Intel very confident about the future of its CPUs

Speaking on December 1 at the Credit Suisse Technology Conference, Intel CEO Bob Swan said he was very optimistic that Intel will be able to regain the market share they have lost in the CPU Desktop market to AMD.

Intel serene for the future of its CPUs

For him, the cause of this decline is mainly related to to their many problems with the 14nm manufacturing process. Given the acceleration in demand and the problems of moving on to other processes, the situation forced the company to make strategic choices. The most obvious choice was to give priority to the manufacture of top-of-the-range processors such as the Xeon series, while the less valued processors (CPU desktop to simplify) were faced with a much more flagrant shortage on the market.

From one shortage to another at Intel?

However, if Bob Swan seems serene in evoking a very strong demand for the upcoming Tiger Lake CPUs (30% higher than the company’s target), this good news could also mean other worries to come. Indeed, it seems difficult to envisage that the production capacity will be able to meet the demand even if Intel increases more and more the manufacture of 10 nm processors. However, during this conference, Intel said it was convinced that its market share in processors will increase during the second half of this year thanks to its Tiger Lake processors. An increase that will also be built in the first quarter of 2021 due to the launch of the Intel Tiger Lake-H high performance for laptops, and ( possibly ) Intel Rocket Lake-S for desktop computers. Indeed, the latter could take advantage of the lack of AMD stock on its Ryzen 5000’s. Intel could therefore just improve its situation by ensuring better availability from PC manufacturers and why not a more aggressive pricing policy.