Intel's Meteor Lake CPU shipment to reach 20M units in 2024.
November 10, 2023
Key Takeaways:
- Intel's 14th generation client CPU, Meteor Lake, marks the first-ever attempt by Intel to adopt chiplet sourcing from both itself and TSMC.
- Intel targets 300 million units for Meteor Lake's life cycle, with an initial volume of 20 million units entering the market in 2024.
- We expect a turnaround in 2H24 of TSMC’s utilization on 6/7nm due to a total of 160~170K wafer demand from Meteor Lake, a good amount of demand support on 4/5nm with 30~35K demand in 2024.
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Authors
Lucy Chen
Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.
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