Intel Corporation · NASDAQ:INTC
Intel — Investor Day (February 2017)
24 slides from Intel's investor day presentation, Feb 9, 2017
Slide 1: Dr. Murthy Renduchintala
Dr. Murthy Renduchintala PRESIDENT, CLIENT & IOT BUSINESS and systems architecture 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: Systems Architecture
Systems client architecture Internet of things Silicon Engineering Platform development connectivity Software enabling ADAS process/product alignment Data center memory FPGA new devices
Slide 4: Strong results, innovation & Moore's Law, leading the data revolution
Strong Innovation Leading results & Moore’s Law thedata revolution
Slide 5: Strong Results
Strong RESULTS Innovation & Moore’s Law Leading the data revolution
Slide 6: Client Computing Group Full Year Financials
Client Computing Group CCG Full Year Financials $35 $30 $25 $20 $15 $10 $5 $- 2015 2016 RevenueOM 2016 PERFORMANCE ~$32.9B of Revenue: Up 2% YoY ~$10.7B Operating margin: Up 30% YoY ~32% of revenue Source: Intel.
Slide 7: 2016 growth segments: $32.9B revenue
2016 growth segments: $32.9B revenue Enthusiast 2 in 1s Performance vPro PCs Platform Gateways Technologies Source: Intel. Other names and brands may be claimed as the property of others.
Slide 8: PC ASP & Segmentation
PC ASP & Segmentation $ PC ASP*from2010 $0 2010 201120122013201420152016 2016 intel® Core™ Mix* 70+% AT AN ALL TIME HIGH Record i7 MIX* *PC ASPs include both CPU and chipset and excludes netbook. Source: Intel.
Slide 9: CCG Strategy
Ccg strategy innovate accelerate lead SMART HOME VR ENTHUSIAST 2in1 Other names and brands may be claimed as the property of others.
Slide 10: Innovation & Moore's Law
STRONG RESULTS Innovation & Moore’s Law LEADING THE DATA REVOLUTION
Slide 11: Logic Cell Area Scaling Trend
Logic Cell Area Scaling Trend 45nm 32nm 22nm LOGIC AREA 0.1 (relative) 14nm Intel 10nm* 0.01 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 HVM WAFER START DATE Intel continues to scale logic cell area at a rate of 0.5x every 2 years * Forecasts are Intel estimates, based upon
Slide 12: Logic Cell Area Scaling Trend
Logic Cell Area Scaling Trend 45nm 40nm LOGIC AREA 0.1 (relative) 3 years 0.01 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 HVM WAFER START DATE Intel will have enjoyed a lead of ~3 years when competitors launch 10nm process * Forecasts are Intel estimates, based upon curren
Slide 13: Cost per Transistor
Cost per Transistor 0.01 0.1 1 130 nm nm mm 65 nm 2 45 nm / 32 nm nm 14 nm 10 nm (normalized) Transistor 7 nm 1 10 100 nm 90 nm 65 nm $ 45 nm / 32 nm 22 nm mm (normalized) 2 14 nm 10 nm nm 0.01 0.1 1 130 nm 90 nm $ nm / 45 nm 32 nm 22 nm nm (normalized)Transistor 10 nm 7 nm Although wafer cost is go
Slide 14: Advancing Moore's Law on 14nm
Advancing Moore’s law on 14nm 2H ‘15 2H ‘162H ’17* 6th Gen 7th gen8th gen 15%1 >15%2 BETTER BETTER PERFORMANCE PERFORMANCE on SysMark on SysMark 1&2 = Based on SYSmark* 2014 v1.5 (Windows Desktop Productivity Performance). Software and workloads used in performance tests may have been optimized for
Slide 15: Process technology product development
Process technology product development Transistor characteristics Customized FUNCTIONAL PARTITIONING Metal interconnect Transistors & IP optimization PACKAGING & testing IP libraries Power/performance/area
Slide 16: Product leadership
DATA CENTER FPGA MEMORYNETWORKINGCLIENTSoCSADAS Product leadership Process technology product development Transistor characteristics CustomizedFUNCTIONAL PARTITIONING Metal interconnect Transistors &IP optimization PACKAGING & testing IP librariesPower/performance/area
Slide 17: Leading the Data Revolution
STRONG RESULTS INNOVATION & MOORE’S LAW Leading the data revolution
Slide 18: (GoaD INESTIRNEETI
(GoaD INESTIRNEETI
Slide 19: Intel's Virtuous Cycle of Growth
Intel’s Virtuous Cycle of Growth
Slide 20: Strategic bets: Driving Intelligence / ADAS, 5G, Virtual Reality
Intelligence strategic Driving / ADAS bets 5g Virtu Reality
Slide 21: Virtual reality scales with performance
Virtual reality scales with performance Pc VR Headsets growing at 70% CAGR* High performance VR Mark Score UP TO 36%** IMPROVEMENT Platform capabilities UP TO 23%** IMPROVEMENT BASELINE * IDC Worldwide Quarterly Augmented and Virtual Reality Headset Tracker—Worldwide Quarterly Augmented and Virtual
Slide 22: Intel powers 5G end-to-end
Intel powers5g end-to-end Cloud Core NetworkAccessNetworkWireless Technology5g Devices NFV MM WAVELTE SDN5G NRWIFI Leading driving networkintel’sfirst 5g modemAnnual modem in standards partnershipsshipping in 2017cadence
Slide 23: Strong results, innovation & Moore's Law, leading the data revolution
Innovation & Moore’s Law Strong Leading results thedata revolution
Slide 24: Intel
INTEL®