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Intel will bombard the market with processors of different generations Intel will bombard the market with processors of different generations

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Intel will bombard the market with processors of different generations. Arrow Lake, Lunar Lake, and Panther Lake will be released in 2024

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Intel today introduced Meteor Lake mobile processors, which it calls a revolutionary step forward. In addition, Intel spoke about the next generations of its CPUs.

Intel will bombard the market with processors of different generations.  Arrow Lake, Lunar Lake, and Panther Lake will be released in 2024

In total, over the next year we will see three: Arrow Lake, Lunar Lake and Panther Lake. Of course, this does not mean that Intel will replace three generations of processors in a year.

Arrow Lake will be available in both desktop and mobile segments. On desktop, they will replace the Raptor Lake Refresh line, which will be released in October. In mobile, apparently, Arrow Lake will coexist with Meteor Lake, a game in the segment of higher-performance solutions. Such CPUs will be produced partly at Intel facilities using the Intel 20A process technology and partly at TSMC facilities using the N3 process technology.

Lunar Lake processors, as it turns out, will be similar to Meteor Lake in that they will be available only in the mobile segment. It is unclear whether this division is temporary or whether Intel will now continue to divide its CPU lines in this way. Lunar Lake will also be released next year. Given that this is technically a replacement for Meteor Lake, perhaps late next year.

Panther Lake will be available in both the mobile and desktop segments, that is, they will replace Arrow Lake. But in this case, it is unclear why they should also be expected in 2024, because the same Arrow Lake in this case will be relevant for less than a year.

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When there is no GeForce RTX 4090, the Chinese are starting to buy Radeon RX 7900. Demand for AMD flagships has created a critical shortage of Navi 31 GPUs

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When there is no GeForce RTX 4090 the Chinese are

While Nvidia is just going to create a GeForce RTX 4090 D (Dragon) video card for China, which will not fall under US sanctions, Chinese gamers have become much more active in buying Radeon RX 7900 XT/XTX.

When there is no GeForce RTX 4090, the Chinese are starting to buy Radeon RX 7900. Demand for AMD flagships has created a critical shortage of Navi 31 GPUs

Demand has reportedly increased so much that AMD is having difficulty making more of the Navi 31 GPUs that powers the adapters available to the Chinese market.

The shortage may not only last until the end of the year, but also continue into the first quarter of next year. There were some rumors that supplies of AMD flagships to China would also be prohibited, but the Expreview resource says that so far none of the video card manufacturers have confirmed this.

Let us remember that some time ago RX 7900 cards had already risen in price a little, and market players expected a further slight increase in prices. If a shortage occurs in retail, prices may rise more significantly.

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Nvidia will create a GeForce RTX 4090 D (Dragon) video card for China, which will not be subject to US sanctions

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Nvidia will create a GeForce RTX 4090 D Dragon video

When it became known about the ban on supplies of the GeForce RTX 4090 to China, a logical assumption appeared that Nvidia, following the example of AI accelerators, could create some new 3D card for the Chinese market. According to recent data, it will be the RTX 4090 D.

The letter D will be short for Dragon, although this, of course, has no meaning. The RTX 4090 D will be exclusive to the Middle Kingdom and will hit the market next year.

How such a model will differ from the regular version of the RTX 4090 is still unclear. Let us remind you that US sanctions apply to adapters with a TPP performance of over 4800 units, and these same units are calculated using a formula and apply to all modes (FP16, FP32, and so on).

Nvidia will create a GeForce RTX 4090 D (Dragon) video card for China, which will not be subject to US sanctions

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Therefore, Nvidia may trim the GPU, lower frequencies, or otherwise limit the card’s capabilities so that it does not fall under sanctions. But it is likely that several methods will be used at once. However, you need to understand that in order for the card to continue to bear the name RTX 4090 and it makes sense, it must in any case be faster than the RTX 4080.

It is expected that the RTX 4090 D, despite possible weakening, will be sold at the same recommended price as the regular model, that is, 13,000 yuan.

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Apple pays Arm less than 30 cents for each processor it produces, less than any other Arm customer

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Apple pays Arm less than 30 cents for each processor

Apple has been developing its own platforms for smartphones for a long time, and for the last few years for PCs. These SoCs are built on Apple’s own CPU, but are based on Arm architecture. Apple reportedly pays Arm less than 30 cents for each chip it produces.

Apple pays Arm less than 30 cents for each processor it produces, less than any other Arm customer

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It’s unclear what the normal price is, but Apple is reported to pay less than all other licensees. In addition, this same amount (less than 30 cents per chip) is paid for any Apple SoC, regardless of its characteristics. Because of all this, despite the fact that the Cupertino giant is one of Arm’s largest customers, the latter receives less than 5% of its total revenue from Apple.

Back in 2017, SoftBank’s CEO gathered a group of executives from Arm, which SoftBank had just acquired at the time, to complain about Apple. At the time, he said Apple was paying more for the piece of plastic that protects the screens of the new iPhones than for the Arm license. What the amount was at that time is unknown, but the current 30 cents (more precisely, less than 30 cents) clearly indicate that if SoftBank tried to change something through negotiations, it did not work out.

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