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Multi-Company Report January 9, 2018 | Equity Research CES Trade Show: Notes From Day 1 Semiconductors In this note we detail announcements made by chip companies this week in conjunction with the CES Trade Show, commentary from various keynote presentations and press conferences at the show, and what we saw in booths on the show floor. We have a positive view Intel’s strong position in autonomous driving and the new processor products that AMD has announced. We are reiterating our Outperform ratings on Intel (INTC, $43.62, Outperform) and AMD (AMD, $11.82, Outperform). Intel and Nvidia highlighted their involvement in autonomous driving. Maxim and TI announced new automotive chip products. We think that the Mobileye acquisition positions Intel as the leader in autonomous driving chips, and that Intel’s capabilities expand Mobileye’s addressed market within autonomous driving and automotive chips. In our view Nvidia has done a good job in developing chips products for autonomous driving and establishing itself as a competitor to Mobileye/Intel. Skyworks and Intel highlighted 5G communications products. We think that over the next few years 5G will be an important driver of new applications associated with collection, transmission and analysis of data, fueling growth of the internet-of-things. Intel launched five 8th generation Intel Core Kaby Lake G mobile processors which include co-packaged discrete Vega GPUs (graphics processor units) made by AMD. Systems using these chips are expected in the March 2018 quarter. We think that Intel’s collaboration with AMD to create products with co-packaged AMD GPUs is interesting in that it creates the possibility of Intel perhaps extending this idea beyond the high end notebook space to the desktop segment and possibly even the server/accelerator space. AMD announced new Ryzen desktop APUs (Accelerated Processing Unit) featuring integrated Radeon Vega Graphics and some additional Ryzen mobile APUs. With these latest product announcements AMD is expanding the reach of Ryzen more broadly across the desktop and notebook market, creating the likelihood, we think, of PC processor market share gains for AMD in 2018. Intel and AMD provided updates on their efforts to address the computer security issues that have been in the news over the past week or so. A more information becomes available we remain hopeful that there will be little material financial or competitive impact to Intel or AMD associated with this problem. David Wong, CFA, PhD Senior Analyst|212-214-5007 Intel and AMD provided updates on their efforts to address the computer security issues that have been in the news over the past [email protected] week or so. A more information becomes available we continue to Amit Chanda think that it is likely there will be little material financial or competitive Associate Analyst |314-875-2045 impact to Intel or AMD associated with this problem. [email protected] Keith Kan, CPA Associate Analyst |212-214-5066 [email protected] Joy Zhang Associate Analyst |212-214-8017 [email protected] Please see page 8 for rating definitions, important disclosures and required analyst certifications. All estimates/forecasts are as of 01/09/18 unless otherwise stated. 01/09/18 20:03:06 ET Wells Fargo Securities, LLC does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of the report and investors should consider this report as only a single factor in making their investment decision. Semiconductors Equity Research In this note we detail announcements made by chip companies this week in conjunction with the CES Trade Show, commentary from various keynote presentations and press conferences at the show, and what we saw in booths on the show floor. We have a positive view Intel’s strong position in autonomous driving and the new processor products that AMD has announced. We are reiterating our Outperform ratings on Intel (INTC, $43.62, Outperform) and AMD (AMD, $11.82, Outperform). Intel and Nvidia highlighted their involvement in autonomous driving. Maxim and TI announced new automotive chip products. o We think that the Mobileye acquisition positions Intel as the leader in autonomous driving chips, and that Intel’s capabilities expand Mobileye’s addressed market within autonomous driving and automotive chips. o In our view Nvidia has done a good job in developing chips products for autonomous driving and establishing itself as a competitor to Mobileye/Intel. Intel and AMD announced what we consider to be interesting new PC processor products. o We think that Intel’s collaboration with AMD to create products with co-packaged AMD GPUs is interesting in that it creates the possibility of Intel perhaps extending this idea beyond the high end notebook space to the desktop segment and possibly even the server/accelerator space. o In our view the Ryzen chips AMD launched in 2017 only address part of the desktop and notebook space. With its latest announcements of Ryzen desktop processors with integrated graphics and additional Ryzen mobile processors AMD is expanding the reach of Ryzen more broadly across the desktop and notebook market, creating the likelihood, we think, of PC processor market share gains for AMD in 2018. Intel and AMD provided updates on their efforts to address the computer security issues that have been in the news in the last week. As more information becomes available we remain hopeful that there will be little material financial or competitive impact to Intel or AMD associated with this problem. o Intel expects to issue updates for more than 90% of its products introduced within the past 5 years within a week and the remaining by the end of January. o AMD has said in an email that it is aware of a problem that has cropped up with a proposed operating system fix for its older processors and that it is working Microsoft to resolve this. Skyworks and Intel highlighted 5G communications products. We think that over the next few years 5G will be an important driver of new applications associated with collection, transmission and analysis of data, fueling growth of the internet-of-things. Intel (and Mobileye) Autonomous Driving Innovations. In his opening keynote, Intel CEO Brian Krzanich revealed Intel’s first autonomous vehicle in its 100-car test fleet and announced that 2 million vehicles from BMW, Nissan and Volkswagen will use Mobileye Road Experience Management (REM) technology to crowdsource data to build scalable maps throughout 2018. In addition, Krzanich announced two partnerships with leading automotive manufacturer SAIC Motor and digital mapping company NavInfo; SAIC will develop Level 3, 4, and 5 cars in China based on Mobileye technology and also help bring REM mapping to China. Krzanich also disclosed Intel’s new automated driving platform, which combines automotive-grade Intel Atom processors with Mobileye EyeQ5 chips to offer Level 3 to Level 5 autonomous driving scalability and versatility. Krzanich announced that Intel and Ferrari are partnering up to bring AI to the Ferrari Challenge North America Series; the broadcast will use Intel Xeon Scalable processors and its neon framework for deep learning. Mobileye CEO speaks at CES 2018. At CES 2018, Mobileye CEO Professor Amnon Shashua noted that Mobileye has design wins for advanced L2+ and L3 autonomous systems with 11 automakers; these designs are expected to launch in 2018 and 2019. Professor Shashua noted a combined Intel-Mobileye platform that is optimized for power-performance to enable scalabe L4/L5 autonomous vehicles; the platform features two EyeQ5 SoCs, one Intel Atom C3xx4 processor and Mobileye software. Mobileye shipped close to 9 million chips in 2017 and launched multiple programs including Audi A8 L3 system. Mobileye achieved 30 design wins from 27 separate automakers in 2017. In 2018, Mobileye will begin collecting REM data, enabled by software embedded on EyeQ4. 2 million vehicles from BMW, Nissan and Volkswagen will use Mobileye Road Experience Management (REM) technology to crowdsource data to build scalable maps throughout 2018. 2 | Wells Fargo Securities, LLC CES Trade Show: Notes From Day 1 Equity Research Mobileye is to work with NavInfo and SAIC Motor to bring REM to China. The initial use of Roadbook is expected to add value to L2+ and L3 systems; category of L2+ is developed by using RoadBook’s low-cost and low-bandwidth footprint to enable advances in both lateral and longitudinal control features at affordable cost. Mobileye recently signed next-step agreement with Volkswagen to formalize the usage of dynamic data collected by front facing cameras on ADAS-equipped vehicles. Mobileye noted that its partners with the city of Dusseldorf, Spain Directorate – General of Traffic, Gett Taxi Limited, Berkshire Hathaway GUARD Insurance company and Buggy TLC Leasing represent landmark agreement for the use of the dynamic data collected. Mobileye’s 100 vehicle test fleet will use a highly scalable and cost-effect L4/L5 platform. Intel addresses security research findings at CES 2018. In his opening remarks during his 2018 CES keynote, Intel’s CEO Brian Krzanich mentioned that Intel has not received any information that security issues that have recently been in the news have actually been exploited to collect data. Intel expects to issue updates for more than 90% of its products introduced within the past 5 years within a week and the remaining by the end of January. Intel continues to expect performance impact from the updates will be highly depended on workload. Intel delivers 49-qubit superconducting test chip and develops “Loihi” neuromorphic research chip. At CES, Intel announced that it has successfully designed, fabricated and delivered “Tangle Lake”, a 49-qubit superconducting test chip, two months after which it delivered its 17-qubit superconducting test chip.
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