Amazon, Apple and Microsoft: New mobile computing platforms take off

Particularly in consideration of current (and over-time increasing) semiconductor constraints, this has been a surprisingly busy (albeit pricey) October from a systems-release standpoint.

Nearly two months ago, as is typical for the season, Apple announced new smartphones, watches and earbuds. Several weeks before that, the company had somewhat-typically-for-fall unveiled two new processors and systems containing them. But wait, there’s more. Just two weeks back, and atypically, Apple had rolled out more hardware, this time for the smart home. And this week? Three straight days of even more hardware. Very atypical.

I’ll get to Apple’s most recent news shortly. But it wasn’t the only tech heavyweight to unveil new mobile computing devices—a mix of laptops and tablets—this month.

Microsoft and Nvidia go “Ultra”

Last November, within my yearly “Holiday Shopping Guide for Engineers” (this year’s edition which I’m now reminded I need to begin writing shortly), I suggested (among other things) you consider purchasing, for others and/or yourself, Nvidia’s DGX Spark mini AI workstation.

(it’s the gold-colored device to the right of the laptop, not the laptop itself. Hold that thought).

As background info for today’s discussion, I noted the following back then.

Its application processor, originally referred to as the N1X, is now renamed the GB10. Co-developed by NVIDIA (who contributed the Grace Blackwell GPU subsystem) and MediaTek (who supplied the multi-core CPU cluster and reportedly also handled full SoC integration duties), it was originally intended for—and may eventually still show up in—Arm-based Windows PCs. But repeated development hurdles have (reportedly) delayed the actualization of both SoC and system shipment aspirations, and lingering functional bugs preclude Windows compatibility (therefore explaining the DGX Spark’s Linux O/S foundation).

Those bugs have apparently finally been squashed—or at least sufficiently worked around—because Nvidia and lead mobile systems partner Microsoft publicly released the 15″ Surface Laptop Ultra on October 7. The history lesson here is interesting (IMHO, at least) and instructive.

Microsoft has been steadily working on Windows-on-Arm, spanning operating systems, applications suites and hardware to run them on, since June 2012 with the Windows Surface RT, which was powered by the multi-core Arm Cortex-A9-based Nvidia Tegra 3 SoC.

From then until now, everything else Arm-related, including my latest Surface Pro 11 “Plus” acquisition (along with several generations of developer-tailored desktop hardware), ran Qualcomm-developed silicon, even if the SoCs were Microsoft-stamped. But Nvidia’s back, baby. And it’ll only cost you $2,599 (baseline, as much as $5,899.99 top-end) to own one. With delivery “later this year” (which, I’m compelled to note, has only two more months left in it as I type this). Gulp.

Two versions of the Nvidia RTX Spark N1X (apparently, in a clarification of the earlier rename mention, both GB10 and N1X are valid monikers, for different system form factors) exist, both with the same NPU core inside:

5120-core GPU and 18-core CPU, and
6144-core GPU and 20-core CPU

System memory ranges from 24 GB to 128 GBytes in capacity, LPDDR5x DDR unified in all configurations. SSD options start at 512 GBytes (PCIe Gen 4), with 1 and 2 TByte PCIe Gen 5 configurations also offered. And by the way, an RTX Spark-based developer platform, $5,999.99 and up, is also available for pre-order (perhaps a replacement for the canceled Qualcomm one?).

Amazon loves “vanilla” Android (again)

Next stop: tablets. I’ve said it before, I’ll say it again today, and I’m unfortunately sure I’ll be saying it more in the future, given where semiconductor building block prices and tariffs are going: when your bill-of-materials costs increase, the best way to “hide” them is to bail on entry-level models and conversely double-down on already-profit-margin-padded high-end product variants. Enter Amazon’s no-longer-Fire, now Alexa-branded, latest-generation tablets.

Plastic cases are gone (except for the kiddie-tailored ones), replaced by thin unibody aluminum chassis, wrapped around higher-quality LCDs, multi-speaker arrays and other integrated goodies. Gone too is access to the Amazon Appstore (which won’t be a surprise to anyone who read my last-October Amazon coverage); Amazon’s back to leveraging the Google Play Store.

More generally, the new tablets run “vanilla” Android instead of the “forked” Fire OS precursor. They come in 8”, 11” and 12” “Pro” flavors, each with multiple storage capacity tiers (along with two DRAM capacity options for the 8” version, interestingly), with prices starting at $299 and ranging up to $679.99, not including cases or the high-end model’s optional pen and keyboard accessories.

Speaking of October Amazon coverage, by the way, the company chose today, at the tail-end of competitor Apple’s three-day announcement cadence, to roll out this year’s collection of Echo speakers (one even complete with a camera? SMH), smart displays and such. I won’t be covering them in this particular piece, so to tide you over until I have time to discuss them, I’ll hand you over to Engadget (or any of the other usual suspects, for that matter) for coverage purposes.

Touch me. Finally.

And speaking of unwise chronological congruity, what did Apple roll out this week? Monday brought a new (eighth) generation of the iPad mini (the sixth generation of which, which I own, was dubbed “cute” by my wife just the other day), no longer with a trailing-edge SoC versus its larger siblings (now with the A20 Pro), and with a slightly larger display (8.5” diagonal this time) that, even more impactfully, switches from LCD to OLED (albeit 60 Hz refresh-only).

The front camera is conveniently relocated to the landscape edge, too. And yes, all this goodness is accompanied by price increases. The entry-level 128 GByte Wi-Fi-only variant of the 2024 seventh-generation model was originally $499 but got bumped by Apple up to $599 in June of this year, while this year’s edition is $699 and up. Yup.

Yesterday? Thanks for asking. The 14” (but not 16”, interestingly…the same thing happened last year, so I’m guessing the larger one’s “Pro” and “Max” only from here on out) entry-level version of the MacBook Pro now runs the M6 SoC, versus last year’s M5, while the 24” iMac makes a two-gen (and associated two-year between-updates) jump from the M4 to the M6.

Yep, that’s basically it; form factors, etc. remain unchanged. Yawn. Even the MacBook Pro stock image shown above, from Apple’s press release, was boring. And if I was a betting man, I’d lay my odds on the earlier-leaked theory that the next SoC iterations of the higher-end “Pro” and “Max” MacBook Pro variants will await the M7 Apple Silicon generation.

Apple instead “kept its powder dry” for today’s unveiling of its first touchscreen-augmented (and broader “PROLED XDR” tandem OLED-based) computers, MacBook Pro laptops in both 14” and 16” display and both M5 Pro and Max SoC options.

Now that’s a snazzy stock image…err…video, right? Unsurprisingly, there’s a whole lot of underlying software evolution of both MacOS and key apps such as the Safari browser (beta-examination insights into the latter which were discovered two weeks back) as enablers of the enhanced hardware. And equally unsurprisingly, those hardware enhancements come with an associated price tag increase. Depending on size and configuration, you could pay anywhere from $2,899 to…hold your hat…$14,549 for the privilege of a display that responds to your touch. You may now pick yourselves up from the floor and climb back in your seats.

Although I’m sure Apple’s done no shortage of advance market research, including conversations with potential customers under NDA, I’m admittedly somewhat skeptical about the prospects for long-term high volume success here. I say this although I have absolutely no doubt in the first-generation fiscal-and-other enthusiasm of technology early adopters, and even though I acknowledge (in a nod to my earlier Microsoft Surface case study comments) that Apple’s a late adopter here as compared to Windows-powered touchscreen counterparts (along with its own iPad, for that matter).

Speaking of case studies, take me as an example. Including my current x86-based Surface Pro 7+ (and spare, along with two Pro 8+ successors in the queue) and earlier mentioned Arm-based Pro 11 models, I’ve to date purchased nine (six to-date actively used) touchscreen Windows laptops, if my recollection is correct. But I’ve barely used their touchscreens at all, far from for any meaningful period of time.

Partly, speaking of fiscal blessings, it’s because I’ve in-parallel owned multiple generations of iPads. And to that point, I’m most enthused about the concept when it’s applied to hybrid systems like the Surface Pro that can operate as both a tablet and a laptop, depending on if a physical keyboard is connected at the time. But that’s not the form factor of these new MacBook Pros. And I’d wager that anyone who’ll buy one is capable of buying an iPad (or few), too.

Thoughts, readers? Let me know in the comments!

—Brian Dipert is the associate editor, as well as a contributing editor, at EDN.

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