Intel at Citi Conference Notes

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Murthy Renduchintala – President, Client and Internet of Things Businesses and Systems Architecture Group, Intel Corporation

Left QCOM for INTC

” I spent 12 really enjoyable years at Qualcomm. It was a great company to work for. I learnt a hell of a lot, made a tremendous number of friends and some very strong relationships in the industry. But as I looked at the opportunity at Intel, it provided me with an opportunity to personally grow in terms of scale at which I could contribute, as well as learn. And I think at the high-tech industry every executive needs to be looking for opportunities to learn. And I spent quite a bit of time with Brian understanding the strategy of the Company. And I really got to profoundly believe in it.”

Intel has made strides in delivering wireless

“I think that there is a tremendous future for Intel and others as the wireless opportunity continues to become fundamental in many areas of technology, as we see the collision of IoT and 5G capability and real prowess in the wireless area is going to be really, really important. And I think for Intel, I think it’s made some good strides in really being able to master the basics of what it takes to deliver really good wireless technology.”

Connectivity is a fundamental ingredient

“I think it’s really important to realize that connectivity and wireless in general is material to Intel now and it’s going to be material to Intel in the future. It’s one of these things that I think is going to be a fundamental ingredient to almost everything that Intel plays in. I regard it as, for example, essentially an elemental need of the Company, you know, just as good CPU technology is going to be necessary, just as good transistor technology is going to be necessary, these are kinds of things that are going to be the basic building blocks used by the product regimes of Intel, and really whether it comes to broadband cellular connectivity or technology that drives unlicensed band connectivity, those are going to be real raw materials, and mastery and capability in those space is going to be fundamental, particularly as you see the collision of IoT and 5G going forward, and essentially a redefinition of the wireless landscape beyond just mobile broadband and into the connectivity of everything”

Lines between licensed and unlicensed communications are blurring

“I think you’re seeing the lines between licensed and unlicensed communications continuing to blur. You’ve got the advent of technologies such as LAA, which really are requiring a mastery of all wireless technologies. It’s no longer just to be good at cellular, you have to be really great at Wi-Fi, you have to be great at Bluetooth. And as you look at narrowband IoT, there are other technologies that we’re going to have to be really good at.”

Transition to 5G is not for the faint of heart

“I think if you look at the future as it relates to what’s going to be required to deliver on the full vision of 5G and its interconnectedness with IoT, what’s really becoming apparent is that this is not an R&D equation for the faint-hearted. It’s going to require a lot of stamina and the ability to actually invest now for a route to revenue that may be some distance in the future, but for those that have the ability and stamina to invest now, I think the opportunity is really broad and really pervasive. So I think you really need to have a well-structured business that can provide you the investment capability to be able to invest in that in the long term. Again these are not just incremental investments.”

5G is going to be a fundamental transition

“I think the transition to 5G is going to be as fundamental as the transition from analog to digital, and it’s going to be as much about the transformation in the network and the infrastructure of the network than it is just the air interface. So for me, 5G is another G but it’s a fairly profound G. And I think the investment hurdle to really be a leader in that space is going to be much more significant than for maybe the transition from 3G to 4G.”

5G will see a transformation of the client environment and an explosion of data

“I think 5G is going to see a transformation of the client environment. It’s going to be move beyond just the simple definition of smartphones and connected PCs and move towards an environment where we’re talking about connected cars, robots, drones, connected factories and connected homes. And that environment is going to see an explosion of data in the client environment for megabytes per hour and gigabytes per day, to more like gigabytes per hour and hundreds if not thousands of gigabytes per month, for example, in the case of a connected car or connected factory.”

The explosion of data will transform the network

“And that explosion of data in the cloud environment is going to transform the network, because of the client’s intolerance of latency and the enormous amount of data creating a real bottleneck as it relates to backhaul. And to solve both those problems, I think the network will go through a fundamental transformation, where technologies that used to live in the cloud-based infrastructure now get distributed into the fabric of the very network, transports that data, to minimize latency and to deal with the issue of backhaul being a limitation.”

Will see 5G in the 2018/2019 time frame, mainstream in 2020

“I think 5G is going to be something that transitions over time as we see various flavors and elements that are all key parts of 5G become real. And I think you’ll see trial networks and real experimentation in the 2018 timeframe, 2019 timeframe, some very well-publicized trials to that effect. But I think you’re really going to see the mainstream advent probably in the 2020 timeframe and beyond. ”