Intel On Upcoming Arm-Based PC CPUs: “We Take All Competition Seriously” – 20A Arrow Lake & 18A Panther Lake On-Track, 2 Million 4th Gen Xeon Shipments

wccftech.com:

Intel has reported its Q3 2023 earnings and during the earnings call, CEO Pat Gelsinger reiterated that all products are on schedule while also providing a statement on the increasing competition within the PC space from Arm-based CPU offerings.

There's a lot to talk about so let's start with Intel's current product portfolio which has shipped nearly 150 million units throughout its life cycle & with three product lineups which include the 12th Gen Alder Lake, 13th Gen Raptor Lake and 4th Gen Sapphire Rapids CPUs. Intel's 14th Gen Raptor Lake Refresh CPUs were also launched recently on the same Intel 7 process node. But it looks like the focus is on the next-gen Intel 4 process node which will first launch on the 14th of December with Meteor Lake (1st Gen Core Ultra) CPUs.

Intel 7 is done with nearly 150 million units in aggregate of Alder Lake, Raptor Lake, and Sapphire Rapids already in the market. In addition, Emerald Rapids has achieved product release and began shipping this month.

In Q3, we began initial shipments of Meteor Lake on Intel 4, which we are now aggressively ramping on the most productive fleet of EUV tools in the industry, providing us with a greater than 20% capital efficiency advantage, compared to when EUV tools were first launched.

Pat Gelsinger - Intel CEO (Q3 2023 Earnings Call)

When asked about the recent developments in the PC segment, mostly pertaining to reports of Arm-based CPUs from NVIDIA, AMD & Qualcomm, Pat stated that while they take all kinds of competition seriously they don't see these being that significant of a threat overall. Intel states that it has its own strong portfolio of chips that are ideally positioned within the client PC market and those would retain the competitive edge