#1-Ranked Industry Analyst Patrick Moorhead covers Intel's launch of its Arc 3,5 and 7 notebook processors for notebook PC gamers and addresses why three vendors is better than one.
Selling everything it can make
The PC gaming market is a huge opportunity for Intel and one of the driving markets for discrete, high-performance graphics . While I do not know the competitiveness of Intel Arc within the gaming space fully, I do know that it takes gaming very seriously with its CPU offerings. While Intel’s DeepLink technology is not a new concept, It is something to be taken seriously as Intel is making it a feature within its Arc graphics at launch.
However, while the number of GPU and CPU combinations has now doubled, I believe the reality of the combinations has gotten narrower in that it would be most beneficial for a notebook to have exclusive GPU and CPU offerings. Intel will have a complete GPU, CPU, and I/O offering as opposed to NVIDIA’s GPU offering and AMD’s CPU and GPU offering.
I was pleased to see so many OEMs sign on to Arc notebook graphics, and I’m interested in SKU count and how the OEMs market versus AMD and NVIDIA solutions. Intel is good at getting design wins as they pay for many of the designs with OEM R&D dollars. And from a marketing PoV, Intel spends a lot more in MDF in the channel from a cubic dollar metric.
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