郭明錤：英特尔Panther Lake量产时间延后至今年四季度中期

智通财经APP

Mar 05

郭明錤发布其最新产业调查指出，英特尔的Panther Lake(PTL)量产时间已自2025年9月初延后至4Q25中期。芯片与成品(PC/NB)出货时间大约差2周–4周，故PTL NB可能要到2026年才会普及，意味着英特尔(INTC.US)将错失2025年的年末销售旺季，且2H25营收与利润将面临下行风险。

郭明錤指出，虽英特尔对外宣称PTL预计在2H25量产，故此延期仍在其对外宣称的预期内，但如果不是遇到生产端的严重问题，不会下此决定。因为PTL延期不利英特尔的2H25营收与利润，以及最重要的组织士气与供应链信任。

根据郭明錤对英特尔先进制程耗材出货调查，3Q25的出货与目前相较没有明显变化，验证英特尔PTL的延期的可能性。英特尔在2H25主要还是需依靠Arrow Lake (ARL) 来面对AMD与Qualcomm竞争。因ARL低于40 TOPs，且品牌对推动Lunar Lake (LNL) 意愿不高，代表英特尔在2H25 AI PC竞争中居于劣势。

郭明錤表示，较积极的品牌业者已规划要让特定高阶机型采用预计在9月底少量生产的PTL QS (Qualification sample) 以争取优先上市。但因QS数量有限，故对英特尔帮助不大。英特尔自家采用18A制程生产的晶片没有顺利出货前，很难取得外部IC设计客户的信任，并实际投入大量资源与英特尔合作开发18A晶片。

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