英特尔承认 Arrow Lake 桌面处理器缺乏竞争力，相信下一代 Nova Lake 将扭转局面

本文转自：IT之家

作者：问舟

英特尔首席财务官大卫・津斯纳（David Zinsner）在 2025 年德意志银行科技大会上表示，到 2026 年，其下一代 Nova Lake 处理器将能够比 Arrow Lake 更好地满足高端桌面 CPU 市场。IT之家翻译如下：

众所周知，我们在桌面领域，尤其是高性能桌面领域，出现了战略失误。无论是按销售额还是出货量的市场份额衡量，表现都不尽如人意，这主要是因为今年缺乏有竞争力的高端桌面产品，但下一代产品 Nova Lake 将带来更完整的 SKU 组合，真正覆盖高端桌面市场。 因此，我预计英特尔明年的处境将得到改善。总体而言，我对客户端业务还是比较有信心的。虽然执行说不上完美，但整体进展良好。

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.

根据英特尔此前的说法，Nova Lake 将同时覆盖桌面和移动平台，并将在 2026 年与 AMD Zen 6 展开竞争。

在服务器领域，津斯纳还介绍了 Xeon 处理器的最新进展。他表示，Diamond Rapids 相较 AMD EPYC 在部分场景下性能更佳，但整体仍未达到预期，因此未来将全面转向支持多线程（SMT），而非此前规划的路线。

他同时强调，下一代 Coral Rapids 将是英特尔在服务器市场对抗 AMD 的“真正的机会”。

（Diamond Rapids）尚未完全达成目标。（相比 AMD）在某些情况下，它的性能确实更好，但在其他场景下却不够理想。所以，我们还需要进一步努力，才能真正达到理想状态。我想陈立武已经提到过，下一代产品是 Coral Rapids，我认为这才是我们真正的机会，可以迈出实质性的一步。

我想说的是，自陈立武上任后，他已经亲自着手调查并调整战略，深入审视产品路线图并发掘其中存在的局部缺口。老实讲，原有路线图中存在一些空白和缺口（尤其是在多线程方面），而他不会再允许这种情况发生。因此我们会调整路线图，以确保倾听客户的声音，提供他们真正需要的产品。 至于客户端方面，Nova Lake 将会是一次重要的机遇。而随着我们从 Diamond Rapids 过渡到 Coral Rapids 及后续产品，我们也将有机会在提升能效的同时，为客户提供更高的价值，并实现更好的定价。

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.

未来两年，英特尔将面向客户端 CPU 市场推出 Panther Lake 和 Nova Lake 两个新架构；在服务器端则会推出 Clearwater Forest（Xeon 7E） 和 Diamond Rapids（Xeon 7P） 产品线。

其中，Diamond Rapids、Clearwater Forest 和 Panther Lake 将基于 Intel 18A 工艺制造，而 Nova Lake 则采用英特尔与台积电混合工艺；Coral Rapids 预计在 2027-2028 年推出。