From PC World: If you haven’t looked at the consumer PC market lately, maybe don’t — it isn’t a pretty picture. Of course that’s bad news for companies like Intel, whose bread and butter is selling the chips that almost literally run the industry. But Intel’s higher-ups see hope on the horizon, in the form of a “Windows refresh” coming in 2024. This appears to be more than the yearly update we’ve become accustomed to…maybe a lot more.
The statement comes from Intel’s Chief Financial Officer David Zinsner, speaking to a financial analyst at Citigroup for Citi’s Global Technology Conference last month. The transcript has been posted to Seeking Alpha, as spotted by PCGamer. Here’s the relevant bit of the conversation, emphasis mine:
"We actually think ’24 is going to be a pretty good year for client, in particular, because of the Windows refresh. And we still think that the installed base is pretty old and does require a refresh and we think next year maybe the start of that, given the Windows catalyst. So we’re optimistic about how things will play out beginning in ’24."
This is the only part of the interview in which Zinsner mentions Windows or Microsoft specifically. Putting on my tech pundit hat for a moment, the language does seem very pointed. A typical feature update like the most recent one usually doesn’t require — or indeed, inspire — the purchase of new laptops or desktops. That’s the kind of push that comes with a new version of Windows.
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