On September 8, sources from the supply chain revealed that due to rising overall costs, Intel's PC CPUs have seen multiple price hikes over the past year and are planned to increase by another 10% in early October. Despite expectations of a slight decline in the PC end-user market by 2027, Intel has decided to raise CPU prices with the primary goal of improving gross margins, abandoning the strategy of competing for market share through low prices. Supply chain analysis points out that if Intel uses low gross margins as a key criterion for phasing out products, some products may be forced out of the market. If this demand is released, companies in the Arm camp, such as MediaTek and Qualcomm, may have the opportunity to enter, particularly in the IPC, edge computing, and IoT markets, where Arm SoCs are more competitive due to their high integration and low power consumption advantages.
