11/05/2024, 07:24 PM UTC
独家深入分析Intel Lunar Lake失敗的前因後果Exclusive Deep Dive into the Failure of Intel Lunar Lake - Ming-Chi Kuo
<p>➀ 英特尔决定将DRAM整合到Lunar Lake (LNL) CPU封装中，是为了与苹果硅竞争，并回应微软Surface采用ARM处理器。</p><p>➁ LNL做出了三个关键决策：整合DRAM、指定特定零组件供应商、并将NPU算力提升至48 TOPS。</p><p>➂ LNL的失败归因于品牌和制造商由于零件弹性降低而降低采用意愿，英特尔与DRAM供应商的议价能力较低，以及AI PC市场的尚未成熟。</p><p>➀ Intel's decision to integrate DRAM into the CPU packaging for Lunar Lake (LNL) was driven by competition with Apple Silicon and a response to Microsoft's Surface adopting ARM processors.</p><p>➁ Three key decisions were made for LNL: integrating DRAM, specifying exclusive component suppliers, and increasing NPU computing power to 48 TOPS.</p><p>➂ The failure of LNL was attributed to the low willingness of brands and manufacturers to adopt the parts due to reduced flexibility, Intel's lower bargaining power with DRAM suppliers, and the immature AI PC market.</p>
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