Intel launched their 10nm Tiger Lake CPU today increasing product performance by 20 percent. “Our 10-nanometer process that our Tiger Lake product will run on today is a step function improvement from the 10-nanometer process we launched just last year,” says Intel CEO Bob Swan. “Its process will deliver 15 to 20 percent more performance in the products that we are launching. At the end of the day, product performance is what matters most to our customers.”
Product Performance Is What Matters
The PC is a more and more an essential ingredient of our everyday lives. Whether you are studying from home, working from home, and trying to stay connected from home, it’s just more important. The Tiger Lake product that we are launching today, in essence, addresses those activities that we are doing. Whether it’s content creation, inherent productivity, or connectivity, it addresses those key things that are becoming more relevant in terms of how we engage with our PC and how we engage with each other.
At the end of the day, product performance is what matters most to our customers. Under that umbrella, there are multiple things that have evolved over time. Process continues to be very important. Packaging becomes more relevant as we pull different technologies together. Software plays an increasingly important role. The technologies required to build a computer today are much different than they used to be. With Tiger Lake, it’s not just about the CPU or the microprocessor, it’s about the WiFi. Connectivity is so important, upgrading WiFi, and upgrading graphics capabilities, The nature of the PC today and how it’s evolved incorporates more technology. Where process continues to be important, it’s not relatively as important as it once was.
Tiger Lake Will Deliver 20 Percent More Performance
The naming convention over time has lost its relevance. It’s become less of a technical articulation of capabilities and a little bit more of a marketing articulation. Our 10-nanometer process that our Tiger Lake product will run on today is a step function improvement from the 10-nanometer process we launched just last year. Its process will deliver 15 to 20 percent more performance in the products that we are launching. It’s a very exciting time not just because of the Tiger Lake product (the CPU) but how we’ve coupled it with other technologies to address the most top of mind experiences with advanced processing technology that we refer to as SuperFin.
The relative importance of graphics and the role that it plays, not just in gaming but in communications today is so much higher. That’s why with this product launch the enhanced capabilities of our integrated graphics is a real big bump in overall performance. It’s also an increasingly relevant technology and capability in today’s PC. In essence, the use of the PC and what the graphics technology we’ve built into this product does is rising the role that the PC will play as it become more and more an essential ingredient in our everyday lives.
There Will Be Significant Demand For Tiger Lake
Over the last several years we’ve added $20 billion in revenue to the size of the company. From our PC, our internet of things, our communication, and from our cloud businesses, we’ve experienced dramatic growth. It was critical for us to keep pace in ensuring that we have the capacity and the supply to deal with that growth. We’ve made tremendous progress at the end of last year and through the first six months of this year getting that capacity in place.
For both 14-nanometer, which today is the lion’s share of the products we are shipping, but increasingly we are adding capacity. We expect there will be significant demand for the new product that we announced today but also the new products that we have coming in the second half of this year, particularly in the server Xeon chip.