Hieronder volgt een (het laatste) stukje uit de Q&A van de Conference Call van Intel voor Q3 2013 op 14 oktober. De onderwerpen zijn onder andere 450mm wafers, 14nm, Bay Trail (o.a. adoptie in producten), competiviteit met Apples A7-soc Wifi/LTE, die sizes en het time frame voor Broadwell launch.
Bron:
Intel's CEO Discusses Q3 2013 Results - Earnings Call Transcript (Q&A op p. 4)
Ook een kleine reminder: de productie van Broadwell heeft een kwartaal vertraging opgelopen.
De belangrijkste stukken bold gemaakt voor wie weinig tijd heeft.
Operator
Our next question comes from the line of Timothy Arcuri of Cowen and Company. Your line is open.
Timothy Arcuri - Cowen and Company
Thank you. First question is on CapEx. Stacy, is the cut due mostly to 450. You had said before that there was no push out in the timing but some of the companies selling equipment are saying that there has been some push outs. So I am just wondering where that cut is coming from? Thanks.
Stacy Smith - Chief Financial Officer, Executive Vice President, Director, Corporate Strategy
You are talking about the $200 million. No, there is actually no cut in there. We are just refining our forecast as we get down to one quarter left in the year.
Timothy Arcuri - Cowen and Company
Got it, great.
So just to be specific on the timing on 450, nothing has changed there?
Brian Krzanich - Chief Executive Officer, Director
So let me answer that one.
We have not changed our timing. We are still targeting the second, latter half of this decade. We continue to see great value in 450. It brings tremendous economic value to everybody who participates in it. We continue to work with our partners. We are here part of the joint development program in New York, continuing to work on 450.
We continue to work with our partners, especially TSMC and Samsung and we are still targeting the back half of this decade. This is a long 10-year program when you really take a look at it. So I think you will get mixed signals throughout those 10 years, take a look at the long-term trend and then really start to understand the economic value here and you will see we will get there in the end.
Operator
Our next question comes from the line of David Wong of Wells Fargo. Your line is open.
David Wong - Wells Fargo
Thanks very much. Bay Trail. If I'm not mistaken there are Android tablets using Clover Trail+ the currently available,
when might we expect Android tablets using Bay Trail in the market?
Brian Krzanich - Chief Executive Officer, Director
You are absolutely right there, several tablets out there currently today with Clover Trail+ using Android. What I told you was,
there are about 50 designs on Bay Trail, about 20 of those are 2-in-1s, probably 25, 20 of them are Bay Trail tablets on Android, there is going to be about eight systems on shelf, eight to 10 systems on shelf, we believe, by the say Black Friday timeframe. Most of those will be Android tablets.
David Wong - Wells Fargo
Okay. Great. Could you -knocking on what proportion of your core family sales will be Haswell in the December quarter and are you seeing Haswell, why being extensively adopted in tablets or is it primarily the regular Haswell that goes into tablets in 2-in-1s?
Stacy Smith - Chief Financial Officer, Executive Vice President, Director, Corporate Strategy
Yes. We don't give to that level of granularity to break out our sales by product family. I think, Brian gave you some good insight into the number of systems that we see coming to the market, a lot of which will be there before Black Friday and then even more of that kind of build out over the course of Q1. I'll let Brian answer the Haswell-Y.
Brian Krzanich - Chief Executive Officer, Director
You asked
Haswell-Y versus [Haswell]. First, most of the
tablets we are building with OEM partners are Bay Trail or as you said Clover Trail+ based. There are some that are being based on core; most of those are being based on the standard core product.
Haswell-Ys are going into the fanless systems or extremely low powered 2-in-1s.
Mark Henninger - Director of Investor Relations
Operator, we would like to go ahead and take two more questions, please?
Operator
Thank you. Our next question comes from the line of Jim Covello, Goldman Sachs. Your line is open.
Jim Covello - Goldman Sachs
Great. Thanks so much for taking the question. Stacy, something you had alluded to in your presentation at the Developer Forum. I wonder where you think
die sizes are headed on average for the company given some of the
moves into these different markets that you talked about.
Stacy Smith - Chief Financial Officer, Executive Vice President, Director, Corporate Strategy
Again, it's going to be similar to the ASP question. When you are talking average die size,
it's really going to be a function of mix, so it becomes hard to answer. I think when you look at it by segment, we are improving our cost structure in each of the segments of the business. The die size is going to get better and the core family, it's going to get better and Bay Trail. It's going to get better in the tablet segment of the business, but the mix will really dictate the average. I don't know Brian, if you want to add anything to that.
Brian Krzanich - Chief Executive Officer, Director
Yes. I would agree with Stacy. Each of one of the families of the products we have roadmaps even with integration, but
because of Moore's Law we are able to continually drive down the die size. It's going to be mix dependent, we think if you look at the average mix, it will be down slightly, but it's not a dramatic drop at least. Again, it will be mix-driven.
Jim Covello - Goldman Sachs
Okay. That's helpful. Then if I could ask for my follow-up, in terms of the mobile market, the handset market in particular, how important do you think
connectivity in the other surrounding pieces around the processor are for Intel to be successful in this market? How do you feel you are positioned in those complementary pieces around the processor?
Brian Krzanich - Chief Executive Officer, Director
Sure. The connectivity and comps both are very important.
We had Wi-Fi for 12-plus years, so our position in Wi-Fi is good. We have made
acquisitions in GPS and GNSS lately to add to our portfolio. We talked about in the prepared statements about our progress on LTE and
we actually believe we are making great progress in LTE.
We added LTE data now, LTE data and voice by the end of the year, LTE with carrier aggregation first half of next year. That's very good progress in our mind on LTE. I want to remind you though, but it's really when you take a look at these SoC products, it's about all of the IPs.
So you have got to get the graphics right. You have got to get the connectivity right. You have got to get the comps right. We really have a drive to both our individual IPs correctly there and then to integrate them into the silicon. That's kind of the order that you have to do with it. You have to go get the IP correct. That's why you see our LTE products are standalone now. Then you integrate them in once you get the capability in a standalone product. We will be working on that next year.
Mark Henninger - Director of Investor Relations
Operator, please go ahead and introduce our last question.
Operator
Our final question comes from the line of Vivek Arya from BoA/Merrill Lynch. Your line is open.
Vivek Arya - BoA/Merrill Lynch
Thanks for taking my question. Brian, my first question is, within DCG can you help us quantify traditional enterprise versus some of the growth categories in cloud storage and networking? And where I am going with that is, when does this latter growth part start dominating and what are the implications on ASP when that happens?
Brian Krzanich - Chief Executive Officer, Director
I have never done a calculation on when they would overtake enterprise. If you take a look at it, we said that cloud, storage, networking, we are growing plus 20%. But I would have to go back and take a look. We can have that discussion maybe at the Investor Meeting on how those percentages of the business change over time.
Stacy Smith - Chief Financial Officer, Executive Vice President, Director, Corporate Strategy
Vivek, if you go back and look at last year's Investor Meeting, you will see something presented by Diane that actually very explicitly breaks out the size of the different segments and the growth rate and what you will see there is enterprise is 40%, 50% of the overall enterprise segment. These other segments in aggregate are overtaking it, kind of as we speak and growing really fast. We will talk a lot more about that in a month.
Vivek Arya - BoA/Merrill Lynch
Got it, and then as my follow-up.
I wanted to just get a sense for how much of a leapfrog advantage will 14 nanometer provide in the mobile market because recently we saw very impressive benchmarks from Apple on their A7 SoC. I understand that they optimized a lot of things within their system that other customers may not be able to do but they were able to show very impressive benchmarks on 28 nanometer silicon. I am wondering as you think about your 14 nanometer products and the fact that you will really need to leapfrog to get major share in mobile how should we think about how big those advantages will be,
like what the discussion with customer have been so far?
Brian Krzanich - Chief Executive Officer, Director
Sure. So, let's make sure, I mean you just kind of used the generic word of benchmarks and there are lot of different ones that are out there. So I am not sure exactly which ones you are talking about. But if you just take a look at our products and
all of our products are 64-bit. So we have had that for an extended period of time and products that we are shipping today are already 64-bit. If you take a look at things like
transistor density and you compare, pardon the pun, apples-to-apples and you compare, say,
the A7 to our Bay Trail, which is the high density 22 nanometer technology then our transistor density is higher or more dense than the A7 is. So it's a good product. I am not in any way trying to deface that,
but we do see the Moore's Law advantage from 28 to 22 nanometer as an example, when you compare dense technologies to dense technologies.
We believe 14 nanometer it just an another extension of Moore's Law. So it will have that same roughly twice density that you will see between 28 and 22 nanometer. You will see that same kind of increase or improvements as you move to 14. It is a true 14 nanometer technology. Did I answer your question?
Vivek Arya - BoA/Merrill Lynch
Yes. So Brian, maybe what I was trying to get to was, as you look at the kind of Android customers or Chrome customers that you might engage with 14 nanometer. How is that changing from the engagement that you have with
Bay Trail? Basically the question is, is the level of engagement accelerating as they look at your 14 nanometer progress?
Brian Krzanich - Chief Executive Officer, Director
So, yes. From that perspective, they see a roadmap now. I think more importantly than just 14 nanometer. What they see is a roadmap from us around the Atom SoC. They see Bay Trail as a great first step and great product. You have seen some of the performance benchmarks out there. We just talked about the transistor density. Stacy has talked about our cost and ability to hit these lower prices points. It has got good graphics performance. As I said we are able to provide a 64-bit solution across all OS options as well.
So they look at that and then they look at our roadmap, and say okay, they have got LTE, they have got connectivity, they have got a standalone, they have plans to integrate those technologies in, in a basic SoC. They are starting to build confidence in our roadmap along with us. That's, I think, what they really look at this as they see our Atom roadmap that's highly competitive.
Vivek Arya - BoA/Merrill Lynch
Thank you.
Mark Henninger - Director of Investor Relations
Thanks, Vivek, and thank you all for joining us today. Nova, please go ahead and wrap up the call.
Hieronder nog een paar random stukken die interessant zijn:
Operator
Our next question comes from the line of John Pitzer of Credit Suisse. Your line is open, sir.
John Pitzer - Credit Suisse
Brian just a follow-up on the
Broadwell. I am just kind of curious why the push out? Can you elaborate a little bit?
Is this is technical issue and if it is, why are you confident you overcame it
or is this really a market issue? I.e. there's a little bit excessive Ivy Bridge inventory which is pushing out Haswell, which is the ramp, which is pushing Broadwell. If you could elaborate on that that would be great.
Brian Krzanich - Chief Executive Officer, Director
Sure. It's absolutely not the latter. It was simply a defect density issue. This was on the issue -- as we develop these technologies, what you are doing? You are continually improving the defect densities and those resulted in the yield, the number of die per wafer that you get out of the product and what happened as you insert a set of fixes in groups, you will put four or five, maybe sometimes six or seven fixes into a process and group it together, run it through and you will expect an improvement rate occasionally as you go through that. The fixes don't deliver all of the improvements [stock], we had one of those.
Why do I have confidence? Because, we have got back now and added additional fixes, gotten back onto that curve, so we have confidence that the problem is fixed, because we have actually data and defects and so that gives us the confidence that we are to keep moving forward now and that happens sometimes in these development phases like this, so that's why we are going to over it a quarter.
Member of Broadwell and Haswell are incompatible for the unit for the most part these will slide into existing systems and it delivers the next generation of the low-power Broadwell. Why? Which is you give even more capability for
fanless core products, so we and our OEM partners have a strong desire to get Broadwell to the market, so if I could there would be nothing slowing down. This is a small blip in schedule and we will continue on from here.
Christopher Roland - FBR
Okay. Great. Thank you for that.
Also on the Broadwell quarter push out, do we make up for that at some point in the future, or would this also push Skylake?
Brian Krzanich - Chief Executive Officer, Director
We do not think it will push Skylake, so this is just - and in fact will even make up in total volume within a quarter or two after the one quarter push, so we tend to make these up very quickly.
The two are independent. The early learning that's going on during the process development has no impact on Skylake's ability to come to market.
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