Intel's CEO Paul Otellini Talks Tech, Strategy and Future Directions: Part 2
February 26, 2009 7:30 AM
More on Atom, 32nm, NAND, smartphones, SSDs, SoC, Larabee, AMD, NVIDIA, TSMC, Android, ASUS, Acer, and those "Mubadala guys"
Paul Otellini, the President and Chief Executive Officer of Intel, addressed a lunchtime crowd at the Goldman Sachs Technology & Internet Conference in San Francisco yesterday. Part 1 of this article can be found
Intel's strategy for Atom processors has always been to leverage its manufacturing strength. As new process geometries are developed, more transistors become available for use. Intel has always been able to integrate more functionality into its CPUs this way, and
will continue to do so with memory controllers and graphics
. Paul Otellini stated, "Instead of building performance, we are building integration".
AMD has recognized this fact, and did something about it by acquiring ATI. Otellini was critical of NVIDIA and its attempt to stick with the status quo. He mentioned the x86 compatibility of
, Intel's many-core graphics product, as being a programming strength when it launches.
The P1269 32nm process is optimized specifically for System on Chip designs, and will enable a new generation of Mobile Internet Devices and smartphones. While 45nm is good,
32nm will enable Intel
to get out of MID sizes with Atom and into smaller sizes for smartphones.
Otellini was particularly excited with this development, stating that "The majority of Intel's products in 5 years will be SoC". He also added, "The battle for smartphones will be fought first with netbooks".
"We all ride the Law," he said, referring to Moore's Law. Other companies do it as well, but Intel does it better.
Answering a question in regards to the future competitiveness of AMD, Mr. Otellini replied that "The Mubadala guys will want a return on their investment", referring to the
purchase of shares by Mubadala Development and "The Foundry Company" spinoff
with the Advanced Technology Investment Corporation, both owned by the Emirate of Abu Dhabi. Since the current agreement is for a cost plus contract, AMD's costs will inevitably go up.
It will either mean their prices will go up or their margins will go down. This affects their ability to compete on price, which is the only advantage they have right now. There is no way their production costs will go down.
Intel may provide limited foundry services to Sony, TI, and other companies going asset light. It may offer wafer services and semi-custom cores to some key customers, but Intel won't be competing with TSMC.
Mr. Otellini disclosed that NAND will be an important platform feature in terms of power management and cache. However,
NAND itself is not an important product for Intel
, and if it makes sense to purchase from another source rather than its IM Flash Technologies joint venture, they are prepared to do so. "NAND in the platform is strategic, NAND as a business for Intel isn't".
Intel is pleased with its momentum in SSDs, and will be moving to the high end as soon as possible with NAND flash.
LG and Intel announced MIDs and smartphones
based on the Moorestown platform. Otellini said there would be more Tier 1 OEM wins that will be announced in the near future. Intel will make also make an announcement about licensing 3G technologies soon.
"The limit for smartphones isn't hardware, it's software", Otellini said, explaining that ARM processors are different depending on who makes it. "It's not like the PC where you have a (software) ecosystem to support it".
Intel is still working on its
open-source project, optimized for Atom in netbooks and MIDs. Mr. Otellini also revealed that there are a lot of Intel customers working on netbooks using Google's Android operating system. He joked, "Vista runs on Atom, ...It's just no one uses it".
"I mean, if you wanna break down someone's door, why don't you start with AT&T, for God sakes? They make your amazing phone unusable as a phone!" -- Jon Stewart on Apple and the iPhone
Intel's CEO Paul Otellini Talks Tech, Strategy and Future Directions: Part 1
February 26, 2009, 7:20 AM
ONFI Still Missing Some Key Players in NAND Flash Market
February 24, 2009, 9:36 AM
AMD Shareholders Vote to Allow "The Foundry Company" Spin Off
February 18, 2009, 5:20 PM
LG MID and Smartphone Based on Intel "Moorestown" Coming in 2010
February 16, 2009, 10:30 AM
Intel Replaces "Havendale" and "Auburndale" With 32nm Die Shrinks
February 10, 2009, 3:27 PM
Not All the High-Tech Jobs Are in California
August 4, 2016, 8:29 PM
Google's Gleaming Glass HQ Gets Mountain View Snub, LinkedIn Gets the Love
May 7, 2015, 6:58 AM
Tech's Tax Day Fortunate Few: Qualcomm, Xerox, GE, et al. Pay Little or No Taxes
April 15, 2015, 11:30 AM
LinkNYC Terminals to Blanket New York City With Free WiFi, Free Calls, and Ads
November 17, 2014, 6:50 PM
Microsoft is Open-Sourcing Most of .NET, Adding OS X and Linux Support
November 12, 2014, 8:27 PM
Home Depot Lost 53 Million Emails, Blames Windows, Buys Execs New Macs
November 9, 2014, 5:00 PM
Most Popular Articles
OnePlus 3T – 5.5” Optic AMOLED and Dash Charging Technology
March 23, 2017, 8:45 AM
Gigabyte GA-Z170X-Gaming G1 – Intel Thunderbolt 3 Certified Motherboard
March 9, 2017, 6:25 AM
Huawei P8 Lite 2017 – Android 7 Nougat Smartphone with Octa-Core Processor
March 8, 2017, 7:03 AM
Lenovo ThinkPad T460 - Ultra-Thin and Feather-light
March 3, 2017, 6:00 AM
Nokia has ditched this camera technology in its new smartphones
March 7, 2017, 8:45 AM
Latest Blog Posts
Android Creator and New Bezel-less Smartphone
Mar 29, 2017, 10:28 AM
More Apps From Google
Mar 28, 2017, 7:15 AM
Are you thinking of performance and speed? Intel claims:
Mar 25, 2017, 7:45 AM
Apple buys an automation app called Workflow. The deal was completed today and brings the app along with its developers.
Mar 23, 2017, 7:35 AM
Apple Announces new color for iPhones and iPads
Mar 22, 2017, 7:45 AM
Instagram: You Can Now Save Live Videos For Later
Mar 21, 2017, 7:49 AM
Samsung Galaxy S8 to Get New Color Scheme
Mar 20, 2017, 7:45 AM
What else to worry about?
Mar 17, 2017, 6:45 AM
Icon of the Day: Intel/ NVIDIA or Mobileye
Mar 16, 2017, 6:15 AM
JUST IN - Twitter Hijacked : High-Profile Account Accesses
Mar 15, 2017, 7:07 AM
Mar 14, 2017, 7:30 AM
News and Tips
Mar 13, 2017, 6:30 AM
iPhone 8 – May Not Get Curved Screen
Mar 11, 2017, 8:00 AM
California paves way to self-driving car tests without humans
Mar 11, 2017, 7:18 AM
Smart Machines V hackers
Mar 10, 2017, 7:00 AM
Uber Can Resume Autonomous Car Testing in California
Mar 9, 2017, 6:50 AM
Mar 8, 2017, 7:09 AM
Mar 7, 2017, 8:45 AM
World news 3-6
Mar 6, 2017, 5:40 AM
Mar 4, 2017, 7:40 AM
Mixed News of the Day
Mar 4, 2017, 6:32 AM
Jaguar Land Rover invests in ride-sharing
Mar 3, 2017, 7:00 AM
More Blog Posts
Copyright 2017 DailyTech LLC. -
Terms, Conditions & Privacy Information