This report focuses on IntelЃfs value (Celeron) and mobile value (mobile Celeron) processor business and includes volume, product, and clockspeed estimates to 4Q03; pricing and ASP projections to 4Q02. This report covers the introduction of the P7 microarchitecture to thedesktop Celeron market and the introduction of Banias into the mobile Celeron market. Chip set and platform technologies are included, alongwith MDR's projections of integrated graphics platform positioning. The value segment is relatively crowded and Intel's competitors includeAMD, VIA, and Transmeta. Intel's plans for mobile Banias, though, could leave its competitors out of the growth segment of the mobilemarket in 2003.

This report covers Intel's plans to increase desktop value processor clock speeds to at least 2.5GHz as it exits 2003. IntelЃfs mobile valueprocessors will struggle to 1.7GHz at the end of 2003 as it balances challenges from competitors and maintains power dissipation within desiredmobile limits but without the benefit of the power management capabilities of the performance segment. Understanding IntelЃfs productdirections and potential will help you navigate that future. Data, dating back as far as 1998, is supplied to provide a historical context to IntelЃfs present and future plans.

Table of Contents

• Executive Summary
• Methodology
• Introduction
• Market Segments
  • Segmentation Model
  • Mobile Market Segments
• Intel Processor Technology
  • Overview
  • Pentium II Family
  • Pentium III Family
    • Katmai
    • SSE
    • Coppermine
    • SpeedStep
    • Coppermine-128
    • Tualatin
    • Tualatin-256
    • Banias
    • Banias-lite
  • Pentium 4 Family
    • Willamette
    • Northwood
    • Northwood-256
    • NorthwoodX
  • Technology Trends
    • Packaging
    • System-Logic Integration
  • Power Dissipation
  • Die Proliferation
• Processor Roadmaps
  • Overview
  • Speed Grades
  • Desktop Value Frequency Roadmap
    • Coppermine-128
    • Tualatin-256
    • Northwood-256
  • Mobile Value Frequency Roadmap
    • Mobile Coppermine-128
    • Mobile Tualatin-256
    • Mobile Banias-lite
    • Mininotebook Processors
• Chip-Set Roadmaps
  • Summary
  • New Hub Architecture
  • DRAM Choices
  • Integrated Graphics
    • 845 (Brookdale)
    • BrookdaleG
  • Mobile-Specific Chip Sets
    • Mobile 440BX
    • 440MX
    • Intel 815EM
    • Banias Chip Set
• Intel Processor Pricing
  • Summary
  • Price Environment
  • Scheduling Price Moves
  • Desktop Price Projections
  • Mobile Price Projections
    • Mobile Celeron
    • Mobile ASP
• Unit Shipments
  • Desktop Unit Shipments
  • Mobile Unit Shipments
  • Mobile Celeron Shipments by Clock Speed
• Key Challenges for Intel
  • Desktop vs. Mobile Performance
  • x86 Competition
  • Difficult Product Transitions and Positioning in 2002
• Conclusion

List of Tables

• Table 1. A brief summary of current and future Intel processors
• Table 2. List prices for Coppermine-128-based desktop Celeron with a 66MHz bus
• Table 3. List prices for Coppermine-128-based and Tualatin-256-based desktop Celeron with a 100MHz bus
• Table 4. List prices for P4-lite-based desktop Celeron
• Table 5. List prices for 0.18-micron mobile Celeron, 1Q99?4Q02
• Table 6. List prices for 0.13-micron mobile Celeron, introduction?4Q02
• Table 7. A summary of the architectural features of the various value processor competitors and the Coppermine-128

List of Figures

• Figure 1. Intel segmentation outline
• Figure 2. IntelЃfs notebook market in four segments
• Figure 3. Mobile Coppermine maximum clock speed at various power limits
• Figure 4. Projected Tualatin clock speeds at various power limits
• Figure 5. Intel desktop value PC processor roadmap, 2000?2003
• Figure 6. Mobile Celeron roadmap
• Figure 7. Desktop value chip-set roadmap, 2000?2003
• Figure 8. Intel mobile chip-set roadmap, 2000?2003
• Figure 9. Intel price ranges for desktop processors, 1Q00?4Q02 (log scale)
• Figure 10. Intel price ranges for mobile processors, 1Q00?4Q02 (log scale)
• Figure 11. Average selling price for value desktop and mobile segments, 2Q99?4Q02 (log scale)
• Figure 12. Desktop value shipments by product type, introduction?4Q03
• Figure 13. Coppermine-128 (66MHz) shipments by clock speed, intro?EOL
• Figure 14. Coppermine-128 (100MHz) and Tualatin-256 shipments by clock speed
• Figure 15. P4-lite shipments by clock speed, intro?4Q03
• Figure 16. Mobile value shipments by product type, introduction?4Q02
• Figure 17. Mobile Celeron shipments (using Coppermine-128) by clock speed
• Figure 18. Mobile Celeron in 0.13-micron shipments by clock speed, introduction?4Q03