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Intel CapitalIntel Capital
The Digital HomeThe Digital Home Curt J. NicolsCurt J. Nicols
VP & Director VP & Director
Digital Home Initiative, IntelDigital Home Initiative, Intel
October 29, 2004 October 29, 2004
Intel Capital
Four Pillars of Intel StrategyFour Pillars of Intel Strategy
ArchitectureArchitecture ManufacturingManufacturing BrandBrand InvestmentsInvestments Build ecosystems
Develop international
presence
Foster silicon technology
Scout new technologies
Build ecosystems
Develop international
presence
Foster silicon technology
Scout new technologies
Intel Capital
Intel Capital MissionIntel Capital Mission
Make And Manage Make And Manage Financially Attractive Investments Financially Attractive Investments In Support Of In Support Of Intel’s Strategic ObjectivesIntel’s Strategic Objectives
External and Internal InvestmentsExternal and Internal InvestmentsExternal and Internal InvestmentsExternal and Internal Investments
StrategicStrategic FinancialFinancialICapICap
Intel Capital
Investment ThemesInvestment Themes
Communication Infrastructure
Digital Home
Mobile / Internet Clients
Enterprise / Digital Office
Next-Gen Si Production & Design
Int’l &Emerging Markets
Intel Capital
Content Anytime, Content Anytime, Anywhere, Any DeviceAnywhere, Any Device
Digital Home Vision Digital Home Vision
Intel Capital
Intel is Serious about Intel is Serious about the Digital Homethe Digital Home
Awesome Performance for Audio, Awesome Performance for Audio, Image & Video ProcessingImage & Video Processing
Intel® Pentium® 4 Processor Intel® Pentium® 4 Processor on 90nm Technologyon 90nm Technology
Alderwood & GrantsdaleAlderwood & Grantsdale
NetBurst™ Microarchitecture EnhancementsNetBurst™ Microarchitecture Enhancements
Enhancements to HT TechnologyEnhancements to HT Technology800 MHz FSB800 MHz FSB
1MB L2 Cache 1MB L2 Cache
13 New Instructions (SSE3)13 New Instructions (SSE3)
PCI Express* x16 Discrete PCI Express* x16 Discrete GraphicsGraphics
High Definition AudioHigh Definition Audio
RAID 0/1 RAID 0/1
Dual Channel DDR2-533Dual Channel DDR2-533
Integrated APIntegrated APNext Gen, Intel Integrated Graphics*Next Gen, Intel Integrated Graphics*
*Integrated Graphics available on Grantsdale only
Intel Capital
The Industry is Serious: DLNA The Industry is Serious: DLNA Digital Living Network AllianceDigital Living Network Alliance
>140 Member Companies** >140 Member Companies**
*Other brand and names are the property of their respective owners.*Other brand and names are the property of their respective owners.
Intel Capital
Three Reasons for VCs to get Serious Three Reasons for VCs to get Serious in Digital Homein Digital Home
Intel Capital
Three Reasons for VCs to get Serious Three Reasons for VCs to get Serious in Digital Homein Digital Home
1.1. There are real problems to solve!There are real problems to solve!
Ease of Use is a Disaster TodayEase of Use is a Disaster Today– Home network setup and management is difficult: Home network setup and management is difficult:
Device set up, interoperability, simple connectingDevice set up, interoperability, simple connecting
– Content not easily viewed on any device:Content not easily viewed on any device:
DRM, CA, Transportability, LicensingDRM, CA, Transportability, Licensing
Difficult Technical Requirements Difficult Technical Requirements – Moving HD streams over home networks with QOSMoving HD streams over home networks with QOS
– Network infrastructure to support IP video serviceNetwork infrastructure to support IP video service
Intel Capital
Three Reasons for VCs to get Serious Three Reasons for VCs to get Serious in Digital Homein Digital Home
2.2. New applications & usage models New applications & usage models will will emerge!emerge!
Trends Coming Together:Trends Coming Together:– Broadband + Digital Content + Home Networks +Broadband + Digital Content + Home Networks +
Mobile Devices + IP ServicesMobile Devices + IP Services
Analog is Internet, this Internet for the HomeAnalog is Internet, this Internet for the Home– Opportunity for new Digital Content & ServicesOpportunity for new Digital Content & Services
Ex: Movies/Sports Ex: Movies/Sports Advertising Advertising
Intel Capital
Three Reasons for VCs to get Serious Three Reasons for VCs to get Serious in Digital Homein Digital Home
3.3. Massive Disruption in CE Industry Massive Disruption in CE Industry
Traditionally Vertical, now Transforming to Traditionally Vertical, now Transforming to Standard building blocksStandard building blocks
– Rapid rate of change in productsRapid rate of change in products
– Rapid technical change (comms, networking, etc)Rapid technical change (comms, networking, etc)
– ODMs, PC OEMS entering CE spaceODMs, PC OEMS entering CE space
100B$+ CE Industry is “tipping on its side”100B$+ CE Industry is “tipping on its side”– Creates investment potential at layers of the stackCreates investment potential at layers of the stack
Intel Capital
Digital Home TransformationDigital Home Transformation
NetworkNetwork
Operating SystemOperating System
MiddlewareMiddleware
SystemsSystems
Digital Content & Dist.Digital Content & Dist.
ApplicationsApplications
TV
sT
Vs
Traditional CETraditional CE EmergingEmerging
StandardsStandards
NetworksNetworks
DigitalDigitalContentContent
ODM/OEMODM/OEM
DriversDrivers
SiliconSilicon
Stereo
Stereo
DV
D P
layerD
VD
Player
PV
RP
VR PC PC
Intel Capital
$200M Digital Home Fund$200M Digital Home Fund Companies aimed at:Companies aimed at:
– Accelerating innovation & new technologiesAccelerating innovation & new technologies
– Convergence of PC & CE market segmentsConvergence of PC & CE market segments
Focus on HW, SW & ServicesFocus on HW, SW & Services Worldwide investmentsWorldwide investments
Intel Capital
Thank You!Thank You!
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