Investing in Global Innovation

Mar 05, 2012

Vibhor RastogiInvestment Director, Intel CapitalVibhor.rastogi@intel.com

Intel Capital Mission

Enhance Intel’s Strategic Objectives By Making and Managing Financially Attractive Investments

STRATEGICSTRATEGIC

A Stage Agnostic and Long-Term Investor

Investing In a World of Possibilities

EnterpriseEnterpriseand Cloudand Cloud

MobilityMobility

SoftwareSoftwareand Servicesand Services

IntelligentIntelligentSystemsSystems

UltrabooksTablets

Smart Phones

AppUp Center™Cloud Computing & Security

Visual Computing & Open Source

Servers, Networking & StorageManageability & VirtualizationData Centers & Cloud Services

Digital SignageConnected Car & IVI

Home Energy Management

Digital Media & Digital Media & Entertainment Entertainment

Consumer Consumer InternetInternet

ManufacturingManufacturingMemoryMemory

CleantechCleantechGreentechGreentech

Content Delivery/ServicesContent Delivery/ServicesGaming & EducationGaming & Education

AdvertisingAdvertising

e-Commercee-CommerceSocial Media & Mobile WebSocial Media & Mobile Web

Enabling PlatformsEnabling Platforms

Grid InfrastructureGrid InfrastructureSmart Commercial BuildingsSmart Commercial BuildingsMicrogrids & CommunitiesMicrogrids & Communities

Semiconductor ProcessSemiconductor ProcessEDA Tools & IPEDA Tools & IP

Non-Volatile MemoryNon-Volatile Memory

Intel Capital’s Investment Criteria

When making investments, we look for:

● Innovative technology and usage models

●Strategic interest to Intel

●Strong management teams

●Addresses rapidly growing and sizable markets

●Exit opportunity

6 IPOs28 Acquisitions

6 IPOs28 Acquisitions

51% Outside N. America

74 InternationalInvestments

51% Outside N. America

74 InternationalInvestments

Intel Capital Investments

2011

Historical

158 New Deals

$526M

158 New Deals

$526M

194 IPOs289 Acquisitions194 IPOs

289 Acquisitions

36% Outside N. America

51 Countries

36% Outside N. America

51 Countries

1,212 Deals $10.4 Billion

1,212 Deals $10.4 Billion

2011 Investments

*Other marks and brands are property of their respective owners

2011 Intel Capital Exits 34 Portfolio Company Exits: 28 M&A and 6 IPOs

USA

China India Netherlands

Japan FranceUKIsrael

China: NASDAQ

China: NYSE

China: GTSM

Poland: GPW

Taiwan: GTSM

Taiwan: TSEC

Intel Offices

Intel Capital Invested

Intel Capital Offices in 26 countriesInvestments in 51 Countries

Intel Capital Global PresenceInvested $10.4+ Billion in 51 Countries

Successful Investments

*Other marks and brands are property of their respective owners

Helping to Support Successful Global Businesses Since 1991

Global Investment Syndicate

*Other marks and brands are property of their respective owners

Worldwide Co-investors Providing Ready Access to Growth Capital, Global Market Reach, Board Members and Advisors

Intel Capital Technology Days

Delivering value for customers and portfolio companiesDelivering value for customers and portfolio companies

*Other marks and brands are property of their respective ownersVer. Dec 2011

Shortcuts the Corporate Technology Evaluation Cycle by Directly Connecting Portfolio Companies with Industry Executives

Intel Capital’s Unique Advantages

●One of the largest technology venture capital organizations worldwide

● Invests at all stages in private and public companies

●Leads investment rounds, takes larger stakes, actively participates on boards

●Speed and agility to make quick decisions

●Global brand recognition

●Committed to portfolio company success

Provider and Payer Technologies

• Pay for Quality vs. Pay for Volume driving adoption of risk based entities such as ACOs

• Cloud based Ambulatory and Hospital EMRs lowering cost of adoption of clinical technologies and digitizing the HC ecosystem

• Big data for Clinical decision support an interesting new trend

• Payers trying to become more consumer focused in anticipation of rollout of HC reform in 2014

Source: Oppenheimer, Frost and Sullivan, CMS, Morgan Keegan

Representative Portfolio

Remote Patient management• Aging populations: 65+ expected to

reach 53M by 2020 and 80M by 2050 in the US. This long term demographic trend a key driver for the remote patient monitoring market

• In place aging – There is greater desire on part of individuals and families to age in place. Remote patient management provides this flexibility

• Treatment of Costly diseases - Chronic heart failure (CHF) one of the most common causes of hospitalization for elderly Americans, and is also one of the nation’s most costly conditions to treat. Remote patient management effective in preventive treatment of patients

Representative Portfolio

Source: ABI Research

Consumer and Mobile Health• Smartphone adoption

• Hundreds of million smart phones have the potential to be used for sensing and transmitting HC data

• Mobile PHR adoption accelerated by EHR adoption and potential for integration via standard data interfaces

• Increasing consumerism• Twice as many Gen-X and Gen-Y consumers want to access and maintain their PHRs using a mobile device than do Baby Boomers and Seniors

• 50% of consumers in a recent study want a personal monitoring device to alert and guide them to make improvements in their health or treat a condition

Representative Portfolio

Source: PWC

Bioinformatics and Genomics

Key Focus areas

• Genomics• Proteomics• Bioinformatics and

bioanalytic portals• Molecular modeling• Computational chemistry

Representative Portfolio

Source: IDC

Investing in Global Innovation