DADI PERLMUTTER KEYNOTE Female Voice: Ladies and gentlemen, please welcome senior vice-president, general manager, Mobility Group, David Perlmutter. David Perlmutter: Good afternoon, everyone. Why are we here? Well if you don't know, at least I'm here about to tell you. We're here to talk about mobility. Mobility is very exciting segment in the market. It is a growth opportunity for you and for Intel, and it is one of the most growing businesses within Intel today.
IDF 08-27-06 Afternoon session Page 2 So I took my notebook. I had a GSM modem. I hooked it in. And I succeeded to get my daughter on. The video was a bit more shaky, but we at least could identify that this was really our daughter. And we drove for two hours. Well, it was a Centrino notebook, so I was not worried about the battery life. It succeeded to go through this two-hour drive.
IDF 08-27-06 Afternoon session Page 3 was really mobile. Maybe portable or luggable is a better one. This is the Osborne portable PC that was available about 25 years ago. It was running CPM. And this was the size of the screen. So when you guys complain about [the 5- to 7-inch UMPC] we are talking about, this was the PC 25 years ago. Of course, we made it a long way since then, and you have some of these wonderful – some of our Santa Rosa notebooks that are going to be launched first half of next year.
IDF 08-27-06 Afternoon session Page 4 started my job in notebooks in early 2000, we had been about close to zero notebooks sold there, is going to be about a third of PCs sold in China at end of the decade are going to be notebooks. Mobility goes hand-to-hand with personal. When you take it with you, you have the things that you want to have. You have your pictures, your videos, your data, your office, if you are a person like me that works around the clock. And you have it with you, any time, anywhere.
IDF 08-27-06 Afternoon session Page 5 screen would have been lifted up so I don't have to kind of look forward and have my neck and my back hurt." So I talked to our Concept PC person, and he said, "We'll think about this one." After awhile, he came back with this. And of course, you can take it up and down. He said, "It's smaller than you asked for, because if you want to see a movie, you can really go and make it like that.
IDF 08-27-06 Afternoon session Page 6 Robson technology. I'm going to talk about more details later, but it shaves about 400 milliwatts from the platform.
IDF 08-27-06 Afternoon session Page 7 Now, what I have here to demonstrate is, I've taken some content off of my Sony 1080 camcorder, and I've put the content on both systems here, and I'm going to start using Windows Media encoder and encoding. So what I'm doing with Windows Media encoder is, I've taken that content and I'm putting it into a format that's more acceptable for distribution to my family, friends, co-workers like you, Dadi.
IDF 08-27-06 Afternoon session Page 8 Male Voice: Oh, no, no. This is the platform that we showed this audience a year ago here. So this is the platform that the competitor shipped just a few months ago, and this is the one that we showed this audience last year. David Perlmutter: Okay, so saving energy is really important for the three outlets, I presume. Male Voice: Yeah. David Perlmutter: Okay.
IDF 08-27-06 Afternoon session Page 9 moved up under 1,000 milliwatts, a significant savings here. And when we go back and look at this technology in bigger screens, brighter screens with higher resolutions, that's where we're going to get the 400 milliwatts you talked about on the other foil. Louis Burns: Very good, thank you very much. Male Voice: All right, thanks a lot, Dadi. [Applause] David Perlmutter: It's a lot of work, milliwatt by milliwatt, but we are getting there.
IDF 08-27-06 Afternoon session Page 10 we are going to end this year with 90 percent of our products shipped in [performance to be] dual-core. This is really great because we are going to continue on a promise of uncompromised performance in notebooks, and to match whatever you have in mainstream desktops.
IDF 08-27-06 Afternoon session Page 11 of things. And our NAND Flash disk caching technology. On top of that, we are going to enable Intel management technology, and this is going to be the richest platform that we have ever introduced in mobile technology. This is going to demonstrate to you the goodness of Santa Rosa, very much the main things that we are doing in a microprocessor to make it better than the predecessors.
IDF 08-27-06 Afternoon session Page 12 frequency mode is just what you need. And the lower the power you get, the better it is. So, in the Santa Rosa generation, we have this super LFM. We now do the same trick that we do on the CPU core, taking it all the way down from high frequency to low frequency, doing the same with the bus, and taking that from 800 megahertz to 400 megahertz, resulting in the CPU frequency moving from 1,200 megahertz to 600 megahertz.
IDF 08-27-06 Afternoon session Page 13 waked up to do real work, saving significantly the non-active part. So, in summary, we have performance enhancements, active power, power reduction, and better battery life resulting from going all the way down in sleep mode to a way that you don't have to wake up the CPU. Another wonderful feature that we have on Santa Rosa is really enhancing the graphics and the video capabilities of this product.
IDF 08-27-06 Afternoon session Page 14 previous generations and continues to support these display power-saving techniques we just showed in a demo earlier. Next one, which really makes us proud, because it's the next step of improving platform technology. It's really attacking the I/O side of the business. And this has been neglected for many years, because this technology was focusing very much on getting it smaller and much higher capacity.
IDF 08-27-06 Afternoon session Page 15 running on our next generation of Centrino. And what we're showing on here is a bunch of widgets that I have pushed up front, or gadgets, rather, and these gadgets are basically bringing in all of this application straight to the desktops.
IDF 08-27-06 Afternoon session Page 16 David Perlmutter: Is it Core 2 Duo in this camera? Craig: Not necessarily in the camera. However, for the first time, I can take this type of processing and offload it and directly stream the capture from here right onto my Core 2 Duo notebook. So what we're actually showing off is real-time processing outside of the camera so I can stream it real time.
IDF 08-27-06 Afternoon session Page 17 David Perlmutter: Okay, thank you very much, Craig, see you. Notebook without wireless connectivity is not something that we would be happy with. In the Web 2.0 era, when you want to be connected to the one you like, whether it be a MySpace, YouTube, a Google Maps, a Yahoo search, [finals], whatever, you want to be able to access that any time you really need it. In order to do that, you're going to need wireless connectivity. That's not a new revelation.
IDF 08-27-06 Afternoon session Page 18 Since this is a standard in the [world], we want to make sure that we ensure interoperability with as many access points we could have. Because one of our big Centrino promises that you go out there and can make a connection. We are supplementing the Wi-Fi [alliance], interoperability testing with additional what we call real-world testing. This is taking our stuff outside and checking with our leading access point manufacturers, partners, like Buffalo, [Billing].
IDF 08-27-06 Afternoon session Page 19 Craig: Hey, long time no see, Dadi. David Perlmutter: Yeah. Craig: So what we're actually doing for part two of showing off the feature set of Santa Rosa, we have our 11N notebook right here.
IDF 08-27-06 Afternoon session Page 20 see these beautiful HD colors and that bright video from that technology. David Perlmutter: So, this is transmitted over the net? Craig: This is transmitted directly over our wireless link. And I'm actually adding bandwidth on top of 5x, what we currently do with G. This is something that G just can't do anymore, so we're providing that next level. David Perlmutter: Okay, super. Craig: Thank you again.
IDF 08-27-06 Afternoon session Page 21 from viruses that come in, or disconnect the sick client from the network so that it doesn't really be contagious for the rest of the network, and heal it eventually from remote by the IT person. With Santa Rosa, we have this capability working over our Wi-Fi solution. And this is really delivering a solution now that an IT could select either a desktop or a notebook to this wonderful way of doing management.
IDF 08-27-06 Afternoon session Page 22 Rosedale 2, which is supporting dynamic switching between 802.16d, which is the fixed WiMAX into 802.16e, which is the mobile WiMAX. This is going to be done by software release. And service providers who are building fixed WiMAX networks today, could switch, later on, their system, their network, and also the CPs built around Rosedale 2 by a software release over the year to support the mobile solution.
IDF 08-27-06 Afternoon session Page 23 they're going to build networks in '07 and are going to have commercial services in 2008 in areas that cover more than 100 million people. And they're all going to supply WiMAX – and we're going to supply WiMAX notebooks into the marketplace. I'd like to pay a tribute and have an opportunity to have a video showing Sean Maloney and Scott Richardson that really made it all happen, so please roll the video. [Video plays.
IDF 08-27-06 Afternoon session Page 24 first time, we're going to get multi-megabit speeds to new types of devices that go beyond the broadband service that you have in your house today. In Nigeria, Suburban Telecom is blanketing the City of Abuja and covering millions of people with broadband Internet access. In the US, we're working with CalTrain in California to deliver integrated Wi-Fi/WiMAX connectivity to moving trains.
IDF 08-27-06 Afternoon session Page 25 mobility one step father in order to create and the ability to use the Intel architecture ecosystem that [exists there, which are] all the PC applications, all the plug-ins and everything that runs on the Internet today will really be able to run on these small devices. So, first of all, technology. If our 2006 product is one in size of a package and power of the CPU, everything about UMPC is about shrinking power and shrinking size.
IDF 08-27-06 Afternoon session Page 26 We have wonderful things that we have showed yesterday, and this is this wonderful one of the concept of a UMPC. You can have a keyboard if you want one. You could turn it, do this kind of thing. This is light, easy to use. You have all the capabilities you might want from a notebook.
IDF 08-27-06 Afternoon session Page 27 So what you see here in the screen is actually Yahoo! Go, which is our client experience to deliver what we call the lean back Internet, which is a media-rich user experience designed for casual interaction rather than always staring at a screen. So what you see here is kind of My Yahoo! done really beautifully. I see local traffic, because a UMPC is local-aware. I see my weather. I see my favorite game. And I see like an ultra popular video right now.
IDF 08-27-06 Afternoon session Page 28 again, Yahoo email, number one email service in the world on your ultramobile PC. So again, we are really excited about this. This is a real way of bringing what we call the lean-back Internet into the next phase. And, you know, very happy to work with Intel. David Perlmutter: Okay, thank you very much, Marco. Marco Boerries: Thank you.
IDF 08-27-06 Afternoon session Page 29 daughter that, because she'll try six feet. And you can run anything you want. It's a fully loaded PC, running Windows. It could run whatever you want. We worked together with the software industry, with ISVs, to really create content, to really enhance one-on-one learning in the classrooms. And at the end of the day -- really done for my daughter -- is you can take it with you.
IDF 08-27-06 Afternoon session Page 30 The execution, the fact that Paul, and Pat before me, and I talked about all these wonderful products. We just launched mini-microprocessor chip set. It's not the result of just best effort; it was a well-planned, conscious effort that we have [painted] to go together and develop what we call the tick-tock model. You start with a new technology, you put the best team on it, you get it done.