Wang Rui, Chairman of Intel China: The global chip supply will still be challenged in the next two years

On October 28, at the Intel On Technology Innovation Summit, Intel announced a focused investment program for developers, including an upgraded, unified, and more comprehensive developer area, oneAPI 2022 toolkit, and a new oneAPI Center of Excellence designed to optimize access to resources and simplify architectural development across CPU and accelerators.

At the same time, Intel introduced the 12th generation Intel Core processor based on the Intel 7 process process. In addition, Intel announced a deep partnership with Google Cloud and co-development of Mount Evans, the first ASIC-based IPUs developed by Intel.

Wang Rui, chairman of Intel China, said, "This summit is for developers and software, just like IDM 2.0 and our new architecture, indicating that Intel will continue to make efforts in this regard." ”

In terms of chip cooperation, Intel announced that AT&T will use Intel as its chip supplier to deploy its upcoming virtual wireless access network.

At present, the global chip shortage is still the focus of industry attention. Wang Rui told the first financial reporter, "The shortage of chip supply is on the one hand because of the development of artificial intelligence and data torrents, which has caused an impact on the industry. On the other hand, there is the influence of all aspects of the industrial chain. The next two years will face challenges, firstly because of increased demand and secondly because of uneven supply chains. For example, the most basic things such as the substrate were not valued in the past because they were not profitable and too basic. There are also parts, and hundreds of parts in a PC are now out of stock. Some very small parts, even if the cost is very low, can still be helpless when they are out of stock. A lot of things that we didn't care about in the past have now become bottlenecks in development, so considering the discovery of problems and the supply of overall demand, we judge that the next two years will be very challenging. ”

As for the solution to the chip problem, Wang Rui said that Intel has cooperated with many small suppliers in the local ecosystem. "We're the world's largest baseboard users and have the largest supply, but even that's not enough," she said. From the perspective of substrate production, we are also communicating and coordinating with different partners in the industry to meet the needs of our customers as much as possible. In the next two years, there will be different collaborations, innovations, and developments. “

On October 21, Intel announced its financial results for the third quarter of 2021. Under U.S. GaAP, Intel's revenue was $19.2 billion in the third quarter, up 5% year-over-year, and under non-GAAP, Intel's revenue was $18.1 billion, up 5% year-over-year. CcG 's (Customer Computing Division) generated revenue of $9.7 billion in the quarter, down 2% year-over-year. Chip shortages are a challenge for Intel. The earnings report shows that due to the global chip shortage, due to the decline in Intel laptop sales.

Wang Rui also mentioned the arrangement in the Chinese market, "Open source software is actually more widely used in China than anywhere in the world. Our community is more dependent on the open source community to develop our wide variety of applications. On the one hand, because we don't have a very large software provider in China, on the other hand, open source is really a community in China, and everyone continues to contribute. So Intel China is focusing on how to increase investment and cooperation for the open source community, and then empower the entire community from this aspect. ”

For the competition with NVIDIA in the GPU ecosystem, Wang Rui said, "In the past 10 years, NVIDIA can be said to be the leader in AI and GPU. Since Kissinger [Intel CEO Pat Kissinger] came back, we've started investing in that. Our share of the GPU market is still very small, but it also gives us a chance. The strength of our competition is that our entire platform side, whether it is AI, or the GPU of the game, has past development experience, has the experience of development ecology, and we believe that if we decide to compete in this aspect, we have this competitive ability. ”