Transcript
Risk factors Today’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.
Data is the new oil Rob crooke
Senior Vice President and General Manager, Non-Volatile Memory (NVM) Solutions Group
NSG Strategy: Adjacent, Disruptive Growth Technology Driven
Customer inspired
Platform connected
Every day data is exploding 4,000 GB 3,000 GB 1.5 GB 1
3
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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
40 K GB
4
1 M GB
3. Source: https://datafloq.com/read/self-driving-cars-create-2-petabytes-data-annually/172 4. Source: http://www.cisco.com/c/en/us/solutions/collateral/service-provider/global-cloud-index-gci/Cloud_Index_White_Paper.html 5. Source: http://www.cisco.com/c/en/us/solutions/collateral/service-provider/global-cloud-index-gci/Cloud_Index_White_Paper.html
5
Data andButCPUEconomics want toKeepbeThem closer together Apart 3 4,000 GB Auto Automobile 2 3,000 GB Smart Hospital
4 40AirplaneK GB Data
1 1.5AVG. GB USER
1SmartMFactory GB5 LOWER
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Footnotes: Sources listed on foil 3 of this presentation
Tier by 3 4,000 GB Auto Automobile 2 3,000 GB Smart Hospital
4 40AirplaneK GB Data
Cold data warm data
1 1.5AVG. GB USER
1SmartMFactory GB5
Hot data LOWER
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Footnotes: Sources listed on foil 3 of this presentation
Innovation in technology To Address The Different Tiers 3 4,000 GB Auto Automobile 2 3,000 GB Smart Hospital
4 40AirplaneK GB Data
HDD
ssd 1 1.5AVG. GB USER
1SmartMFactory GB5
DRAM LOWER
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Footnotes: Sources listed on foil 3 of this presentation
Intel® is investing Intel® 3D NAND technology
Intel® Optane™ technology
lower cost & higher density
Higher Performance
“Warm Data”
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The First 64Layer 3D NAND SSD to market Intel® 3D NAND technology
“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
lower cost & higher density
“Warm Data”
LOWER
“Stunning performance to say the least. Intel is upping the game, and doing it with affordable TLC flash.” – Tweak Town, May 2017
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Intel® Optane™ Technology first to market Intel® Optane™ technology
“It turns out that Optane is everything it was cracked up to be. The Naysayers have turned out to be wrong.” - Tweaktown, May 2017
“The drive itself can deliver 71,000 IOPS at QD1. That is faster than any SSD ever sold” - Tom’s Hardware, April 2017
LOWER
COST
Higher Performance
“HOT DATA”
HIGHER
CPU
LESS
DELAY
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Current State Refrigerator DRAM
24 bottles of beer
10 sec walk
Bucket SRAM
A few bottles of beer
3 hour drive
Mega-mart NAND
24,000 bottles of beer
Impact of Disruptive Technology Refrigerator
3 hour drive
Mega-mart NAND
24,000 bottles of beer
DRAM
24 bottles of beer
10 sec walk 40 sec walk
Bucket SRAM
A few bottles of beer
Garage Optane
240 bottles of beer
Platform connected Data Center
Client
Virtual Raid on CPU/Volume Management Device
Rapid Storage Driver Better Together w/Intel® Optane™ Memory
Customer inspired problem Asset Utilization and Patient Experience
Customer inspired problem Asset Utilization and Patient Experience
solution 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
Disciplined investment
Faster than Market Growth
IMFT Fab 2
Intel Fab 68
Micron Fab 10
*
2017 >60% GB growth YoY * Based on internal forecasting 2016-2017. Forecasts are Intel estimates, based upon current expectations and available information and are subject to change without notice.
NSG Strategy: Adjacent, Disruptive Growth Technology Driven
Customer inspired
Platform connected
