Intel Corporation · NASDAQ:INTC
Intel — Investor Day (February 2017)
17 slides from Intel's investor day presentation, Feb 9, 2017
Slide 1: Senior Vice President Doug Davis & General Manager Automated Driving Group
Senior vice president Doug davis & general manager Automated driving group
Slide 2: Disclosures
DISCLOSURES Statements in this presentation that refer to Business Outlook, forecast, 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,”
Slide 3: Internet of Things Group
Internet of Things Group LEAD THE INDUSTRY IN TRANSFORMING BUSINESSES AND THE WAY WE LIVE BY MAKING IT SIMPLE TO CREATE EXCITING, NEW IOT SOLUTIONS THINGS INFRASTRUCTURE NETWORK DATA CENTER/ CLOUD THE INTERNET OF Devices that connect to the Internet integrating greater compute capabilities using dat
Slide 4: Embedded vs. IOT
Embedded vs. IOT EMBEDDED Edge Devices Stand-alone, isolated Dedicated function Primarily Headless Proprietary/Embedded OS IOT Connected Open Platforms Data analytics Services Source: IDC Worldwide Internet of Things Forecast Update, 2016-2020: December 2016.
Slide 5: A broader market view
A broader market view 2021 Si TAM ($B) ~$30B ~$65B ~$55B ~$40B ~$30B Networking $ TechnologyADASTotal Tam PhotonicstechnologyIndustrial Video 2016 Revenue Segmentation Intel® Omni path3D NANDmodemRetail~$220B PC CPU Data centerNon-volatileMobileIoT Memory Source: 2016 Intel Revenue is based on Intel
Slide 6: IOT Revenue Growth
IOT Revenue Growth 200% $3.0B $2.6B $2.5B $2.3B150% $2.0B IOTG (93% Growth)* Competition Average $1.5B 100%(45% Growth)** $1.0B 50% Revenue $0.5B $0.0B 0% 2009 2010201120122013201420152016 Connected = +12% Record DWs in 2016 MSS = 14% Unconnected = -5% * Source: Intel revenues, ** Source: weighted C
Slide 7: Phases of IoT
3 phases of iot CONNECTED smart autonomous Creates the Architecture for IOT and Artificial Intelligence
Slide 8: Vertical focus and ambitions
Vertical focus and ambitions RETAIL TRANSPORTATION INDUSTRIAL/MARKETS /CHANNELAUTOMATED DRIVING ENERGYACCELERATIONSOLUTIONS DIVISION EXPECTED INDUSTRY GROWTH ~ 12% CAGR (2017-21) WE EXPECT TO GROW FASTER THAN THE MARKET Quark Source: CAGR 2017-2021 forecasts are Intel estimates, with input from Inte
Slide 9: Investing for our future
Investing for our future Critical Technologies Standards and Consortia Consolidating Partnering 5g Computer vision Deep learning security New fusa Tcc/tsn Computing Edge + Consortium + Artificial intelligence Silicon Software and Technology Investments ™ Other names and brands may be claimed as the
Slide 10: Solving retailers business problems
Solving retailers business problems LIMITED HIGH AUTOMATION INTEROPERABILITY >$1T Static Immersive experiences INVENTORY CUSTOMERMANAGING& responsive ACCURACY ENGAGEMENTHUMAN CAPITAL 2021 IOTG RETAIL MARKET Si TAMs ~$7B OPPORTUNITY GROWS Digital signage, interactive kiosks, and point-of sales Source
Slide 11: Transforming industrial systems
Transforming industrial systems LIMITED CONVERGED AUTOMATION INTEROPERABILITY & CONTROL Closed, x2 Proprietary, Smart and WW monolithic CONSUMPTION INDUSTRIE 4.0ENERGYConnected Systems DOUBLING CHINA 2020EFFICIENCY 2021 IOTG INDUSTRIAL MARKET Si TAMs ~$8B OPPORTUNITY GROWS Industrial devices (IPCs,
Slide 12: Video: The Eye of IOT
Video: The Eye of IOT VIDEO GATEWAY / IP CAMERA SMART VIDEODATACENTER/E2E ARCHITECTURE Connected CAMERAS GATEWAYSCLOUDSome Autonomy Integrated Vision Platform 2021 IOTG CAMERA / GATEWAY OPPORTUNITY Si TAMs GROWS ~$6B Cameras, NVR, and video gateways Source: Forecast is Intel estimate, with input fro
Slide 13: Autonomous Driving: Compute Grows
Autonomous Driving: COMPUTE GROWS PARTIAL AUTOMATION HIGH AUTOMATION ~ $100-200 in Intel ~10-15X Addressable Growth in L5* Si BOM* 2025 ADG IN VEHICLE MARKET* 2025 ADG IN VEHICLE MARKET** OPPORTUNITY Si TAMs GROWS ~$10B OPPORTUNITY Si /SW/ services GROWS~$65B L3+ Automated Driving L3+ Automated Driv
Slide 14: Intel Go – Scalable & Flexible Platform
Intel® Go™ – Scalable & Flexible Platform INTEL IS THE ONLY SUPPLIER WITH THE END-TO-END ARCHITECTURE Development Platforms 5G Automotive Intel Data CenterAND ASSETS TO for Automated Driving Trial Platform Solutions MEET THE MARKET NEEDS Autom ment Kit (SDK)
Slide 15: The IoT: What drives server needs?
The iot CONNECTED smart autonomous 250 CAMERAS =1SERVER What drives 225 SMART PHONES =1SERVER server needs? 40 7 MEDIA PLAYERS =1SERVER AUTOMATED VEHICLES =1SERVER 2 RFID EQUIPPED STORES =1SERVER Source: Forecasts are Intel estimates with input from Bain. These forecasts are based upon current expec
Slide 16: The IoT
The iot CONNECTED smartautonomous Unmatched End to End assets Disciplined focus on key verticals AI demands significant aggregation, storage and analytics Highly profitable & growing $2.6B+business $32B 2021 Si TAMs Opportunity Sources: Intel estimates, based upon current expectations and available
Slide 17: Intel
intel