It was previously announced that Intel 2024A process will be promoted in 20, andWill cooperate with Qualcomm to produce processor products using this process, and even further explained that this process willBring forward to January 2024It has entered the pre-production stage, and Intel's 18A process may be launched as early as the second quarter of the same year. However, in a recent research report, market analyst Ming-Chi Kuo stated that Qualcomm has stopped developing processor products using Intel's 20A process technology, possibly due to the high investment cost.
Qualcomm is currently collaborating with TSMC and Samsung on 3nm process technology. However, considering the recent layoffs and the overall decline in the smartphone market, it no longer has additional resources to invest in developing processor products using Intel's 20A process. In particular, Intel 20A uses the new RibbonFET transistor technology and PowerVia power supply design, which means that Qualcomm's processors designed using this process technology must incur more costs for testing and adjustments. Therefore, Qualcomm may decide to maintain its original process technology cooperation model with TSMC and Samsung.
If Intel loses its cooperation with Qualcomm, it will obviously face a significant impact, meaning that its high-end processor product foundry customers will shift to TSMC or Samsung, and it will also mean that its advanced process technology will lack strong customer product verification.
However, Intel's current challenges may also include the Arrow Lake processors, which were originally announced to be produced using Intel's 20A process. Subsequent reports indicate that Intel may be preparing to switch to TSMC's N3 process for production, or even preparing to abandon the production of Arrow Lake processors using Intel's 20A process and outsource all production to TSMC.
In the current development, Intel 7 process technology has been widely used in Intel's commercially available processor products and is expected to be launched in the second half of this year.Codenamed Meteor Lake processorIt will be produced using Intel's 4 process.
On the other hand, the computing products codenamed Granite Rapids and Sierra Forest, built on Intel's 3 process, are expected to enter mass production in the second half of this year. There are even plans to use Intel 2024A to promote the next consumer-grade processor product and subsequent server-level computing products in the second half of 18, and are ready to provide foundry services to the outside world using the new process technology.
