During a conference call on the current quarterly figures, Pat Gelsinger commented on the competition from ARM SoCs for Windows PCs. This week Qualcomm introduced the powerful Snapdragon X series with self-developed Oryon ARM cores, which will be used in notebooks from 2024. According to rumors, AMD and Nvidia are also planning to offer chips for Windows-on-ARM devices the following year.
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The Intel boss takes every competitor seriously, but at the same time explained that ARM only plays an insignificant role in Windows PCs. In addition, he does not see ARM as potentially significant in this segment. Instead, Gelsinger refers to the Core Ultra “Meteor Lake” mobile processors coming on December 14th, for which Intel is initially using chiplets in large-scale production.
Intel relies on its own CPU roadmap
The Intel CEO also sees himself well prepared for the future. Meteor Lake will be followed by Arrow Lake and Lunar Lake in 2024. In September, Intel showed an executable test system of this second generation of CPUs, which rolls off the assembly line using the Intel 20A production technology. Panther Lake in Intel 18A will follow in 2025. Looking at non-x86 architectures like ARM, Pat Gelsinger said he sees this as a great opportunity for Intel Foundry’s contract manufacturing division. In this way, Intel can participate in the success of the ARM ecosystem.
Intel is currently in a difficult phase. Intel has struggled with losses for the past year and a half as PC sales plummeted following the home office boom during the pandemic. In addition, Intel has missed the current AI boom in the server business.
(chh)