"We recognized the world is changing around us. The Altera acquisition was made by a company that has changed, from being PC-centric to becoming cloud-centric. It was not just to get valuable IP, it was an opportunity for us as a provider of technology. That's the reason why we invest to grow the Altera business, investing in new products with long life cycles", Gleissner said in his keynote. As a side line, he noted that the average product life cycle at Intel is 12 years.
Referring to Intel's recently announced Stratix 10 FPGAs, he was hinting at technology that would increasingly find its way into autonomous driving, data centres, 5G infrastructures, and even machine learning.
Re-affirming Intel's commitment to FPGAs as standalone products, Gleissner continued: "We don't want to lose the identity of Altera, we make sure it has enough freedom to operate, we give Altera full access to Intel's internal competences, including access to our manufacturing capabilities".
"Several years ago, Intel had this strategy "if it's not an iCore, we can't work with it", but now we focus on creating value for our customers. Sow we have absolute commitment to keep ARM as the default core for Altera's products and we'll continue as long as you'll need it. Of course, there will be other options offered, alternative IP, but we will not be forcing the iCore upon you", he re-assured the 300+ attendees.
Gleissner then mentioned data analytics and the cloud becoming more important than physical products. "Often we focus on the products, but the value is in the cloud. It's not just who does the best motor or best car, but who understands best the data and deploys the right services", he said, adding that while the consumer cloud has been developed, the industrial cloud has yet to be developed and will contribute to what he described as virtuous cycle of growth for FPGAs.