Di Yi Cai Jing·2026-01-06 01:58Core Insights - AI PCs are becoming the central selling point of the industry [4] - Intel launched the next-generation Core Ultra3 processor (code-named Panther Lake) at CES, aiming to regain market share in personal computers and local AI computing [1] - The first consumer laptops featuring the Core Ultra3 will be available for pre-order on January 6, 2026, and will hit the global market on January 27, 2026 [3] Group 1 - The Panther Lake chip is Intel's first consumer-grade chip manufactured using its 18A process technology, representing the company's highest level in semiconductor manufacturing [4] - The new chip is expected to enhance local AI inference, graphics processing, and energy efficiency, with a 60% improvement in multi-threaded performance compared to the previous Lunar Lake series [4] - Intel's executives emphasized the importance of this product in re-establishing technological and competitive advantages in the rapidly changing PC landscape [4] Group 2 - Intel faces challenges from competitors like AMD, which leverages TSMC's advanced processes, and NVIDIA, which dominates the AI accelerator market [3] - Companies like Qualcomm are increasing their investments in the Windows PC market, aiming to disrupt Intel's long-standing dominance in the x86 ecosystem [3] - Intel plans to continue advancing its process and architecture roadmap while strengthening collaborations with PC manufacturers and software developers [4]