EXECUTIVE VICE PRESIDENTCHIEF FINANCIAL OFFICER

OUR STRATEGY AND OPPORTUNITY

Make the world’s best semiconductors

Lead the AI, 5g, and Autonomous revolution

Be the leading end to end platform provider for the new data world

Relentless focus on operational excellence & efficiency

Continue to hire, develop and retain the best, most diverse & inclusive talent

2023F TAM is based on an amalgamation of analyst data and Intel analysis, based upon current expectations and available information and is subject to change without notice. PC-Centric includes CPU & Chipsets, Connectivity (including modems other than 5G smartphone), Gateways, Gaming Consoles, Memory and Discrete Graphics. Data-Centric includes Data Center and Networking Compute, Memory, Storage and Connectivity, and IOT addressable Logic ASIC/ASSP, MPU, MCU, DSP for Industrial, Transportation, Automated Driving, Retail, Video Surveillance, Healthcare, Public Sector, Office Automation, Gaming and Smart Home. IOT also includes MaaS and intelligent transportation enabled data opportunities.

Mobileye expands our opportunity at the edge

3 Years of Records & PROGRESS ON DATA-CENTRIC TRANSFORMATION

$52

$56

$60

$64

$68

$72

2015 2016 2017 2018

Intel Revenue $70.8B PC Business Data Centric Businesses

CAGR

~14%

~5%

Data-Centric Businesses ~50% of Total Revenue

$32B $33B $34B$37B

$23B$26B

$29B

$34B

2015 2016 2017 2018

Re

ve

nu

e (

$)

Data-centric businesses include DCG, IOTG, Mobileye, NSG, PSG and All Other.

Intel Confidential

TOTAL INTEL REVENUE$19.2B

IOTG REVENUE$1.0B

DCG REVENUE$6.4B

NSG REVENUE$1.3B

MOBILEYE REVENUE$229M

DATA centric Revenue$9.8B

2014 2015 2016 2017 2018

INTEL IOTG + MOBILEYE>15% CAGR

MOBILEYE

Extending into

From 2017 Deal Announcement

Address the leading edge of a technology inflection…

Allow us to play a larger role in the success of our customers…

Offer a clear path to profitability/attractive returns…

Making big bets…

Addressestechnology inflection…

Allowssuccess of our customers…

Offersprofitability/attractive returns…

Rapid ADAS adoption, MaaS opp on horizon

Market leader… customers launching new data services

Revenue growth in linewith deal thesis

2017: 30 DWs: 27 OEMs, 70 models

2018: 28 new DWs: 78 models

2016 2018 2019 YTD

Mobileye Revenue

2019 2020 2021 2022 2023 2024

L1/2 L2+/L3 MaaS Data

TAM

Sources: IHS, analyst reports, Intel financials

Make the world’s best semiconductors

Lead the AI, 5g, and Autonomous revolution

Be the leading end to end platform provider for the new data world

Relentless focus on operational excellence & efficiency

Continue to hire, develop and retain the best, most diverse & inclusive talent

DELIVERING AI COMPUTE FROM EDGE TO CLOUD

Offering A range of solutions to meet customer Specific needs

Embedded AI(DL Boost)

Coming in2020

Real TimeInference

Mobileye® EyeQ®Movidius™ Myriad™

Nervana™ NNP

thingsAutonomous cars

EDGE COMPUTING

Data Center | Cloud

NETWORK EDGE

Core networkAccess | network Edge

IOTSILICON

Autonomous DrivingSILICON + SERVICES

Network SILICON

~$5B Revenue 2019 ~$5B Revenue 2019

* TAM numbers are for 2023

Expanding our TAM beyond deal thesis

Exceeding expectations and a critical part of intel’s strategy

Increasing transparency on performance over time