Intel in India and China
James W. JarrettVP, Global Public Policy
Intel CorporationSeptember 25, 2007
Intel SnapshotIntel Snapshot–Founded in 1968–World’s largest semiconductor
company–> 80% of the company’s $35.4 billion
2006 sales were outside the U.S.~ $10 billion annual investment in
R&D and capital investments–>90,000 employees; 60% in U.S.
Technical Policy & Standards – Corporate Technology Group
IrelandIrelandFab 24,IFOFab 24,IFO
IsraelIsraelFab 8,18, 28Fab 8,18, 28
OregonOregonFab 20,D1C,D1D, AFOFab 20,D1C,D1D, AFO
CaliforniaCaliforniaD2D2
ColoradoColoradoFab 23Fab 23
ArizonaArizonaFab 12,22,32Fab 12,22,32
New MexicoNew MexicoFab 11,11X, Fab 11,11X,
F7 TestF7 Test
Mass.Mass.Fab 17Fab 17
Costa Rica Costa Rica A/TA/T
Penang Penang A/TA/TKulimKulim A/TA/T
Shanghai Shanghai A/TA/T
Cavite Cavite A/TA/T
Intel Worldwide Manufacturing and Assembly/Test Network
Chengdu Chengdu A/TA/T
FabAssembly/Test
VietnamVietnamA/TA/T
Intel Worldwide R&D Locations
ChinaChinaBeijingBeijing
ShanghaiShanghaiShenzhenShenzhen
IndiaIndiaBangaloreBangalore
IsraelIsraelHaifaHaifaPTKPTK
JerusalemJerusalemYakumYakum
RussiaRussiaMoscowMoscow
St. PetersburgSt. PetersburgNizhnyNizhny
NovosibirskNovosibirskSarovSarov
TaiwanTaiwanTaipeiTaipei
IrelandIrelandShannonShannon
GermanyGermanyBraunschweigBraunschweig
BruhlBruhlUlmUlm
DenmarkDenmarkCopenhagenCopenhagen
PolandPolandGdanskGdansk
CaliforniaCaliforniaSanta ClaraSanta Clara
FolsomFolsomBerkeleyBerkeleyFremontFremont
IrvineIrvineSacramentoSacramentoSan DiegoSan Diego
Thousand OaksThousand Oaks
OregonOregon
ColoradoColoradoFort CollinsFort Collins
IllinoisIllinoisChampaignChampaign
MexicoMexicoGuadalajaraGuadalajara
New HampshireNew HampshireNashuaNashua
New JerseyNew Jersey
New YorkNew YorkBuffaloBuffalo
North CarolinaNorth CarolinaRaleighRaleigh
South CarolinaSouth CarolinaColumbiaColumbia
VirginiaVirginiaChantillyChantilly
UKUKGlasgowGlasgow
CambridgeCambridgeFordingbridgeFordingbridge
WinnershWinnersh
Other EUOther EUBarcelonaBarcelonaKontichKontich
NiceNiceVilniusVilnius
CanadaCanadaAlbertaAlberta
VancouverVancouver MassachusettsMassachusettsHudsonHudson
WashingtonWashingtonDupontDupont
MalaysiaMalaysiaPenangPenangKulimKulim
TexasTexasAustinAustin
AddisonAddison
JapanJapanTokyoTokyo
KoreaKoreaSeoulSeoul
ChinaChinaBeijingBeijing
ShanghaiShanghaiShenzhenShenzhen
IndiaIndiaBangaloreBangalore
IsraelIsraelHaifaHaifaPTKPTK
JerusalemJerusalemYakumYakum
RussiaRussiaMoscowMoscow
St. PetersburgSt. PetersburgNizhnyNizhny
NovosibirskNovosibirskSarovSarov
TaiwanTaiwanTaipeiTaipei
IrelandIrelandShannonShannon
GermanyGermanyBraunschweigBraunschweig
BruhlBruhlUlmUlm
DenmarkDenmarkCopenhagenCopenhagen
PolandPolandGdanskGdansk
CaliforniaCaliforniaSanta ClaraSanta Clara
FolsomFolsomBerkeleyBerkeleyFremontFremont
IrvineIrvineSacramentoSacramentoSan DiegoSan Diego
Thousand OaksThousand Oaks
OregonOregon
ColoradoColoradoFort CollinsFort Collins
IllinoisIllinoisChampaignChampaign
MexicoMexicoGuadalajaraGuadalajara
New HampshireNew HampshireNashuaNashua
New JerseyNew Jersey
New YorkNew YorkBuffaloBuffalo
North CarolinaNorth CarolinaRaleighRaleigh
South CarolinaSouth CarolinaColumbiaColumbia
VirginiaVirginiaChantillyChantilly
UKUKGlasgowGlasgow
CambridgeCambridgeFordingbridgeFordingbridge
WinnershWinnersh
Other EUOther EUBarcelonaBarcelonaKontichKontich
NiceNiceVilniusVilnius
CanadaCanadaAlbertaAlberta
VancouverVancouver MassachusettsMassachusettsHudsonHudson
WashingtonWashingtonDupontDupont
MalaysiaMalaysiaPenangPenangKulimKulim
TexasTexasAustinAustin
AddisonAddison
JapanJapanTokyoTokyo
KoreaKoreaSeoulSeoul
Intel India and ChinaIndia China
Founded 1988 1985Headcount 2500 7000Investment $700M $4BSoftware labs ü üChip R&D ü üIntel Capital ü üSales/Marketing ü üIntel Education ü üManufacturing ü
2008 PRC 34% of WW2008 PRC 34% of WWEmerging Market TAMEmerging Market TAM
Source: CMR EM TAM 2H06
Country, Mu, % of WW EM TAM in ‘08
In ‘08, PRC > next 6 top EM countries combinedIn ‘08, PRC > next 6 top EM countries combined
Climbing The Value Chain
• Shanghai Software Lab: started in 1994 to do low-complexity programming; now 1 of Intel’s top 7 labs. Focus on system-level software.
• Channel Platforms Group, Shanghai, manages 5 labs in emerging markets.
• Bangalore: started in 1999 to do software. Now 50% of employees working on chip development.
Tera-Scale Prototype• 80 tiles with floating point
engines– Power efficiency is key
focus• Interconnect fabric for
next generation Tera-scale products– High bisection bandwidth– Low latency
• Low power techniques with fine-grain power management– Dynamic and static
80 TILES
TILE
PowerPower--Efficient PerformanceEfficient Performance
International Local Hire Program
• Permanently brings home Chinese and Indian employees who have U.S. Intel training.
• Fills the management void that exists in both countries.
• Currently over 15% of Intel India employees are ILHs.
Filling The Talent Pipeline
Extensive Education Program; part of a worldwide effort:
-- 1.6 million K-12 teachers trained in India and China
-- Active relationships with >100 universities.
-- Provide research grants-- Introduce new curriculum materials-- Sponsor contests
Intel Multi-core Technology based textbooks in China
Investing In Innovative Companies
• Intel Capital has made ~ 110 venture capital investments in India and China since 1998.
• Investments are in companies that are driving the growth of Information Technology and the Internet.
• “Trans-Pacific” companies emerging: founded by U.S.-trained engineers; operations in both Asia and the U.S. Examples: AsiaInfo, UT Starcom, Lenovo.
300mm Global Fab Landscape
Chip Manufacturing
• Intel has Assembly and Test facilities in Shanghai and Chengdu
• Broke ground this month on wafer fab in Dalian. Will make chipsets; online in 2010. 90nm technology.
• India hampered by infrastructure. Lacked incentive policy until this year.
• India strong in chip design; utilizing Asian foundries for fabrication
Technical Policy & Standards – Corporate Technology Group