Transcript: Intel’s Swan explains how Intel can win the PC market

Editor’s note: Intel chief executive Bob Swan sat down briefly via Zoom with reporters and analysts in advance of CES 2021 to summarize where the company stands in 2021 and what the company plans to talk about at CES. He then briefly respondied to reporters’ questions.

Below is a partial transcript, edited for clarity. You can use the table of contents to the left to jump right to the reporters’ questions and Swan’s answers, which follow Swan’s lengthy introduction. We’ve also broken up Swan’s comments, here and there, with subheadings describing the topic he’s discussing.

Swan: Right when I joined somebody was saying it’s good to have 2020 behind us, and I couldn’t agree more. At the same time, the start to the year hasn’t been that great just in terms of the things we have had to deal with. I thought what I would do is just kind of kick off a little bit about strategically what we’ve been up to, and then a little foreshadowing into what what we expect you to see on the 11th.

So first, the market dynamics in terms of how we see it. It’s odd to say it’s a good time to be in [semiconductors]. The digitization of everything seems to be accelerating, computing is everywhere. It’s no longer just our PC or our server. Everything seems to need high-performance compute, and the PC is essential once again, so the dynamics of the market are extremely favorable.

The second thing I would say is to capitalize on these data-centric transitions, that requires massive transformation for all your clients [and] obviously, for us—a massive transformation so that we’re adjusting, adapting, developing, the new technologies that are going to enable these transformations like 5G, like AI, like the intelligent autonomous edge.

Fortunately—in some ways, unfortunately—we’re not the only ones that have noticed this massive opportunity in front of us. You know competition is intense. They never sleep. And that means we’ve got to be on top of our game which we have every intention to be as we closed out last year, and entered this year. So we’re more excited about the competitive landscape. Sometimes I wish it would be less intense, but I think it makes us stronger along the way. 

Intel / YouTube

How does Intel see its role in the chip market?

Swan: The market overview is relatively attractive, strategically. What we’ve been talking about for the last couple of years in terms of our role in this market is just to be the trusted performance leader. That takes an insatiable appetite for data. It makes that data relevant, and actionable. Analyzing it, storing it, moving it faster and faster so that, whether it’s a business or consumer going through their own digital transformation, our technologies are there to make the data that everybody’s getting after increasingly relevant.

We know that for us to achieve our dreams that requires us to transform ourselves on three fundamental dimensions. One: from CPU to GPU to XPU—the industry evolves as workloads evolve. Having a variety of different architectures enhanced in our core CPU but also adding additional architectures is increasingly important. Secondly, from silicon to platforms: not just the hardware, but how do we couple the hardware with software with other technologies to build platforms that can delight our customers.

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