They will publish a "performance digest" at CES showing what final ARL performance should look like after everything is patched. But overall, Hallock was more concerned about the wild variations in figures gotten by various reviewers than trying to paint the CPU as being competitive with its competition. So after all is said and done, it may still end up being boring. Just slightly less than before.
I read about someone hitting 9000 MT/s memory speed at Gear 2 comfortably. That's really nice but even that isn't supposed to give more than 15% extra perf in bandwidth starved situations and most likely only a few good bins will be able to go that high.
I have a theory that one of Arrow Lake's strengths is in bandwidth limited applications. I base this on the CB 24 vs CB 23 scores for ARL. I think that there are some serious issues with ARL with respect to latency that can not be fixed with any kind of micro-code update.
AMD understood the nature of latency limited applications like games and created the X3D architectural enhancement to address it.
Now, games are certainly not the only place where latency is important, but they are certainly a visible one.
The other architectural issue with ARL is the different core types. If an E Core gets scheduled for a task that a P core would be way better at, it gets pummeled in performance metrics.
With a more homogenous approach like Zen5/Zen5c, while you may well get penalized for such a mis-scheduling, it is much less severe.
As for Intel's release, I suspect it will certainly address some serious eye sore outliers, but for general performance improvement, I suspect we are looking at low to mid single digit gains. In games, maybe even less since I am on the bandwagon of the irreparable latency issue with ARL.
It really is amazing when you think about it. Intel has always had lower latency cache access than AMD (maybe main memory too?) as far as I can remember. It's a shame they couldn't see how poorly ARL would work with a tile architecture that hamstrung it.
The good news (IMO) is that there isn't anything fundamentally wrong with ARL with respect to high level architecture, just implementation. Panther Lake could reasonably be expected to do very well.