Analysts estimate that 8–10% of the total laptop PC market that Panther Lake was expected to capture is now effectively up for grabs.
“This presents a prime opportunity for AMD’s Ryzen Pro series, built on advanced TSMC nodes, to double down on the premium enterprise segment,” Shah said. “Concurrently, Apple is also poised to capture share from the high-end market, putting Intel in a tough position from all sides.”
Up to the mid-range segment, including business laptops, alternatives are emerging quickly, with most OEMs now using processors from AMD or Snapdragon. However, for high-end business laptops, Intel remains the preferred choice. “If this does not get addressed soon, it could give Apple an advantage with its MacBook Pro series, which is targeted at high-end business users,” said Faisal Kawoosa, founder and lead analyst at Techarc. “In its recent Q3 results, Apple posted 15% year-over-year growth in MacBook sales revenue, making it the fastest-growing category among the products Apple sells, including iPhones, iPads, and wearables.”
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