<p>个人电脑市场在疫情后需求骤降后一直难以复苏。全球个人电脑出货量在第三季度同比略有下降，预计 2025 年的出货增长将处于个位数百分比范围内。尽管推出了具备足够专用人工智能（AI）处理能力以直接运行某些 AI 工作负载的 AI 个人电脑，但迄今为止仍未能吸引消费者的关注。</p>
<p>艰难的个人电脑市场意味着 <strong>英特尔</strong>（INTC 3.48%）无法依靠需求上升来推动其个人电脑部门的销售增长。相反，公司必须推出能够超越 <strong>AMD</strong> 和 <strong>高通</strong> 的产品。</p>
<p>在笔记本电脑市场，英特尔凭借其 Lunar Lake 芯片提供了令人印象深刻的电池续航和性能。在台式机市场，公司在 Arrow Lake 上表现不佳。</p>
<h2>出了什么问题</h2>
<p>在多个领域，英特尔的 Arrow Lake 芯片表现出色。公司选择将大部分制造外包给 <strong>台积电</strong>，使其能够利用先进的工艺节点，并大幅提高能效，相比之下，其耗电较高的 Raptor Lake 芯片则表现不佳。Arrow Lake 在生产力工作负载方面也表现良好，在单线程性能上有了显著提升，并在各种多线程基准测试中超越了竞争对手。</p>
<p>Arrow Lake 的不足之处在于游戏性能。不同游戏的性能表现不稳定，在某些情况下，Arrow Lake 芯片的表现远不如其前身和同价位的 AMD 芯片。</p>
<p>Arrow Lake 从来就不是一款游戏强机，英特尔也曾表示游戏性能将与 Raptor Lake 大致相同。但评测者在某些测试中发现了显著的性能下降。</p>
<p>尽管游戏仅占台式机市场的一部分，但 Arrow Lake 的发布对英特尔来说是一次重大打击。</p>
<h2>改正错误</h2>
<p>许多 Arrow Lake 所经历的游戏性能问题是可以修复的，英特尔目前正在推出这些修复方案。本月早些时候，英特尔列出了五个各自影响性能的明显问题。其中四个问题已经通过 Windows 更新和软件更新得到解决，最后一个问题预计将在一月份解决。</p>
<p>在某些情况下，性能提升应该是显著的。其中一个问题导致性能下降在 6% 到 30% 之间，具体取决于工作负载，而其他问题的下降幅度高达 14%。在那些已经在 Arrow Lake 上表现良好的工作负载中，可能不会有显著的改善，但游戏性能应该会有不错的提升。</p>
<h2>英特尔需要再次增长其个人电脑业务</h2>
<p>英特尔正在进行大规模的制造投资，力求成为领先的半导体代工厂。产品业务部分为这些努力提供了资金，因此个人电脑和数据中心部门近期销售和利润的下滑问题严重。涵盖个人电脑相关产品的客户计算收入在英特尔最新季度同比下降了 7%。</p>
<p>随着其第二代 Arc 显卡的推出，获得了极为积极的评价，英特尔在争夺显卡市场份额方面处于良好位置。拥有一系列对游戏玩家有吸引力的台式机 CPU 将创造一些交叉销售机会，因为系统构建者将英特尔的 CPU 和 GPU 搭配使用，而 DIY 爱好者则选择全英特尔的个人电脑。</p>
<p>在 2025 年，英特尔计划推出基于其即将到来的 Intel 18A 制造工艺的个人电脑 CPU。如果 Intel 18A 能够实现其潜力并按时准备好进行大规模生产，这将为公司带来重要优势。</p>
<p>在此之前，公司需要说服客户，Arrow Lake 是一个引人注目的选择，而不是一个好坏参半的产品。通过第一轮修复，英特尔正朝着这个目标迈进。</p>

英特尔

<p>英特尔在其 Arrow Lake 芯片发布中面临挑战，当前 PC 市场疲软，全球出货量下降。尽管 Arrow Lake 芯片在生产力方面表现出色，但在游戏性能上表现不佳，导致负面评价。英特尔正在通过更新来解决性能问题，预计会有显著改善。该公司正在大力投资制造，以增强其半导体代工能力。尽管客户计算收入下降了 7%，英特尔仍计划通过即将推出的产品，包括第二代 Arc 显卡和基于 Intel 18A 工艺的未来 CPU，来重新夺回市场份额</p>

<p>The PC market has struggled to bounce back following a post-pandemic plunge in demand. Global PC shipments dipped slightly in the third quarter on a year-over-year basis, and forecasts put shipment growth for 2025 in the single-digit percentage range. The introduction of artificial intelligence (AI) PCs, which have enough dedicated AI processing power to run some AI workloads directly, has so far failed to capture consumers' attention.</p>
<div class="lb-trans"><p>个人电脑市场在疫情后需求骤降后一直难以复苏。全球个人电脑出货量在第三季度同比略有下降，预计 2025 年的出货增长将处于个位数百分比范围内。尽管推出了具备足够专用人工智能（AI）处理能力以直接运行某些 AI 工作负载的 AI 个人电脑，但迄今为止仍未能吸引消费者的关注。</p>
</div><p>A tough PC market means that <strong>Intel</strong>(INTC 3.48%) can't rely on rising demand to drive sales growth in its PC segment. Instead, the company must put out products that beat out alternatives from <strong>AMD</strong> and <strong>Qualcomm</strong>.</p>
<div class="lb-trans"><p>艰难的个人电脑市场意味着 <strong>英特尔</strong>（INTC 3.48%）无法依靠需求上升来推动其个人电脑部门的销售增长。相反，公司必须推出能够超越 <strong>AMD</strong> 和 <strong>高通</strong> 的产品。</p>
</div><p>In the laptop market, Intel delivered impressive battery life and performance with its Lunar Lake chips. In the desktop market, the company fumbled with Arrow Lake.</p>
<div class="lb-trans"><p>在笔记本电脑市场，英特尔凭借其 Lunar Lake 芯片提供了令人印象深刻的电池续航和性能。在台式机市场，公司在 Arrow Lake 上表现不佳。</p>
</div><h2>What went wrong</h2>
<div class="lb-trans"><h2>出了什么问题</h2>
</div><p>In multiple areas, Intel's Arrow Lake chips excelled. The company opted to outsource most manufacturing to <strong>TSMC</strong>, allowing it to tap into an advanced process node and greatly improve energy efficiency, compared to its power-hungry Raptor Lake chips. Arrow Lake also performed well in productivity workloads, producing a solid improvement in single-threaded performance while blasting past the competition in various multithreaded benchmarks.</p>
<div class="lb-trans"><p>在多个领域，英特尔的 Arrow Lake 芯片表现出色。公司选择将大部分制造外包给 <strong>台积电</strong>，使其能够利用先进的工艺节点，并大幅提高能效，相比之下，其耗电较高的 Raptor Lake 芯片则表现不佳。Arrow Lake 在生产力工作负载方面也表现良好，在单线程性能上有了显著提升，并在各种多线程基准测试中超越了竞争对手。</p>
</div><p>Where Arrow Lake fell short was gaming. Performance across different games was erratic, and in some cases, Arrow Lake chips performed far worse than their predecessors and comparably priced chips from AMD.</p>
<div class="lb-trans"><p>Arrow Lake 的不足之处在于游戏性能。不同游戏的性能表现不稳定，在某些情况下，Arrow Lake 芯片的表现远不如其前身和同价位的 AMD 芯片。</p>
</div><p>Arrow Lake was never meant to be a gaming powerhouse, as Intel telegraphed that gaming performance would be approximately unchanged from Raptor Lake. But reviewers found significant performance degradations in some tests.</p>
<div class="lb-trans"><p>Arrow Lake 从来就不是一款游戏强机，英特尔也曾表示游戏性能将与 Raptor Lake 大致相同。但评测者在某些测试中发现了显著的性能下降。</p>
</div><p>While gaming is only a portion of the desktop PC market, the Arrow Lake launch was a black eye for Intel.</p>
<div class="lb-trans"><p>尽管游戏仅占台式机市场的一部分，但 Arrow Lake 的发布对英特尔来说是一次重大打击。</p>
</div><h2>Making it right</h2>
<div class="lb-trans"><h2>改正错误</h2>
</div><p>Many of the gaming performance issues experienced with Arrow Lake are fixable, and Intel is in the process of rolling out those fixes now. In an update earlier this month, Intel laid out five distinct problems that were each hurting performance. Four of the five issues have already been resolved through Windows updates and updated software, and the last issue is slated to be resolved in January.</p>
<div class="lb-trans"><p>许多 Arrow Lake 所经历的游戏性能问题是可以修复的，英特尔目前正在推出这些修复方案。本月早些时候，英特尔列出了五个各自影响性能的明显问题。其中四个问题已经通过 Windows 更新和软件更新得到解决，最后一个问题预计将在一月份解决。</p>
</div><p>In some cases, the performance improvements should be dramatic. One of the issues caused performance degradations between 6% and 30%, depending on the workload, while the other issues produced degradations as high as 14%. There likely won't be meaningful improvements in workloads that already performed well with Arrow Lake, but gaming performance should get a nice boost.</p>
<div class="lb-trans"><p>在某些情况下，性能提升应该是显著的。其中一个问题导致性能下降在 6% 到 30% 之间，具体取决于工作负载，而其他问题的下降幅度高达 14%。在那些已经在 Arrow Lake 上表现良好的工作负载中，可能不会有显著的改善，但游戏性能应该会有不错的提升。</p>
</div><h2>Intel needs to grow its PC business again</h2>
<div class="lb-trans"><h2>英特尔需要再次增长其个人电脑业务</h2>
</div><p>Intel is in the middle of making massive manufacturing investments as it looks to become a leading semiconductor foundry. The product business has partly been funding these efforts, so recent slumps in sales and profits for both the PC and data center segments have been problematic. Client computing revenue, which encompasses PC-centric products, was down 7% year over year in Intel's latest quarter.</p>
<div class="lb-trans"><p>英特尔正在进行大规模的制造投资，力求成为领先的半导体代工厂。产品业务部分为这些努力提供了资金，因此个人电脑和数据中心部门近期销售和利润的下滑问题严重。涵盖个人电脑相关产品的客户计算收入在英特尔最新季度同比下降了 7%。</p>
</div><p>With the recent launch of its second-generation Arc graphics cards, which received exceedingly positive reviews, Intel is in a great position to capture graphics card market share. Having a lineup of desktop CPUs that are appealing to gamers will create some cross-selling opportunities as system builders pair Intel CPUs and GPUs, and as DIYers opt for all-Intel PCs.</p>
<div class="lb-trans"><p>随着其第二代 Arc 显卡的推出，获得了极为积极的评价，英特尔在争夺显卡市场份额方面处于良好位置。拥有一系列对游戏玩家有吸引力的台式机 CPU 将创造一些交叉销售机会，因为系统构建者将英特尔的 CPU 和 GPU 搭配使用，而 DIY 爱好者则选择全英特尔的个人电脑。</p>
</div><p>In 2025, Intel is planning to launch PC CPUs built on its upcoming Intel 18A manufacturing process. That could give the company an important edge, assuming Intel 18A delivers on its potential and is ready for high-volume production on time.</p>
<div class="lb-trans"><p>在 2025 年，英特尔计划推出基于其即将到来的 Intel 18A 制造工艺的个人电脑 CPU。如果 Intel 18A 能够实现其潜力并按时准备好进行大规模生产，这将为公司带来重要优势。</p>
</div><p>Until then, the company needs to convince customers that Arrow Lake is a compelling option, rather than a mixed bag. With its first round of fixes, Intel is on its way to doing exactly that.</p>
<div class="lb-trans"><p>在此之前，公司需要说服客户，Arrow Lake 是一个引人注目的选择，而不是一个好坏参半的产品。通过第一轮修复，英特尔正朝着这个目标迈进。</p>
</div>

Intel Tries to Salvage Messy Arrow Lake Launch

- 全球 PC 出货量在第三季度同比略有下降，预计 2025 年增长仅为个位数。  
- 英特尔的 Arrow Lake 芯片在生产力工作负载上表现良好，但在游戏性能上存在显著不足。  
- 英特尔正在推出修复更新，以解决 Arrow Lake 的性能问题，预计将改善游戏表现。  

英特尔试图挽救混乱的 Arrow Lake 发布会