Intel Corporation Presents at Oppenheimer’s 23rd Annual Technology, Internet & Communications Conference, Aug-12-2020 02:40 PM - SEHK:4335

SEHK:4335

Thomas P. Lantzsch, Senior Vice President and General Manager of Intel's Internet of Things Group (IOTG), provided insights into his career and Intel's IoT strategy during the conference presentation. Here are the detailed points he covered:

Career Background

• Career Length: Approaching 40 years in the tech industry.
• Past Experience: Held leadership positions in several Fortune 500 companies, including a 10-year stint at ARM as Executive Vice President of Strategy.

Why Join Intel

• Frustration at ARM: Limited ability to influence outcomes due to ARM's business model of licensing processor cores.
• Interest in IoT: Saw an opportunity in the emerging IoT space, particularly in the trend of workloads moving closer to where data is created.
• Intel's Positioning: Believed Intel's assets and compute capabilities uniquely positioned the company to capitalize on the trend toward more intelligent edge devices.

7-Nanometer Delays

• Disappointment: Acknowledged disappointment with internal performance related to 7-nanometer delays.
• Mitigation Strategies:
  • Short-term plans include impressive products based on 10-nanometer nodes.
  • Use of new packaging and disaggregation technologies for flexibility.
  • Changes in product development for Ponte Vecchio, involving internal and external manufacturing.

Business Strategy

• Workload Consolidation: Focus on consolidating workloads closer to where data is created.
• Killer Application: Computer vision technology as a driver for this consolidation.
• Product Strategy:
  • Development of inference technology, including products outside Intel's Integrated Architecture (IA).
  • Use of ARM-based products.
• Developer Community: Development of OpenVINO, a toolkit for deploying AI models at the edge.
• Ecosystem Partnerships: Collaboration with partners to develop market-ready solutions across various verticals.

Impact of COVID-19

• Short-Term Impact: Decreased demand for capital investments by businesses.
• Design Wins: Robust design win activity, exceeding plan for the year.
• Recovery Outlook: Optimistic about a recovery as businesses adapt and inventory levels remain tight.

5G and IoT

• 5G Benefits: Low latency and guaranteed quality of service are key for IoT applications.
• Joint Programs: Collaborations with Intel's Networking Processing Group to integrate edge inference and 5G technologies.

Competition

• NVIDIA: Recognized as a strong competitor, particularly in AI and computer vision.
• HiSilicon: Noted as a capable competitor, especially in the Chinese market.
• AMD: Less of a competitor in the IoT space.
• ARM: Partners with ARM on security and connectivity, rather than seeing ARM as a direct competitor.

Future Circuit Design

• Chiplets: Sees the use of chiplets as beneficial, allowing for flexible design and cost-effective integration of different components.

Lantzsch concluded by expressing appreciation for the opportunity to present and engage with attendees.