Disagree with Apple and ARM only making small improvements YoY. CAGR is what matters.
View attachment 111379
Geekbench 6 Single Core | 2022 | 2023 | 2024 |
ARM | 2000
Cortex X3
(8G2) | 2300
Cortex X4
(8G3) | 2900
Cortex X925
(D9400) |
Apple | 2600
M2 | 3200
M3 | 4000
M4 |
Qualcomm | | | 3200
Oryon-L
(8E) |
Intel | 3100
13900K | 3200
14900K | 3400
285K |
AMD | 3000
7950X | | 3500
9950X |
If this trend continues, ARM vendors will outpace x86 sooner than later.
I used Geekbench6 for convenenience, but I am sure this trend can been seen in SPEC2017 too.
Sure, ARM CPUs having 20% faster single core isn't going to lead them to taking 50% of the market overnight. X86 CPUs are protected by a moat of advantages such as compatibility and modularity. But what about the long term? Those advantages won't last for perpetuity. App compatibility on ARM is improving day by day, and one day there will be socketable desktop ARM CPUs.
X86 vendors will have to quicken their pace and/or deliver larger improvements with each generation, to keep up.