Your SlideShare is downloading. ×
0
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Designed in Asia: Partners in Innovation
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Designed in Asia: Partners in Innovation

328

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
328
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
5
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Partners in Innovation Prakash Mallya Country Manager, Intel Malaysia & Singapore
  • 2. 2 Forces Driving Our Business 1 Source: Cisco® Visual Networking Index (VNI) Forecast (2011-2016) 2 Source: Gartner Worldwide IT Spending Forecast, 2Q12 Update 3 Source: Top 500 list: Top 10 change from November 2007 to November 2012 4 Source: Facebook public statements Cloud HPC Intelligent Devices Big Data $200B Cloud services In 20162 2X Annual growth in supercomputing FLOPS3 19B Connected devices by 20161 300M Facebook* photos per day4
  • 3. South East Asia Audience SOME KEY TRENDS IN THE SEA YOUTH MARKET 532 M EST. TOTAL POPULATION 55% EST. UNDER 34 YEARS OLD MOBILE INTERNET GROWTH Basic (sub-$30) Smart Phones Affordable broadband bundles Social mobile apps Highly-social, hyper-local communities CONTENT CREATION BOOM HOLLYWOOD & ASIAN POP INFLUENCES IMPROVING ACCESS TO CREDIT O N L I N E & M O B I L E E N V I R O N M E N T 150M EST. INTERNET POPULATION 80M+ EST. MOBILE INTERNET USERS 87M+ EST. FACEBOOK ACCOUNTS USERS WHO WATCH ONLINE VIDEOS 60% 75M EST. ONLINE GAMING POP 14M EST. TWITTER USERS 70% WHO ACCESS IN INTERNET CAFES 1M+ FANS OF INTEL SEA FACEBOOK PAGES
  • 4. Key Milestones.... 2004: Centrino™ 2001: Pentium® 4 2008: Netbooks 2011: Ultrabook™ TODAY: 2-in-1
  • 5. Ultrabook™ and Notebooks Tablets and Smartphones Consumption Creation Mobile Computing
  • 6. Touch is Everywhere and Changing Everything.
  • 7. 2013+ “2-in-1” Computing 4th Generation Intel® Core™ Processor 2012 Ramp into Mainstream Price Points + Touch 3rd Generation Intel® Core™ Processor 2011 Category Introduction 2nd Generation Intel® Core™ Processor
  • 8. *Measured as Scenario Design Power Low Power4th Gen Intel® Core™ Processors 35W 17W 7W* 6W*
  • 9. Greatest Battery Life Increase in Intel History!
  • 10. 75X Improvement since 2006 Up to 2X Graphics Performance in Ultrabooks™ Over Previous Generation
  • 11. a l w a y s l i s t e n i n g f o r y o u r … voice fresh enabling new experiences… Gesture Control r e s p o n d s t o y o u r gestures Facial Login
  • 12. CATALYSING LOCAL INNOVATION
  • 13. GROW EMBEDDED SYSTEMS INDUSTRY
  • 14. Embedded Systems growing…. and Malaysia has competency in it Huge growth in Embedded Systems... Malaysia already has skillset in embedded systems and local companies well positioned for future • Malaysian SMEs have strong skill set in embedded systems • 30 companies in E&E cluster have some form of design capability while potentially 70 others have systems integration skill sets. • ~2000 skilled embedded systems engineers in Malaysia • " I have no problem recruiting embedded solutions engineers, espcecially in Penang" - RFID Solutions startup , 2006 • In addition, due to highly customized nature of embedded systems, Malaysian SMEs rather than foreign electronics MNCs based in Malaysia will drive embedded systems industry ...while Malaysia fortunately has many companies across electronics ecosystem (incl. embedded systems) Global Market for selected embedded segments1 (USD Bn) 100 50 0 1.9x 2020 75 2010 40 1. Digital Signage, Surveillance, Home Energy management, Set top boxes & Point of Sale systems, which are selected embedded segments that Malaysia currently serves and is well-positioned to serve going forward Source: Interviews with SME, ABI Research Chips ODMs System Integrators Branding/ Distribution ... ... ... ... ... ... ... ... ... ... ... ... Embedded systems Some countries (eg. India) have system integrators, but no chips
  • 15. But we need to play more at end of value chain, where Malaysia can easily improve Chip design, manufacturing, test and assembly Original Design Manufacturer Systems Integrator Branding/ Distribution Intel, Altera, Agilent, Renesas, Spansion, Motorola, Silterra Flextronics, Jabil, Celestica, Sanmina, Kontron Pradotec, Dallab,, Xyreon, Kioskmedia, EmbeddedLabs, Pensonic Sony, Samsung, Motorola, Pensonic Players Malaysia's current level of participation in area Ease of improving capabilities in space High margins at end of value chain Low High Margins 18%1 Single digit margins2 40 % 1. Intel 2. Flextronics, 3. Interview with Intel; all numbers fromfrom 2006-2011 Source:Interviews with industry experts; Team Analysis Embedded systems wafer fabs require significant capex; chip design talent hard to grow (eg. 7 years to train RF designer) ODMs not very profitable Highly profitable, and skill barrier not as high as chip design (eg. embedded engineers can be trained in 3 years) Large number of wafer fabs (eg. Intel), though few design houses Fair number of ODMs, though not as many as Taiwan Few if any well known local embedded players; have ~100 small companies
  • 16. Numerous segments in embedded systems space Based on three filters... • Over 80 segments (some examples above) Malaysia well positioned to play in 5 segments ...Malaysia especially well positioned to play in 5 segments, which we define as our embedded market Segments that Malaysian embedded companies have strength in Segments that are growing fast globally Segments that are aligned with needs of GTP/ETP Point of Sale Digital Signage Digital Survei- llance Home Energy Manage- ment Set Top Box Source: Intel; Team Analysis 1 2 3 Market size is USD 40B in 2010
  • 17. Roles and Responsibilities Grow Embedded Systems Industry Project Pilot Projects Technology Consultant Centre of Excellence Public sector champion Opportunity for Local Company: • Technology access • Embedded training • GTM assistance • Work with technology leaders • Embedded pilot funding
  • 18. How can this benefit local players Build pilot & industry enablement • Provide engineering support & matchmaking for prototype and reference designs. • Provide access to SDK and testing tools for selected SMEs. • Jointly with MDeC, help select relevant SMEs for pilots. Training & Talent Dev • Provide selected curriculum & training on Embedded to selected SMEs at the CoE. • Provide embedded training support via Intel’s Online Sales Centre. GTM & scaling • Provide SME specific global matchmaking support (e.g. linkage to channel partners, distributors). • Provide publicity and media coverage as relevant. • Introduction to Intel Capital for venture funding opportunities as relevant.
  • 19. CONNECTING THE DOTS....
  • 20. IAG-SMG Rotation Program Past Experience - 10 yrs in Manufacturing - developing new high-speed boards to test/ burn new products - 3+ yrs in Design - developing substrates/packages for chipset - 5+ yrs in Design - developing PC & tablet system/platforms Learning/Key Takeaways from 4 month rotation - Understanding of consumer expectations(Smartphone & Tablets) - Emerging market product needs for entry smartphones - Telco & retail smartphone biz models & partnership approaches - Go to market thinking on providing an experiential environment for consumers Score: 8 / 10
  • 21. Summary • Emerging Markets like SEA provide significant demographic opportunity • Intel design and field teams work closely to address such market needs • Intel design footprint – provides an opportunity to accelerate local innovation

×