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Intel: 18A to enter HVM in H2 25

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siliconbruh999

Well-known member
“Intel Core Ultra processors are setting new benchmarks for mobile AI and graphics, once again demonstrating the superior performance and efficiency of the x86 architecture as we shape the future of personal computing,” said Michelle Johnston Holthaus, interim co-CEO of Intel and CEO of Intel Products. “The strength of our AI PC product innovation, combined with the breadth and scale of our hardware and software ecosystem across all segments of the market, is empowering users with a better experience in the traditional ways we use PCs for productivity, creation and communication, while opening up completely new capabilities with over 400 AI features. And Intel is only going to continue bolstering its AI PC product portfolio in 2025 and beyond as we sample our lead Intel 18A product to customers now ahead of volume production in the second half of 2025.”



newsroom.intel.com

Intel Extends Leadership in AI PCs and Edge Computing at CES 2025

Intel pushes the boundaries of AI performance and power efficiency for businesses and consumers, ushering in the next era of AI computing.
newsroom.intel.com newsroom.intel.com
 
siliconbruh999 said:
“Intel Core Ultra processors are setting new benchmarks for mobile AI and graphics, once again demonstrating the superior performance and efficiency of the x86 architecture as we shape the future of personal computing,” said Michelle Johnston Holthaus, interim co-CEO of Intel and CEO of Intel Products. “The strength of our AI PC product innovation, combined with the breadth and scale of our hardware and software ecosystem across all segments of the market, is empowering users with a better experience in the traditional ways we use PCs for productivity, creation and communication, while opening up completely new capabilities with over 400 AI features. And Intel is only going to continue bolstering its AI PC product portfolio in 2025 and beyond as we sample our lead Intel 18A product to customers now ahead of volume production in the second half of 2025.”



newsroom.intel.com

Intel Extends Leadership in AI PCs and Edge Computing at CES 2025

Intel pushes the boundaries of AI performance and power efficiency for businesses and consumers, ushering in the next era of AI computing.
newsroom.intel.com newsroom.intel.com
Click to expand...
When is the official Launch for Panther Lake? The ODMs and OEMs have the roadmap and dates. Has Intel announced those publicly?
 
Update from Intel at CES, Panther Lake appears to be sliding right, below suggests a Nov-Dec launch:

x.com

x.com x.com

- More than 1.5m LNL chips shipped already, probably the biggest Copilot+ product family now?
- Phi 3 Silica coming soon to Intel LNL / Core Ultra 200V, bridging the gap on Copilot+ features from Snapdragon devices to LNL
- Reiterated commitment to discrete graphics after discussing recent Battlemage launch
- Panther Lake die held up, coming late in 2025, first product based on Intel 18A process node. MJ "like what she sees" on the first chips back so far.
 
Calendar Year - 2025

1736185653146.png
 
siliconbruh999 said:
Definitely also the Tariffs if happens they can simply get more out of it vs the competition
Click to expand...
PTL will still have iGPU tile (N3E iirc) and Platform controller tile from TSMC. But some SKUs will have Intel 3 iGPU though. So they cannot escape tariffs (if announced) completely.
 
Xebec said:
If it holds, you will be able to buy 18A products at retail about 10-11 months before you can buy anything N2.
Click to expand...

I would be willing to bet against that. But again, that is not a fair comparison. PTL has one 18A tile? Versus a complex TSMC N2 SoC to be sold in the millions? That comparison, if Intel makes it, is an example of the Intel drinking their own bathwater which is killing the company.

One thing I will give PTL, I believe it integrates multiple foundry die with BSPD, right? Impressive!
 
Daniel Nenni said:
I would be willing to bet against that. But again, that is not a fair comparison. PTL has one 18A tile? Versus a complex TSMC N2 SoC to be sold in the millions? That comparison, if Intel makes it, is an example of the Intel drinking their own bathwater which is killing the company.

One thing I will give PTL, I believe it integrates multiple foundry die with BSPD, right? Impressive!
Click to expand...
Write this moment down folks.. Daniel used the word 'tile' without flinching :)

..

Given Pat's refirement, the odds are probably in your favor...

FWIW, a few early clues about Panther Lake have indicated 'up to 16 cores', configured as 4 P, 8 E, and 4 "LP e cores'. That indicates it's going to have more logic than Lunar Lake's compute die, but (seemingly) less than Arrow Lake.
 
XYang2023 said:
+1.5m Lunar Lake shipment. Qualcomm always talked about the future, but they have not publicly disclosed any concrete numbers, if I remember it right.

View attachment 2642
Click to expand...

Something is very strange with the ">1.5m Lunar Lake shipped in 2024".

Intel officially released Lunar Lake in early September 2024, and major Intel OEM partners (DELL, HP, Lenovo, Asus, Acer, Samsung, etc.) launched Lunar Lake-based notebooks by the end of September 2024. Considering that these OEM partners need to procure Lunar Lake processors several months in advance for their contract manufacturing partners (like Foxconn) to meet the September product release date and the Thanksgiving/Christmas shopping season, how can Intel ship only >1.5 million units of Lunar Lake processors in 2024?

They also need to secure enough volume for 1Q2025 notebook production. The >1.5 million unit figure for 2024 seems far too small for a major product launch and inadequate to cover the year-end shopping season globally and 1Q2025 OEM production needs.

To put it into perspective, 51.6 million notebooks were shipped globally in 2023.
 
hist78 said:
Something is very strange with the ">1.5m Lunar Lake shipped in 2024".

Intel officially released Lunar Lake in early September 2024, and major Intel OEM partners (DELL, HP, Lenovo, Asus, Acer, Samsung, etc.) launched Lunar Lake-based notebooks by the end of September 2024. Considering that these OEM partners need to procure Lunar Lake processors several months in advance for their contract manufacturing partners (like Foxconn) to meet the September product release date and the Thanksgiving/Christmas shopping season, how can Intel ship only >1.5 million units of Lunar Lake processors in 2024?

They also need to secure enough volume for 1Q2025 notebook production. The >1.5 million unit figure for 2024 seems far too small for a major product launch and inadequate to cover the year-end shopping season globally and 1Q2025 OEM production needs.

To put it into perspective, 51.6 million notebooks were shipped globally in 2023.
Click to expand...
I think that is the largest volume group for Copilot PCs.
 
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