МОБИЛЬНОСТЬ И ТРАНСФОРМАЦИЯ РАБОЧЕГО МЕСТА

Александр Соркин04.12.2014

2

Миллионы

пользователейТысячи приложений

Сотни миллионов

пользователей

Десятки тысяч приложений

Миллионы:

• Приложений

• Сервисов

• Источников

информации

• Контента

• Пользовательского

опыта

Миллиарды

пользователей

Source: IDC, 2013

IDC: переход к 3-ей технологической

платформе ИКТ

Выручка*

Q3’14Планшетные ПК* Отгрузки CPU

~40Mu >100Mu

Общий возврат инвестиций**

$55.8B4 5 %

*The 2014 forecast is based on Q1-Q3 ‘14 actuals plus the midpoint of the Q4 ‘14 forecast.

Forecast range is based on current expectations and is subject to change without notice.Source: Intel**Intel 1 year TSR calculated as of November 18, 2014 close of market (Source: Factset)

2014: Возвращение к росту

Стратегические векторы

Наша ценность для инвесторов базируется на стратегии, позволяющей использовать ключевые активы для продвижения на прибыльные рынки

ЗАКОН МУРА ИНТЕГРАЦИЯ ОБЩИЕ РАЗРАБОТКИ

Memory Graphics

WiFiI/O

Закон Мура – наше конкурентное преимущество

ЗаконМура

Э н е р го -

п от р е бл е н и еСтоимость

Произво-дительность

*Other brands and names may be claimed as the property of others.

Лидерство в производстве транзисторов

200

230

260

290

320

350

2013

Mu380

2014

Forecast

2015 2016 2017 2018

Рынок стабилизируется

-1 5 %

-1 0 %

-5 %

0 %

5 %

1 0 %

1 5 %

INTC PC Units YoY

Взгляд на рынок ПК

S ource: Intel Estimates

318

315

Gartner TAM

3 6 5

IDC TAM2 9 1

S ource: IDC,Gartner,Forecast:PCs,Ultramobiles andMobile Phones,Worldwide, 2011-2018,3Q14Update,RanjitAtwal,9/16/14

Поставки процессоров Intel

Инновации в области клиентских платформ

Other names and brands may be claimed as the property of others.

Intel® Core™M vs. 4 Year Old Laptop

2xпроизводительность

Только ноутбук

2x время

автономной работы

½ вес

4 часа с батареей 62 Wh

Performance based on S YS mark*2014. Intel® Core™M 5Y70 compared to Intel® Core™i5-520UM. Weight based on Intel® Core™M processor based 2 in1 based on Intel® FFRD Llama MountainOld PC is OEM laptop with Intel® Core™i5-520UM and 62WHr battery, 3lbs weight, 1.1 inch thick. Tablet is based on Apple* iPad Air weight 1 lbS oftware and workloads used in performance tests may have been optimized for performance only on Intel microprocessors. Performance tests, such as S YS mark and MobileMark, are measured using specific computer systems, components, software, operations and functions. Any change to any of those factors may cause theresults to vary. You should consult other information and performance tests to assist you in fully evaluating your contemplated purchases, including the performance of that product when combined with other products. For more information go to http://www.intel.com/performance

>1.5 кг

Baseline

2 устройства в 1 4 Year Old LaptopIntel® Core™ M

Processor-based 2 In 1

Улучшение пользовательского опыта

Без проводов Без паролей Естественные интерфейсы

Многофакторная аутентификация с автолоком

Решение

• Управление авторизацией от Intel и McAfee с

использованием Bluetooth и других факторов

Преимущества

• Уровень защиты на уровне защищенной памяти

(FW)

• Снижение нагрузки на пользователей

• Автолок при уходе с рабочего места

• Управление IT-политикой через McAfee ePO

Проблема

• Множество сложных, длинных паролей, которые надо держать в уме

• Повторное использование паролей, запись паролей на бумажке, вечно открытые сессии

• Взломы корпоративных сетей и регулярные процедуры восстановления пароля

Работа без проводов

Wireless

Display

Wireless

Charging

Wireless Docking

Wireless

Data

Взаимодействие

Технологии, которые знают меня и помогают мне

К…Проактивные рекомендации

Автоматическая стенограмма встречи

Конференции в высоком разрешении

От……мне приходится всё вносить в мое устройство

…распознавание голоса –забавно, но бесполезно

…качество видеоконференций оставляет желать лучшего

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Модели использования 3D к а м е р ы

Отличная платформа + Отличное ПО

Interact(NUI)

Play(3D Gaming)

Learn(Education)

Collaborate(Background Removal)

Capture & Share(Real Time)

Enhanced Video(Depth)

Enhanced Photo(Focus)

Технология Wake on Voice

14

Является частью Intel® Smart Sound Technology

Работа с речью без снижения времени автономной работы

Постоянное прослушивание – выделенный DSP вместо приложения

Приложение = 400мВт, DSP ~30мВт1 для прослушивания*

Слушает в S0 и InstantGo*, и пробуждает систему по необходимости

Поддержка Nuance* Dragon Assistant

Wake on Voice поддерживает включение, идентификацию и поддержку ключевых фраз

Wake on Voice + Nuance* Dragon Assistant - полная комбинация

Не требует управления компьютером

Естественная речь

Как это будет выглядеть….

15

Legal Disclaimers

Software and workloads used in performance tests may have been optimized forperformance only on Intel microprocessors. Performance tests, such as SYSmark andMobileMark, are measured using specific computer systems, components, software,operations and functions. Any change to any of those factors may cause the results tovary. You should consult other information and performance tests to assist you in fullyevaluating your contemplated purchases, including the performance of that productwhen combined with other products.

All dates, forecasts and products specified in this presentation are subject to changewithout notice. This presentation will not be updated to reflect any such changes.

Copyright 2014 Intel Corporation.

*Other names and brands may be claimed as the property of others.

Risk FactorsThe statements in the presentations and other commentary that refer to plans and expectations for the fourth quarter, the year and the future are forward-looking statements that involve a number ofrisks 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, andvariances from Intel’s current expectations regarding such factors could cause actual results to differ materially from those expressed in these forward-looking statements. Intel presently considers thefollowing to be important factors that could cause actual results to differ materially from the company’s expectations.

• Demand for Intel’s products is highly variable and could differ from Intel’s expectations due to factors including changes in the business and economic conditions; consumer confidence or incomelevels; customer acceptance of Intel’s and competitors’ products; competitive and pricing pressures, including actions taken by competitors; supply constraints and other disruptions affectingcustomers; changes in customer order patterns including order cancellations; and changes in the level of inventory at customers.

• Intel’s gross margin percentage could vary significantly from expectations based on capacity utilization; variations in inventory valuation, including variations related to the timing of qualifyingproducts for sale; changes in revenue levels; segment product mix; the timing and execution of the manufacturing ramp and associated costs; excess or obsolete inventory; changes in unit costs;defects or disruptions in the supply of materials or resources; and product manufacturing quality/yields. Variations in gross margin may also be caused by the timing of Intel product introductionsand related expenses, including marketing expenses, and Intel’s ability to respond quickly to technological developments and to introduce new features into existing products, which may result inrestructuring and asset impairment charges.

• Intel operates in highly competitive industries and its operations have high costs that are either fixed or difficult to reduce in the short term.

• The declaration and rate of dividend payments and the amount and timing of Intel’s stock buyback program are at the discretion of Intel’s board of directors, and plans for future dividends andstock buy backs and could be affected by changes in Intel’s priorities for the use of cash, such as operational spending, capital spending, acquisitions, and because of changes to Intel’s cash flowsand changes in tax laws.

• Intel’s expected tax rate is based on current tax law and current expected income and may be affected by the jurisdictions in which profits are determined to be earned and taxed; changes in theestimates of credits, benefits and deductions; the resolution of issues arising from tax audits with various authorities, including payment of interest and penalties; and the ability to realize deferredtax assets.

• Gains or losses from equity securities and interest and other could vary from expectations depending on gains or losses on the sale, exchange, change in the fair value or impairments of debt andequity investments; interest rates; cash balances; and changes in fair value of derivative instruments.

• Intel's results could be affected by adverse economic, social, political and physical/infrastructure conditions in countries where Intel, its customers or its suppliers operate, including military conflictand other security risks, natural disasters, infrastructure disruptions, health concerns and fluctuations in currency exchange rates.

• Intel’s results could be affected by the timing of closing of acquisitions, divestitures and other significant transactions.

• Intel's results could be affected by adverse effects associated with product defects and errata (deviations from published specifications), and by litigation or regulatory matters involving intellectualproperty, stockholder, consumer, antitrust, disclosure and other issues. An unfavorable ruling could include monetary damages or an injunction prohibiting Intel from manufacturing or selling one ormore products, precluding particular business practices, impacting Intel’s ability to design its products, or requiring other 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’s SEC filings, includ ing the company’s most recent Form 10-Q, Form 10-K and earnings release.