Intel Corporation · NASDAQ:INTC
Intel — Investor Day (May 2019)
31 slides from Intel's investor day presentation, May 9, 2019
Slide 1: Executive Vice President & General Manager, Data Center Group
Exhibit 99.3 EXECUTIVE VICE PRESIDENT & GENERAL MANAGER DATA CENTER GROUPExhibit 99.3 EXECUTIVE VICE PRESIDENT & GENERAL MANAGER DATA CENTER GROUP
Slide 2: Forward-looking statements
Statements in this presentation that refer to business outlook, future plans and expectations are forward-looking statements that involve a number of risks and uncertainties. Words such as anticipates, expects, intends, goals, plans, believes, seeks, estimates, continues, may, will, “would,” should,
Slide 3: The Data-centric opportunity is massive
The Data-centric opportunity is massive LARGEST OPPORTUNITY IN INTEL’S HISTORY, OVER $200B TAM BY 2023 industry Mega-trends LEVERAGE OUR STRENGTHS ARTIFICIAL INTELLIGENCE, CLOUD, CLOUDIFICATION OF NETWORK | EDGE Intel has an unparalleled array of assets to fuel growth PORTFOLIO OF LEADERSHIP PRODUCT
Slide 4: Growth of data, proliferation of cloud, cloudification of the network
GROWTH OF PROLIFERATION OF CLOUDIFICATION OF THEGROWTH OF PROLIFERATION OF CLOUDIFICATION OF THE
Slide 5: Compute demand growth by workload
AI Analytics HPC Multi-cloud & Orchestration Network in-memory Database Virtualization COMPUTE DEMAND (MIPS) ~60% CAGR Security 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023AI Analytics HPC Multi-cloud & Orchestration Network in-memory Database Virtualization COMPUTE DEMAND (MIPS) ~60% CAGR Secu
Slide 6: Data-centric TAM forecast
DATA-CENTRIC TAM FORECAST 7% CAGR IOT + AD FPGA NON-VOLATILE MEMORY DATA CENTER MEMORY SILICON PHOTONICS ETHERNET + FABRIC NETWORK LOGIC SILICON Grow Revenue faster than TAM STORAGE LOGIC SILICON SERVER + SERVER-BASED STORAGE LOGIC SILICON MSS 2018 2019 2020 2021 2022 2023DATA-CENTRIC TAM FORECAST 7
Slide 7: Intel Data Center Group revenue
INTEL DATA CENTER GROUP REVENUE 12% CAGR ◊ Cloud SP + Comms SP approaching 70% of DCG revenue CLOUD + COMMS ~65% ◊ 2019 revenue forecast down mid-single CLOUD + digits YOY COMMS ~40% ◊ Inventory and capacity absorption off of a record 21% growth year E&G E&G ◊ Continued China weakness ~60% ~35% 2014
Slide 8: Intel public cloud SP revenue
INTEL PUBLIC CLOUD SP REVENUE >30% CAGR $B Investing to enable Next wave CSPs NEXT WAVE GROWTH OF 33% IN 2018 CAGR NEXT Deepen Partnerships with CSPs WAVE CUSTOM CPUS >55% OF VOLUME IN 2018 Public Cloud Business is TAM Expansive CAGR 2/3 OF REV IS TAM EXPANSIVE, AND GROWING (CONSUMER AND NEW CLOUD S
Slide 9: Digital transformation continues: hybrid cloud solutions
DIGITAL TRANSFORMATION CONTINUES CLOUD SPS INVESTING IN HYBRID CLOUD SOLUTIONS AWS DELL TECHNOLOGIES OUTPOSTS CLOUD GOOGLE CLOUD MICROSOFT AZURE ANTHOS VMWARE SOLUTIONSDIGITAL TRANSFORMATION CONTINUES CLOUD SPS INVESTING IN HYBRID CLOUD SOLUTIONS AWS DELL TECHNOLOGIES OUTPOSTS CLOUD GOOGLE CLOUD MIC
Slide 10: Move, Store, Process portfolio
Move Process Store ETHERNET SILICON PHOTONICS OMNI-PATH FABRIC Software & System-LevelMove Process Store ETHERNET SILICON PHOTONICS OMNI-PATH FABRIC Software & System-Level
Slide 11: April launch: move, store, process
ND A P R I L 2 L A U N C H MOVE STORE PROCESS “Only one company can introduce technologies across such a broad set of areas – this is unparalleled.” Mario Morales, IDCND A P R I L 2 L A U N C H MOVE STORE PROCESS “Only one company can introduce technologies across such a broad set of areas – this is
Slide 12: Workload performance gains across segments
CLOUD VIDEO ANALYSIS INDUSTRIAL BIG DATA CLOUD MANAGEMENT 8260 DLBOOST VS FP32 MORE VMS AI 8280+OPTANE PM VS DRAM 8260+OPTANE PM VS DRAM ANALYTICS CLOUD ORCHESTRATION VNETWORK GATEWAY IMDB MORE UP VM TO INSTANCES 5218N+QAT VS 5118 8280+OPTANE PM VS DRAM CUSTOM SKUS STANDARD SKUS NETWORK VIRTUALIZATI
Slide 13: A platform approach: Intel Optane DC persistent memory
A PLATFORM APPROACH INTEL® OPTANE™ DC PERSISTENT MEMORY SAM (2023) >50% CAGR (’18-’23) VMS, CONTAINERS, REAL-TIME STORAGE IN-MEMORY CONTENT HIGH PERFORMANCE DATABASE APP DENSITY DELIVERY ANALYTICS DATA REPLICATION COMPUTING CUSTOMER PROOF-OF-CONCEPT TRACTION SINCE LAUNCH FORTUNE 500 SUPER 7 NEXT WAV
Slide 14: Xeon processor roadmap
nd Cooper Lake Intel® Xeon® Intel® Xeon® Intel® Xeon® 2 Gen Intel® Xeon® & Processor E5 v3 Processor E5 v4 Scalable Processor Scalable Processor Haswell Broadwell Skylake Cascade Lake Ice Lake PRODUCTION SHIPMENTS 1H’20 SAMPLES SHIPPING NOW POWERED ON AT MULTIPLE CUSTOMERSnd Cooper Lake Intel® Xeon®
Slide 15: Driving leadership workload performance
nd Cooper Lake Sapphire Next Intel® Xeon® Intel® Xeon® Intel® Xeon® 2 Gen Intel® Xeon® & Processor E5 v3 Processor E5 v4 Scalable Processor Scalable Processor Rapids Gen Haswell Broadwell Skylake Cascade Lake Ice Lake DRIVING LEADERSHIP WORKLOAD PERFORMANCE Moving to QUARTER CADENCE QUARTER CADENCEn
Slide 16: AI data center silicon TAM
AI DATA CENTER SI TAM >20% CAGR ’18 INTEL DATA CENTER AI REV INFERENCE TRAINING 2018 2023AI DATA CENTER SI TAM >20% CAGR ’18 INTEL DATA CENTER AI REV INFERENCE TRAINING 2018 2023
Slide 17: From CPU to XPU: one size does not fit all
FROM CPU TO XPU - ONE SIZE DOES NOT FIT ALL Intel® Xeon® Intel® Intel® Intel® Nervana™ NNP Scalable Processor Family Discrete Graphics FPGA Intel® Movidius™ Myriad™ Intel® Mobileye® EyeQ® ONEAPI Unified developer frameworkFROM CPU TO XPU - ONE SIZE DOES NOT FIT ALL Intel® Xeon® Intel® Intel® Intel®
Slide 18: Only CPU with built-in inference acceleration
ONLY CPU WITH BUILT-IN INFERENCE ACCELERATION INTEL OPTIMIZATION FOR CAFFE RESNET-50 intel® xeon® platinum intel® xeon® platinum INTEL DL BOOST 5.7 SUPPORTED IN ALL MAJOR FRAMEWORKS INTEL AVX-512 1.0 JUL'17 DEC'18 APR'19 COLUMN1 BASE VS BASE VS BASE intel® xeon® platinum 8100 processor INFERENCE THR
Slide 19: Partnering with industry-leading deep learning silicon
Silicon Including Partnering with Industry leading Deep LearningSilicon Including Partnering with Industry leading Deep Learning
Slide 20: Edge computing, network edge and autonomous driving opportunity
Autonomous cars things Access | network Edge Core network Data Center | Cloud EDGE COMPUTING NETWORK EDGE Autonomous Driving IOT Network SILICON + SERVICES SILICON SILICON 2018 intel Revenue ~$65B opportunity By 2023 >20% GROWTH YOYAutonomous cars things Access | network Edge Core network Data Cente
Slide 21: Senior Vice President & General Manager, Network Platforms Group
SENIOR VICE PRESIDENT & GENERAL MANAGER NETWORK PLATFORMS GROUPSENIOR VICE PRESIDENT & GENERAL MANAGER NETWORK PLATFORMS GROUP
Slide 22: Traditional network to intelligent network
Traditional network intelligent network THINGS NETWORK Data Center/ things RAN/Edge CORE Cloud Analytics compute Compute Compute Compute Compute Network Storage Storage Storage Storage Analytics Analytics Analytics Analytics Storage Scalability & flexibility for networking workloads ETHERNET OPENNES
Slide 23: Network virtualization progress and Rakuten cloud-native mobile network
2011 2013 2015 2017 2018 2019 st st NFV 1 NFV 20% DPDK 65% 1 100% DEFINED PROOF OF OF COMMS SPS MOVES TO LINUX CORE NW FUNCTIONS CLOUD-NATIVE CONCEPTS ADOPT NFV FOUNDATION VIRTUALIZED NETWORK st World’s 1 End to end cloud native Mobile network IMPROVED FOR ENTIRE OPERATIONS FROM CONCEPT TO NETWORK T
Slide 24: Accelerated by 5G: Intel network revenue
ACCELERATED BY 5G INTEL NETWORK REVENUE ~40% CAGR 22% MSS DRIVING TRANSFORMATION TO CPU VOLUME ~20% CAGR CLOUD-BASED PLATFORMS XEON ASP 10% CAGR DELIVERING PORTFOLIO OF PRODUCTS FOR 5G AND EDGE ON TRACK TO BASESTATION MSS 8% MSS >40% BY 2022 2014 2016 2018ACCELERATED BY 5G INTEL NETWORK REVENUE ~40%
Slide 25: Intel IOTG revenue
INTEL IOTG REVENUE >10% CAGR 16% MSS AGGREGATION AT THE EDGE ASP VIDEO INFERENCE HIGH PERFORMANCE COMPUTE ATOM CORE XEON 2014 2015 2016 2017 2018INTEL IOTG REVENUE >10% CAGR 16% MSS AGGREGATION AT THE EDGE ASP VIDEO INFERENCE HIGH PERFORMANCE COMPUTE ATOM CORE XEON 2014 2015 2016 2017 2018
Slide 26: Intel IOTG + AD revenue
INTEL IOTG + AD REVENUE >15% CAGR Extending into MOBILEYE 2014 2015 2016 2017 2018INTEL IOTG + AD REVENUE >15% CAGR Extending into MOBILEYE 2014 2015 2016 2017 2018
Slide 27: The Data-centric opportunity is massive
The Data-centric opportunity is massive LARGEST OPPORTUNITY IN INTEL’S HISTORY, OVER $200B TAM BY 2023 industry Mega-trends LEVERAGE OUR STRENGTHS ARTIFICIAL INTELLIGENCE, CLOUD, CLOUDIFICATION OF NETWORK | EDGE Intel has an unparalleled array of assets to fuel growth PORTFOLIO OF LEADERSHIP PRODUCT
Slide 28: Slide 28
Slide 29: Configuration Disclosure
Configuration Disclosure Performance results are based on testing as of dates shown in configuration and may not reflect all publicly available security updates. See configuration disclosure for details. No product or component can be absolutely secure. Software and workloads used in performance tes
Slide 30: Configuration Disclosure: Intel Deep Learning Boost
Configuration Disclosure Intel® Deep Learning Boost th 1x inference throughput baseline on Intel® Xeon® Platinum 8180 processor (July 2017) : Tested by Intel as of July 11 2017: Platform: 2S Intel® Xeon® Platinum 8180 CPU @ 2.50GHz (28 cores), HT disabled, turbo disabled, scaling governor set to “pe
Slide 31: Performance and optimization notices
Software and workloads used in performance tests may have been optimized for performance only on Intel microprocessors. Performance tests, such as SYSmark and MobileMark, are measured using specific computer systems, components, software, operations and functions. Any change to any of those factors