intel presentation template overview · pdf filetoday’s presentation contains...
TRANSCRIPT
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Risk factorsToday’s presentation contains forward-looking statements
All statements made that are not historical facts are subject to a number of risks and uncertainties, and actual results may differ materially.
Please refer to our recent Q2 earnings release, our form 10-K, and most recent 10-Q for more info on the risk factors that could cause actual results to differ.
If we use any non-GAAP financial measures during the presentations, you will find on our website, www.INTC.com, the required reconciliation to the most directly comparable GAAP financial measure.
Beginning with our earnings release in the first quarter of 2017 (April 27), our business outlook now sunsets the immediately following release, bringing our practice in line with virtually all of our peers.
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Data is the new oilRob crooke
Senior Vice President and General Manager,Non-Volatile Memory (NVM) Solutions Group
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NSG Strategy: Adjacent, Disruptive Growth
TechnologyDriven
Platformconnected
Customer inspired
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Every day data is exploding
1.5 GB 4,000 GB3,000 GB40 K GB
12
3
4
51 M GB
1. Source: http://www.cisco.com/c/en/us/solutions/service-provider/vni-network-traffic-forecast/infographic.html2. Source: http://www.cisco.com/c/en/us/solutions/collateral/service-provider/global-cloud-index-gci/Cloud_Index_White_Paper.html
3. Source: https://datafloq.com/read/self-driving-cars-create-2-petabytes-data-annually/1724. Source: http://www.cisco.com/c/en/us/solutions/collateral/service-provider/global-cloud-index-gci/Cloud_Index_White_Paper.html5. Source: http://www.cisco.com/c/en/us/solutions/collateral/service-provider/global-cloud-index-gci/Cloud_Index_White_Paper.html
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40 K GB4Airplane Data
1.5 GB1AVG. USER
3,000 GB2Smart Hospital
4,000 GB3Auto Automobile
1 M GB5Smart Factory
Data and CPU want to be closer together But Economics Keep Them Apart
Footnotes: Sources listed on foil 3 of this presentationCPUDELAY MORELESSCOST HIGHERLOWER
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40 K GB4Airplane Data
1.5 GB1AVG. USER
3,000 GB2Smart Hospital
4,000 GB3Auto Automobile
1 M GB5Smart Factory
Tier by
warm data
Cold data
Hot data
Footnotes: Sources listed on foil 3 of this presentationCPUDELAY MORELESSCOST HIGHERLOWER
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40 K GB4Airplane Data
1.5 GB1AVG. USER
3,000 GB2Smart Hospital
4,000 GB3Auto Automobile
1 M GB5Smart Factory
HDD
ssd
DRAM
Innovation in technologyTo Address The Different Tiers
Footnotes: Sources listed on foil 3 of this presentationCPUDELAY MORELESSCOST HIGHERLOWER
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Intel® is investing Intel® 3D NAND
technology
lower cost & higher density
“Warm Data” Higher Performance
“HOT DATA”
Intel® Optane™ technology
CPUDELAY MORELESSCOST HIGHERLOWER
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The First 64Layer 3D NAND SSD to market
CPUDELAY MORELESSCOST HIGHERLOWER
Intel® 3D NAND technology
lower cost & higher density
“Warm Data” “Stunning performance to say the least. Intel is upping the game, and doing it with
affordable TLC flash.”– Tweak Town, May 2017
“A sparkling entry-level SSD, the SSD 545s Series leverages new 64-layer TLC flash memory to deliver
solid performance and above-average endurance ratings at a slight premium over competing drives.”
- Computer Shopper
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Intel® Optane™ Technology first to market
Higher Performance
“HOT DATA”
Intel® Optane™ technology
CPUDELAY MORELESSCOST HIGHERLOWER
“The drive itself can deliver 71,000 IOPS at QD1. That is faster than any SSD ever sold”
- Tom’s Hardware, April 2017
“It turns out that Optane is everything it was cracked up to be. The Naysayers have
turned out to be wrong.” - Tweaktown, May 2017
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Mega-martNAND
24,000 bottles of beer
3 hour drive
10 sec walk
BucketSRAM
A few bottles of beer
Refrigerator DRAM
24 bottles of beer
Current State
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3 hour drive
10 sec walk
40 sec walk
GarageOptane
240 bottles of beer
Refrigerator DRAM
24 bottles of beer
Mega-martNAND
24,000 bottles of beer
BucketSRAM
A few bottles of beer
Impact of Disruptive Technology
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Platform connected
Rapid Storage Driver Better Together
w/Intel® Optane™ Memory
Client
Virtual Raid on CPU/Volume Management Device
Data Center
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Customer inspired
Asset Utilization and Patient Experience
p r o b l e m
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Customer inspired
Asset Utilization and Patient Experience
p r o b l e m
Reduces patient time in MRI machine from 40 min to 2 minutes
Real time diagnosis with less patient discomfort
Better images
Ability to move from storage to memory tiering/mapping without affecting performance
Plan to deploy Dell servers with Optane SSDs
s o l u t i o n
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IMFT Fab 2
2017 >60% GB growth YoY*
Micron Fab 10Intel Fab 68
* Based on internal forecasting 2016-2017. Forecasts are Intel estimates, based upon current expectations and available information and are subject to change without notice.
Disciplined investment Faster than Market Growth
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NSG Strategy: Adjacent, Disruptive Growth
TechnologyDriven
Platformconnected
Customer inspired
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