Even months on since April when the wafer-level assembly has been a problem, Intel still has a yield problem for its Meteor Lake processors according to analyst Patrick Moorhead (thanks to TechSpot). Following on from its disastrous finance report that crashed its stock by 28% more information has been made available on its report and with that the analyst delved into where some of the problems may have come from.
So still many months on the supply of the Notebook CPUs has been facing trouble due to yield issues from the wafers of its own fab. This isn’t terrible though as the Meteor Lake processors have been out for some time so the supplies are still around and not running out to power its AI PCs. However, Intel has expedited production to meet the high demand.
It does inform us that the upcoming products aren’t impacted by these issues. That means the Arrow Lake release release should be unaffected or even the follow-up to this gen with the Lunar Lake expectation in September. These are going to be pushing the AI PC to upsell and bringing competition up against AMD and even Qualcomm’s Snapdragon Copilot+ PCs stirring up some more offerings in the market.
Chipzilla itself announced it had sold over 15 million Meteor Lake PCs from its debut in 2023 and still remains optimistic through its 2024 roadmap. Intel still expects to sell 40 million AI PCs by 2025. That will include its new CPUs launching before then too. But we’re not sure how much its sales will be affected by its current woes in the instability of its CPUs where they’re not even recommended anymore. Here their chips are breaking down and will take some time to regain the trust of its customers.
