HardwareProcessorsIntel says it’s happy to make the very Arm chips that threaten its x86 hegemonyWhen you purchase through links on our site, we may earn an affiliate commission.Here’s how it works.
HardwareProcessorsIntel says it’s happy to make the very Arm chips that threaten its x86 hegemonyWhen you purchase through links on our site, we may earn an affiliate commission.Here’s how it works.
When you purchase through links on our site, we may earn an affiliate commission.Here’s how it works.
(Image credit: Intel)
“If Arm emerges, I want to be the foundry.” So says Intel CEO Pat Gelsinger when asked at his post-keynote Q&A atthe Computex showwhether Arm chips are taking over and eating into Intel’s market share of x86 chips for PCs.
Actually, Gelsinger gave two answers. First, he argued that Intel’s x86 product line up is super strong.
“This is not the first Windows on Arm announcement, right? And the x86 market share has remained very hot, you need to have a reason to change. So, if you believe what I showed on stage today, literally the best CPU, the best graphics, the best NPU and very compelling battery life—why would you change,” Gelsinger said.
But he also hedged his and Intel’s bets. “That said, if Arm emerges, I want to be the foundry,” he explained. “We don’t say that cavalierly. We mean it. The partnership that Intel has forged with Arm is dramatically more powerful and beneficial for both companies than I could have even imagined when I took this job. We’re seeing a lot of momentum for Arm as a foundry partner for Intel, as well.”
Exactly what should we make of all this? For starters, there is a compelling reason to change to Arm, and that’s battery life.As we reported yesterday, Dell says the shift to the Arm-poweredQualcomm Snapdragon X Elitechip lifts the battery life of its XPS 13 laptop with an Intel Meteor Lake chip from 18 hours to 27 hours. That is the very definition of compelling.
Of course, Intel says itsupcoming Lunar Lake mobile CPUimproves battery life. But it’s not out yet and at best will be months behind the X Elite, which will be available to buy in laptops within a few weeks.
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Intel CEO shows off an all-important 18A wafer.(Image credit: Intel)
The generous way of looking at all this is that Intel is still very much in transition. Gelsinger returned to Intel as CEO in 2021. But it was always going to take a long time to turn the company around, such was the extent to which it had lost its way and so far had it fallen behind TSMC in terms of chip production tech.
Image1of4(Image credit: Future)(Image credit: Future)(Image credit: Future)(Image credit: Intel)
Image1of4(Image credit: Future)(Image credit: Future)(Image credit: Future)(Image credit: Intel)
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(Image credit: Future)(Image credit: Future)(Image credit: Future)(Image credit: Intel)
(Image credit: Future)(Image credit: Future)(Image credit: Future)(Image credit: Intel)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Future)
(Image credit: Intel)
(Image credit: Intel)
(Image credit: Intel)
(Image credit: Intel)
(Image credit: Intel)
Gelsinger showed off a Panther Lake wafer using Intel’s next-next generation 18A process node, promising that the chip would be powered up in the coming weeks. Intel has Panther Lake pencilled into Intel’s roadmaps for 2025. But most likely, it won’t be widely available in laptops until early 2026, some five years after Gelsinger took over.
Will we one day see a PC that has “Intel inside” but Arm rather than Intel x86 IP? The way things are going, you wouldn’t bet against it.
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