2024 hasn’t been very promising for Intel, especially with CEO Pat Gelsinger resigning. The recent quarterly earnings report clearly indicates that Team Blue still faces challenges. However, Intel is trying to reassure investors that at least the client roadmap for the upcoming years remains on schedule. This was explained by co-CEO Michelle Johnston Holthaus during the Q4 2024 earnings call.
Panther Lake CPUs on the Horizon
The next stage in the client roadmap is the Panther Lake CPU family. According to Johnston Holthaus, this will be the first generation utilizing the 18A nodes. Both volume production and the launch are set for the second half of 2025. Similarly to Lunar Lake, Panther Lake is expected to debut on laptops first. While details about the desktop versions of Panther Lake were not officially revealed, these chips might also be launched in late 2025, perhaps under a different name, akin to how Arrow Lake followed Lunar Lake.
Future with Nova Lake
Additionally, co-CEO Johnston Holthaus discussed the Nova Lake family, which is planned for 2026. It remains uncertain if this will directly succeed Panther Lake or if it will be the desktop series stemming from Panther Lake. Johnston Holthaus emphasized that both Panther Lake and Nova Lake “will provide strong performance across the entire PC stack,” suggesting a focus on desktop CPUs.
Falcon Shore’s Shift in Plans
On a different note, Intel’s Falcon Shore XPU/GPU, aimed at data centers to compete with established Nvidia’s AI GPUs and AMD’s Instinct lineup, is no longer going to be launched as a consumer product. Johnston Holthaus clarified that Falcon Shore will instead stay as “an internal test chip” that will assist in the development of the next generation Jaguar Shores.
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