Intel Corporation · NASDAQ:INTC
Intel — Investor Day (February 2022)
22 slides from Intel's investor day presentation, Feb 18, 2022
Slide 1: Forward-looking statements and non-GAAP disclaimer
Exhibit 99.4 Future node performance and other metrics, including power and density, are projections and are inherently uncertain and, in the case of other industry nodes, are derived from or estimated based on publicly available information. Intel’s node numbers do not represent the actual dimensio
Slide 2: Investor Meeting 2022
Investor Meeting 2022
Slide 3: Executive Vice President, General Manager, Client Computing Group
Investor Meeting 2022 Executive Vice President General Manager, Client Computing Group
Slide 4: Speaker experience: Client Computing Group leader
Over 25 years of experience 2022 Executive Vice President, General Manager, Client Computing Group 2012-2021: Sales, Marketing & Communications Named Chief Revenue Office in 2021 Appointed Executive Vice President in 2019 Prior to taking on the role as General Manager for Sales & Marketing in 2017,
Slide 5: Senior Vice President and Interim General Manager
Investor Meeting 2022 Senior Vice President and Interim General Manager
Slide 6: PC More Essential Than Ever
PC More Essential Than Ever Expect sustained TAM growth Leadership Products and Platforms Accelerating with 5 nodes in 4 years and continued platform innovation Leading an Open Ecosystem Unrivaled partnerships delivering choice and industry-leading PC experience Continued Revenue Growth CCG will con
Slide 7: Client revenue and product launches 2015-2021
th 10 Gen Intel® Core™ 2 019 La unched Processor Client Revenue $41B* 2 02 0 Intel® Evo™ La unched $32B 2020 Thunderbolt 4 2 02 0-21 La unched Wi-Fi 6E enabled devices 11th Gen Intel® Core™ 2 02 0-21 La unched U, S & H Series Processors 2 02 1 11th Gen vPro® & Intel® Evo™ vPro® La unched 2015 2016 2
Slide 8: Growth Opportunities: Sustained PC TAM Growth
Growth Opportunities Continued refresh Sustained PC TAM Growth off larger installed base Forecasted Client TAM 450 >139M of commercial devices are >4 years old 400 350 Increased penetration 300 trend to 1:1 compute solutions 250 10.3 K-12 Education Mobile Devices per 100 students and 200 teachers, w
Slide 9: Executive Vice President & Chief Product Officer, Microsoft
Investor Meeting 2022 Executive Vice President & Chief Product Officer, Microsoft
Slide 10: Microsoft mission: purposeful computing experiences
To deliver purposeful computing experiences that unlock : \ people’s potential — allowing each person to focus, create ure and connect in ways that matter most to them. cag
Slide 11: New Families of Mobile & Desktop Processors
4 New Families of Mobile & Desktop Processors Deliver Leadership Products 1. Shipping in 2022 Deliver Innovative Experiences 2. with our Open Ecosystem Deliver Cloud Client Experiences 3
Slide 12: Hybrid product roadmap 2021-2024+
Hybrid 2021 - 2022 2023 - 2024 2024 + Alder Lake & Raptor Lake Meteor Lake & Arrow Lake Lunar Lake & Beyond Intel Intel Intel Intel External External N3 7 4 20A 18A All product plans and roadmaps are subject to change without notice.
Slide 13: 12th Gen Intel Core Processors
12th Gen Intel Core Processors first family built on Intel 7 & performance hybrid architecture 60 processors 500+ desktop and mobile designs World’s Best Desktop World’s Fastest Gaming Processor Mobile Processor Up to 30% Up to 40% faster gaming faster creation vs. comp gen on gen Intel takes a bite
Slide 14: Raptor Lake
Raptor Lake built on Intel 7 process node and performance hybrid architecture Up to double digit performance boost Up to 24 cores & 32 threads Enhanced overclocking features AI M.2 Module Socket-compatible with Alder Lake systems More information at www.intel.com/PerformanceIndex. Results may vary.
Slide 15: Meteor Lake
Meteor Lake built on Intel 4 process node powering on in Q2’22, shipping in 2023 New Flexible Tiled Architecture Hybrid Cores Lower Power Next Gen Graphics Engine: tGPU Integrated AI Acceleration *All product plans, roadmaps and pre-Si performance projections are subject to change without notice.
Slide 16: Vice President and General Manager, ChromeOS, Google
Investor Meeting 2022 Vice President and General Manager, ChromeOS, Google
Slide 17: Delivering cloud client experiences
Delivering cloud client experiences OS Partnerships Software & Solutions IHVs and OEMs 150+ Industry Partners Silicon + OS Optimization Hybrid Arch & Top 100 ISVs
Slide 18: Verified Real-World Experiences
Verified Real-World Experiences Over 100 designs Uncompromised Mobile Experience >10M shipped Intelligent Collaboration Presence Detection Engineered for Intel Evo Seamless Multi-Device Experiences
Slide 19: Unrivaled Business PC Platform
Unrivaled Business PC Platform for 15 Years Enterprise Digital Transformation + Workspace ONE Security Chip to Cloud Security End Point Management IT Digital Transformation Virtual Cloud Network Performance No product or feature can be absolutely secure
Slide 20: With a growing market and leadership products we are CCG
With a growing market and leadership products we are CCG 2021 2026 *2021 segmentation data is preliminary and unaudited, and subject to change. Final data to be provided in Intel’s future SEC filings. Revenue
Slide 21: PC More Essential Than Ever: summary
PC More Essential Than Ever Sustained TAM growth Leadership Products and Platforms Alder Lake, Raptor Lake, Meteor Lake, Arrow Lake and Lunar Lake Leading an Open Ecosystem Unrivaled partnerships delivering choice and industry-leading PC experience Continued Revenue Growth Low- to mid-single digit g
Slide 22: Intel
intel.