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Sean Maloney Executive Vice President

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Page 1: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Sean Maloney Executive Vice President

Page 2: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Faster Ramps With Each Generation

Millions of Die

Week of Production Ramp

1 5 10 15 20 25 30 35 40 45 50

90 nm 65 nm 45 nm 32 nm

>50% Reduction in time

to ramp from

90nm to 32 nm

… And 22 nm will be

faster!

Page 3: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Energy-Efficient

PERFORMANCE Built on Moore’s Law 32 nm 45 nm

1x

0.1x

0.01x

0.001x

65 nm 22 nm

Lo

we

r T

ran

sist

or

Le

aka

ge

Higher Transistor Performance (Switching Speed)

Source: Intel

65 nm

45 nm

32 nm

10X

25%

22 nm

Page 4: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Computing is Growing … In All Forms

2011 TAM Forecast 2014 TAM Forecast

PC Smartphone

Netbook

Tablet

PC Smartphone

Netbook Tablet

Source: Intel

Page 5: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

DEVICES

CLIENTS

SERVERS

Page 6: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Cedar Trail Platform Features

Intel ® Smart Connect Technology

Intel® Wireless

Display

3G

Quick Connect

PC Sync\

WLAN

Intel ® Rapid Start Technology

New Netbook Capabilities Brought to You by Cedar Trail

Experience Features

Fanless

Better Performance

Long Battery

Life

Sleek/Slim

HD Video

Cedar Trail Enabling Innovation in Design and Features

Page 7: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Intel® Atom™ Z670 Tablet Platform

Platform Features OEMs

Better Battery

Life

HD Video

Port of Choice

ODMs

Page 8: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Medfield Long

Use Time

Advanced

Imaging

Ultimate Gaming

and Media

Super-Fast

Computing

First 32 nm Smartphone and Tablet Platform Tablet reference design enabling sub 9mm designs that weigh less than 1.5 lbs.

Product shipping in the next 6-9 months

Page 9: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Intel® Atom™ Processor Evolution

*Compared to previous generation

3rd Gen 32 nm

4th Gen 22 nm

Process

Technology

Improvements

Architectural

Improvements

1st Gen 45 nm

2nd Gen 45 nm

10X Lower Leakage

Transistors*

~2X Lower Active Power

Transistors*

~2X Density

Improvements*

10X CPU Thermal

Power Reduction*

50X Platform Idle

Power Reduction*

Page 10: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

CLIENTS

SERVERS

DEVICES

Page 11: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Healthy Room for

PC GROWTH

Source: MS&F

Can’t Afford

… room for others as well

3.5B

Own a PC

Can Afford But Don’t Own 2.2B

1B

Page 12: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

2010 Actuals

India M. East

Brazil

(@ $672-1098 SPP)

North America

W. Euro

Japan

PC Penetration

Affordability is a Key to PC Penetration

WOI to Purchase a Notebook PC

E.Euro

China

Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs –

Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence Unit (EIU)

Page 13: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

(@ $473-643 SPP)

2015 Forecast

Affordability is a Key to PC Penetration

PC Penetration

WOI to Purchase a Notebook PC

Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs –

Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence Unit (EIU)

India M. East

E.Euro

China

Brazil

Page 14: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Evolution of the PC

NOW is the Time to Reinvent the PC Platform AGAIN!

Page 15: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

The 2nd Generation Intel® Core™ i5 Processor is our 1st Step in that Direction

Page 16: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Content continuously updated while the notebook is asleep!

Intel® Smart Connect Technology

DEMO

~5-6 seconds from hibernate!

Intel® Rapid Start Technology

Page 17: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Michael Angiulo Corporate Vice President,

Windows Planning, Hardware & PC Ecosystem

Page 18: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Ultrabook™

The Attributes of a Tablet, the Performance of a PC. NO COMPROMISE

Long Battery Life

Ultra Secure Ultra Thin

Ultra Responsive

Smart Visual Experience

Page 19: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Creation of the Ultrabook™

40% of Consumer Market By End of 2012

Page 20: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

The Next Evolution is Just Around the Corner …

Page 21: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

2012 – Ivy Bridge

Smart Performance and Responsiveness

The Best Visual Experience

Security for Consumers

22 nm

Page 22: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Leading Performance in PC I/O

• Faster speed & multi-tasking with bidirectional, dual-channel, 10Gbps per port

• Pro-class A/V creation with time-synchronized low-latency streaming

• Connect to more devices with data + display on ONE cable and ability to daisy chain

Thunderbolt™ Technology Transformational high-speed, dual-protocol, PC I/O

* As compared to other PC I/O connection technologies including eSATA, USB, and IEEE 1394 Firewire**. Performance will vary depending on the specific hardware and software used. For more information go

to http://www.intel.com/technology/io/thunderbolt/index.htm

The Fastest Connection to Your PC Experience*

“It could change everything, right down to device design”

April 11

Page 23: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Thunderbolt™ Technology Industry Participation

*Other names, brands and logos may be claimed as the property of others.

Page 24: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Sandy Bridge and Ivy Bridge Steps 1 and 2 of transformation

System Price Points

HIGH

LOW

Making It Mainstream!

ULTRABOOK™

Page 25: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence
Page 26: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Lowering Notebook

Power

Power

40W

20W

10W

30W

0W

35W

Page 27: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Lowering Notebook

Power

Power

40W

20W

10W

30W

0W

Ultrabook™

>50% DECREASE

Page 28: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Security & Privacy Efficient Performance

Connected & Aware Ease of Use

Mobility & Style

New Optimization Point − Haswell in 2013

New Architecture to Drive Ultrabook™ Category

Haswell

Page 29: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

CLIENTS

SERVERS

DEVICES

Page 30: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

AUTOMATED

FEDERATED

CLIENT AWARE

Desktops Laptops Embedded Smartphones Tablets Smart TVs Netbooks

Intel’s Cloud 2015 Vision

Page 31: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

There’s Money in the Cloud!

Cloud-based services for

storage, synchronization

and entertainment will

explode as more and more

devices connect.

Impact on the Cloud …?

MORE SERVERS! $0

$5,000

$10,000

$15,000

$20,000

$25,000

$30,000

$35,000

$40,000

$45,000

2010 2011 2012 2013 2014

$545 $2,149

$20,097

$42,034 Worldwide Storage/Sync Services

Worldwide Online/Mobile Entertainment

Source: IDC 2010

Page 32: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

For Every ~600 Smartphones Deployed, 1 New Server is Purchased!

Page 33: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence

Intel & Taiwan: 30 Years of Building the Future

Page 34: Title of Presentation · Sources: WOI to buy NB PC - Market Sizing & Forecasting (MS&F) Installed PCs – Market Sizing & Forecasting (MS&F) Population by GEO - Economist Intelligence