Intel (INTC) CEO Pat Gelsinger announced that the Lunar Lake processor will begin mass production in the third quarter, further solidifying the company's leading position in the AI PC market.

The Lunar Lake processor features high performance and low power consumption, equipped with the fourth generation Intel NPU and a brand-new GPU architecture, significantly boosting AI computing capabilities.

As of now, Intel has partnered with over 100 software vendors, with shipments of over 40 million Core Ultra processors expected in 2024.

Processor Release

• Lunar Lake Processor: With support from TSMC, the processor is planned for mass production in the third quarter, with several brands already on board.
• Architecture Details: The processor offers significantly improved graphics and AI processing performance, suitable for slim, high-performance products.

Impact of AI PC

• Revolutionary Shift: AI PCs bring users a comprehensive computing experience, offering faster processing speeds and smoother designs.
• Market Forecast: By 2028, PCs with AI capabilities are expected to make up about 80% of the entire PC market.

Software and Hardware Platform

• Core Ultra Platform: Intel has collaborated with over 100 independent software vendors to create 300 AI acceleration features and 500 AI models.
• NPU and GPU Architecture: The fourth-generation Intel NPU provides up to 48 TOPS of AI computing power, while the NPU computing power of the Lunar Lake processor has increased fourfold.

New Technological Highlights

• P-core and E-core: Significantly improve processor performance and energy efficiency.
• Battlemage GPU Architecture: Combining Xe2 GPU cores and Xe Matrix Extension (XMX) arrays, gaming and graphics performance is increased by 1.5 times, providing up to 67 TOPS of AI computing power.

Market Leadership

• Mass Shipments: Intel's shipments of AI PC processors in the first quarter of 2024 exceeded the total shipments of all competitors.
• OEM Partnerships: Lunar Lake processors will provide powerful computing capabilities to 20 OEM manufacturers, supporting over 80 different models of AI PCs.
• Future Outlook: Shipments of Core Ultra processors are expected to exceed 40 million this year, further consolidating Intel's leading position in the AI PC field.