Intel Cloud Summit: Jason Fedder

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Intel Cloud Summit: Jason Fedder

  1. 1. APAC CLOUD SUMMIT 2012
  2. 2. Jason FedderAPAC & PRC General Manager, Datacenter & Connected Systems Group
  3. 3. Datacenter Overview Billions of Devices and Data Explosion Drives Growth We Have an Unmatched Set of CapabilitiesInvesting to Address Broad Range of Customer Requirements Servers Storage Networking Software, Services & System Building Blocks 3 APAC CLOUD SUMMIT 2012
  4. 4. Datacenter Processor Growth 2X Volume Growth* Cloud* Network Growth >25% Ent. Storage Workstation HPC * Growth HPC >20% Public Cloud Network * Growth SMB & Enterprise >30% 2011 2016 Doubling Volume and RevenueSource: Intel* Forecast 4 APAC CLOUD SUMMIT 2012
  5. 5. Datacenter Trends More Purchase Drivers Emerging Market Growth Efficiency Efficiency + New 60% Total Market Capabilities 2006 Growth 2011 APAC ASMO China EMEA Japan Data Growth Exceeds Cost Improvement Xeon® in Servers, Storage, and Network Mobile Network Storage 500 140 35 Xeon E5 9X 30 400 120 Data Traffic 25 Storage the Designs 100 GB/$ Bytes/$ 300 80 20 60 15 200 Xeon 40 10 100 5400 23% 20 5 0 0 Non-traditional 0 Q407 Q112 Server Forecast Forecast Server Storage NetworkSource: Intel* Forecast 5 APAC CLOUD SUMMIT 2012
  6. 6. Market Growth Attracting New Entrants Others: Growing at 2X Channel ~20K Intel® Xeon® Channel the rate Combined: #3 OEM Partners Worldwide China OEMs Intel Server CPU volume 3X Volume (‘08-’11) ODMs Moving to Solutions 2009 2011 Top 3 OEMs OthersOther brands and names are the property of their respective owners 6 APAC CLOUD SUMMIT 2012
  7. 7. Breadth of Products Segment New in 2012 Mission 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 7 APAC CLOUD SUMMIT 2012All products, computer systems, dates and figures specified are preliminary based on current expectations, and are subject to change without notice.
  8. 8. Building On Our Unmatched CapabilitiesManufacturing Systems Software Leadership Architecture Energy Efficient Global SecurityPerformance Ecosystem 8 APAC CLOUD SUMMIT 2012
  9. 9. Evolution of Enterprise Computing COST CENTRE BUSINESS VALUE PROFIT CENTRE Server Energy Challenges Age Energy Performance BMW IT Department Distribution Consumption Capability 32% 35% 4% 2010 2012 Managing ~95K Managing 68% 65% 96% Employee PCs 1M  10M Connected Cars <4 Years Old Source: Intel analysis of a Fortune 100 datacenter , 2012 >4 Years Old New Applications Driving DATA GrowthOther brands and names are the property of their respective owners 9 APAC CLOUD SUMMIT 2012
  10. 10. Big Data Transforms Storage Data Explosion … … Driving Big Xeon® Opportunity 690% Distributed Storage 30% CAGR Growth in storage capacity 2010-2015* 16% Traditional CAGR Volume Storage Unstructured Data Big Sensed Data … To Meet Computation Demands Big Corp Data • Deduplication Big Web Data • Thin provisioning Structured Data • Erasure code • Map reduce Corporate Data • Encryption Time • LustreSource: Intel Big Data Strains Traditional Networks 10 APAC CLOUD SUMMIT 2012*Forecast
  11. 11. Network Transformation Consolidation of 4 Workloads onto 1 Architecture Workload 2010 2012 Future Application Control Packet Processing Proprietary Signal Processing Software Driven Networking >30% CAGR OpportunitySource: Intel 11 APAC CLOUD SUMMIT 2012
  12. 12. Intel’s Cloud 2015 Vision FEDERATED AUTOMATEDShare data securely across IT can focus more on innovation public and private clouds and less on management CLIENT AWARE Optimizing services based on device capability 13 APAC CLOUD SUMMIT 2012
  13. 13. Microservers: Opportunity & Intel Advantage Emerging Workloads Intel Server-class Features 10+ Industry Design Wins 2015 Market Forecast NEW for 2012 Ivy Bridge 17W Server 90% Small Core 33% Atom™ SOC 6W Performance Core 66% Intel Advantage: Broad Software Compatibility Complete Server Feature Set Product Breadth Microserver 10% Energy EfficiencySource: Intel 14 APAC CLOUD SUMMIT 2012Other brands and names are the property of their respective owners
  14. 14. High Performance Computing ~ #1 System in ’13 = 1% of 2011 Xeon® Volume HPC Going Mainstream Top500.org Football Fewer Projected Performance Development Concussion Physical 100,000,000 Studies Prototypes 10,000,000 1,000,000 100,000 Top 500 Intel’s Unmatched Assets 10,000 FLOPS 1,000 Energy Efficiency & Integration 100 MOORE’S System Ingredients – Fabrics, Storage 10 LAW 1 Software Tools/Middleware 0 1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019 Forecast Average top500 flops Moores Law Insatiable Demand Driving > 20% Growth:Source: Intel analysis and forecast list data from www.top500.org
  15. 15. Evolution of HPC: Many Integrated Cores Single Source Compilers and Runtimes Intel® Xeon® Intel® MIC Processor Architecture Co-processor “Unparalleled productivity… most of this software does not run on a GPU”. — Oak Ridge National Labs“R. Harrison, “Opportunities and Challenges Posed by Exascale Computing 16 APAC CLOUD SUMMIT 2012- ORNLs Plans and Perspectives”, National Institute of Computational Sciences, Nov 2011”
  16. 16. Summary Datacenter Processor Growth Tremendous Datacenter GrowthNetwork 2011-2016Ent. Storage 2X CPU Volume*Workstation $20B Revenue*HPC IntelPublic Cloud Unmatched Assets Investing to Address DemandSMB &Enterprise Bringing New Value to Customers 2011 2016 Staying Ahead of the Curve Source: Intel forecasts 17 APAC CLOUD SUMMIT 2012
  17. 17. Risk FactorsThe above statements and any others in this document that refer to plans and expectations for the second quarter, the year and the future are forward-lookingstatements that involve a number of risks and uncertainties. Words such as “anticipates,” “expects,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “may,” “will,” “should”and their variations identify forward-looking statements. Statements that refer to or are based on projections, uncertain events or assumptions also identify forward-looking statements. Many factors could affect Intel’s actual results, and variances from Intel’s current expectations regarding such factors could cause actual results todiffer materially from those expressed in these forward-looking statements. Intel presently considers the following to be the important factors that could cause actualresults to differ materially from the company’s expectations. Demand could be different from Intels expectations due to factors including changes in business andeconomic conditions, including supply constraints and other disruptions affecting customers; customer acceptance of Intel’s and competitors’ products; changes in customerorder patterns including order cancellations; and changes in the level of inventory at customers. Uncertainty in global economic and financial conditions poses a risk thatconsumers and businesses may defer purchases in response to negative financial events, which could negatively affect product demand and other related matters. Inteloperates in intensely competitive industries that are characterized by a high percentage of costs that are fixed or difficult to reduce in the short term and product demandthat is highly variable and difficult to forecast. Revenue and the gross margin percentage are affected by the timing of Intel product introductions and the demand for andmarket acceptance of Intels products; actions taken by Intels competitors, including product offerings and introductions, marketing programs and pricing pressures andIntel’s response to such actions; and Intel’s ability to respond quickly to technological developments and to incorporate new features into its products. Intel is in the processof transitioning to its next generation of products on 22nm process technology, and there could be execution and timing issues associated with these changes, includingproducts defects and errata and lower than anticipated manufacturing yields. The gross margin percentage could vary significantly from expectations based on capacityutilization; variations in inventory valuation, including variations related to the timing of qualifying products for sale; changes in revenue levels; segment product mix; thetiming and execution of the manufacturing ramp and associated costs; start-up costs; excess or obsolete inventory; changes in unit costs; defects or disruptions in thesupply of materials or resources; product manufacturing quality/yields; and impairments of long-lived assets, including manufacturing, assembly/test and intangible assets.The tax rate expectation is based on current tax law and current expected income. The tax rate may be affected by the jurisdictions in which profits are determined to beearned and taxed; changes in the estimates of credits, benefits and deductions; the resolution of issues arising from tax audits with various tax authorities, includingpayment of interest and penalties; and the ability to realize deferred tax assets. Gains or losses from equity securities and interest and other could vary from expectationsdepending on gains or losses on the sale, exchange, change in the fair value or impairments of debt and equity investments; interest rates; cash balances; and changes infair value of derivative instruments. The majority of Intel’s non-marketable equity investment portfolio balance is concentrated in companies in the flash memory marketsegment, and declines in this market segment or changes in management’s plans with respect to Intel’s investments in this market segment could result in significantimpairment charges, impacting restructuring charges as well as gains/losses on equity investments and interest and other. Intels results could be affected by adverseeconomic, social, political and physical/infrastructure conditions in countries where Intel, its customers or its suppliers operate, including military conflict and other securityrisks, natural disasters, infrastructure disruptions, health concerns and fluctuations in currency exchange rates. Expenses, particularly certain marketing and compensationexpenses, as well as restructuring and asset impairment charges, vary depending on the level of demand for Intels products and the level of revenue and profits. Intel’sresults could be affected by the timing of closing of acquisitions and divestitures. Intels results could be affected by adverse effects associated with product defects anderrata (deviations from published specifications), and by litigation or regulatory matters involving intellectual property, stockholder, consumer, antitrust, disclosure andother issues, such as the litigation and regulatory matters described in Intels SEC reports. An unfavorable ruling could include monetary damages or an injunctionprohibiting Intel from manufacturing or selling one or more products, precluding particular business practices, impacting Intel’s ability to design its products, or requiringother remedies such as compulsory licensing of intellectual property. A detailed discussion of these and other factors that could affect Intel’s results is included in Intel’sSEC filings, including the company’s most recent Form 10-Q, Form 10-K and earnings release. 19 APAC CLOUD SUMMIT 2012

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