The Internet of Things will be Intel's new growth point, and the release of 12th generation processors accelerates innovation in IoT applications

Text/Yang Jianyong

In recent years, the lack of revenue growth and other factors, Intel in the capital market performance is sluggish, the market value of 217.3 billion US dollars, while revenue, net profit is far less than Intel's Nvidia, in the capital market has repeatedly hit a record high, as of the current market value of 681.2 billion US dollars, the market value of the two major chip giants difference of 463.9 billion US dollars, converted into about 2.95 trillion yuan. It should also be pointed out that when Nvidia continues to reach new heights, there are also hidden dangers hidden behind the vigilance surge. In fact, it has fallen 20% from its all-time high in November 2021, reducing its market capitalization by more than $180 billion (about 1.18 trillion yuan).

Apple has a far-reaching impact on the industrial chain, and the Arm architecture computer ecology is becoming more and more mature

Technology giants such as Google and Microsoft rely on NVIDIA GPUs to train AI, making it a leader in the AI market, making it the world's largest chip manufacturer. Compared with NVIDIA's market value, Intel is slightly embarrassed, although the scale of revenue leads, but the market value is far behind, in stark contrast to the hot NVIDIA. Of course, Intel still has a strong voice and dominates the high-performance CPU market. Unfortunately, Apple's use of Arm's self-developed chips has a far-reaching impact on the industrial chain, and other brands may increase their efforts on the Arm architecture.

Including Qualcomm to strengthen the right to speak on the PC side of the processor, during this year's CES, announced with Microsoft, Lenovo, Asus and other partners to build arm ecosystem. "Arm-based modern architecture is the future of the PC industry, and our early investment in this area, ongoing collaboration with Microsoft, and the recent acquisition of NUVIA give Qualcomm Technologies a unique advantage in driving industry-wide transformation," said Ammon, CEO of Qualcomm. Panos Panay, executive vice president and chief product officer of Microsoft, said that he is pleased to continue his good cooperation with Qualcomm on Arm-based Windows PCs to create innovative products and experiences that empower users.

At the same time, Nvidia is also constantly extending its chips to the CPU territory. Three new processors built on Arm IP were released earlier. It can be seen that the CPU with high barriers has been impacted by AMD, Arm, Nvidia, Apple and other manufacturers, bringing great pressure to Intel. According to Intel's earnings report, in the third quarter of 2021, revenue from the client computing division fell slightly by 2%, with revenue of $9.7 billion, which was due to chip shortages and Apple's Mac turning to self-developed chips.

The Internet of Things has unlocked new opportunities for semiconductors, and intel's IoT sector has grown steadily

In the face of the rapid development of information technology, Intel is still active in the global technology community and plays a pivotal role in the development of global science and technology. Especially in the face of the wave of intelligence brought by the Internet of Things and artificial intelligence, more and more enterprises will put AI workloads on the edge side and the cloud, from the cloud to the network to the edge side, bringing new growth points to chip manufacturers. In the author's view, in the era of the Internet of Things, there will be tens of billions, and even hundreds of billions of smart devices and edge smart devices deployed in factories, buildings, retail and other scenarios, and the demand for chips suitable for various smart devices has increased sharply, which can release tens of billions of dollars of market opportunities for semiconductors.

As a global high-performance chip manufacturer, Intel also benefits from the Internet of Things dividend, making the revenue of this sector show a rapid growth trend. According to the financial report, in the third quarter of 2021, Intel's revenue from the Internet of Things sector increased by 54% year-on-year to $1 billion, which is the most beautiful growth sector. Intel's Internet of Things sector maintained a strong growth trend, and Yang Jianyong, senior consultant of the Internet of Things, pointed out in a previous comment: "The main reason is that the intelligence of all walks of life is accelerating, so as to achieve cost reduction and efficiency." "By deploying the Internet of Things, enterprises have the ability to obtain enough data, and rapid innovation based on data will become the core competitiveness of enterprises in the future."

New technologies such as manufacturing, using artificial intelligence and the Internet of Things, have improved production efficiency and laid the foundation for sustainable development of enterprises. In retail, new technologies are used to build digital product capabilities that help retailers achieve sustained growth. Overall, the Internet of Things and artificial intelligence are widely used in various industries, injecting innovative vitality, from automobiles to autonomous driving, from cities to smart cities, from manufacturing to intelligent manufacturing, etc. Intel relies on chips as the core, using technology and digital means to help enterprises transform and upgrade. At this year's CES, the 12th generation Intel Core processor was released for the Internet of Things.

12th Generation Intel Core Processors (codenamed Alder Lake S-Series and H-Series), Intel's first edge-optimized processor family, featuring a high-performance hybrid architecture that combines performance cores with energy-efficient cores and Intel Thread Director to accelerate innovation in IoT applications, providing retail, manufacturing, medical, and video customers with more core counts, advanced graphics, media, Display and artificial intelligence performance, and provide users with richer choices in terms of price, performance, and power consumption.

According to reports, compared with the 10th generation intel core processor, the 12th generation Intel core desktop processor for the Internet of Things will increase single-threaded performance by up to 1.36 times, multi-threaded performance by up to 1.35 times, graphics performance by up to 1.94 times, and GPU image classification inference performance by up to 2.81 times. Ability to deliver key features that are superior to other retail, medical, manufacturing, and video solutions. In particular, a strong ecosystem and open source community are able to support multiple operating systems, allowing IoT customers to choose the operating system that suits their target application.

It is also estimated that the 12th generation Intel Core High Performance Mobile Processor for the Internet of Things can improve single-threaded performance by up to 1.04 times, multi-threaded performance by up to 1.18 times, and graphics performance by up to 2.29 times compared to 11th generation Intel Core processors. Especially with the blessing of artificial intelligence, it can fully meet the needs of reasoning and machine vision scenes.

"From supporting a wide range of clients to deliver a rich visual experience, to running hybrid critical workloads on a single edge platform, 12th Gen Intel Core processors can help our customers take a big step forward and create a software-defined world at the edge." John Healy, vice president and general manager of Platform Management and Customer Enablement, Intel Corporation's IoT Division, said. More than 80 IoT customers are currently participating in Intel's Early Access program for 12th generation Intel Core processors. The 12th generation Intel Core desktop processors are expected to be available in January 2022, and the 12th generation Intel Core High Performance Mobile processors are expected to be available in April 2022. Features Intel's new high-performance hybrid architecture and Intel7 process.

At last

All walks of life have increased investment in new technologies, from artificial intelligence to cloud computing, to the Internet of Things to edge intelligence, etc., thereby promoting the intelligent transformation of the whole society, and then promoting the vigorous development of the Internet of Things, containing trillions of dollars in market opportunities. According to IDC's latest V2 Global IoT Spending Guide 2021, global IoT spending will reach $754.28 billion in 2021, and it is expected that by 2025, global IoT spending will grow to $1.2 trillion, with a five-year compound growth rate of 11.4%.

The Internet of Things and artificial intelligence have ushered in a major opportunity in history for this veteran technology giant with more than 50 years of history.

Yang Jianyong, a contributor to Forbes China and winner of the NetEase 2020 Most Influential Award, is committed to in-depth interpretation of cutting-edge technologies such as the Internet of Things, cloud services and artificial intelligence, and his views and research strategies have been cited by many authoritative media and well-known enterprises.