As a leader in the global desktop microprocessor market, the company must overcome its weaknesses and the threats to its business. Moorhead is also a contributor for both Forbes, CIO, and the Next Platform. My goals of the week were to re-assess Intel's strategy, get an update on its fab position, its products, and position in AI training. I left the conference more confident with the client computing roadmap through 2022 that was shared for reasons I cannot divulge under NDA. Market Size Reports. I think strategically, given where Intel is, what it wants to accomplish, and the competitive set, it’s the right direction. Lowers costs to implement improvements. There is a market need for these new products and I am excited about them. Quarter 2020 from the same quarter a year ago. I am quite intrigued by the upcoming Xeon roadmap, particularly in 2023. AMD has already disaggregated, and Xilinx and NVIDIA are on its way. I write about disruptive companies, technologies and usage models. Artificial General Intelligence (AGI) Market study report analyses the impact of Coronavirus (COVID-19) on the leading manufacturers in the industry. For GDPR compliance, we do not use personally identifiable information to serve ads in the EU and the EEA. I did have the chance to talk 1:1 with Dr. Ann B. Kelleher, SVP and GM of Technology Development at Intel. Another recommendation is to diversify Intel’s business, such as through new acquisitions in other industries, for the purpose of reducing market risks and the potential impact of declining PC sales. Gregory Bryant aka “GB” answered all my questions and I think he had a great grasp of the market situation and answers for most. Gupta, G., & Mishra, R. P. (2016). Net-net for me is the Intel fabs are full, 14nm is performing great, 10nm is better than rumors, we have to wait until January on 7nm, but the focus is there, and Intel is building enough capacity as quickly as it can, short-term and mid-term. 7. A SWOT analysis of reliability centered maintenance framework. Nervana didn't pan out as planned, GPUs weren't coming to the rescue, so Intel intelligently acquired Habana Labs. I wrote about this here. This does not mean I think the company will achieve the same market share in its traditional 95% PC and server markets- I don’t. Major opportunities are available to improve Intel’s performance. SWOT analysis from a resource-based view. Insights on the Mobile Artificial Intelligence (AI) Market 2020-2024: COVID-19 Industry Analysis, Market Growth, Opportunities and Forecast 2024 - Technavio Note, I cannot share everything that was discussed. See Intel Corporation (INTC) stock analyst estimates, including earnings and revenue, EPS, upgrades and downgrades. Relative valuation technique determine the value of Intel Corp. by comparing it to similar entities (like industry or sector) on the basis of several relative ratios that compare its stock price to relevant variables that affect the stock’s value, such as earnings, book value, and sales. Net-net, my view of Intel has improved in some areas and remains the same in others. Intel has the following weaknesses: Intel has a mutually beneficial partnership with Microsoft. Diversification shields the organization from market-based risks. The descriptions are drawn from what may only be available in the form of deliberately deceptive information; the analyst must correlate the similarities among deceptions and extract a common truth. In the notebook market on 10nm process, Intel is competitive and would say most competitive with battery life. This partnership is partly responsible for the success of the two companies. And we’re not doing it alone: we work with our customers and galvanize the industry for even greater impact. Intelligence analysis is the application of individual and collective cognitive methods to weigh data and test hypotheses within a secret socio-cultural context. For example, Intel continues to benefit from the wide profit margins of its processors developed for market-dominant Windows systems. All the new information was NDA, I am not going to rehash what has already been said over the past year, but I did want to share some of my high-level opinions exiting the week. However, the rapid market shift to mobile computing is a growing threat against the company. Therefore, I think the notion that Intel fabs must compete with TSMC and Samsung for future designs is a great idea and doesn't negate the strategic benefit of Intel's IDM strategy. Intel Corporation’s successful semiconductor business strategically addresses the strengths, weaknesses, opportunities and threats (SWOT) in the organization and the external environment. ET Comments If you have not read my previous opinions on Intel's strategies and products, please check out the resources at the very bottom of the article. Moor Insights & Strategy, like all research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, including 8x8, Advanced Micro Devices, Amazon, Applied Micro, ARM, Aruba Networks, AT&T, AWS, A-10 Strategies, Bitfusion, Blaize, Box, Broadcom, Calix, Cisco Systems, Clear Software, Cloudera, Clumio, Cognitive Systems, CompuCom, Dell, Dell EMC, Dell Technologies, Diablo Technologies, Digital Optics, Dreamchain, Echelon, Ericsson, Extreme Networks, Flex, Foxconn, Frame (now VMware), Fujitsu, Gen Z Consortium, Glue Networks, GlobalFoundries, Google (Nest-Revolve), Google Cloud, HP Inc., Hewlett Packard Enterprise, Honeywell, Huawei Technologies, IBM, Ion VR, Inseego, Infosys, Intel, Interdigital, Jabil Circuit, Konica Minolta, Lattice Semiconductor, Lenovo, Linux Foundation, MapBox, Marvell, Mavenir, Marseille Inc, Mayfair Equity, Meraki (Cisco), Mesophere, Microsoft, Mojo Networks, National Instruments, NetApp, Nightwatch, NOKIA (Alcatel-Lucent), Nortek, Novumind, NVIDIA, Nuvia, ON Semiconductor, ONUG, OpenStack Foundation, Oracle, Poly, Panasas, Peraso, Pexip, Pixelworks, Plume Design, Poly, Portworx, Pure Storage, Qualcomm, Rackspace, Rambus, Rayvolt E-Bikes, Red Hat, Residio, Samsung Electronics, SAP, SAS, Scale Computing, Schneider Electric, Silver Peak, SONY, Springpath, Spirent, Splunk, Sprint, Stratus Technologies, Symantec, Synaptics, Syniverse, Synopsys, Tanium, TE Connectivity, TensTorrent, Tobii Technology, T-Mobile, Twitter, Unity Technologies, UiPath, Verizon Communications, Vidyo, VMware, Wave Computing, Wellsmith, Xilinx, Zebra, Zededa, and Zoho which may be cited in blogs and research. As a result, the company lacks comparably extensive business processes for other products. The Global Artificial Intelligence Market is expected to grow from US$29 billion in 2019 to US$252 billion by 2023, at a Compound Annual Growth Rate (CAGR) of 42.5% during the forecast period. SWOT analysis of Intel analyses the brand/company with its strengths, weaknesses, opportunities & threats. So, when the world went nuts after CEO Bob Swan suggested it was going to look at external foundries, I was puzzled, as it already did that. Before Patrick started the firm, he spent over 20 years as a high-tech strategy, product, and marketing executive who has addressed the personal computer, mobile, graphics, and server ecosystems. He has nearly 30 years of experience including 15 years as an executive at high tech companies leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments. I have believed in this approach for 20 years and I still believe it is the right path. I do think Intel can grow as it has widened the aperture considerably when I look at its increased TAM and SAM. I had a good 1:1 chat with Lisa Spelman, who leads the Xeon product line . 8. All Rights Reserved, This is a BETA experience. Intel must ensure competitive advantage in the PC market and develop a competitive product for the mobile device market to address the threats specified in this part of the SWOT analysis. He dives deeper to re-assess Intel… Moreover, in the PC market, minor competitor AMD has potential to capture a bigger market share, and ARM Holdings has potential to succeed with its enhanced processors for desktop systems. Economies of scale. Intel even had to "back-port" features and parts from 10nm to 14nm. For example, as PC sales decline, mobile device sales increase. And I think disaggregating chip design makes sense for Intel, even though this is not what the mobile players are doing right now. Analysis of Geopolitics, Economics, Geopolitical Risk, Economic Risk, Political Analysis, International Relations, Business Risk, Middle East Risk, Political Strategy, Management Strategy. Also, the company can increase the flexibility of its processors to widen their potential use. Intel’s performance is subject to the impacts of these factors. Lowers costs for research and development. Customers want predictable cadence. The report includes the size of the market in terms of revenue for the forecast period. What I do understand is the surprise at the notion that Intel would take some of leading edge designs to a foundry. This part of the SWOT analysis specifies the organization’s weaknesses or internal strategic factors that impose challenges or limits on performance. #1-Ranked Industry Analyst Patrick Moorhead spent close to three days attending the 2020 Intel industry analyst day last week. Intel faces significant competition in the development and market acceptance of technologies and products in this environment. Promised in 2021, AWS set a goal of delivering up to 40% better single-node price-performance compared to its current GPU-based EC2 instances supporting ML. You see, the larger the die area and the more heterogeneity the SOC, the bigger the need for a 2D, 2.5D, or 3D design. Also, the company is dependent on Windows machines, making it vulnerable to the threat of competition with AMD and ARM. If that’s the Intel fab-great. Based on the results of this SWOT analysis, a recommendation is to improve Intel’s position in the semiconductor industry through increased efforts to develop competitive and profitable processors for mobile devices. We are applying our reach, scale, and resources to deliver on bold goals. It comprises industrial dynamics which affects the growth of Artificial Intelligence Platforms market, major players, segmentation, SWOT analysis, value chain analysis, along with some major changes in the market in terms of new policy, technological advancements, some mergers or acquisitions of major players, etc. Strategic Management Essays, Term Papers & Presentations . I spent close to three days attending the 2020 Intel industry analyst day last week. I would love to see Ice Lake on TSMC's 5nm process, wouldn't you? For example, the company can develop semiconductor products to target new segments in the household appliance market. ET Intel is servicing 90% of the server and PC industry mostly with a super-optimized 14nm process and silicon designs. The “new” Intel does a family of XPUs (CPU/GPU/NPU/FPGA) with disaggregated designs for datacenter server, storage and networking, the edge, carrier and autonomous cars. This part of the SWOT analysis specifies the threats or external strategic factors that reduce or end businesses. When you ask most people in the tech industry about the state of Intel fabs, I think they would say they were "broken". Diversification remains a significant opportunity that has not been fully exploited, considering Intel’s generic strategy and intensive growth strategies. The “old” Intel did CPUs and chipsets with monolithic designs for datacenter servers and PCs. Nonetheless, the company must address the critical issues shown in the SWOT analysis, to ensure long-term success, considering rising competition from other technology firms. 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