At Intel’s quarterly earnings conference, CEO Patrick Gelsinger calmly addressed rumors about NVIDIA and AMD’s intention to prepare Arm-compatible processors for use in PCs by 2025. In his opinion, given the history of the problem, Intel doesn’t have to worry too much about this, and the company is ready to make Arm-compatible processors to order from competitors if there is demand.
“Customer alternatives Poor and “Windows has typically been content with modest roles in the PC segment.” – said Gelsinger, referring to the experiences of Intel itself and the entire industry. “We take all competitors seriously, but I believe that we have to be guided by the history of the company. We don’t believe these (processors) will be sold in significant quantities.” — added Gelsinger. From this point of view, Intel management is not even embarrassed by the analyst forecasts cited by Microsoft representatives. Some experts assume that the share of processors with Arm architecture in the PC segment will grow from the current 14% to 25% by 2027. According to the Intel boss, competitors’ interest in the PC segment motivates the company itself to develop in this market niche.
“When we talk about alternative architectures like Poor, we see this as a great opportunity for our contract business.” – explained Gelsinger, speaking not for the first time about Intel’s willingness to produce processors with alternative architectures for third-party customers. In April of this year, Intel and Arm even entered into a cooperation agreement that makes it easier for developers of Arm-compatible processors to order production of their products at Intel factories.
Intel will also benefit from the AI boom, said the CEO. Client processors will be equipped with special units for hardware acceleration of such systems, and more than 100 million processors with x86-compatible architecture and corresponding functionality could come onto the market in the next two years. For Intel itself, the “first sign” in this regard will be the Meteor Lake mobile processor family, which will be officially presented in mid-December.