Key Takeaways
1. Intel has faced leadership changes and significant layoffs due to poor performance in recent years.
2. The Meteor Lake processors showed only slight performance gains over Raptor Lake, with Arrow Lake expected to have similar results.
3. Intel’s CFO admitted the company has struggled in the high-performance desktop market, particularly with Arrow Lake.
4. Nova Lake is the upcoming generation of desktop CPUs, expected to offer improved performance and a wider range of SKUs for the high-end market.
5. Intel remains optimistic about Nova Lake’s potential to enhance competitiveness, with a planned release next year.
Intel has been undergoing significant changes with new leadership and considerable layoffs due to its poor performance in recent years. The Meteor Lake processors released in 2023 provided only slight performance gains compared to Raptor Lake, and the upcoming Arrow Lake, set for 2024, appears to follow suit. The company has acknowledged its shortcomings, particularly with Arrow Lake, but remains optimistic about its upcoming generation of desktop CPUs.
Acknowledgment of Shortcomings
In a report from Wccftech referencing a Deutsche Bank 2025 Technology Conference call, Intel’s CFO David Zinsner confessed that the company has struggled in the desktop market with Arrow Lake, failing to compete effectively. He stated:
“As you know, we kind of fumbled the football on the desktop side, particularly high performance desktop side. So we’re as you kind of look at share on a dollar basis versus a unit basis, we don’t perform as well and it’s mostly because of this high end desktop business that we didn’t have a good offering this year.”
Future Plans with Nova Lake
Zinsner then mentioned Nova Lake, the forthcoming generation of desktop CPUs, indicating that it would offer a more comprehensive range of SKUs targeting the high-end desktop segment. The company is hopeful that Nova Lake will enhance its competitive stance in the market next year.
Nova Lake is expected to deliver significant performance enhancements over both Arrow Lake and Arrow Lake Refresh. These CPUs are likely to incorporate the new Coyote Cove P-cores and Arctic Wolf E-cores. It remains uncertain whether they will utilize TSMC’s 2nm or Intel’s 18A-P manufacturing process. The processors will adopt the Core Ultra 400 naming scheme, with the top-tier model rumored to feature 52 cores—16 P-cores, 32 E-cores, and 4 LP island E-cores with a 150 W TDP. Additionally, some models may include 3D V-cache, similar to AMD’s X3D series.
Optimism for the Future
In summary, Intel’s Nova Lake series is poised to be a more substantial upgrade compared to the previous couple of generations. The CPUs seem to be on schedule for release next year, although a specific launch date has not yet been announced.
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