INTEL CORPORATION
TYPES OF SEMICONDUCTOR COMPANIES
INTEL
The cloud business continues to grow, powered by rapidly expanding high- volume
demand, and Intel expanded production of 10nm processors in the second quarter and
plans to mass produce 7nm products in the first half of 2023.
Mobile, automotive, and healthcare will undergo a radical architectural
transformation in the coming years as 5G evolves and artificial intelligence
becomes prevalent. Chipmakers will benefit from this.
Working from home as well as learning at home seems to have become habitual,
and the transition to 5G products such as cell phones will give Intel a tailwind.
INTEL
AMD and other strong rivals for Intel continues to put pressure. While Intel is
facing 7nm manufacturing difficulties, AMD has taken the lead in announcing that
it will soon launch servers based on 5nm products
While the expansion of 10nm production and the weakening of price pressure will
bring short-term improvement, in the long run we fear that Intel will continue to
lose market share.
As the economy recovered, orders surged, but the production process for
semiconductor chips is particularly complex, with a standard delivery cycle of 26
weeks. In addition, sanctions imposed by the U.S. and Chinese governments on
sales of chips to each other played a role
INTEL VS NASDAQ
KEY STATS
MARKET CAP(B) 128.846
SHARES OUTSTANDING 4070
INSTITUTIONAL OWNERSHIP 64.150000%
BETA 0.62
P/E (TTM) 5.24
PRICE/SALES (FY) 1.77
AVERAGE ANNUAL GROWTH
RATE
HISTORICAL
CCG FROM 2016-
4.300000%
21
DCG 8.710000%
IOT G 10.660000%
Mobileye 82.420000%
NAND 12.430000%
PROGRAMMABLE 2.510000%
CCG
PRIMARILY SUPPORTS INTEL PC BUSINESS
52% OF REVENUE COMES FROM THAT
PRODUCTION OF MICROPROCESSORS AND CHIPSETS FOR LAPTOPS AND
DESKTOP
SLOWLY DECLINING YoY
VERY COMPETITIVE AMD, QUALCOMM AND APPLE
WONT BE HIGH GROWTH RATE
SALES WILL FALL
DCG
DELIVER COMPUTE,STORAGE, AND NETWORKING CAPABILITIES
XEON ONLY MAINSTREAM DATA CENTER PROCESSOR AND BUILT IN AI
ACQUISTION OF HABANA LABS INTEL CONTINUES TO ALIGN
INVESTMENTS TARGETING SPECIALIZED AI
FACTORS CONTRIBUTED TO HIGH DCG GROWTH RATE
NSG
NEXT GENERATION STORAGE PRODUCTS BASED ON OPTANE TECH AND
3D NAND TECH
EXCELS IN BALANCING PRODUCT CAPACITY PERFORMANCE AND COST
KEY CUSTOMERS - CLOUD BASED DATA CENTERS, INDIVIDUALS AND
ENTERPRISE CONSUMERS
DIVESTING, SELLING IT TO SK HYNIX (3 COMPANIES- SAMSUNG, SK
HYNIX AND MICRON TECH
IOTG AND MOBILEYE
FOCUSED ON AUTONOMOUS DRIVING AND DRIVER ASSISTANCE
SOLUTIONS
ACQUIRED MOOVIT TO INCREASE MAAS
REVENUES WILL INCREASE WITH EYEQ NOW IN 5TH GENERATION
KEY CUSTOMERS FOR IOT - RETAILERS, MANUFACTURERS,
HEALTHCARE, GOVERNMENT AND EDUCATIONAL INSTITUTIONS
PSG
FIELD PROGRAMMABLE GATE ARRAY
MAIN MARKET ARE EMBEDDED COMMUNICATION, CLOUD COMPUTING,
AND ENTERPRISE
LOWER PERFORMANCE IN EMBEDDED SEGMENT
THREAT OF NEW ENTRANTS
LOW BUT EXPECTED TO RISESHORT PRODUCT CYCLE AND FIERCE
COMPETITIONNEED FOR OUTSTANDING TECH AND COMPETITIVE PRICES
DIFFICULTY OF INTELLECTUAL PROPERTIES, ADVANCED TECH,
INVESTMENTS AND SKILLED EMPLOYEES
CURRENT PLAYERS HAVE STABLE CONTRACTS WITH CLIENTSWILL NOT
PUT SUPPLY CHAIN INTO RISK BY HAVING NEW CLIENTS
THREAT OF SUBSTITUTES
mainly focusing on manufacturing electronic components, which are made of
semiconductor materials like silicon. These components can be soldered onto printed
circuit boards in order to create electronic circuits.
Currently, we do not have any substitutes for these semiconductor chips.
THUS LOW
BARGAINING POWER OF CUSTOMERS
HIGH AND INCREASING
NOT SOLD TO INDIVIDUAL CLIENTS
It’s mainly aiming at original equipment manufacturers (OEM) and original design
manufacturers (ODM). Customers have high bargaining power because of the large
purchase volume.
BARGAINING POWER OF SUPPLIERS
LOW AS OF NOW LIKELY TO BE SAME IN FUTURE
The semiconductor supplier market is leading by a small number of major players
and followed by plenty of minor ones. As some suppliers may primarily focus on
conducting business with a specific firm
SO THE POWER IS LOW AND WOULD BE SAME IN FUTURE.
EXAMPLE AMD
RIVALRY
VERY HIGH
COMPANIES ARE AIMING AT PRODUCING SMALLER FASTER AND
CHEAPER PRODUCTS
DIFFERENTIATION ON BASIS OF POWER CONSUMPTION OR CHIP
PERFORMANCE
4 MAJOR SEGMENTSMEMORY CHIPSMICROPROCESSORSICSOC
BCG MATRIX
CASH COWINTEL X86 MICROPROCESSORS CORE i7, i5, i3DATA CENTRE
ROUGHLY 84% OF TOTAL REVENUE
BCG MATRIX
STARSMOBILEYE
DOGSNAND BUSINESSINTEL GRAPHICS CARDIOTG
QUESTION MARKPROGRAMMABLE SEMICONDUCTOR
