【郭明𫓹：英特尔Panther Lake量产时间延后至今年四季度中期】郭明𫓹发布其最新产业调查指出，英特尔的Panther Lake（PTL）量产时间已自2025年9月初延后至4Q25中期。芯片与成品（PC/NB）出货时间大约差2周–4周，故PTL NB可能要到2026年才会普及，意味着英特尔将错失2025年的年末销售旺季，且2H25营收与利润将面临下行风险。

金融界2025-03-05

郭明𫓹发布其最新产业调查指出，英特尔的Panther Lake（PTL）量产时间已自2025年9月初延后至4Q25中期。芯片与成品（PC/NB）出货时间大约差2周–4周，故PTL NB可能要到2026年才会普及，意味着英特尔将错失2025年的年末销售旺季，且2H25营收与利润将面临下行风险。

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The shipment time difference between chips and finished products (PC/NB) is about 2-4 weeks, so PTL NB may not become popular until 2026, which means that Intel will miss the peak sales season at the end of the year in 2025, and 2H25 revenue and profit will face downside risks.","themeId":"c0179d99f672687dd9ed0a5fba8482a5","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159813":1,"300832":1,"INTC":1,"NB":1,"PC":1,"PTL":1},"content_text":"郭明𫓹发布其最新产业调查指出，英特尔的Panther Lake（PTL）量产时间已自2025年9月初延后至4Q25中期。芯片与成品 （PC/NB）出货时间大约差2周–4周，故PTL NB可能要到2026年才会普及，意味着英特尔将错失2025年的年末销售旺季，且2H25营收与利润将面临下行风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2517933066","isCrawlerRequest":true}