up to get those results.

    Realistically, a 350W 3090 would get those results.
    Reply
  • blackcrayon - Sunday, June 12, 2022 - link

    Strange how you point out that Shadow of the Tomb Raider is running in emulation, and yet Apple got "owned' on that game. Talk about unmaking one's own point. Reply

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