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	<title>VR World &#187; Kirk Skaugen</title>
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		<title>IDF Shenzhen 2015: Did Intel Keep Its Promises From Last Year?</title>
		<link>http://www.vrworld.com/2015/04/07/idf-shenzhen-2015-did-intel-keep-its-promises-from-last-year/</link>
		<comments>http://www.vrworld.com/2015/04/07/idf-shenzhen-2015-did-intel-keep-its-promises-from-last-year/#comments</comments>
		<pubDate>Mon, 06 Apr 2015 21:30:59 +0000</pubDate>
		<dc:creator><![CDATA[Sam Reynolds]]></dc:creator>
				<category><![CDATA[Analysis]]></category>
		<category><![CDATA[Asia Pacific (APAC)]]></category>
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		<category><![CDATA[Intel]]></category>
		<category><![CDATA[News]]></category>
		<category><![CDATA[Contra revenue]]></category>
		<category><![CDATA[IDF Shenzhen]]></category>
		<category><![CDATA[Intel mobile]]></category>
		<category><![CDATA[Kirk Skaugen]]></category>
		<category><![CDATA[NASDAQ: INTC]]></category>

		<guid isPermaLink="false">http://www.vrworld.com/?p=51588</guid>
		<description><![CDATA[<p>Intel promised some big things at last year’s IDF Shenzhen. How many promises did the company keep?</p>
<p>The post <a rel="nofollow" href="http://www.vrworld.com/2015/04/07/idf-shenzhen-2015-did-intel-keep-its-promises-from-last-year/">IDF Shenzhen 2015: Did Intel Keep Its Promises From Last Year?</a> appeared first on <a rel="nofollow" href="http://www.vrworld.com">VR World</a>.</p>
]]></description>
				<content:encoded><![CDATA[<p><img width="700" height="465" src="http://cdn.vrworld.com/wp-content/uploads/2015/04/bk_with_sofia.jpg" class="attachment-post-thumbnail wp-post-image" alt="bk_with_sofia" /></p><p>The 2015 Shenzhen <a href="http://www.vrworld.com/tag/intel/">Intel</a> (<a href="http://www.google.com/finance?cid=284784">NASDAQ: INTC</a>) Developer Forum kicks off Tuesday, the second event Intel is hosting in the city.</p>
<p>Like its San Francisco counterpart, IDF Shenzhen was a very mobile-centric event. At last year’s event, Brian Krzanich, the company’s CEO, made some very aggressive promises.</p>
<p>But one year later, where is Intel on these promises?</p>
<h2><b>40 Million Intel Tablets in 2014</b></h2>
<p>Without a doubt the most aggressive promise Intel made at IDF Shenzhen 2014 was shipping 40 million Intel powered tablets in 2014.</p>
<p>The tablet SoC market is dominated by ARM’s (<a href="http://www.google.com/finance?cid=14002991">LON: ARM</a>) silicon. To grow that much in one year would be a herculean task for any company, and many analysts thought it would be an impossible task. But in January 2015 Intel announced that it <a href="http://www.vrworld.com/2015/01/16/46-million-intel-beats-goal-tablet-shipments/">had met</a>, and even beaten, its goal: 46 million.</p>
<p>But to get to that goal Intel paid a handsome cost that would be impossible for any of its competitors even consider undertaking. In its yearly earnings call in January Intel said that is mobile and communications division posted a loss of $4.21 billion for the 2014 fiscal year. Income for the division for the year was razor thin, only coming in at $202 million.</p>
<p>However for Intel this was total war. Posting this kind of loss was an acceptable cost for achieving victory.</p>
<p>This goal was intended to establish Intel Architecture in the marketplace,” Intel CEO Brian Krzanich said during the company’s earnings call. “We don’t need to go out and outpace the market for this year,” he continued. “A key goal for mobility is to improve profitability.”</p>
<p>This strategy pushed Intel’s x86 competitor out of the market entirely. Although AMD never really was a contender in the tablet space, the company decided to concede the market entirely once it realized the lengths Intel was willing to go to achieve dominance in the market.</p>
<p>“We’re evaluating [tablets] closely. It’s not our priority,” Kevin Lensing, senior director for mobility solutions at AMD, said in a <a href="http://www.vrworld.com/2014/11/25/amd-tablets-priority/">November interview</a>. Lensing explained that the margins just were not there for AMD to justify its attempts at entering the market, on top of Intel’s aggressive behavior.</p>
<p>Now that Intel has hit its goal, the question is: can it make a profit?</p>
<h2><b>Intel’s $100 Million China Bet</b></h2>
<p>The other big announcement from Intel at IDF Shenzhen 2014 was the establishment of a $100 million “China Smart Device Innovation Fund” and innovation center to help Chinese vendors jumpstart their mobile ambitions with Intel cash and know-how.</p>
<p>Tracking the deliverables surrounding this promise has been a bit tricky, as Intel’s bigger China-themed announcements this year such as the <a href="http://www.vrworld.com/2014/09/25/intel-makes-another-major-investment-chinense-soc-makers/">$1.5 billion investment</a> in Tsinghua Unigroup have pushed it to the sidelines.</p>
<p>To date Intel has disbursed $28 million from the $100 million pot. The list of companies that have received the funds, and what projects they have used them for, has not been widely publicized.</p>
<p>It’s also understood that the company’s innovation center is not going as planned. Sources said Kirk Skaugen’s platform development center in Shenzhen was supposed to have 600 engineers, and to date it’s understood that there are only 150. In addition key high-level R&amp;D personnel have returned to the United States.</p>
<h2><b>What’s in store for this year?</b></h2>
<p>This year’s IDF event is a much shorter affair than last year. With Intel no longer as hungry for market wins as it was last year, it’s doubtful that it will be as high profile as the year prior.</p>
<p>The conference’s first keynote kicks off Wednesday morning.</p>
<p>The post <a rel="nofollow" href="http://www.vrworld.com/2015/04/07/idf-shenzhen-2015-did-intel-keep-its-promises-from-last-year/">IDF Shenzhen 2015: Did Intel Keep Its Promises From Last Year?</a> appeared first on <a rel="nofollow" href="http://www.vrworld.com">VR World</a>.</p>
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		<title>Intel&#039;s Kirk Skaugen,14nm 2015: Broadwell Q1, Skylake 2H</title>
		<link>http://www.vrworld.com/2014/11/04/intels-kirk-skaugen14nm-2015-broadwell-q1-skylake-2h/</link>
		<comments>http://www.vrworld.com/2014/11/04/intels-kirk-skaugen14nm-2015-broadwell-q1-skylake-2h/#comments</comments>
		<pubDate>Wed, 05 Nov 2014 00:32:12 +0000</pubDate>
		<dc:creator><![CDATA[Anshel Sag]]></dc:creator>
				<category><![CDATA[Analysis]]></category>
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		<category><![CDATA[Intel Capital Global Summit]]></category>
		<category><![CDATA[Kirk Skaugen]]></category>
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		<category><![CDATA[Skylake]]></category>

		<guid isPermaLink="false">http://www.brightsideofnews.com/?p=41154</guid>
		<description><![CDATA[<p>Intel's Kirk Skaugen provided an update of the state of 14nm processors in Intel's roadmap for 2015 and gave an idea of when we can expect products.</p>
<p>The post <a rel="nofollow" href="http://www.vrworld.com/2014/11/04/intels-kirk-skaugen14nm-2015-broadwell-q1-skylake-2h/">Intel&#039;s Kirk Skaugen,14nm 2015: Broadwell Q1, Skylake 2H</a> appeared first on <a rel="nofollow" href="http://www.vrworld.com">VR World</a>.</p>
]]></description>
				<content:encoded><![CDATA[<p><img width="980" height="614" src="http://cdn.vrworld.com/wp-content/uploads/2014/11/IntelCapitalKirk980.jpg" class="attachment-post-thumbnail wp-post-image" alt="Intel Capital Kirk 980" /></p><p>At Intel&#8217;s (<a href="www.google.ca/finance?cid=284784">NASDAQ: INTC</a>) annual Intel Capital Global Summit, Intel&#8217;s Kirk Skaugen reaffirmed the roadmap for Intel in 2015 by talking about the expected timeframes for <a title="Intel Gives an Official Preview of Broadwell" href="http://www.brightsideofnews.com/2014/08/11/intel-gives-official-preview-broadwell/" target="_blank">Broadwell</a> in desktops, <a title="Mobile Takes Center Stage at IDF 2014" href="http://www.brightsideofnews.com/2014/09/09/mobile-takes-center-stage-idf-2014/" target="_blank">Skylake</a> and even Braswell, which are all slated for 2015 availability.</p>
<p>Before providing a processor update, Skaugen talked about the company&#8217;s movement into improving usability and portability, which includes the removal of wires for display, sharing data and even charging. Intel used a combination of WiDi for wireless display, WiGig (Intel chose to call it Wireless Giga) for high bandwidth data transfer, and their own implementation of magnetic resonance charging. Some of these demos have been shown before, but they showed it today in such a way that simply explains how Intel will improve the PC experience so seamlessly.</p>
<p><iframe src="//www.youtube.com/embed/UnZpg2AwUx8" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"></iframe></p>
<p>In his fairly concise process technology and processor product update, Skaugen only mentioned three much talked about products that would be available in 2015. Those were Broadwell in Core i3, Core i5 and Core i7 in the first quarter of this year as well as Braswell and Skylake later in the year. He says that Broadwell is already shipping in the millions and that the company is ramping 14nm very fast and it may be the fastest ramp in the company&#8217;s history. Keep in mind that Skylake, Broadwell and Braswell are all going to be 14nm parts in 2015 and that Skylake is already supposed to be replacing Broadwell, so there isn&#8217;t really much room for Broadwell products unless Skylake will be 2H 2015 like Broadwell was 2H 2014 with a few Core M products trickling out before the end of the year.</p>
<p>Intel says that everything is executing well and that they are on pace to deliver when they planned to, the real question is whether or not OEMs and consumers will want to bite on Broadwell if they already know Skylake is supposed to be coming next year. And what about the server and high performance segments? There was no mention of either during Skaugen&#8217;s presentation, but we&#8217;re only at 22nm in those segments and they are trailing consumer by almost a year as Haswell-E had just launched in September.</p>
<p>The post <a rel="nofollow" href="http://www.vrworld.com/2014/11/04/intels-kirk-skaugen14nm-2015-broadwell-q1-skylake-2h/">Intel&#039;s Kirk Skaugen,14nm 2015: Broadwell Q1, Skylake 2H</a> appeared first on <a rel="nofollow" href="http://www.vrworld.com">VR World</a>.</p>
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