At the recently held 2025 Technology Conference held by Deutsche Bank, Intel financial president David Zinsner publicly admitted that his Arrow Lake processors were not as good as they were in the high-desktop market and failed to provide competitiv...
At the recently held 2025 Technology Conference held by Deutsche Bank, Intel financial president David Zinsner publicly admitted that his Arrow Lake processors were not as good as they were in the high-desktop market and failed to provide competitive products. However, Intel has also clearly pointed out that the next-generation Nova Lake products will better solve the high-desktop CPU market in 2026 and is expected to rekindle the fierce competition with rival AMD in this area.
According to wccftech's report, David Zinsner pointed out that the Arrow Lake processor not only lower game performance than its predecessors, but AMD also relied on the market with its powerful Ryzen 9000 "AM5" series, especially the 3D V-Cache zero-assembly, which has led to Intel's poor performance in high-desktop business. In this regard, Intel hopes to achieve the goal of a major counterattack on the new generation of Nova Lake products.
In fact, Intel's Nova Lake processor will not only cover the desktop and notebook markets, but it is expected that the series will also compete with the Zen 6 desktop processors in 2026. The Nova Lake processor will provide a more complete SKU combination, aiming directly at the high-desktop market, and is expected to significantly improve Intel's position in this field. The Nova Lake processor will integrate a variety of technologies, including a hybrid chip architecture design that uses tyre-electric and Intel process technologies.
In addition to the Nova Lake processor, Intel will also launch a variety of processor families such as Panther Lake in the next year. Among them, the Panther Lake processor will use Intel18A stage process, while the Nova Lake processor is expected to be applied in 2027 on notebook computers. Also in terms of servers, Intel's Xeon product line is also facing challenges from the AMD EPYC series. David Zinsner mentioned that although the upcoming Diamond Rapids processor has improved performance in some cases and the Diamond Rapids processor has re-entered multi-enforcement (SMT) support, it has not met its expected target. This statement means that the further cancellation of non-SMT designs has been terminated under the guidance of former executive Pat Gelsinger.
David Zinsner emphasizes that the real breakthrough in server processors will come from the next generation of product Coral Rapids. Coral Rapids is an opportunity for Intel to truly achieve a massive counterattack on the AMD EPYC series. After Intel executive director Chen Liwu took office, he actively viewed and adjusted the original server strategy thoroughly, especially in the aspects of multiple executions, filling in the blanks in the product route diagram to ensure that the products customers need and expect. Coral Rapids is expected to be in the world between 2027 and 2028 and is expected to help Intel get better pricing in the server market by providing higher performance per watt.
Overall, Intel acknowledged the current challenges, but was confident in the future. David Zinsner said the company was quite satisfied with the performance of the client market and was progressing well despite not being perfect yet. With the advancement of Nova Lake processors in the client market and Diamond Rapids and Coral Rapids processors in the server market, Intel is expected to make significant progress in various product lines.
