In a shocking turn of events, Intel's Panther Lake mobile SoCs are now rumored to be delayed, according to a prominent analyst, citing concerns about the performance of 18A.
Intel's Panther Lake Products Are Now Expected To Hit The Markets By 2026 As 18A Performance Doesn't Seem Too Promising
Well, it seems not all is good for Team Blue right now, as one of its most anticipated releases, the Panther Lake lineup, is said to have experienced a delay, now moving up to mid-Q4. This development comes from the renowned analyst Ming-Chi Kuo, who now claims that Panther Lake (PTL) products won't debut into the markets by 2026 and that the H2 2025 timeline told by Intel to its partners is said to be pushed ahead. This is undoubtedly a huge development for Intel and the future of its foundry division, since with the timeline seeing such a delay, quarterly earnings certainly won't look good.
Given the typical 2–4 week gap between chip and finished product (PC/NB) shipments, PTL notebooks may not become widely available until 2026, implying that Intel will miss the crucial year-end holiday sales season in 2025 and 2H25 revenue and profit will face downside risks.
- Ming-Chi Kuo
It is claimed that Intel hasn't been able to make ground on 18A yield rates, and that internal surveys indicate that the levels in Q3 won't see any improvements to what they are right now, which means that achieving mass-production in the desired timeline is almost impossible for Intel right now. We reported that Intel's 18A node is seeing yield rates at around 20%-30%, which meant that Team Blue wouldn't be able to get into shipping out the process, ultimately leading to a delay in PTL.
Intel will now have to rely on Arrow Lake's performance for the rest of the year, even for the upcoming products from Qualcomm and AMD. This ultimately means that Team Blue will be at a severe disadvantage here since not having an effective competitor simply means lost market share and compromised earnings. Things are getting tight for Intel at the moment, and it seems like the firm needs to step up.
