Exhibit 99.5
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Senior vice president Doug davis & general manager Automated driving group
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DISCLOSURES
Statements in this presentation that refer to Business Outlook, forecast, future plans and expectations are forward-looking statements that involve a number of risks and uncertainties. Words such as “anticipates,” “expects,” “intends,” “goals,” “plans,”
“believes,” “seeks,” “estimates,” “continues,” “may,” “will,” “would,” “should,” “could,” and variations of such words and similar expressions are intended to identify such forward-looking statements. Statements that refer to or are based on projections, uncertain events or assumptions also identify forward-looking statements. Such statements are based on management’s expectations as of February 9, 2017 and involve many risks and uncertainties that could cause actual results to differ materially from those expressed or implied in these forward-looking statements. Important factors that could cause actual results to differ materially from the company’s expectations are set in Intel’s earnings release dated January 26, 2017, which is included as an exhibit to Intel’s Form8-K furnished to the SEC on such date. Additional information regarding these and other factors that could affect Intel’s results is included in Intel’s SEC filings, including the company’s most recent reports on Forms10-K and10-Q. Copies of Intel’s Form10-K,10-Q and8-K reports may be obtained by visiting our Investor Relations website at www.intc.com or the SEC’s website at www.sec.gov.
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Internet of Things Group
LEAD THE INDUSTRY IN TRANSFORMING BUSINESSES AND THE WAY WE LIVE
BY MAKING IT SIMPLE TO CREATE EXCITING, NEW IOT SOLUTIONS
THINGS INFRASTRUCTURE NETWORK DATA CENTER/ CLOUD
THE INTERNET OF Devices that connect to the Internet integrating greater compute capabilities using data THINGS analytics to extract information
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Embedded vs. IOT
EMBEDDED
Edge Devices
Stand-alone, isolated
Dedicated function
Primarily Headless
Proprietary/Embedded OS
IOT
Connected
Open Platforms
Data analytics
Services
Source: IDC Worldwide Internet of Things Forecast Update, 2016-2020: December 2016.
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A broader market view
2021 Si TAM ($B)
~$30B ~$65B ~$55B ~$40B ~$30B
Networking
$
TechnologyADASTotal Tam
PhotonicstechnologyIndustrial
Video
2016 Revenue Segmentation Intel® Omni path3D NANDmodemRetail~$220B
PC CPU DatacenterNon-volatileMobileIoT
Memory
Source: 2016 Intel Revenue is based on Intel financials. 2021F Si TAM is based on amalgamation of analyst data and Intel analysis, based upon current expectations and available information and are subject to change without notice. PC CPU includes CPU and Chipsets. Data Center includes Server, Storage, & Network computing, Ethernet/OPA, Silicon Photonics and Memory.
Non-Volatile Memory includes NAND and 3D XPoint™ technology. Mobile includes Phone and Tablet compute and Modems. IOT includes 32bit and above addressable compute.
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IOT Revenue Growth
200%
$3.0B
$2.6B
$2.5B $2.3B150%
$2.0B IOTG (93% Growth)*
Competition Average
$1.5B 100%(45% Growth)**
$1.0B
50%
Revenue
$0.5B
$0.0B 0%
2009 2010201120122013201420152016
Connected = +12%
Record DWs in 2016 MSS = 14% Unconnected =-5%
* Source: Intel revenues, ** Source: weighted Competition by size: Average includes the following QCOM = QCOM QTL+ Freescale + NXP
TXN = TXN Embedded Processing Segment AMD = Enterprise, Embedded and Semi Segment INTC = IOTG Segment Only MCHP, NVDA: based on total company revenues
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3 phases of iot
CONNECTED smart autonomous
Creates the Architecture for IOT and Artificial Intelligence
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Vertical focus and ambitions
RETAIL TRANSPORTATION INDUSTRIAL/MARKETS /CHANNELAUTOMATED DRIVING
ENERGYACCELERATIONSOLUTIONS DIVISION
EXPECTED INDUSTRY GROWTH ~ 12% CAGR(2017-21)
WE EXPECT TO GROW FASTER THAN THE MARKET
Quark
Source: CAGR 2017-2021 forecasts are Intel estimates, with input from Intel Custom Report provided by IDC 10/27/16. These forecasts are based upon current expectations given available information and is subject to change without notice.
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Investing for our future
Critical Technologies Standards and Consortia Consolidating Partnering
5g Computer vision Deep learning security
New fusa Tcc/tsn Computing Edge + Consortium +
Artificial intelligence
Silicon Software and Technology Investments
™
Other names and brands may be claimed as the property of others.
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Solving retailers business problems
LIMITED HIGH AUTOMATION
INTEROPERABILITY
>$1T
Static Immersive
experiences INVENTORY CUSTOMERMANAGING& responsive
ACCURACY ENGAGEMENTHUMAN CAPITAL
2021 IOTG RETAIL MARKET
Si TAMs ~$7B
OPPORTUNITY GROWS Digital signage, interactive
kiosks, andpoint-of sales
Source: Forecast is Intel estimate, with input from Intel Worldwide Embedded and Intelligent Systems Market Model provided by IDC
10/27/16. This forecast is based upon current expectations and available information and is subject to change without notice.
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Transforming industrial systems
LIMITED CONVERGED AUTOMATION
INTEROPERABILITY & CONTROL
Closed, x2
Proprietary, Smart and
WW
monolithic CONSUMPTION INDUSTRIE 4.0ENERGYConnected
Systems DOUBLING CHINA 2020EFFICIENCY
2021 IOTG INDUSTRIAL MARKET
Si TAMs ~$8B
OPPORTUNITY GROWS Industrial devices (IPCs, HMIs,
robotics, etc.)
Source: Forecast is Intel estimate, with input from Intel Worldwide Embedded and Intelligent Systems Market Model provided by IDC
10/27/16. This forecast is based upon current expectations and available information and is subject to change without notice.
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Video: The Eye of IOT
VIDEO GATEWAY /
IP CAMERA SMART VIDEODATACENTER/E2E ARCHITECTURE
Connected CAMERAS GATEWAYSCLOUDSome Autonomy
Integrated Vision Platform
2021 IOTG CAMERA / GATEWAY
OPPORTUNITY Si TAMs GROWS ~$6B
Cameras, NVR, and
video gateways
Source: Forecast is Intel estimate, with input from IHS™ Technology Video Surveillance Intelligence Service 12/2015. This forecast is based upon current expectations and available information and is subject to change without notice.
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Autonomous Driving: COMPUTE GROWS
PARTIAL AUTOMATION HIGH AUTOMATION
~$100-200 in Intel ~10-15X
Addressable Growth in L5*
Si BOM*
2025 ADG IN VEHICLE MARKET* 2025 ADG IN VEHICLE MARKET**
OPPORTUNITY Si TAMs GROWS ~$10B OPPORTUNITY Si /SW/ services GROWS~$65B
L3+ Automated Driving L3+ Automated Driving
solutions solution
* Source: Forecasts are Intel estimates, based upon current expectations and available information and are subject to change without notice., Si TAM opportunity based on input from BMO Capital Markets 07/13/16 and IHS Light Vehicle Production Base Global 01/2017
** Source: Amalgamation of analyst data Intel analysis
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Intel® Go™ – Scalable & Flexible Platform
INTEL IS THE ONLY
SUPPLIER WITH THE
END-TO-END
ARCHITECTURE
Development Platforms 5G Automotive Intel Data CenterAND ASSETS TO
for Automated Driving Trial Platform Solutions
MEET THE MARKET
NEEDS
Autom ment Kit (SDK)
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The iot
CONNECTED smart autonomous
250 CAMERAS =1SERVER
What drives 225 SMART PHONES =1SERVER
server needs? 40 7 MEDIA PLAYERS =1SERVER
AUTOMATED VEHICLES =1SERVER
2 RFID EQUIPPED STORES =1SERVER
Source: Forecasts are Intel estimates with input from Bain. These forecasts are based upon current expectations and available information and is subject to change without notice.
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The iot
CONNECTED smartautonomous
Unmatched End to End assets
Disciplined focus on key verticals
AI demands significant aggregation, storage and analytics
Highly profitable & growing $2.6B+business
$32B 2021 Si TAMs Opportunity
Sources: Intel estimates, based upon current expectations and available information and are subject to change without notice
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intel