1.
Una mirada a la situación tecnológica actual a
través del caso de estudio de Intel
Norberto Mateos Carrascal
Abril 2011
1

2.
En la peor crisis económica que hemos vivido…
2

3.
Los mejores resultados de la historia ¿?
3

4.
No os sorprenderá…
4

5.
Grove’s Rules of Recessions
They Always End
You Don’t “Save” Yourself Out Of One
Some Emerge Stronger Than Before

6.
Intel Corporation:
The World’s Largest Semiconductor Manufacturer
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

7.
Less Power, More Powerful
400Mu High-K Metal Gate Microprocessors
(32nm + 45nm) Shipped to Date

8.
Relentless Pursuit of Moore’s Law
Opens the Door to Innovations…
Number of transistors on a chip
doubles every ~2 years
Feature Width 250nm 180nm 130nm 90nm 65nm 45nm 32nm
Wafer Size 200mm 200mm 200mm 300mm 300mm 300mm 300mm
“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

9.
…that Impact Countless Applications
Genomics Financial Medical Weather Oil Design Cloud Data Center
Research Analysis Imaging Prediction Exploration Simulation Computing Refresh
Power Lines Sensors Home Storage Point of Sale In-Vehicle IP Phones IP Cameras Net book
Infotainment
Security Learning IPTV/IMS Military/Aero Digital Signage Home Auto Portable Medical Net top
Gaming Medical Industrial PC Printers Transport Robotics Factory MID
Automation
Many opportunities from Genomic Research to
Connecting cars, and much, much more…

10.
Spending
Capital Additions to Property, Research and Development
Plant and Equipment (Dollars in Billions)
(Dollars in Billions)
6.6
7.3 5.9 5.8
5.7 5.7
5.1
5.9 5.9 4.8
5.2 4.4
5.0 5.2
4.7 4.5 3.8 4.0
3.7 3.8
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

11.
Intel’s Investment in
U.S. Manufacturing
$6-8 BILLION
for 22nm and Beyond
D1D D1C
OREGON OREGON
D1X Fab 12 Fab 32
Oregon – Development Fab Arizona – 22 nm Arizona – 22 nm

12.
Fab and Assembly Test Sites
Oregon
D1C, D1D,
D1X (2013*) Israel Dalian
Fab 28 Fab 68
Ireland
Fab 24, IFO
Arizona
Fab 12, 32 Massachusetts
Fab 17 Chengdu
New Mexico
Fab 11X Vietnam
Costa Rica
Penang
Kulim
Wafer Fab
Assembly/Test
10 Fabs operating in the United States, Ireland, Israel and China
plus a new development fab under construction in Oregon
* Projected

13.
Marketing
The Intel audio signature
is heard somewhere in the world
every 40 seconds on average

14.
Finances
Net Revenues ($B) Operating Profit ($B)
43.6 15.6
38.8 38.3
35.4 37.6
35.1
12.1
9.0
8.2
5.7 5.7
2005 2006 2007 2008 2009 2010 2005 2006 2007 2008 2009 2010

15.
23 Intel Confidential - NDA Use Only

16.
What keeps our CEO awake at night?
Strategic
inflection
points
24 Intel Confidential - NDA Use Only

17.
¿Es el final de la era del PC?
25

18.
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
26

19.
Una industria en
TRANSFORMACION
Sponsors of Tomorrow™

20.
Ejemplos de verticalización en la industria
Sponsors of Tomorrow™

21.
Un combate con muchos frentes
“PCs”
“Telcos”
vs
vs
“Devices” “iOS” “OTTs”
vs
“x86”
“Android” “Apple”
vs
“ARM” “iTunes” vs
“Microsoft” vs “RoW”
Vs “Google MP”
“Google” Sponsors of Tomorrow™

22.
Vs.
Sponsors of Tomorrow™

23.
Las telcos contra las OTT
http://www.youtube.com/watch?v=sTOAyZxOTy0 Sponsors of Tomorrow™

24.
La batalla por el “net neutrality”
Sponsors of Tomorrow™

25.
Sponsors of Tomorrow™

26.
Sponsors of Tomorrow™

27.
Sponsors of Tomorrow™

28.
Sponsors of Tomorrow™

29.
Un nuevo intento de colaboración
Sponsors of Tomorrow™

30.
La batalla por el cliente (i.e. por la “pasta”…)
Sponsors of Tomorrow™

31.
Cuántas tiendas de aplicaciones pueden
coexistir?
(la batalla por el cliente)
Sponsors of Tomorrow™

32.
Vs.
Sponsors of Tomorrow™

33.
¿Reinventando la televisión?
Sponsors of Tomorrow™

34.
En qué consiste?
Internet (video,
Datos multimedia música, información,
(música, películas, juegos, aplicaciones,
fotos, etc) redes sociales, etc)
Broadcast TV
Sponsors of Tomorrow™

35.
Google TV: first mover
Sponsors of Tomorrow™

36.
Los resultados…
Sponsors of Tomorrow™

37.
Sponsors of Tomorrow™

38.
En resumen
Sponsors of Tomorrow™

39.
Gracias
47 Intel Confidential - NDA Use Only