半导体
Counterpoint在驱动智能设备的底层技术及半导体方面,输出了独特的视角和深入的研究。从以下几个方面追踪这些零部件的情况,对整个产业的价值链而言是至关重要的。
- 了解用以驱动多种功能 ,并支持以设备为中心的高级使用案例的技术。如高分辨率成像、更快的内容流媒体功能、人工智能等。
- 了解不同品牌对不同零部件的采用情况 ,从而评估竞争力。
- 通过准确识别零部件的成本趋势,以了解设备的物料清单(BoM)。
近期研究
- Blog / PR
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- 10月 18, 2023
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- Team Counterpoint
- Intel’s 14th-gen desktop processors offer up to 24 cores, 32 threads, and up to 6GHz peak clock speed.
- The new Intel 14th-gen “Raptor Lake Refresh” processors offer enhanced gaming performance, AI-guided overclocking support, and advanced connectivity features like Wi-Fi 7, Thunderbolt 4, and 5.
- The processors are backward compatible with 600/700 series motherboards and will be available in retail and via OEM partners from starting October 17, 2023, starting at $294.
Intel has launched its latest 14th-generation desktop processors, with the portfolio headlined by the Core i9-14900K – the first mass-produced processor with up to 6GHz clock speed out of the box. Like the 13th-generation Raptor Lake, the new “Raptor Lake Refresh” is made on an Intel 7 (10nm) process node, using the same die, with differences coming in the core count, higher clock speeds, advanced connectivity options and AI assist feature among others.
There are six new desktop processors in the family, including the Core i9-14900K/KF, the Core i7-14700K/KF, and the Core i5-14600K/KF. The K models come with an integrated GPU, while the KF models do not feature any integrated GPU and are slightly more affordable. Available starting October 17, these processors maintain the same pricing as last year’s processors.
Talking about Intel’s 14th-gen desktop processors, Counterpoint Research Senior Analyst William Li, who tracks the PC market said, “Intel’s new desktop CPU solutions could boost not only hardware capabilities to deal with incremental computing power requirements but also improve user experience with Intel Application Optimization (APO) technology. Although this time the Core 14th-gen desktop processors do not have huge upgrades as on laptop platforms, gamers and creators can still enjoy better computing performance without compromising user workflow with Intel’s solid achievement on overclocking. We believe that the global PC market has bottomed out in H2 2023 and will likely see a significant rebound in the next year largely due to the Windows 11 replacement cycle and Artificial Intelligence (AI) PC momentum.”
Intel 14th-gen ‘Raptor Lake Refresh’ Processors: Specifications
Aimed at gamers and creators, the Intel Core i9-14900K/KF offers clock speeds of up to 6GHz. The processor has a 24-core CPU, including eight Performance (P) cores with a max Turbo frequency of up to 5.6GHz and 16 Efficiency (E) cores with a max Turbo frequency of up to 4.4GHz, and has a total of 32 processor threads. It also includes a 36MB L3 cache and 32MB L2 cache.
Meanwhile, the Intel Core i7-14700K/KF has a 20-core CPU, with eight P-cores, with a max Turbo frequency of up to 5.5GHz, and 12 E-cores (up from eight cores in the previous gen), with a max Turbo clock speed of up to 4.3GHz and has a total of 28 threads. It also comes with a 33MB L3 cache and 28MB L2 cache.
Lastly, the Intel Core i5-14600K has a 14-core CPU, with six P-cores having a max Turbo frequency of up to 5.3GHz, and eight E-cores having a max Turbo clock speed of up to 4.0GHz and, has a total of 20 threads. It also comes with a 24MB L3 cache and 20MB L2 cache.
All six processors in the Intel 14th-gen family offer a max memory speed of up to 5600MT/s (DDR5), and up to 3,200MT/s (DDR4). The K models also include Intel UHD Graphics 770, with dynamic frequency between 1,650MHz to 1,550MHz, depending on the model.
In terms of backward compatibility, all the new processors will work with Intel’s 600- and 700-series motherboards that use LGA 1700 sockets, thus enabling easier upgrades for users.
AI Overclocking, Connectivity Enhancements, and more
One of the standout features of the latest 14th-gen processors is the new AI Assist feature in the Intel Extreme Tuning Utility (XTU). It provides users with one-click AI-guided overclocking on select unlocked desktop processors. As users receive step-by-step instructions, even someone without experience can easily overclock the processors. It signifies Intel’s commitment to delivering top-tier performance for desktop enthusiasts.
There are also new gaming-focused features like Intel Application Optimization (APO) that enhance application threading to optimize speed and frame rate for smooth and consistent gaming performance. It is enabled by default, but users can also disable it, or enable it only for certain games. Intel also mentioned that the APO is only for games and does not work with benchmarks. Then there is also the Intel Thread Director which optimizes application thread scheduling.
But that’s not all – currently, most people work in a hybrid environment, and mostly via calls on different platforms. The AI Boost feature allows users to make video calls keeping them in focus while blurring distractions from the background. The AI can also reduce ambient background noise, focusing on the user’s voice to offer crisp and clear sound on calls.
Counterpoint Research Senior Analyst Akshara Bassi, who tracks HPCs, Cloud, and Server market said, “Intel has introduced AI features for its Extreme Tuning Facility (XTU) that help in AI-assisted overclocking for the 14th-gen processors (limited SKUs) and through the Application Optimization Program, it has introduced automatic thread performance while gaming.”
Connectivity is another area where the new desktop processors shine, with integrated support for Wi-Fi 6/6E and Bluetooth 5.3, as well as discrete support for Wi-Fi 7 and Bluetooth 5.4. The new processors also include support for Thunderbolt 4 and the upcoming Thunderbolt 5 wired connectivity, offering up to 80 Gbps of bi-directional bandwidth.
“From a technical perspective, the Intel Core-i9 14900K is the first chip in volume to hit 6Ghz, with support for Wi-Fi 7 and Bluetooth 5.4,” Bassi added.
In terms of pricing, the premium Core i9-14900K will be available for $564, the Core i7-1700K for $384, and the Core i5-14600K will start at $294.
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- Blog / PR
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- 10月 18, 2023
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Counterpoint Research is attending Japan Mobility Show from 25th to 28th October 2023
Our Senior Analyst, Soumen Mandal will be attending the Japan Mobility Show 2023 at Tokyo Big Sight, Tokyo, Japan. You can schedule a meeting with him to discuss the latest trends in the technology, media and telecommunication sector and understand how our leading research and services can help your business.
When: 25th to 28th October 2023
Where: Tokyo Big Sight, Tokyo, Japan
About the Japan Mobility Show:
The inaugural edition of Japan Mobility Show will feature the participation not only of the automotive industry but also of established companies and startups from multiple other industries whose activities extend beyond mobility. A total of 475 enterprises will be participating, far exceeding the 192 companies that took part in the final edition of the Tokyo Motor Show in 2019.
Japan Mobility Show aims to serve as a unique venue for collaboration—a show where exhibitors and visitors can discuss and envision, together, what the future will look like.
Click here (or send us an email at contact@counterpointresearch.com) to schedule a meeting with them.
- Blog / PR
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- 10月 17, 2023
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Counterpoint Research is attending Tech In Asia Conference on 18th October 2023
Our Senior Analyst, Febriman Abdillah will be attending the Tech In Asia Conference 2023 at Jakarta, Indonesia. You can schedule a meeting with him to discuss the latest trends in the technology, media and telecommunication sector and understand how our leading research and services can help your business.
When: 18th October 2023
Where: Jakarta, Indonesia
About the Tech In Asia Conference:
Tech in Asia is a Singapore-based English-language technology media company that focuses on Asia. From the latest news to the hottest trends and the boldest startups to the strongest titans, TIA covers everything tech in the region, with the goal is to build and serve Asia’s tech and startup community.
Tech in Asia Conference is TIA’s flagship event, providing high-impact learning and networking opportunities to Asia’s tech and startup community. Over the last eleven years, TIA Conference has been hosted in Singapore, Jakarta, Tokyo, and Bangalore.
Click here (or send us an email at contact@counterpointresearch.com) to schedule a meeting with them.
- Blog / PR
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- 10月 17, 2023
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- Global PC shipments fell 9% YoY in Q3 2023 but marked second straight QoQ growth
- HP had a resilient quarter; PC OEM vendors looking for solid growth driver
- We maintain our double-digit YoY shipment decline forecasts for 2023 post Q3 2023 shipment results
- AI-enabled PC models are expected to fuel PC market in 2024
London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – Oct 17, 2023
Global PC shipments declined 9% YoY in Q3 2023 as the market continued to be weighed down by weak demand amid a slowdown in consumer and enterprise purchases. However, global shipments grew sequentially for the second straight quarter in Q3 2023 helped by moderate seasonality. We reiterate that the PC market has already bottomed out and are expecting gentle shipment recovery along with several new product launches over the next couple of months, especially from AI function-enabled models.
Vendors are eyeing a shipment comeback next year
Lenovo’s shipments saw a single digit percentage YoY decline in Q3 2023, outperforming most PC OEMs except HP, whose Q3 2023 shipments registered mid-single digit YoY growth in percentage terms as the company benefitted from robust consumer and educational demand. However, other tier 1 PC vendors such as Dell, Apple and Asus still struggled to find strong shipment drivers to boost shipments across the board. Fortunately, we are now entering the first replacement cycle after the COVID-19 pandemic along with a potential pick-up in AI PC momentum as we move into 2024.
AI PC to drive another wave of shipment growth in 2024
Over the past five quarters, PC OEMs have been working hard to resolve inventory issues and have had a difficult time searching for a new growth engine for their PC businesses. In this context, AI PC has emerged as the next big thing and will very likely drive the next wave of shipment rebound in 2024.
We expect AI PCs to have a 50% 10-year CAGR from 2020 and dominate the PC market after 2026 with an expected penetration rate of more than 50%. Intel, Qualcomm and other PC CPU makers are working closely with PC OEMs toward next-generation mainstream models and we expect to see a lot of new product launches after Q4 2023, marking a new chapter for the PC industry.
Annual PC shipments to return to pre-COVID-19 levels in 2024
We expect the global PC market’s shipment volume to return to pre-COVID-19 levels next year helped by the Windows 11 replacement, the next wave of Arm PCs, and AI PCs. Although AI PCs may not gain much traction in the very beginning, we believe that with the increase in applications around the world, AI PCs could progress tremendously in H2 2024.
Background
Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry
Counterpoint Research
press(at)counterpointresearch.com
我们的意见领袖半导体领域的意见领袖
Neil Shah
Vice President
Tom Kang
Research Director
Ethan Qi
Associate Director
Gareth Owen
Associate Director
Brady Wang
Associate Director
Mohit Agrawal
Associate Director
Sujeong Lim
Associate Director
Jene Park
Senior Analyst
William Li
Senior Analyst
Ivan Lam
Senior Analyst
Ashwath Rao
Senior Analyst
Parv Sharma
Senior Analyst