Apple’s M4 Ultra chip may not be produced

It seems that Apple’s M4 Ultra chip, due to problems in the production process, will probably never go into the field. On the other hand, given that this chip is used in expensive products, it will not have much effect on sales.

Previous delays in the supply of the M3 Ultra chip have always caused doubts about the production of the Ultra M4. As a result, the likelihood of seeing Apple’s silicone chip in high -end Macs will be greatly reduced. Apple has raised reasons why the chip may never be produced. One of the reasons is the lack of Ultrafusion connection in the M4 Max chip, which is essential for building a SOC at the workstation level.

This difference indicates that the M4 Ultra chip must be designed seamlessly, which has its own problems and complexities. Recent reports also mentioned this. Apparently, Apple thinks that development problems, along with very high costs, are some of the reasons that will probably prevent the chip from producing.

Even with the possible superiority of the M4 Ultra chip over competitors, the low volume of Mac Pro and Mc Studio has left no incentive to develop the chip. In recent reports, the cost of developing and producing a full unit of M4 Ultra has not been mentioned. However, Mark Gorman from Bloomberg points to the complex and costly process of producing the chip and considers it commercially unjustified. As the MacRumors website reports, Apple is reluctant to start producing the chip because of its numerous challenges, including high costs.

Despite the staggering costs of developing a single chip, there would be little problem if there was enough sales to offset these costs. But the fact is that Apple can hardly sell enough of these devices to justify the development of the M4 Ultra. Gorman had earlier pointed out that, despite the upgrades made in the M4 iPad Pro series, cheaper tablets had a greater share in the 5 % increase in these products.

Likewise, Apple is likely to experience more sales in its affordable Macs, and it is expected that Mac Studios will have a much lower share with the Ultra M3 chip. One of the ways Apple can consider is to ignore a generation and focus on the supply of the M5 Ultra. According to existing applications, the M5 Max should benefit from Ultrafusion connectivity technology, but this will be a separate discussion.