againstCore Ultra 200V series laptop processors codenamed "Lunar Lake"The design of packaging memory together to reduce overall processor power consumption may cause dissatisfaction among OEMs and increase their own design costs. Therefore, Intel revealed at an earlier financial report meeting that its upcoming processors code-named "Panther Lake" and "Nova Lake" will no longer use the memory packaging design.
On the other hand, considering Intel's current profitability in the design and development of discrete graphics cards, it is possible that Intel will reduce its investment in discrete graphics products in the future, or even exit the discrete graphics card market again.
Looking at the design of the Core Ultra 200V series laptop processors, codenamed "Lunar Lake," while packaging memory together improves data access efficiency and reduces overall power consumption, as Intel is still a processor supplier and does not manufacture laptops, it still needs to collaborate with numerous OEMs to promote a diverse laptop ecosystem. Unlike Apple, which designs everything from processors to actual application products in-house, Intel is still constrained by the product positioning and price cost considerations of various OEMs when planning various laptop designs.
The Core Ultra 200V series notebook processors have pre-packaged memory and are only available in 16GB and 32GB capacities. Therefore, for OEMs, even if the overall product design can be further simplified and even the application products can be made thinner and lighter, the actual design specifications are relatively limited. Moreover, it is impossible to control the price cost by using different memory supply sources. In the end, they may prefer Intel's expected launch of the XNUMXGB DDRXNUMX next year.Arrow Lake laptop processorsDesign application products.
In fact, the design of the Core Ultra 200V series laptop processors will also cause Intel to face additional manufacturing costs. After all, when the memory must be packaged together with the processor, Intel itself must also purchase a certain number of memory components from memory manufacturers in advance, and then use the corresponding packaging technology to manufacture the processor.
According to Intel CFO David Zinsner, the design of the Core Ultra 200V series laptop processors does affect its gross profit margin performance.
In the third-quarter financial report for fiscal year 2024 released earlier, Intel's revenue was US$133 billion, of which the client computing (CCG) business revenue reached US$73.3 billion, the wafer foundry (IFS) business revenue was US$43.5 billion, and the data center and artificial intelligence (DCAI) business revenue was US$33.5 billion, but it listed a loss of nearly US$190 billion.
However, although the wafer foundry business revenue performance fell short of market expectations, Intel revealed that its 18A process had successfully secured two additional new customers, which is expected to bring new development opportunities. It also emphasized that the next processor code-named "Panther Lake" will return to being produced using its own process technology (currently, "Lunar Lake" and "Arrow Lake" are both produced using TSMC's process technology).
