The core of our leadership is the transition to 5G. We’re partnering with industry leaders, harnessing our process technology and manufacturing leadership and our IP to develop computing and connectivity technologies from end to end that will lead this transition. After all, true revolutions fundamentally change expectations, standards and economies.
First, though, we must understand the sea change right in front of us and what comprises the fundamental elements of the future connected world.
Today, connectivity is defined by people connecting to other people and to the cloud primarily through mobile devices — smartphones, PCs, tablets and the like. In the future we will add more than 50 billion smart and connected devices, machines, autonomous vehicles, buildings and cities. These devices will be always on and connected, and demand the greatest data bandwidth possible. In turn, these “things” will deliver new data-rich services and cloud apps to users, fueling Intel’s virtuous cycle of growth that Brian Krzanich outlined two weeks ago.
This is a revolution of expectations as much as it is capabilities.
These devices — individually and collectively — will push the multiples of data to the cloud well beyond what we know today. Consider a mapping drone that pushes 20Gb/min of data to the cloud. No human being can create 20Gb/min of data today! Imagine streets full of autonomous vehicles, all connected and talking to each other, to the crosswalk and traffic light signals, and the smart city around them for real-time insight and action. The volume of data is massive and it will continue to grow as more machines and devices come online.
All of this will put unprecedented demands on today’s networks, and require a new generation of technology that can serve a far broader set of devices, volumes of data and human need for connectedness. 5G is the inflection point from network needs driven largely by PCs and smartphones to an entirely new platform that connects a broad range of “things” to each other, to people and to the cloud.
With this, standards will evolve dramatically. We’re defining standards and developing technologies for next-generation software-defined networks that are more cost-effective, efficient and scalable. Our deep collaboration with industry leaders from device manufacturers to network operators will fuel the transition to 5G.
With this revolution, definitions also change. This is true for mobile. No longer just phones, mobile is now about connecting the billions of “things” — inclusive of phones, tablets and PCs. Intel is creating the next wave of world-class connectivity assets — LTE and 5G modems, RF, Wi-Fi, Bluetooth, Ethernet — needed to power devices, networking and storage. We’re aligning our products and architectures to an entire panorama of smart and connected devices, and in so doing we’re enabling exciting new experiences. We are not exiting mobile, but we are broadening its definition to make it synonymous with the interconnectedness of the more than 50 billion “things.”
Similarly, what it means to “compute” is changing. We are entering an entirely new era of compute that will be distributed across the entire network from device to cloud, to deliver more personalized and immersive experiences. Consider this impact in the world of sports, for example, where the tiniest details of play — from an athlete’s elbow angle on a free throw to the vertical on a slam dunk — can be measured and broadcast in real time. The PC is foundational to our compute strategy and to our business. It’s an engine that creates critical shared IP that drives innovation across our entire product portfolio. Intel will continue to deliver an annual cadence of leadership performance and innovation in our PC and broader computing roadmap, with a focus on key growth opportunities in 2 in 1s, gaming and home gateways.
Value looks different after a revolution. Shifting our SoC approach to embrace a smart and connected world of more than 50 billion devices will unlock tremendous value for our customers and our shareholders. We will develop competitive solutions that combine the optimal architecture, modem capability and other IP assets that best deliver value to the targeted IoT devices and their ecosystems, whether they are drones, robots, PCs, cars, retail systems or smartphones.
With decades of experience in creating open ecosystems, powering the world’s PCs and servers, and embedding intelligence into unexpected devices, Intel is uniquely positioned to deliver the comprehensive portfolio of end-to-end hardware and software technologies for this revolution.
All of this is why I’m bullish on Intel, and why I joined this company. In my first four months, I’ve seen firsthand Intel’s rich arsenal of innovation and assets, including the fabric capability, backbone in silicon, software and systems architectures, and the ability to connect everything that’s around us. I know that we’ll win in the connectivity revolution fueled by the IoT. I’m resolute in my belief that Intel is the only company on the planet that can do all of this from one end of the network to the other, delivering unique value to our customers.
Dr. Venkata “Murthy” Renduchintala joined as President of Intel’s Client and Internet of Things (IoT) Businesses and Systems Architecture Group.