Intel has been trying to position itself as a leader in the AI-powered personal computer (PC) market, but its latest financial report suggests that this revolution is not happening yet. The company’s latest CPUs, such as Meteor Lake and Lunar Lake, are available on dozens of AI-enabled PCs, but demand for these models is not keeping pace with expectations.
Instead, Intel says it’s seeing “much greater demand” for older CPU generations, which will allow the company to maintain system price points that consumers want. This is largely due to a shortage in production capacity at its 7-node facility, introduced with Alder Lake (12th-gen) CPUs and used to create Raptor Lake (13th-gen) CPUs.
The trend is particularly noticeable in laptops, where Intel has seen increased demand for Raptor Lake chips across both consumer and data center markets. Desktop sales are harder to gauge, but older generations like Arrow Lake may still see stronger sales due to their efficiency.
Intel’s recent financial struggles have led to a change in leadership, with new CEO Lip-Bu Tan taking the reins after Pat Gelsinger was ousted. In his first public keynote, Tan emphasized the need for Intel to turn things around, saying “you deserve better” to customers.
Source: https://www.xda-developers.com/intel-admits-what-we-all-knew-no-one-is-buying-ai-pcs