郭明𫓹:英特尔Panther Lake量产时间延后至今年四季度中期

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格隆汇3月5日|郭明𫓹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。

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