una mirada a la situación tecnológica a través del caso intel norberto mateos d.g. de intel...
TRANSCRIPT
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Norberto Mateos Carrascal
Abril 2011
Una mirada a la situación tecnológica actual a través del caso de estudio de Intel
22
En la peor crisis económica que hemos vivido…
33
Los mejores resultados de la historia ¿?
44
No os sorprenderá…
Grove’s Rules of Recessions
They Always End
You Don’t “Save” Yourself Out Of One
Some Emerge Stronger Than Before
Leading Manufacturer of Computer, Networking & Communications Products
300 Facilities in 50 Countries
Over $43B in Annual Revenues from Customers in Over 120 Countries
23 Consecutive Years of Positive Net Income
Approximately 80,000 Employees
43,000 technical degrees, 12,000 Masters in Science, 4,000 PhD’s, 4,000 MBA’s
One of the Top Ten Most Valuable Brands in the World for 10 Consecutive Years
Invests $100 Million Each Year in Education Across More than 50 Countries
The Single-Largest Voluntary Purchaser of Green Power in the United States
Nearly One Million Hours of Volunteer Service in Our Communities in 2009
Intel Corporation:The World’s Largest Semiconductor Manufacturer
Less Power, More Powerful
400Mu High-K Metal Gate Microprocessors
(32nm + 45nm) Shipped to Date
Relentless Pursuit of Moore’s Law
Opens the Door to Innovations…
“Integrated electronics will make electronic techniques more
generally available throughout all of society, performing
many functions that presently are done inadequately by other
techniques or not done at all.”
Gordon Moore
90nm
300mm
130nm
200mm
180nm
200mm
250nm
200mm
65nm
300mm
45nm
300mm
Feature Width
Wafer Size
32nm
300mm
Number of transistors on a chip doubles every ~2 years
…that Impact Countless Applications
Genomics Research
Medical Imaging
Financial Analysis
Weather Prediction
Oil Exploration
Design Simulation
Cloud Computing
Data Center Refresh
Many opportunities from Genomic Research to Connecting cars, and much, much more…
Point of Sale IP CamerasPower Lines IP PhonesIn-VehicleInfotainment
Home StorageSensors Net book
Security IPTV/IMS Military/AeroLearning Home AutoDigital Signage Portable Medical Net top
Gaming Industrial PC PrintersMedical Transport Robotics FactoryAutomation
MID
Spending
Capital Additions to Property,
Plant and Equipment(Dollars in Billions)
Research and Development(Dollars in Billions)
5.7 5.7
6.6
3.84.0
4.44.8
5.1
5.9 5.8
2008 2009 20102001 2002 2003 2004 2005 2006 2007
5.2
4.5
5.2
7.3
4.7
3.7 3.8
5.9 5.9
5.0
2008 2009 20102001 2002 2003 2004 2005 2006 2007
Intel’s Investment in
U.S. Manufacturing$6-8 BILLION
for 22nm and Beyond
D1DOREGON
D1COREGON
D1XOregon – Development Fab
Fab 12Arizona – 22 nm
Fab 32Arizona – 22 nm
Fab and Assembly Test Sites
IrelandFab 24, IFO
OregonD1C, D1D,
D1X (2013*)
ArizonaFab 12, 32
New MexicoFab 11X
MassachusettsFab 17
Costa Rica
Chengdu
Vietnam
PenangKulim
DalianFab 68
Israel Fab 28
10 Fabs operating in the United States, Ireland, Israel and China
plus a new development fab under construction in Oregon
Wafer Fab
Assembly/Test
* Projected
MarketingThe Intel audio signature
is heard somewhere in the worldevery 40 seconds on average
Operating Profit ($B)Net Revenues ($B)
Finances
5.7
15.6
12.1
5.7
8.2
2009 20102005 2006 2007
35.1
43.6
38.8
35.438.3
2009 20102005 2006 2007 2008
37.6
9.0
2008
2323 Intel Confidential - NDA Use Only
2424
What keeps our CEO awake at night?
Strategicinflection
pointsIntel Confidential - NDA Use Only
2525
¿Es el final de la era del PC?
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A New Era of Computing Is Emerging…
Bigger and richer computing experiences are ahead, driven by connected usages
• Connecting these experiences is an opportunity for Intel hardware, software, and services… across an exploding number of devices.
Mary Meeker, Economy + Internet Trends October 20, 2009 Web 2.0 Summit
Sponsors of Tomorrow™
Una industria en
TRANSFORMACION
Sponsors of Tomorrow™
Ejemplos de verticalización en la industria
Sponsors of Tomorrow™
Un combate con muchos frentes
“PCs”
vs
“Devices”
“x86”
vs
“ARM”
“Telcos”
vs
“OTTs”
“Apple”
vs
“RoW”
“iOS”
vs
“Android”
“iTunes”
vs
“Google MP”“Microsoft”
Vs
“Google”
Sponsors of Tomorrow™
Vs.
Sponsors of Tomorrow™
Las telcos contra las OTT
http://www.youtube.com/watch?v=sTOAyZxOTy0
Sponsors of Tomorrow™
La batalla por el “net neutrality”
Sponsors of Tomorrow™
Sponsors of Tomorrow™
Sponsors of Tomorrow™
Sponsors of Tomorrow™
Sponsors of Tomorrow™
Un nuevo intento de colaboración
Sponsors of Tomorrow™
La batalla por el cliente (i.e. por la “pasta”…)
Sponsors of Tomorrow™
Cuántas tiendas de aplicaciones pueden coexistir?
(la batalla por el cliente)
Sponsors of Tomorrow™
Vs.
Sponsors of Tomorrow™
¿Reinventando la televisión?
Sponsors of Tomorrow™
En qué consiste?
Internet (video,
música, información,
juegos, aplicaciones,
redes sociales, etc)
Datos multimedia
(música, películas,
fotos, etc)
Broadcast TV
Sponsors of Tomorrow™
Google TV: first mover
Sponsors of Tomorrow™
Los resultados…
Sponsors of Tomorrow™
Sponsors of Tomorrow™
En resumen
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Gracias
Intel Confidential - NDA Use Only