Intel CEO Patrick Gelsinger at a technology conference Swiss credit recalled that in connection with the upcoming change of the CFO, the company decided to postpone the traditional day of meeting with analysts from December to February. However, this did not prevent him from expressing many basic theses for investors on the last day of November.
Image source: Intel
Gelsinger did not hide the fact that Intel’s market share in the consumer market has been growing for two quarters in a row, and there is no direct connection between this trend and the market launch of Alder Lake processors, but the company considers their announcement “super successful.” Many analysts, according to the head of Intel, called Alder Lake “a killer product.” Processors of this family, in his opinion, are the undisputed leaders in terms of performance.
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For Intel itself, he believes, this creates unique conditions: it has the best product, it has the capacity to produce it, so you can just move forward and increase your market share. In the first quarter, Intel’s success will support the introduction of the brand’s discrete graphics into the market. The company is at the very beginning of a cycle of growth in its market share, as Gelsinger is convinced, and in the next two years this growth can only be contained by restrictions related to the availability of production facilities.