Shulou(Shulou.com)11/24 Report--

CTOnews.com February 21 news, up master @ ECSM_Official revealed last year that Intel will launch the Raptor Lake Refresh processor in the middle and late third quarter of 2023, which should be August September. It still uses the LGA1700 slot, which will be higher 0.1~0.2GHz than the current Raptor Lake host frequency, but the number of cores will remain the same.

As a result, many digital enthusiasts see Intel's move as a sign of setbacks for the next generation of the Meteor Lake-S series, or at least no desktop version as scheduled in 2023.

This scene seems to be a repeat of the previous 14nm switch to the 10nm generation, and we expect only 14 generations of mobile processors to be upgraded to Meteor Lake this year, followed by a high-performance desktop processor.

According to @ OneRaichu, Intel has confirmed that it will cancel the desktop version of Meteor Lake, the Meteor Lake-S series of processors, and the sudden explosion of "Raptor Lake Refresh" is used to fill the demand for MPL-S products.

In addition, @ OneRaichu also said that some of the cut MTL-S products will be replaced by MTL-P models (the P series is a mobile platform product that is positioned as lightweight and high performance), and the GT1 series will use 64EU's iGPU.

According to another Digitimes report today, industry insiders revealed that Intel has decided to postpone its previous order for 3nm chips placed with TSMC until the fourth quarter of 2024. Industry insiders pointed out that Intel's manufacturing process and PC platform blueprints have been frequently modified in recent years, and product launch delays have seriously disrupted the production and marketing plans of the supply chain.

According to the route announced by Intel last year, the Meteor Lake will be available in the second half of 2023, followed by Arrow Lake in 2024, when there will be a line of Lunar Lake products for low-power platforms.

According to the materials shared by Intel before, the new generation of Meteor Lake will adopt Intel 4 process and TSMC external process, and introduce "Tile" modular design for the first time, integrating CPU, SOC, nuclear display and IOE in a chip, and will use Foveros packaging technology; while Arrow Lake will become the first product made with Intel 20A, which will also use TSMC process, involving N3, N5 and N6.

According to the plan, the new generation of Meteor Lake processors will be the first processors based on Intel 4 (7nm) technology, and Intel 4 will be the first Intel manufacturing process to use EUV lithography.

According to the information shared by @ OneRaichu, Intel Meteor Lake CPU large and small cores adopt Redwood Cove and Crestmont architectures respectively, coupled with the new generation of Intel 4 and TSMC, its performance and efficiency are expected to be greatly improved, with the goal of at least 1.5 times the performance and power consumption ratio of the 13th generation Raptor Lake.

In addition, since the new tGPU or Tiled-GPU architecture will contain a new Xe GPU kernel, he believes that 14-generation processors' core display (128EU above 2.0GHz) may reach twice the performance level of the original (96EU), and will enhance support for DirectX 12 Ultimate and XeSS.

According to @ ECSM_Official, the new generation of Meteor Lake will combine TSMC's N5+N6 process with Intel 4, up to a maximum of 6P+16E configuration, while Arrow Lake will combine N3+N5+N6 's three processes, and high-end models will use Intel 20A, which means that some ARL models may be made entirely by TSMC.

For Intel's future roadmap, we can now see that Intel Intel 4 will introduce EUV lithography for the first time, with a 20% improvement in performance per watt compared to Intel 7, with Meteor Lake and Granite Rapids as the first applications. In the follow-up, Intel pays more attention to Intel 20A nodes than the optimized Intel 3 nodes, but it is still too far away from us, and there are considerable variables in both roadmaps and revelations.

In addition, there are rumors that Intel's next-generation LGA 1851 slot will support third-generation products. If it does not include Meteor Lake-S, it may be Arrow Lake-S, Arrow Lake Refresh and Panther Lake (or Nova Lake-S). The source is no longer available for reference only.

Intel confirmed at its earnings conference last October that the Intel 4 is moving towards mass production and is expected to complete Meteor Lake streaming in the fourth quarter, the last step in the 14-generation Coolie processor from the design phase to early production.

Of course, while the roadmap looks good, Intel has been having a hard time lately, even turning its earnings into losses last quarter. Because of the rapid decline in revenue and profits, Intel has also announced layoffs and cuts in management pay across the company. CEO Kissinger's base salary will be cut by 25%, and Intel's executive leadership team will be cut by 15%.

In fact, Intel's market conditions have been firmly dominant in recent years, but they have been in the doldrums in recent years, and their market capitalization has even been overtaken by AMD. (CTOnews.com note: the two market capitalization are close to each other and exceed each other many times). Despite cost-cutting strategies such as downsizing, it remains unpopular with investors in the face of a weak PC market and increased competition in AMD, and the company itself expects to remain at a loss in the first quarter of 2023.

The source interviewed by Digitimes said that the PC market is expected to remain weak throughout the year, even if Intel launches major products that may not stimulate demand.

According to previously known information, Intel's cooperation in manufacturing the new generation of processors using TSMC will be postponed to the fourth quarter of 2024 to make GFX tile for Arrow Lake, while Panther Lake and Nova Lake are expected to be launched in the third quarter of 2025 and 2026, respectively.

Expand reading: "Intel 14 generation Meteor Lake efficiency soars, the goal is to improve performance per watt by more than 50% compared with 13 generations."

"it is exposed that Intel Meteor Lake adopts two nuclear display designs of GT2 / GT3, and the number of EU is the same as that of Arc A380."

"the message says that Intel may cancel the Meteor Lake desktop processor, only Raptor Lake Refresh."

"it is reported that Intel Arrow Lake-S will adopt TSMC 3nm process and ARL-P will adopt Intel 20A process."

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