本文轉自：IT之家

作者：問舟

英特爾首席財務官大衛・津斯納（David Zinsner）在 2025 年德意志銀行科技大會上表示，到 2026 年，其下一代 Nova Lake 處理器將能夠比 Arrow Lake 更好地滿足高端桌面 CPU 市場。IT之家翻譯如下：

衆所周知，我們在桌面領域，尤其是高性能桌面領域，出現了戰略失誤。無論是按銷售額還是出貨量的市場份額衡量，表現都不盡如人意，這主要是因爲今年缺乏有競爭力的高端桌面產品，但下一代產品 Nova Lake 將帶來更完整的 SKU 組合，真正覆蓋高端桌面市場。

因此，我預計英特爾明年的處境將得到改善。總體而言，我對客戶端業務還是比較有信心的。雖然執行說不上完美，但整體進展良好。

As you know, we kind of fumbled the football on the desktop side, particularly high performance desktop side. So we’re as you kind of look at share on a dollar basis versus a unit basis, we don’t perform as well and it’s mostly because of this high end desktop business that we didn’t have a good offering this year. But Nova Lake, which is the next product, is a more complete set of SKUs.It does address the high end desktop market. And so we would expect that we will improve our position next year. So all in all, I actually feel pretty good about the client. It’s not executing flawlessly, but it’s executing pretty well.

根據英特爾此前的說法，Nova Lake 將同時覆蓋桌面和移動平臺，並將在 2026 年與 AMD Zen 6 展開競爭。

在服務器領域，津斯納還介紹了 Xeon 處理器的最新進展。他表示，Diamond Rapids 相較 AMD EPYC 在部分場景下性能更佳，但整體仍未達到預期，因此未來將全面轉向支持多線程（SMT），而非此前規劃的路線。

他同時強調，下一代 Coral Rapids 將是英特爾在服務器市場對抗 AMD 的“真正的機會”。

（Diamond Rapids）尚未完全達成目標。（相比 AMD）在某些情況下，它的性能確實更好，但在其他場景下卻不夠理想。所以，我們還需要進一步努力，才能真正達到理想狀態。我想陳立武已經提到過，下一代產品是 Coral Rapids，我認爲這纔是我們真正的機會，可以邁出實質性的一步。

我想說的是，自陳立武上任後，他已經親自着手調查並調整戰略，深入審視產品路線圖併發掘其中存在的局部缺口。老實講，原有路線圖中存在一些空白和缺口（尤其是在多線程方面），而他不會再允許這種情況發生。因此我們會調整路線圖，以確保傾聽客戶的聲音，提供他們真正需要的產品。

至於客戶端方面，Nova Lake 將會是一次重要的機遇。而隨着我們從 Diamond Rapids 過渡到 Coral Rapids 及後續產品，我們也將有機會在提升能效的同時，爲客戶提供更高的價值，並實現更好的定價。

Doesn’t get us quite there [Diamond Rapids]. I mean, does in certain cases, the performance is actually better. But in other cases, it’s not. And so we’ve got more work to do to finally get to a place and it’s really not I think Lip Bu actually named the product in some forum, but Coral Rapids is the next product. And that’s our real opportunity, I think, to begin to take a really good step forward.I would say as Lip Bu has come in, he has really rolled up his sleeves and torn apart that strategy and looked at the roadmap and there were pockets there were gaps quite honestly in that roadmap that we were allowing that Lip Bu is not going to allow and so particularly around multi threading. And so we will be adjusting the roadmap to make sure that we are listening to customers and delivering products that customers want and need.So Nova Lake in the client side, great opportunity for us. As we progress from Diamond Rapids to Coral Rapids and so forth, great opportunity for us to command better pricing as we deliver more per watt to our customers.

未來兩年，英特爾將面向客戶端 CPU 市場推出Panther Lake和Nova Lake兩個新架構；在服務器端則會推出Clearwater Forest（Xeon 7E）和Diamond Rapids（Xeon 7P）產品線。

其中，Diamond Rapids、Clearwater Forest 和 Panther Lake 將基於 Intel 18A 工藝製造，而 Nova Lake 則採用英特爾與臺積電混合工藝；Coral Rapids 預計在 2027-2028 年推出。