Intel Corporation · NASDAQ:INTC
Intel — Investor Day (February 2017)
18 slides from Intel's investor day presentation, Feb 9, 2017
Slide 1: Investor Meeting February 2017
Investor Meeting FEBRUARY 2017
Slide 2: Rob Crooke, SVP & GM Non-Volatile Memory Solutions Group
Rob crooke Senior vice president & general manager volatile Memory Solutions group
Slide 3: 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 4: A broader market view
A broader market view 2021 Si TAM ($B) ~$30B ~$65B~$55B~$40B~$30B Networking $ TechnologyADASTotal Tam PhotonicstechnologyIndustrial Video Revenue 2016 Segmentation Intel® Omni path3D NANDmodemRetail~$220B PC CPU Data centerNon-volatileMobileIoT Memory Source: 2016 Intel Revenue is based on Intel fi
Slide 5: Data volumes generated by users and devices
1.5 GB 1 3,000 GB 3 4,000 GB 40 K GB4 1 M GB5 1. Source: http://www.cisco.com/c/en/us/solutions/service-provider/vni- network-traffic-forecast/infographic.html 2. Source: http://www.cisco.com/c/en/us/solutions/collateral/service- provider/global-cloud-index-gci/Cloud_Index_White_Paper.html 3. Source
Slide 6: Data and CPU want to be closer together
Data and CPU want to be closer together But Economics Keep Them Apart 4,000 GB 3 Auto Automobile 3,000 GB 2 40 K GB 4 Smart Hospital Airplane Data 1.5 GB 1 1 M GB 5 AVG. USER Smart Factory CPU LOWER COST HIGHERLESSDELAYMOREFootnotes: Sources listed on slide 5 of this presentation.
Slide 7: Tier by different usages
Tier by different usages 4,000 GB 3 Auto Automobile 3,000 GB 2 Cold data40 K GB 4 Smart Hospital Airplane Data warm data 1.5 GB 1 Hot data1 M GB 5 AVG. USER Smart Factory | 7 CPU LOWER COST HIGHERLESSDELAYMOREFootnotes: Sources listed on slide 5 of this presentation.
Slide 8: Innovation in technology to address the different tiers
Innovation in technology To Address The Different Tiers 4,000 GB 3 Auto Automobile 3,000 GB 2 40 K GB 4 Smart Hospital HDDAirplane Data ssd 1.5 GB 1 1 M GB 5 AVG. USER DRAMSmart Factory | 8 CPU LOWER COST HIGHERLESSDELAYMOREFootnotes: Sources listed on slide 5 of this presentation.
Slide 9: Storage & Memory Market Opportunity in 2017
Storage & Memory Market Opportunity in 2017 $25B HDDTAM NVM* $114B $41B TAM $48BDRAM TAM Charts/graphics created by Intel based on Gartner research. Source: Gartner, Inc., Forecast: DRAM Market Statistics, Worldwide, 2013-2020, 4Q16 Update, Dec 22, 2016 Gartner, Inc., Forecast: Hard-Disk Drives, Wor
Slide 10: Intel is investing in 3D NAND and Optane technology
Intel® is investing in 2 Intel® 3D NAND Intel® Optane™ technology technology lower cost & higher density Higher Performance “Warm Data” “HOT DATA” | CPU LOWER COSTHIGHERLESSDELAYMORE
Slide 11: Delivering Intel 3D NAND technology for Density & Cost
Delivering Intel® 3D NAND technology for Density & Cost 3D NAND Areal Density Leadership ) Replacement Gate Array Array(Cells/mm Intel Density Representative Competitors Areal 16 24 3240485664 Tiers Competitive 3D NAND Replacement Gate Technology Source: Intel data based on internal analysis. Data r
Slide 12: Intel 3D NAND Technology
Intel® 3D NAND Technology Architected for Cost and Yield Tiers Tiers 64 Tooling Advancement Integration Focus Tooling Advancement | 12
Slide 13: Intel Optane Technology
Intel® Optane™ Technology Accelerating Moore’s Law SCALING – MORE LAYER LATERAL SCALING | 13
Slide 14: Platform Connected
Platform Connected Innovative Form Factors SUPPORTING MULTIPLE SOLUTION STACKS 1PB IN 42u W/2 TB HDDs 1PB in 1U w/Intel® 3D NAND SSDs
Slide 15: SSD Market approaches 300EB in 2020
SSD Market approaches 300EB in 2020 (EB) 200 TAM 150 SSD 100 50 79% CAGR (‘10-’20) - 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 SSD Source: Forward Insights Q4’16 for 2010-2015 and Intel Q4’16 for 2016-2020. Forecasts are based upon current expectations and available information and | 15
Slide 16: Disciplined investment
Disciplined investment Aligned to Market Growth Fab 2 imft (Intel/Micron JV) Fab 68 (Intel) >60% GB growth YoY* Fab 10 (Micron) 90% 3d NAND by q4’17 * Based on internal forecasting 2016-2017. | 16 Forecasts are Intel estimates, based upon current expectations and available information and are subjec
Slide 17: NSG Strategy: Adjacent, Disruptive Growth
NSG Strategy: Adjacent, Disruptive Growth Technology Driven Customer inspired Platform connected | 17
Slide 18: Intel
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