Make for India, Make for World

Kumud Srinivasan President, Intel India

“Science & technology are the

governing concepts of our age.” - Henry Kissinger

Virtuous Cycle of Computing

DEVICES

DATA CENTER DEVICES

SERVICES

Outcome of Virtuous Cycle

1.Intel and 3rd party analysis.

2.Intel estimate based n various end user proofs of concepts

3.*Other names and brands may be claimed as the property of others.

Semiconductors The foundational core of this digital revolution

Driven by Moore's Law

INVESTOR MEETING 2012 7

DRIVES New usages

India Today

India: Evolving…

Providing service Creating IP

Large IT giants Startups

>90% customers outside Local focus

Low literacy Digitally literate

<5% PC penetration >80% phone penetration

Profit-driven Social Entrepreneurship

R&D

COST

TIME TO

MARKET SCALE

ENTRY

BARRIER

BUSINESS

MODEL

SERVICES &

SOLUTIONS

SOFTWARE

PLATFORM

FASTEST LARGE

HIGHEST

SLOWEST

LOWEST

SMALL

LOWEST

HIGHEST

Innovation at the Micro Level

*Other names and brands may be claimed as the property of others. All dates, plans, features, and specifications are subject to change without notice. Copyright © 2006 Intel

Corporation. All rights reserved.

Intel® Sensing Platform for Health Reference Design

Changes in the Ecosystem

Products and Platforms

Component and Boards

Software/ Services

Apps and Cloud

• Developing of apps and Services for WW markets/ Global brands

• Strong Skills

• Design houses and MNCs R&D centers – Embedded

• Product engineering services • Assembly/ MFG in niche areas

– low volume/ high cost/ low maturity

• Design, assembly and manufacturing – COE in few verticals – Auto, Health, Energy

• High Volume/ Cost Competitive in Consumer space with end-to-end product dev and mass manufacturing expertise for WW – IDH, LODM

• Product development for local and global markets

• Developing global brands

Current Status Need to aim

S T RONG

WEAK

Make for India, Make for World

Global Competitiveness

Unique Solutions

Local Demand

Key Imperatives for Tomorrow

Make for India,

Make for World

Global Competiti

veness

Unique

Solutions

Local

Demand

1 2

3

No limit to Computing TAM Growth 2040

2015

1980

1950

Phones Tablets

IOT Wearables

Forging ahead with Multiple Opportunities

Accelerating Local Demand 1

Government: Creating & Enabling Demand

IT use in services

Broadband highways

Everywhere mobile connectivity

eGovernance in all departments - 100% paperless

100 Smart Cities

Wi-fi in schools, all universities; Public wi-fi hotspots

Digital Inclusion: 1.7 Cr trained for IT, Telecom and Electronics Jobs

Enterprise: Adopting Technology

SMEs

• 90% companies with no Internet access; tech adoption becomes a growth imperative

• 20% CAGR

IT Spends in 2020

Large Enterprises Growth in

Datacenter

Branch expansion in BFSI

Increase in Retail Trading

IoT & Automation

In services, home automation, consumer goods, agriculture

Robotics & Precision cameras for automation

Looking ahead to 2020

Consumer: Natural Phenomenon

• <20% of population have access to computing

• <10% PC Penetration • Rise of semi-urban & rural

consumers • Internet connection driven by

mobile phones: 110M mobile internet users

• Total internet connection: 200M • e-Retailing is on rise for

computing

• India computing market to

cross 300M units (Smartphone, Tablet, Server & PC)

• Local Language Solutions & Perceptual Computing will be key demand drivers

• Semi-urban & rural markets will

lead with 600M computing users

The most profound technologies are those that disappear.

Mark Weiser, 1952 - 1999

They weave themselves into the fabric of everyday life until they are indistinguishable from it.

“

”

Building Unique Solutions 2

IOT - Fueling the revolution 44

ZETABYTES** *

** IMC/EDC: The Digital Universe of Opportunities * IDC

Mobile

Home/ Industrial

Network DC/Cloud

Gateway

Built-in, secure, interconnected intelligence

VIDEO: FUTURE OF TRAFFIC MANAGEMENT

0%

5%

10%

15%

20%

25%

0

20

40

60

80

Q3'11 Q3'14

Millions

Units

MSS

Local Language Solutions and Perceptual Computing

Micromax Canvas Unite – supports 21

different languages

Local Brands Smartphone Growth in 3 years

Sensor-based solutions for Emerging Markets

Global Competitiveness 3

Global competitiveness calls for…

Robust Infrastructure

• Telecom, power, water as basic & essential services

• Quality, reliability at reasonable cost

Ease of Operation

• From license-permit regime to self-compliance

• Digitization, automation

• Policies & laws for Digital World

Investments & Incentives

• Innovation & Entrepreneurship

• R&D

• Global partnerships

2008 - IESA put the focus on ESDM

2015 – Opportunity to lead

“Ask not what your country can do for you,

ask what you can do for your country.”

- John F. Kennedy

Thank you