Intel Postpones Innovation 2024 Event to 2025, No Word on Arrow Lake Launch

[btarunr]

Intel announced that it has postponed the 2024 edition of its Innovation event to 2025. Among other things, the first-party event showcases innovations from the company's various business units made in the preceding year, includes a few key product launches, and teasers for what's next. The Innovation 2024 was poised to be particularly important for the company, as it was expected to launch its next generation Core Ultra "Arrow Lake" processors not just for mobiles, but even the desktop platform. Other key product showcase items include Xeon 6 server processors, and Gaudi 3 AI accelerator, besides updates from the company's foundry business, particularly the Intel 20A and Intel 18A nodes.

Intel's postponement of Innovation 2024 can be seen as a move to demonstrate sincerity that the company working to meet its goal of cutting cost of revenue by $10 billion through FY 2024, something that will bear results by mid-2025. It would have probably felt inappropriate for the company to host a lavish product showcase event in light of this. That said, there's no word on how this affects launch of products such as Core Ultra "Arrow Lake," it's possible that the company may launch them in a low-key dedicated media presentation.



View at TechPowerUp Main Site | Source

 

[Bwaze]

"We're gonna innovate next year!"

 

[3DVCash]

Damn... no Arrow Lake, no Battlemage, no Blackwell, Zen 5 is a bust. 2024 is shaping up to be super disappointing.

 

[randomTPUreader]

Innovation 2024 +++++

 

[docnorth]

Hopefully it's a cost-cutting measure, but the big picture looks dark.

P.S. I don't know much about foreign -for me- stocks, but maybe a window of buying opportunity is near (or not yet ?)...

 

[LittleBro]

Intel said someting about Arrow Lake during recent event in China. Battlemage reportedly coming out this year instead of 2025.
Hopefully the things Intel said about Arrow Lake (in terms of power efficiency and stability) will be achieved.
If yes, it's nice to see that they finally took another approach to increase performance. Squeezing out voltages and frequencies is not a way to go.

Hopefully it's a cost-cutting measure, but the big picture looks dark.

P.S. I don't know much about foreign -for me- stocks, but maybe a window of buying opportunity is near (or not yet ?)...

As for Intel stocks, maybe the best opportunity was around Wednesday this week. It was something below $19. Since then it keeps raising.
I think that Intel stocks are safe for now, unless the recently released microcode update 129 for Raptorgate will not stop the degradation.

 

[Bwaze]

Damn... no Arrow Lake, no Battlemage, no Blackwell, Zen 5 is a bust. 2024 is shaping up to be super disappointing.

Maybe everything was completely AI focused, but now it looks investors are already backing off this train that costs tons of money but doesn't bring much?

 

[Am*]

"We're gonna innovate next year!"

Yeah -- just like Intel's other promises, like:

• Profitability is coming next year
• New node coming next year
• Our profit margins are coming back next year
• New architecture coming next year
• AMD will be "in the rearview mirror" next year

When AMD's competition is literally nonexistent, all they have to do is show up. Intel seriously need to get their act together or finally get rid of Pat the hype man.

 

[Chaitanya]

Damn... no Arrow Lake, no Battlemage, no Blackwell, Zen 5 is a bust. 2024 is shaping up to be super disappointing.

On mobile Zen 5 isnt a bust even on desktops there still is hope for 3DVcache versions and higher core count CPUs to stretch their legs. Lets see how 12C and 16C CPUs perform in around a weeks time. Overall it seems like for desktop users there is nothing exciting on horizon till 2025(atleast) which good for savings.

 

[Sabotaged_Enigma]

Innovation 2024 +++++

in+el

 

[Daven]

Intel’s new slogan:

“Innovation. Postponed.”

 

[Vayra86]

Well seriously, how can you trust a company that's not willing to take an arrow to the knee, but rather shoots it in lakes. Its the epitome of pointless, which is quite the achievement for arrows to begin with.

 

[Prima.Vera]

Better postpone lunching new CPU's if they only going to bring 2.5% performance increase, like usual.

I upgraded my CPU from i7-3770K to i7-13700K, exactly after 10 years.
By how the things are moving on the CPU front, is very most likely I will upgrade my CPU in the next 10 or more years...

 

[MaMoo]

"We're gonna innovate next year!"

Intel has determined that its Turbo Innovation Boost algorithm has a bug that leads to exaggerated progress under sustained competition.

 

[Darmok N Jalad]

Certainly a cost cutting measure. If you announce poor financials, layoffs, and a 10B cost-reduction plan, it would look really foolish to drop a bunch of money on hosting a conference. It also doesn't help that they probably don't have a lot to showcase.

 

[Bwaze]

What happened to all the optimism of stellar growth due to AI demand in all sectors - server, desktop PCs, notebooks with AI features? End of the honeymoon already? Most of the companies haven't even begun releasing all the AI labeled crap they have been showcasing for the past few months!

 

[neatfeatguy]

Damn... no Arrow Lake, no Battlemage, no Blackwell, Zen 5 is a bust. 2024 is shaping up to be super disappointing.

I thought I read that Battlemage was still slated for 2024 somewhere just the other day.....can't remember where I saw it, though.

 

[sephiroth117]

Damn... no Arrow Lake, no Battlemage, no Blackwell, Zen 5 is a bust. 2024 is shaping up to be super disappointing.

zen 4 and zen 5 are already powerful and efficient

You can’t put in the same list a buggy 200-300W cpu design and zen 5

regarding GPUs, Rdna 3 and ada super are solid hardware-wise, it’s everything around them that sucks, blackwell won’t fix a marketing team that still believes 8GB is ok on a 2024 dedicated gaming gpu

 

[close]

No more pluses ("+") to add, no more voltage to raise. Gone are the days of real innovation. /s

 

[Dr. Dro]

zen 4 and zen 5 are already powerful and efficient

You can’t put in the same list a buggy 200-300W cpu design and zen 5

regarding GPUs, Rdna 3 and ada super are solid hardware-wise, it’s everything around them that sucks, blackwell won’t fix a marketing team that still believes 8GB is ok on a 2024 dedicated gaming gpu

It's not the marketing team, it's the customers who generally think that because they keep buying them anyway.

 

[cvaldes]

I thought I read that Battlemage was still slated for 2024 somewhere just the other day.....can't remember where I saw it, though.

There's a lot of fake "information" on the Internet. If you read it from someplace you can't remember, it was probably someone pulling it out of a body orifice.

And with Intel cancelling this event, it would be no surprise if Battlemage slipped a launch window predicted earlier.

Intel is very skilled at missing milestones and has a long history of product delays. This prowess was one of several factors that encouraged Apple to develop their own custom silicon for Macs.

Note that Apple did not decide to do this overnight. They likely started working on this 10+ years before the actual Apple Silicon announcement so somewhere around 2012-13. There was speculation at the time of the A7 SoC announcement (2013, first 64-bit SoC widely deployed in a handheld device) that Apple had a path to a desktop processor.

Apple was intimately familiar with Intel's product delays and missed shipping dates.

Arrow Lake slipping is literally "business as usual" for Intel.

 

[Darmok N Jalad]

What happened to all the optimism of stellar growth due to AI demand in all sectors - server, desktop PCs, notebooks with AI features? End of the honeymoon already? Most of the companies haven't even begun releasing all the AI labeled crap they have been showcasing for the past few months!

I get the feeling there isn't much confidence around AI being the next consumer revolution, especially with rumors of some parts of it being yet another subscription. I think when it comes down to it, what percentage of the market's devices are mainly for entertainment and basic communication versus what's actually being used for creative, productive stuff? Sure there might be some value to AI, but when people are scrounging up pennies for groceries and gas, buying a new PC for some hokey AI features that might end up requiring a subscription can't be at the top of the list. Consumer AI probably won't pan out, and I think even commercial AI is only going to be worthwhile where it can save or make money. AI datacenters are gonna chew up power, and even the renewable power offset that big tech throws in can only do so much. They still need a guaranteed connection to the grid, which means guaranteed capacity to provide 24/7.

 

[phints]

Well 9700X is meh, although it's very power efficient which I respect, it doesn't see any gains really and hardly justifies 2 years between gens. Now waiting for the 9800X3D, with the higher TDP + Vcache it'll probably be 20% faster. This can't come soon enough.

Hopefully Intel Arrow Lake still ships this year, looking forward to comparisons etc if it does.

 

[Darmok N Jalad]

I dunno, I think AMD went too hard with Zen 4 on power. They dialed it back in for Zen 5. If they had scaled the TDP of the SKUs from Zen 3-4-5, then 5 would look more impressive vs 4, which uses more power across the board. Instead, 5 only provides a slight gain in performance but with better efficiency. AMD overreacted to Intel's power consumption approach with Zen 4, IMO, even if it wasn't as drastic. The only disappointment with Zen 5 is the idle power. AMD needs to get way better there, since there's a lot of idle time in normal PC usage.

 

[cvaldes]

I get the feeling there isn't much confidence around AI being the next consumer revolution, especially with rumors of some parts of it being yet another subscription. I think when it comes down to it, what percentage of the market's devices are mainly for entertainment and basic communication versus what's actually being used for creative, productive stuff? Sure there might be some value to AI, but when people are scrounging up pennies for groceries and gas, buying a new PC for some hokey AI features that might end up requiring a subscription can't be at the top of the list. Consumer AI probably won't pan out, and I think even commercial AI is only going to be worthwhile where it can save or make money. AI datacenters are gonna chew up power, and even the renewable power offset that big tech throws in can only do so much. They still need a guaranteed connection to the grid, which means guaranteed capacity to provide 24/7.

PCs aren't the driving force behind consumer technology innovation anymore.

All consumer technology innovation in 2024 is driven by mobile. If AI helps out Joe Consumer on their smartphone, it will be accepted and commonplace. PCs may trail smartphones a few years in deployment and adoption but if Joe Consumer embraces it on smartphone, it's a done deal.

By the end of 2025, it should be crystal clear whether or not AI is here to stay for consumer technology. We already know that it is being heavily used by enterprise/government customers.

And it's silly to judge AI by today's rudimentary consumer offerings. The technology is advancing at an incredible rate, far faster than any other computing technology development (flat screen displays, multi-core processors, graphics, wireless networking).