Intel Corporation · NASDAQ:INTC
Intel — Investor Day (February 2017)
19 slides from Intel's investor day presentation, Feb 9, 2017
Slide 1: Investor Meeting February 2017
Exhibit 99.3 INVESTOR MEETING FEBRUARY 2017
Slide 2: Diane Bryant, EVP & General Manager Data Center Group
Diane Bryant Executive Vice President & General Manager Data Center Group
Slide 3: Statements and Disclosures
Statements Disclosures “expects,” “goals,” statements. 2017 differ information 3and 8-K and materially “plans,” reports involve “intends,” in Statements regarding this may from “believes,” many presentation bethe these that risks obtained company’s refer and “seeks,” and that other to by uncertainti
Slide 4: Key Messages
Key Messages Growth move Near period 4Well positioned term: toofdrivers cloud enterprise computing, remain: for long transformation term network growth transformation, with an unparalleled growth array of data of analytics assets
Slide 5: Data Center Group taxonomy: what's in the box
DataFabricDIMMs Enterprise WHO WHAT WHAT’S THE 5Omni-PathASICsPhotonics3D Center BOX? BOUGHT ISIN&Taxonomy ServerStorageNetwork Government CPUs ChipsetsEthernetintel®NetworkSiliconintel®FPGAsSSDs Cloud XPoint™ Service ProviderComms Service Provider
Slide 6: Data Center Group taxonomy with 2016 YoY growth
DataFabricDIMMs Enterprise YOY WHO WHAT WHAT’S THE 6Omni-PathASICsPhotonics3D Source: Note:Center BOX? Reportable BOUGHT IS Intel. IN &Taxonomy2016 ServerStorageNetwork Government CPUs YOYYOYYOY segments: -3%+24%+19% ChipsetsEthernetintel®NetworkSiliconintel®FPGAsSSDs PSG Cloud +8%Actual XPoint™ (FP
Slide 7: Growth 2017-2021: Enterprise, Cloud, Comms
2017-2021 Growth Enterprise Cloud 2% Comms >15% Data >10% $A 2017 CPU 13% 30% 25% single 026% growth CAGR Drivers 2021 •Changes 7Forecasts 017 Stall Delays Data Increased djacencies Center High digit in Service center of by Service in to enterprise are CAGR &End-User Data new allocation contribution
Slide 8: Enterprise workload deployment trends
2016 Units +15% 44%23%4% 33% YOY 56%96%YOY Collaborative Enterprise Process 86% 0% 35% 65% 2013 •Workload 8Forecasts Performance Security Integration Data 34% 14% Deployment size On-PremPublic 2014 67% 66% On-PremPublic are Attributes Workload &•77%+8% complexity 2015 •Government Intel Compliance/re
Slide 9: Cloud and hybrid cloud server deployments
0Private 19%Private +25% CAGR -5% on-prem Trad. Units 2013 Enabling Azure Coming Server Assuming through Forecasts 9Other cloud names Stack Box forecast 2014 Cloud the 2H’2017 Hybrid are server Hybrid planning 20152016 and Intel Growing Cloud contraction brands estimates, cloud horizon asmay Drives
Slide 10: Enterprise server revenue outlook
High -1% Mid -5% $Data Low 02017 CAGR -7% Server Enterprise Growth Digit *Double Forecasts 10Refers Center 2021 toare revenue Intel estimates, growth. based upon current expectations and available information and are subject to change without notice.
Slide 11: Cloud service provider server dynamics and ASP
Server 02013 +10% CAGR +6% $ASP Cloud 2/3 Consumer 34% Conversion Enterprise 2016 14% Usages New 52% Business 11% vs. Source: 11 Consumer ofASP the Service CPU 2016 Intel Cloud 2016 Premium Cloud VS. Business ASP Providers analysis. Cloud Provider Cloud delivers Cloud isGap TAMService Narrowing (All
Slide 12: Comms service provider momentum
Comms Legacy Move Intel in #1 Based over Wireless Broadband Real-time Control IOT Sensors Video Streaming Forecast 12 Wireless the Momentum to Low onService Ultra next IA isCloud existing Autonomous Smart High Intel Access energy, Ultra HD Last 4high years Provider Enabled estimate, bandwidth factor
Slide 13: Network silicon opportunity
$19.3B $18.6B OEM Cavium Marvell Global Xilinx Qualcomm TI Broadcom DCG HiSilicon 2016 PSG Source: Network 02013 SOC Net ASP Xeon $ASP Source:. *Forecast 13 Network Growth SiFoundry 201420152016 TAM opportunity Amalgamation Intel. ASP Box is(NXP) Intel +10X Winning Silicon estimate, Other the in Mar
Slide 14: Artificial Intelligence opportunity
Artificial 2016 Classic 7% AI 60% IA Source: 2% 14 is1% the Servers Other GPGPUIA+ Machine Amalgamation fastest Intelligence GPGPUgrowing Learning Other IA+ Opportunity ofdata Intel Deep center data, Learning workload analyst data and Intel analysis.
Slide 15: Bringing AI portfolio and performance
Artificial Bringing Top Nvidia % 0Jun’10 60%64% 93% 5% 20% 35% Nvidia* Intel® Most deployed learning COMING SKYLAKE Programmable, low-latency inference SDVS BROADWELL Source: Note: configuration *Other 15 500 7% widely Lake SHIPPING Nervana™ intro brands Top500 16% solution %Nov the Intelligence mac
Slide 16: Addressing the data center silicon TAM
Addressing $Data $46B 02016 Server Source: 16 $65B Center 36%MSS +2021 TAM SBS the Silicon is logic Full based silicon TAM Dataon Center amalgamation Network Opportunity logicofsilicon analystEthernet data and&Intel Fabric analysis, Silicon based Photonics upon current Memoryexpectations and availab
Slide 17: Addressing the data center silicon SAM
Addressing Data $46B Server Ethernet Memory High 42% ~$1.1B Intel® Intel 9% 2016 Rack Next Architecting $023D ~$8B SAM Source: Note: 17 021 XPOINT™ $65B MSS Center application 36%MSS Performance Scale ~$1.8B Intel® 3D Omni-Path Silicon +2021 Amalgamation 2021 & SBS XPoint™ Fabric Design the Silicon
Slide 18: Summary
Summary Enterprise 2017-2021 Cloud 2% Comms >15% Growth CAGR >10% Delivering Well Forecasts 18 positioned Service by drivers Service are & low End-User Government Intel Provider double remain: for Provider estimates, longdigit move termdata based growth to cloud center upon with computing, growth; c
Slide 19: Investor Meeting February 2017
INVESTOR MEETING FEBRUARY 2017