MacBook Air 2022 will launch with SoC derived TSMC N5P Node. TSMC roadmap points towards true Apple M2 sometime around 2023
This year’s MacBook Air may rely on comparable silicon to that already found in the current MacBook Air.
According to reports, Apple won’t be able to release the MacBook Air this year with any other than TSMC N5P derived nodes. The refreshed laptop may still include Apple M2, but the next-generation Apple chipsets won’t be available until next year.
MingChi Kuo, ShrimpApplePro provide insight into the state and future Apple Silicon chipsets. This includes the long-awaited Apple M2. The Apple M2 is expected to have next-generation hardware, but a TSMC roadmap indicates otherwise. The roadmap below shows that TSMC N4P will not be available until late 2022 or even early 2023. This is slightly later than TSMC had hoped.
TSMC N4P N0P nodes are unlikely to be included in the iPhone 14 series, let alone Mac hardware. We discussed this last week. Apple will continue to rely upon TSMC N5P Nodes, matching the A15 Bionic as well as the Apple M1 series. ShrimpApplePro claims that Apple M2 SoCs would rely on TSMCN3 nodes due to volume manufacturing in Q3 2022. TSMC N3 N3 nodes will not be released in 2022, as well. Next-generation Apple Silicon will apparently be the company’s first custom ARMv9 CPU. TSMCN3 nodes are expected to deliver up to 15% higher performance, 30% less power consumption, and 1.7x more transistors than TSMCN5.
Kuo says that Apple may choose to release the Apple M2 depending on its marketing strategy for this year’s MacBook Air. Apple could release the MacBook Air 2022 using a chipset called Apple M2, but its hardware will be identical to that in Apple M1. Apple M2 will not include next-generation improvements. These are reserved for MacBook Pro 14 or 16 refreshes. Kuo claims that Apple could release an upgraded MacBook Air with Apple M1. This would distinguish it from the current model, which has a rumoured new design. The ‘true Apple M2 based upon TSMC N4P and N3 nodes won’t debut until next year.