thadec
No new iPads until there are new chips for them. Remember: entry level chips only because of power/thermal/cost considerations. And you can't have the Pro and Air on the same chip.
The iPad Pro will need to go from the M2 to the M3.
The iPad Air will need to go from the M1 to the M2.
The iPad will need to go from the smartphone chip to the M1 (as will the Apple TV).
As TSMC 3 is a new process, for the time being there is barely going to be enough capacity for the iPhones. Anything else will need to go to the MacBook Air and maybe the 13" MacBook Pro. Also, using 3nm chips on $500 iPads while your $4000 Macs remain on chips made on a 3 year old 5nm node is gauche. Might as well wave the white flag and shart shipping macOS on iPads at that point.
This is life at the leading edge. AMD won't be able to access TSMC 3 until 2025 because they don't want to get into a bidding war with Qualcomm, MediaTek, Nvidia and Intel (who needs it for their GPUs) over it. Intel? Same. Even though - despite rumors otherwise - their 7nm process actually is working fine, they are limiting capacity for financial reasons in order to save money to build maximum capacity for the 5nm and 3nm processes they are going to use in 2024 and 2025 (going back to using the tick-tock process of standing up nodes makes this possible from a technological standpoint but is WAY more expensive in upfront costs). So they have to cede desktop and workstation superiority to AMD for yet another year.
