To be released on December- missing back to school, missing Christmas. What a waste. No one will wait for it and hold off buying PC till Jan-Feb. No wonder stock price is down after the announcement.
https://finance.yahoo.com/news/1-intel-pitches-ai-pc-181554017.html
Spoiler... most PCs are sold into non-consumer markets (corp, gov, EDU, SMB). Missing back-to-school or holidays, while not great... the bigger market is commercial. You do not want to miss the commercial bidding or refresh cycle. In addition, commercial PCs tend to be more premium, and sell for higher prices.
43M laptops in the US every year. Assume Intel has a 50% market share. Another article says they are making 365,000 meteor lakes a month. Assume a 12 month life cycle. The numbers don't really add up. This is the kind of basic math important people are paid big bucks to do
@1mjn I would guess 10's-100's of million laptops a year. Desktop PCs are a much smaller market.
Do they still make PCs? The only person I have heard of who was buying a PC in the last 5 years was some intel VP for his daughter.
AMD is the only proc my mama will let me buy, sorry Intel!
Yah, looking at pretty much a full year delay for Intel 4 based on original schedule.
Sound familiar, don't it?
Funny... Pat said they were on track a week ago... now the CFO has to come out and say the truth...
Intel (ticker: INTC) CFO David Zinsner told investors that channel inventory of data center processors is taking longer to clear than it did for the company’s PC processor business. He said Intel is finding the recovery in the data center business to be “a little bit more delayed.”
Meteor Lake coming last week of the year is not widely known... the stock will go a lot lower.. The @Op is right, the slip basically means the part won't be available for Christmas selling season.
This is a mess. Pat is running around talking how great everything is and on track to expectations but that is bs. Products behind schedule and CFO reporting more inventory issues then was known.
Sad
The reality is that datacenter dollars are funneling to AI processors... mainly H100 from NVidia. DCAI is a diaster.
Only 2-4 quarters late then! We're winning and Intel's back, baby!
So much for the original schedule of "2022 H2 Ramp, 2023 H1 products."
2022 H2, Intel 4: Previously known as Intel 7nm. Intel earlier this year stated that its Meteor Lake processor will use a compute tile based on this process node technology, and the silicon is now back in the lab being tested. Intel expects a 20% performance per watt gain over the previous generation, and the technology uses more EUV, mostly in the BEOL. Intel’s next Xeon Scalable product, Granite Rapids, will also use a compute tile based on Intel 4.
7nm Intel 4
2022 H2 ramp
2023 H1 products
Meteor Compute Tile
Granite Compute Tile
20% PPW vs 7
More EUV
Silicon in Lab
Source:
https://www.anandtech.com/show/16823/intel-accelerated-offensive-process-roadmap-updates-to-10nm-7nm-4nm-3nm-20a-18a-packaging-foundry-emib-foveros
Stock drop might be more about this.
Intel Shares Slip as CFO Warns of Excess Data Center Chip Inventories
Intel shares hit an air pocket on Tuesday after the chip company made some cautionary comments on data center chip demand in a meeting with analysts connected with the Intel Innovation customer event in San Jose.
Intel (ticker: INTC) CFO David Zinsner told investors that channel inventory of data center processors is taking longer to clear than it did for the company’s PC processor business. He said Intel is finding the recovery in the data center business to be “a little bit more delayed.”
Zinsner added that Intel is going to see “inventory digestion” in the third quarter and likely the fourth quarter before seeing a turnaround on the data center business. He added that the data center business in the September quarter will be down quarter over quarter.