Intel Cloud Summit: Welcome Address - Jason Fedder
APAC CLOUD SUMMIT 2012
Jason FedderAPAC & PRC General Manager, Datacenter & Connected Systems Gro
Datacenter Overview Billions of Devices and Data Explosion Drives Growth We Have an Unmatched Set of Capabilitiesnvesting to Address Broad Range of Customer Requirement Servers Storage Networking Software, Services & System Building Blocks
Datacenter Trends More Purchase Drivers Emerging Market Growth Efficiency 60% Efficiency + New Total Market Growth Capabilities 2006 201 APAC ASMO China EMEA JapData Growth Exceeds Cost Improvement Xeon® in Servers, Storage, and N Mobile Network Storage 500 35 Xeon E5 30 Storage 400 Data Traffic 25 the GB/$ Bytes/$ 300 20 15 200 Xeon 10 100 5400 5 0 Non- 0 Q407 Q112 S Forecast Forecast Server Storage Network
Market Growth Attracting New Entrants Others: Growing at ~20 2X Channel Intel® Xeon® the rate Combined: #3 OEM Partners W China OEMs 3X Volume (‘08-’11) ODMs Moving to Solutions2009 2011 Top 3 OEMs Others
Breadth of Products Segment New in 2012Mission Critical Density Optimized 4-Socket Xeon® E5 Enterprise Many Integrated Core™ Architecture SMB HPC ONP Optimized Xeon Platform Cloud Microserver/Workload Optimized Xeon Network Storage Ultra Low Power CPU Based on Atom® Over 100 SKUs Covering Full Range of Customer Needs
Building On Our Unmatched CapabilitiesManufacturing Systems Software Leadership Architecture Energy Efficient Global SecurityPerformance Ecosystem
Evolution of Enterprise ComputingT CENTRE BUSINESS VALUE PROFIT CEerver Energy Challenges Energy Performance BMW IT Departmenon Consumption Capability2% 35% 4% 2010 201 Managing ~95K Manag 65% 96% Employee PCs 1M 1 Connecters Old Source: Intel analysis of a Fortune 100 datacenter , 2012rs Old New Applications Driving DATA Growth
Big Data Transforms Storage Data Explosion … … Driving Big Xeon® Opportuni 690% Distributed StorageGrowth in storage capacity 2010-2015* Traditional Unstructured Data Storage Big Sensed Data … To Meet Computation Demand Big Corp Data • Deduplica Big Web Data • Thin prov Structured Data • Erasure c • Map redu Corporate Data • Encryptio Time • Lustre
Network TransformationConsolidation of 4 Workloads onto 1 Architecture Workload 2010 2012 F Application Control Packet Processing Proprietary Signal Processing Software Driven Networking >30% CAGR Opportunity
Putting It All together: Cloud ComputingCloud: Rapid Growth & Diversifying Private Cloud Acceleratingud TAM 2012 Cloud TAM* Private Today: 1 3X+ Cloud 2014: 4 >40% of IT o Top 4 Next 20 Rest Virtuous Cycle Demanding Intel Technology …and so onvices New Services 3 of Top 5: Deployed Xeon® E5 LaunchBuildout More Devices 2X: Attach Rate of non-CPU techn public cloud (vs average) Cloud Opportunity > 25% CAGR
Intel’s Cloud 2015 Vision FEDERATED AUTOMATEDare data securely across IT can focus more on innovatioublic and private clouds and less on management CLIENT AWARE Optimizing services based on device capability
Microservers: Opportunity & Intel Advantageging Workloads Intel Server-class Features 10+ Industry DesiMarket Forecast NEW for 2012 Ivy Bridge 17W 90% Small Core 33% Atom™ SOC 6W Performance Core 66% Intel Advantage: Broad Software Compatibility Complete Server Feature Set Product Breadther 10% Energy Efficiency
High Performance Computing ~m in ’13 = 1% of 2011 Xeon® Volume HPC Going Mainstream Top500.org Football Fe Projected Performance Development Concussio Phy0 n Proto0 Studies00 Top 500 Intel’s Unmatched Assets0 FLOPS0 Energy Efficiency & Integration0 MOORE’S System Ingredients – Fabrics, Storag0 LAW1 Software Tools/Middleware0 Forecast Average top500 flops Moores Law Insatiable Demand Driving > 20% Growth
Evolution of HPC: Many Integrated Cores Single Source Compilers and Runtimes Intel® Xeon® Int Processor Arc Co- “Unparalleled productivity… most of this software does not run on a GPU”. — Oak Ridge National Labs
SummaryDatacenter Processor Growth Tremendous Datacenter Grk 2011-2016orage 2X CPU Volume*ation $20B Revenue* IntelCloud Unmatched Assets Investing to Address Demarise Bringing New Value to Custo 2011 2016 Staying Ahead of the Curv Source: Intel forecasts
Risk Factorsatements and any others in this document that refer to plans and expectations for the second quarter, the year and the future are forward-l at involve a number of risks and uncertainties. Words such as “anticipates,” “expects,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “ heir variations identify forward-looking statements. Statements that refer to or are based on projections, uncertain events or assumptionsng statements. Many factors could affect Intel’s actual results, and variances from Intel’s current expectations regarding such factors could r materially from those expressed in these forward-looking statements. Intel presently considers the following to be the important factors tresults to differ materially from the company’s expectations. Demand could be different from Intels expectations due to factors including ch economic conditions, including supply constraints and other disruptions affecting customers; customer acceptance of Intel’s and competit stomer order patterns including order cancellations; and changes in the level of inventory at customers. Uncertainty in global economic anses a risk that consumers and businesses may defer purchases in response to negative financial events, which could negatively affect pro ted matters. Intel operates in intensely competitive industries that are characterized by a high percentage of costs that are fixed or difficult and product demand that is highly variable and difficult to forecast. Revenue and the gross margin percentage are affected by the timing uctions and the demand for and market acceptance of Intels products; actions taken by Intels competitors, including product offerings an marketing programs and pricing pressures and Intel’s response to such actions; and Intel’s ability to respond quickly to technological deveorate new features into its products. Intel is in the process of transitioning to its next generation of products on 22nm process technology, a ution and timing issues associated with these changes, including products defects and errata and lower than anticipated manufacturing yi percentage could vary significantly from expectations based on capacity utilization; variations in inventory valuation, including variations re fying products for sale; changes in revenue levels; segment product mix; the timing and execution of the manufacturing ramp and associa ; excess or obsolete inventory; changes in unit costs; defects or disruptions in the supply of materials or resources; product manufacturing and impairments of long-lived assets, including manufacturing, assembly/test and intangible assets. The tax rate expectation is based on nt expected income. The tax rate may be affected by the jurisdictions in which profits are determined to be earned and taxed; changes innefits and deductions; the resolution of issues arising from tax audits with various tax authorities, including payment of interest and penaltieze deferred tax assets. Gains or losses from equity securities and interest and other could vary from expectations depending on gains or lo e, change in the fair value or impairments of debt and equity investments; interest rates; cash balances; and changes in fair value of derivThe majority of Intel’s non-marketable equity investment portfolio balance is concentrated in companies in the flash memory market segme s market segment or changes in management’s plans with respect to Intel’s investments in this market segment could result in significantacting restructuring charges as well as gains/losses on equity investments and interest and other. Intels results could be affected by adver l and physical/infrastructure conditions in countries where Intel, its customers or its suppliers operate, including military conflict and otherers, infrastructure disruptions, health concerns and fluctuations in currency exchange rates. Expenses, particularly certain marketing and c well as restructuring and asset impairment charges, vary depending on the level of demand for Intels products and the level of revenue a could be affected by the timing of closing of acquisitions and divestitures. Intels results could be affected by adverse effects associated w rrata (deviations from published specifications), and by litigation or regulatory matters involving intellectual property, stockholder, consumed other issues, such as the litigation and regulatory matters described in Intels SEC reports. An unfavorable ruling could include monetaryprohibiting Intel from manufacturing or selling one or more products, precluding particular business practices, impacting Intel’s ability to deequiring other remedies such as compulsory licensing of intellectual property. A detailed discussion of these and other factors that could auded in Intel’s SEC filings, including the company’s most recent Form 10-Q, Form 10-K and earnings release.
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