8 月 29 日消息,英特爾首席財(cái)務(wù)官大衛(wèi)?津斯納(David Zinsner)在 2025 年德意志銀行科技大會上表示,到 2026 年,其下一代 Nova Lake 處理器將能夠比 Arrow Lake 更好地滿足高端桌面 CPU 市場。IT之家翻譯如下:
眾所周知,我們在桌面端,我們在桌面領(lǐng)域,尤其是高性能桌面領(lǐng)域,出現(xiàn)了戰(zhàn)略失誤。無論是按銷售額還是出貨量的市場份額衡量,表現(xiàn)都不盡如人意,這主要是因?yàn)榻衲耆狈τ懈偁幜Φ母叨俗烂娈a(chǎn)品,但下一代產(chǎn)品 Nova Lake 將帶來更完整的 SKU 組合,真正覆蓋高端桌面市場。
因此,我預(yù)計(jì)英特爾明年的處境將得到改善。總體而言,我對客戶端業(yè)務(wù)還是比較有信心的。雖然執(zhí)行說不上完美,但整體進(jìn)展良好。
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. But Nova Lake, which is the next product, is a more complete set of SKUs.It does address the high end desktop market. And so we would expect that we will improve our position next year. So all in all, I actually feel pretty good about the client. It’s not executing flawlessly, but it’s executing pretty well.
根據(jù)英特爾此前的說法,Nova Lake 將同時覆蓋桌面和移動平臺,并將在 2026 年與 AMD Zen 6 展開競爭。
在服務(wù)器領(lǐng)域,津斯納還介紹了 Xeon 處理器的最新進(jìn)展。他表示,Diamond Rapids 相較 AMD EPYC 在部分場景下性能更佳,但整體仍未達(dá)到預(yù)期,因此未來將全面轉(zhuǎn)向支持多線程(SMT),而非此前規(guī)劃的路線。
他同時強(qiáng)調(diào),下一代 Coral Rapids 將是英特爾在服務(wù)器市場對抗 AMD 的“真正的機(jī)會”。
(Diamond Rapids)尚未完全達(dá)成目標(biāo)。(相比 AMD)在某些情況下,它的性能確實(shí)更好,但在其他場景下卻不夠理想。所以,我們還需要進(jìn)一步努力,才能真正達(dá)到理想狀態(tài)。我想陳立武已經(jīng)提到過,下一代產(chǎn)品是 Coral Rapids,我認(rèn)為這才是我們真正的機(jī)會,可以邁出實(shí)質(zhì)性的一步。
我想說的是,自陳立武上任后,他已經(jīng)親自著手調(diào)查并調(diào)整戰(zhàn)略,深入審視產(chǎn)品路線圖并發(fā)掘其中存在的局部缺口。老實(shí)講,原有路線圖中存在一些空白和缺口(尤其是在多線程方面),而他不會再允許這種情況發(fā)生。因此我們會調(diào)整路線圖,以確保傾聽客戶的聲音,提供他們真正需要的產(chǎn)品。
至于客戶端方面,Nova Lake 將會是一次重要的機(jī)遇。而隨著我們從 Diamond Rapids 過渡到 Coral Rapids 及后續(xù)產(chǎn)品,我們也將有機(jī)會在提升能效的同時,為客戶提供更高的價值,并實(shí)現(xiàn)更好的定價。
Doesn’t get us quite there [Diamond Rapids]. I mean, does in certain cases, the performance is actually better. But in other cases, it’s not. And so we’ve got more work to do to finally get to a place and it’s really not I think Lip Bu actually named the product in some forum, but Coral Rapids is the next product. And that’s our real opportunity, I think, to begin to take a really good step forward.I would say as Lip Bu has come in, he has really rolled up his sleeves and torn apart that strategy and looked at the roadmap and there were pockets there were gaps quite honestly in that roadmap that we were allowing that Lip Bu is not going to allow and so particularly around multi threading. And so we will be adjusting the roadmap to make sure that we are listening to customers and delivering products that customers want and need.So Nova Lake in the client side, great opportunity for us. As we progress from Diamond Rapids to Coral Rapids and so forth, great opportunity for us to command better pricing as we deliver more per watt to our customers.
未來兩年,英特爾將面向客戶端 CPU 市場推出 Panther Lake 和 Nova Lake 兩個新架構(gòu);在服務(wù)器端則會推出 Clearwater Forest(Xeon 7E) 和 Diamond Rapids(Xeon 7P) 產(chǎn)品線。
其中,Diamond Rapids、Clearwater Forest 和 Panther Lake 將基于 Intel 18A 工藝制造,而 Nova Lake 則采用英特爾與臺積電混合工藝;Coral Rapids 預(yù)計(jì)在 2027-2028 年推出。