Intel Corporation (INTC): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde en évolution rapide de la technologie des semi-conducteurs, Intel Corporation est une puissance technologique, naviguant stratégiquement dans le paysage complexe de l'innovation informatique. En fabriquant méticuleusement un modèle commercial robuste qui s'étend sur la conception de puces de pointe, les partenariats stratégiques et les divers segments de marché, Intel s'est positionné à l'avant-garde de la progression technologique mondiale, de la conduite de solutions transformatrices à travers l'entreprise, le cloud computing et les domaines de l'intelligence artificielle.

Intel Corporation (INTC) - Modèle d'entreprise: partenariats clés

Partenaires de fabrication de semi-conducteurs

Intel maintient des partenariats de fabrication stratégiques avec des fonderies clés des semi-conducteurs:

Partenaire	Détails du partenariat	Capacité de fabrication
Tsmc	Collaboration avancée du nœud de processus	Processus de fabrication de 5 nm et 3nm
Samsung	Contrat de fabrication de semi-conducteurs	Nœuds technologiques 4NM et 3NM

Collaboration de recherche

Intel investit dans des partenariats de recherche universitaire et technologique:

• Institut de technologie du Massachusetts (MIT)
• Université de Stanford
• Université Carnegie Mellon
• UC Berkeley

Alliances stratégiques avec les fabricants d'électronique

Intel collabore avec les principaux fabricants informatiques et électroniques:

Partenaire	Focus de la collaboration	Valeur de partenariat annuelle
Dell Technologies	Intégration du matériel informatique	2,5 milliards de dollars
Lenovo	Informatique d'entreprise et de consommation	1,8 milliard de dollars
HP Inc.	Conception du processeur et du système	2,2 milliards de dollars

Partenariats des fournisseurs de services cloud

Collaborations stratégiques avec les principales plateformes cloud:

Fournisseur de cloud	Portée du partenariat	Valeur de collaboration annuelle
Microsoft Azure	Optimisation des infrastructures cloud	3,7 milliards de dollars
Services Web Amazon	Datacenter et Cloud Computing Solutions	4,2 milliards de dollars
Google Cloud	IA et infrastructure d'apprentissage automatique	1,9 milliard de dollars

Intel Corporation (INTC) - Modèle d'entreprise: activités clés

Conception et ingénierie avancées des puces semi-conductrices

Intel investit 19,4 milliards de dollars en R&D pour la conception des puces semi-conducteurs en 2023. La société développe des processeurs sur plusieurs gammes de produits, notamment:

• Processeurs Intel Core
• Processeurs Intel Xeon
• Processeurs Intel Atom
• Chips Intel FPGA

Catégorie de processeur	Investissement annuel au développement	Ingénieurs de conception
Architectures du processeur	7,2 milliards de dollars	4 500 ingénieurs
Architectures GPU	3,6 milliards de dollars	2 200 ingénieurs
Processeurs AI / ML	2,8 milliards de dollars	1 800 ingénieurs

Fabrication et production de semi-conducteurs

Intel exploite 8 grandes installations de fabrication dans le monde avec une capacité de production totale de 250 000 plateaux par mois. Les dépenses de fabrication en 2023 ont atteint 25,1 milliards de dollars.

• Site de fabrication de l'Arizona
• Site de fabrication de l'Oregon
• Site de fabrication du Nouveau-Mexique
• Installations de fabrication internationales en Israël et en Irlande

Recherche et développement dans les technologies informatiques de pointe

Intel a alloué 19,4 milliards de dollars à la recherche et au développement en 2023, ce qui représente 20,4% des revenus totaux.

Domaine de mise au point technologique	Investissement en R&D
Calcul quantique	1,2 milliard de dollars
Intelligence artificielle	3,6 milliards de dollars
Fabrication avancée des puces	8,7 milliards de dollars

Innovation continue dans les architectures de processeur

Intel libère de nouvelles architectures de processeur tous les 12 à 18 mois, avec des technologies de processus 7 nm, 5 nm et 3 nm actuellement en développement.

Développer des solutions d'intelligence artificielle et de calcul quantique

Intel a investi 4,8 milliards de dollars spécifiquement dans l'IA et la recherche sur l'informatique quantique en 2023, avec 2 500 chercheurs dévoués.

• Communauté de recherche neuromorphique Intel
• Programme informatique quantum Intel
• Laboratoires de recherche Intel AI

Intel Corporation (INTC) - Modèle d'entreprise: Ressources clés

Portfolio de propriété intellectuelle étendue

En 2024, Intel détient environ 50 000 brevets actifs dans le monde. Le portefeuille de brevets de la société couvre la conception des semi-conducteurs, les processus de fabrication et les technologies informatiques avancées.

Catégorie de brevet	Nombre de brevets
Conception de semi-conducteurs	22,500
Processus de fabrication	15,000
Technologies informatiques	12,500

Installations avancées de fabrication de semi-conducteurs

Intel exploite 15 principales installations de fabrication de semi-conducteurs dans le monde, avec une capacité de fabrication totale de 300 000 plateaux par mois.

Emplacement	Nombre d'installations fabuleuses
États-Unis	8
Israël	2
Irlande	1
Chine	4

Génie hautement qualifié et travail de recherche

Intel emploie 131 900 employés à temps plein dans le monde, avec 65% travaillant dans des rôles d'ingénierie et de recherche.

• Total des employés de R&D: 85 735
• THEPORTS DES PHD: 4200
• Expérience d'ingénierie moyenne: 12,5 ans

Ressources financières importantes pour les investissements technologiques

Ressources financières dédiées au développement technologique et aux infrastructures:

Métrique financière	Valeur 2024
Dépenses de R&D annuelles	27,4 milliards de dollars
Dépenses en capital	33,6 milliards de dollars
Espèce et investissements	22,1 milliards de dollars

Infrastructure mondiale de recherche et de développement

Intel conserve 10 principaux centres de recherche dans 6 pays, en se concentrant sur les technologies avancées de semi-conducteurs et les solutions informatiques.

Emplacement du centre de recherche	Focus de recherche primaire
Santa Clara, USA	Architecture de processeur
Haïfa, Israël	Intelligence artificielle
Bangalore, Inde	Développement de logiciels
Munich, Allemagne	Informatique avancée

Intel Corporation (INTC) - Modèle d'entreprise: propositions de valeur

Processeurs informatiques hautes performances pour divers marchés

Les processeurs Intel Core de 13e génération d'Intel ont été lancés en janvier 2023, avec 24 nouveaux modèles de processeurs de bureau. La dernière gamme de processeurs comprend des modèles avec jusqu'à 24 cœurs et 32 ​​threads, offrant des performances entre 3,0 GHz et 5,8 GHz.

Catégorie de processeur	Segment de marché	Gamme de performances
Intel Core i9	Bureau haut de gamme / jeu	Jusqu'à 5,8 GHz
Intel Core i7	Passionné / professionnel	Jusqu'à 5,4 GHz
Intel Core i5	Performance de milieu de gamme	Jusqu'à 4,8 GHz

Solutions de semi-conducteurs éconergétiques et technologiquement avancées

Le processus de fabrication de semi-conducteurs d'Intel 2023 comprend des technologies de 7 nm et 4 nm, avec des améliorations projetées de l'efficacité énergétique de 20% par rapport aux générations précédentes.

• Réduction de la consommation d'énergie: 15-25% entre les lignes de processeur
• Performance par Watt Amélioration: 18-22%
• Augmentation de la densité du transistor: environ 2,7x par rapport à la génération précédente

Technologies de processeur de pointe pour les centres de données et le cloud computing

Les processeurs évolutifs Intel Xeon dominent le marché des centres de données avec environ 90% de parts de marché au T2 2023.

Série de processeurs	Métrique de performance	Pénétration du marché
4e génération Intel Xeon Scapable	Jusqu'à 64 cœurs par processeur	87% du marché des entreprises
Intel Xeon Platinum	TDP maximum 400W	Grands fournisseurs de cloud

Innovation dans l'intelligence artificielle et le matériel d'apprentissage automatique

Les processeurs Intel Habana Labs AI ont réalisé 1,26 milliard de dollars de revenus dans les solutions matérielles AI en 2023.

• Performance du processeur Gaudi2 AI: jusqu'à 4x plus vite que la génération précédente
• Accélération de l'inférence de l'IA: 30% Amélioration d'une année à l'autre
• Efficacité de la formation à l'apprentissage automatique: augmenté de 35%

Plateformes informatiques fiables et évolutives pour les marchés d'entreprise et de consommation

Les solutions informatiques d'entreprise d'Intel ont généré 26,1 milliards de dollars de revenus en 2023, ce qui représente 55% du total des revenus de l'entreprise.

Segment de marché	Revenu	Taux de croissance
Informatique d'entreprise	26,1 milliards de dollars	7,2% de croissance en glissement annuel
Calcul des consommateurs	18,4 milliards de dollars	Croissance de 3,5% en glissement annuel

Intel Corporation (INTC) - Modèle d'entreprise: relations clients

Support technique et réseaux de service client

Intel maintient une infrastructure mondiale de support technique avec 22 700 représentants du service à la clientèle dans 38 pays. L'entreprise fournit un support via plusieurs canaux:

Canal de support	Taux de réponse annuel	Temps de résolution moyen
Support téléphonique	92.4%	47 minutes
Chat en ligne	88.6%	35 minutes
Assistance par e-mail	85.3%	24 heures

Programmes d'engagement communautaire des développeurs

Intel soutient les écosystèmes des développeurs grâce à des programmes complets:

• Zone de développeurs Intel avec 12,5 millions de développeurs enregistrés
• Investissement annuel de 487 millions de dollars en ressources de développeur
• Plus 1 200 webinaires techniques réalisés chaque année

Partenariats technologiques d'entreprise à long terme

Catégorie de partenaire	Nombre de partenariats actifs	Revenus de partenariat annuel
Fournisseurs de services cloud	87	2,3 milliards de dollars
Entreprises technologiques d'entreprise	156	4,1 milliards de dollars
Institutions de recherche	214	612 millions de dollars

Mises à jour régulières des produits et améliorations du micrologiciel

Sormes d'Intel:

• 38 mises à jour du micrologiciel par trimestre
• 7 mises à jour principales d'architecture du processeur chaque année
• Sécurité des rejets de correctifs tous les 45 jours

Canaux d'assistance en ligne et directs

Canal de vente	Volume de transaction annuel	Taux de satisfaction client
Ventes directes de l'entreprise	43 200 transactions	94.7%
Plateforme de vente en ligne	1,2 million de transactions	89.3%
Réseau de revendeur autorisé	87 600 transactions	92.1%

Intel Corporation (INTC) - Modèle d'entreprise: canaux

Ventes directes aux clients d'entreprise

Intel génère 54,2 milliards de dollars de revenus de vente d'entreprises pour 2023. L'équipe de vente directe comprend 8 500 gestionnaires de comptes d'entreprise dédiés. La valeur moyenne du contrat d'entreprise atteint 3,7 millions de dollars par client.

Canal de vente	Revenus annuels	Nombre de clients d'entreprise
Ventes directes de l'entreprise	54,2 milliards de dollars	12 400 clients mondiaux d'entreprise

Plateformes de commerce électronique en ligne

La plate-forme en ligne d'Intel génère 7,6 milliards de dollars de ventes numériques pour 2023. Les ventes numériques représentent 14% du total des revenus de l'entreprise.

• Plateforme de vente directe Intel.com
• Market Amazon Businessplace
• Distributeurs en ligne spécifiques à la technologie

Distributeurs et revendeurs technologiques

Intel travaille avec 1 200 distributeurs de technologies mondiales. Les revenus des partenaires de canal atteignent 22,3 milliards de dollars en 2023.

Type de distributeur	Nombre de partenaires	Revenus de canaux annuels
Distributeurs de technologies mondiales	1,200	22,3 milliards de dollars

Partenariats du fabricant d'équipement d'origine (OEM)

Intel collabore avec 450 partenaires OEM. Le canal OEM génère 63,1 milliards de dollars en 2023, ce qui représente 49% du total des revenus de l'entreprise.

• Dell Technologies
• HP Inc.
• Groupe Lenovo
• Apple Inc.

Conférences de technologie et événements de l'industrie

Intel participe à 87 conférences de technologie mondiales chaque année. Les prospects générés par des événements contribuent 1,9 milliard de dollars en pipeline de vente potentiel.

Catégorie d'événements	Nombre d'événements	Valeur de leads de vente
Conférences technologiques mondiales	87	Ventes potentielles de 1,9 milliard de dollars

Intel Corporation (INTC) - Modèle d'entreprise: segments de clientèle

Marchés d'entreprise et de centre de données

Intel dessert les clients d'entreprise et de centre de données avec une gamme complète de processeurs et de technologies de serveur.

Segment de marché	Revenus (2023)	Part de marché
Processeurs de serveurs d'entreprise	21,3 milliards de dollars	85.3%
Infrastructure de centre de données	15,7 milliards de dollars	77.6%

Fabricants d'ordinateurs personnels

Intel fournit des processeurs et des chipsets aux principaux fabricants de PC dans le monde.

• Clients du fabricant PC TOP:
  • Lenovo
  • HP
  • Tablier
  • Pomme

Segment de marché PC	2023 expéditions	Part de marché Intel
Processeurs de bureau	76,2 millions d'unités	81.3%
Processeurs d'ordinateur portable	122,5 millions d'unités	83.7%

Fournisseurs de services cloud

Intel fournit des processeurs et des technologies spécialisés pour les grandes sociétés d'infrastructures cloud.

• Clients clés du fournisseur de cloud:
  • Services Web Amazon
  • Microsoft Azure
  • Google Cloud
  • Oracle Cloud

Segment de marché du cloud	Revenus de 2023	Pénétration du marché
Processeurs d'infrastructure cloud	18,9 milliards de dollars	92.4%

Intelligence artificielle et sociétés d'apprentissage automatique

Intel développe des processeurs et des accélérateurs spécialisés pour l'IA et les applications d'apprentissage automatique.

Segment du marché de l'IA	Revenus de 2023	Part de marché
Matériel d'IA	4,2 milliards de dollars	37.6%

Fabricants d'électronique grand public

Intel fournit des processeurs et des technologies pour divers appareils électroniques grand public.

Segment de l'électronique grand public	Revenus de 2023	Types d'appareils
IoT et systèmes intégrés	3,6 milliards de dollars	Téléviseurs intelligents, automobile, portables

Intel Corporation (INTC) - Modèle d'entreprise: Structure des coûts

Dépenses de recherche et développement approfondies

Les dépenses de R&D d'Intel en 2023 étaient de 28,4 milliards de dollars, ce qui représente 22,2% du chiffre d'affaires total.

Année	Dépenses de R&D ($ b)	Pourcentage de revenus
2023	28.4	22.2%
2022	26.1	21.7%

Investissements en capital élevé dans la fabrication de semi-conducteurs

Les dépenses en capital pour 2023 ont totalisé 33,1 milliards de dollars, en se concentrant sur les processus de fabrication avancés.

• 2024 Investissements manufacturiers prévus: 25 à 28 milliards de dollars
• Investissement dans de nouvelles installations de fabrication en Arizona et en Ohio
• Développement avancé des nœuds de processus (Intel 4, Intel 3 Technologies)

Coût mondial de la main-d'œuvre et des talents

Compensation totale des employés et avantages sociaux en 2023: 21,6 milliards de dollars.

Catégorie	Coût ($ b)
Salaires	16.3
Avantages	3.7
Compensation en stock	1.6

Gestion complexe de la chaîne d'approvisionnement

Frais de fonctionnement de la chaîne d'approvisionnement estimés à 12,5 milliards de dollars en 2023.

• Réseau mondial des fournisseurs couvrant plus de 60 pays
• Coûts logistiques et de transport: 2,3 milliards de dollars
• Dépenses de gestion des stocks: 1,7 milliard de dollars

Infrastructures technologiques et dépenses de maintenance

Coût des infrastructures technologiques en 2023: 5,6 milliards de dollars.

Composant d'infrastructure	Coût annuel ($ b)
Infrastructure de centre de données	2.4
Systèmes de réseau et de communication	1.7
Infrastructure de cybersécurité	1.5

Intel Corporation (INTC) - Modèle d'entreprise: Strots de revenus

Ventes de puces de processeur et de semi-conducteur

En 2023, le groupe informatique client d'Intel (CCG) a généré 33,5 milliards de dollars de revenus. La société a vendu environ 153 millions de processeurs de bureau et de carnet au cours de l'exercice.

Catégorie de produits	Revenus de 2023	Ventes unitaires
Processeurs de bureau	14,2 milliards de dollars	62 millions d'unités
Processeurs de cahiers	19,3 milliards de dollars	91 millions d'unités

Centre de données et solutions de cloud computing

Le groupe Data Center (DCG) d'Intel a déclaré 20,2 milliards de dollars de revenus pour 2023, avec des contributions importantes des segments informatiques cloud et d'entreprise.

• Revenus de processeurs de serveur de cloud computing: 8,7 milliards de dollars
• Solutions informatiques d'entreprise: 11,5 milliards de dollars

Licence de propriété intellectuelle

Intel a généré 2,1 milliards de dollars à partir des accords de licence et de transfert de technologie de la propriété intellectuelle en 2023.

Matériel informatique d'entreprise

Les ventes de matériel d'entreprise, y compris les serveurs et les équipements de réseautage, ont totalisé 15,6 milliards de dollars en 2023.

Segment matériel	Revenus de 2023
Matériel de serveur	10,3 milliards de dollars
Équipement de réseautage	5,3 milliards de dollars

Services de conseil et de support technologiques

Les services technologiques et le support d'Intel ont généré 1,8 milliard de dollars de revenus au cours de 2023.

• Services de conseil technique: 1,2 milliard de dollars
• Contrats de support matériel: 600 millions de dollars

Revenu total des entreprises pour 2023: 79,2 milliards de dollars

Intel Corporation (INTC) - Canvas Business Model: Value Propositions

Process Leadership: Targeting performance parity by 2024 and leadership by 2025 with Intel 18A.

Intel Corporation is targeting a return to process performance leadership by 2025, having aimed for performance-per-watt parity with the industry leader in 2024. The Intel 18A node is scheduled for production in the first half of 2025.

Metric	Intel 18A Performance Claim vs. Intel 3	Intel 18A Performance Claim vs. Standard Arm Core (at 1.1V)
Density Scaling	Over 30% relative to Intel 3	Better area utilization
Speed	N/A	25% faster
Power Consumption	N/A	36% reduction

Products built on Intel 18A, such as the next-generation desktop platform Panther Lake and the Xeon 7 Clearwater Forest chips, are set to arrive in 2025.

AI PC: Integrated Core Ultra processors, aiming to ship over 100 million AI PC CPUs by end of 2025.

Intel Corporation is aiming to ship more than 100 million AI PC chips cumulatively by the end of 2025. This follows a projected shipment volume of over 40 million AI PC CPUs for 2024. Shipments of the initial Core Ultra (Meteor Lake) in 2024 were projected to reach 20 million units.

• The Intel Core Ultra 200V series (Lunar Lake) features a Neural Processing Unit (NPU) with four times the performance of its predecessor.
• Notebooks are expected to account for 75% to 85% of the 100 million AI PC units shipped in 2025.

Supply Chain Resilience: Geographically diverse, U.S.-based manufacturing for Western governments and clients.

Intel Corporation is expanding its U.S. operations with plans to invest more than $100 billion in the U.S.. This expansion is supported by significant U.S. government funding, including a finalized $7.86 billion award under the CHIPS Act, in addition to a $3 billion contract for the Secure Enclave program to expand trusted manufacturing for the U.S. government.

The company's secure chip supply chain program, set to launch in the second half of 2025, includes the following locations:

• Included Regions: U.S., Ireland, Taiwan, Vietnam, and Malaysia.
• Excluded Locations: Israel, China, and Costa Rica.

Full-Stack Solutions: Silicon, software, and systems for data center and AI workloads (e.g., Xeon, Gaudi).

Intel Corporation is delivering solutions like the Xeon 6 processor and Gaudi 3 accelerator to optimize data center and AI workloads.

Product/Workload	Performance Metric/Advantage	Comparison Target
Intel Xeon 6 (General Workloads)	Improvements up to 40% across a broader set of workloads	N/A
Intel Xeon 6 P-cores (AI Inferencing)	Up to 5.5x higher performance	AMD EPYC offerings
Intel Xeon 6 P-cores (Performance/Watt)	1.6x higher performance per watt	5th Gen Intel Xeon processors
Intel Gaudi 3 (Llama 3 80B Inference)	70% better price-performance inference throughput	Nvidia H100
Intel Gaudi 3 (Llama 2 70B Inference)	Up to 2x better price/performance	Nvidia H100

A Dell AI platform featuring Gaudi 3 includes eight Intel Gaudi 3 accelerators, each with 128 gigabytes (GB) HBM memory and 3.7 terabytes/second (TB/s) bandwidth.

Foundry Flexibility: Offering both x86 and ARM/RISC-V manufacturing services to external clients.

Intel Corporation has stated its commitment to its foundry model, declaring, 'We will manufacture any of the RISC-V, ARM, x86, and GPU alternatives for the industry'. The Intel 18A process node is expected to be primarily used for Intel's own products, with the CFO noting it 'probably won't get a lot [of customers] in wave one'. The Foundry division is targeting to break-even by 2027, which requires securing low to mid-single digit billions of revenue from external sources.

Intel Corporation (INTC) - Canvas Business Model: Customer Relationships

You're looking at how Intel Corporation keeps its massive customer base engaged and growing, especially as the company pivots hard into foundry services and AI. It's all about deep partnership now, not just shipping boxes.

Dedicated sales and engineering support for major OEM and cloud hyperscale customers remains foundational. This support is critical for high-volume, high-value segments like the Data Center and AI (DCAI) group. While the specific revenue for DCAI in Q3 2025 is not broken out separately from the total Intel Products revenue of $12.7 billion, we know the scale of the prior generation's success, with Intel having sold more than 2 million 4th Generation Intel Xeon Scalable processors as of the end of 2023, setting the stage for current hyperscaler refresh cycles.

For strategic, long-term contracts with government and defense agencies for secure supply, the relationship is less about public sales figures and more about trust in the IDM 2.0 strategy to provide a resilient, domestic manufacturing option. The market sentiment reflects this trust, with SoftBank Group making a $2.0 billion investment in Intel common stock, and NVIDIA investing $5.0 billion, signaling confidence in Intel's role in securing advanced supply chains.

The ecosystem development and co-engineering with IFS customers to ensure design-in success is where the future credibility is being built. Intel is aggressively pursuing this, with more than five internal products currently being developed on its leading-edge 18A process technology, which is expected to see volume manufacturing start in late 2025. This co-engineering effort is designed to help Intel achieve its goal of securing $8 billion to $10 billion in cost savings exiting 2025, partly by proving out the manufacturing process with internal and external designs.

When it comes to retail and channel partner programs for Client Computing Group product distribution, the focus is on the massive PC refresh cycle. The Client Computing Group (CCG) posted revenue of $8.5 billion in Q3 2025. A major driver for this relationship is the October 14, 2025, end-of-life for Windows 10, pushing partners to refresh hardware. To support this, Intel's Global Channel Chief confirmed that the company is increasing funding for partners in 2025 over what was invested in 2024, even while reducing direct partner coverage. Partners are instrumental in delivering solutions across client computing, data center, and AI markets.

Direct engagement with developers via software and AI toolkits is centered on the AI PC. Intel aims for developers to be able to provide AI software to more than 100 million Intel-based AI PCs by the end of 2025. The AI PC Developer Program offers tools and kits based on the Intel Core Ultra processor to help developers optimize their applications. This developer base already showed significant engagement, with 64% of AI developers using Intel tools back in 2023, from a community of 6.2 million active developers. Furthermore, co-development with partners is showing results, such as Softtek increasing its software development life cycle speed by up to 40% using an Intel Gaudi-powered AI platform.

Here is a snapshot of some of the key relationship-driven metrics:

Relationship Focus Area	Key Metric/Figure	Context/Timeframe
Client Computing Group (CCG) Sales	$8.5 billion	Q3 2025 Revenue
Total Intel Products Revenue	$12.7 billion	Q3 2025
AI PC Developer Target	100 million PCs	Targeted for developer utilization by end of 2025
IFS Process Node Volume Manufacturing	18A	Slated for late 2025
Partner Funding Commitment	Increasing	2025 funding over 2024 investment
Cost Savings Goal	$8 billion to $10 billion	Exiting 2025

The channel strategy is shifting to solution-focused sales, meaning Intel sales staff must approach every interaction through the eyes of the partner and customer to solve problems, rather than just pushing a silicon road map.

Intel Corporation (INTC) - Canvas Business Model: Channels

You're looking at how Intel Corporation gets its silicon and solutions into the hands of end-users and manufacturers as of late 2025. The channel strategy is a complex mix of direct engagement with massive hyperscalers and relying on established global partners for volume distribution.

The Client Computing Group (CCG) remains Intel Corporation's largest revenue generator, focusing on platforms for notebooks, desktops, tablets, and wireless connectivity products, which heavily relies on the OEM and retail channels. The Data Center and AI segment channels its products to Cloud Service Providers (CSPs) and enterprise customers.

Here's a look at the revenue distribution based on the latest segment reporting available, which was for the second quarter of fiscal year 2025:

Segment (Channel Proxy)	Q2 2025 Revenue (Billions USD)	Year-over-Year Change
Client Computing Group (CCG - OEM/Retail Proxy)	Data not explicitly broken out from total, but CCG is the largest generator.	Implied in overall flat YoY revenue.
Data Center and AI (DCAI - CSP Proxy)	Data not explicitly broken out from total.	Implied in overall flat YoY revenue.
Intel Foundry (IFS - Direct/External)	$4.4 billion	Up 3%
All Other (Includes Mobileye)	$1.1 billion	Up 20%
Total Net Revenue (Q2 2025)	$12.9 billion	Flat

The overall company revenue for the third quarter of 2025 was $13.7 billion, showing a 3% year-over-year increase, indicating positive momentum across the channels heading into the end of the year.

Original Equipment Manufacturers (OEMs) like Dell, HP, and Lenovo for PC and server sales

This remains the backbone for the Client Computing Group. Intel Corporation markets and sells these products directly and indirectly through OEM channels globally. While specific revenue percentages for Dell, HP, and Lenovo aren't itemized, the success of this channel is reflected in the overall CCG performance, which faces mounting pressure from ARM-based competitors.

Direct sales to Cloud Service Providers (CSPs) like Amazon and Google for data center chips

The Data Center and AI segment directly targets hyperscale CSPs. Intel Corporation's strategy includes offering purpose-built ASICs and accelerators alongside its traditional server processors to maintain share in this critical market, which has seen prioritization of specialized AI processors over standard server CPUs in some spending cycles.

Global distributor network and retail channels for consumer products

Intel Corporation uses a global distributor, reseller, and retail network to reach consumers and smaller businesses. This indirect channel is essential for volume distribution of its Client Computing Group products. The company is focused on driving greater accountability across the company while making it easier for customers to do business with Intel Corporation through these partners.

Intel Foundry Services (IFS) direct sales team for external chip design companies

Intel Foundry Services (IFS) operates a direct sales team to attract external foundry customers. The external revenue contribution remains nascent but is a key strategic focus. One analyst projection for 2025 external foundry revenue was only about $120 million, which is roughly 0.1% of TSMC's revenue for the same period. Another report indicated external revenue was $53 million per half-year as of June 28, 2025. Despite this, IFS has over $100 billion of property, plant, and equipment, net on the balance sheet as of June 28, 2025, supporting this channel's future. As of a July 2025 10Q filing, IFS had zero "significant" external customers.

Mobileye subsidiary for direct sales to automotive Tier 1 suppliers and OEMs

Mobileye Global, where Intel Corporation remains the majority shareholder after selling 51% of its shares in July 2025 for approximately $922 million, uses a direct sales approach to automotive Tier 1 suppliers and OEMs. Mobileye raised its fiscal 2025 revenue outlook to a range between $1.77 billion and $1.89 billion. The company projected EyeQ volumes between 32M and 34M units for 2025. The EyeQ6 Lite system targeted integration into 46 million vehicles by 2025. Mobileye reported revenue of $506 million in the second quarter of 2025.

The channel strategy for Mobileye is clearly showing growth:

• Q1 2025 revenue surged 83% year-over-year to $438 million.
• The 'All Other' segment, which includes Mobileye, saw revenue up 20% in Q2 2025.

Finance: draft 13-week cash view by Friday.

Intel Corporation (INTC) - Canvas Business Model: Customer Segments

You're looking at the core buyers for Intel Corporation's diverse product and service portfolio as of late 2025. The customer base is clearly segmented across the company's major reporting units, reflecting a strategic pivot away from pure PC dominance toward data center, AI, and foundry services.

The Client Computing Group (CCG) still serves a massive, though somewhat stagnant, base of PC and Laptop OEMs. For the second quarter of 2025, CCG revenue was reported at $7.9 billion, which was a 3% decline year-over-year. This segment is feeling the pressure, though Q3 2025 saw a reported consumer chip sales rebound to $8.5 billion.

For Cloud Hyperscalers and Enterprise Data Centers, the Data Center and AI Group (DCAI) is the key interface. DCAI revenue in Q2 2025 reached $3.9 billion, showing a 4% increase from the prior year. This customer group shows very little loyalty and focuses heavily on performance per watt and performance per dollar when making purchasing decisions.

Intel Foundry Services (IFS) targets Chip Design Companies (Fabless) seeking advanced foundry services, though traction has been slow. The total IFS revenue for Q2 2025 was $4.4 billion, but external customer revenue for the first three months of 2025 was only $31 million. Projections for the full 2025 calendar year for external IFS revenue are estimated at just $120 million. Intel still targets the IFS division to reach break-even by the end of 2027.

Government and Defense Agencies are served through contracts aligned to the sponsoring operating segment, often through IFS for specialized needs. The small external IFS revenue suggests that defense-related chip designers, mandated to manufacture on US soil, represent a portion of these early foundry customers.

The Automotive Manufacturers and Tier 1 Suppliers segment is primarily addressed through Mobileye, which remains majority-owned by Intel Corporation. Mobileye reported Q3 2025 revenue of $504.00 million, a 4% year-over-year growth. The company has raised its full-year 2025 revenue guidance to a range of $1.845 billion to $1.885 billion. Mobileye shipped 9.2 million systems in Q3 2025, with an Average System Price of $51.7. Following a secondary offering in July 2025, Intel's beneficial ownership in Mobileye dropped below 80%.

Here's a quick look at the revenue performance across the primary customer-facing segments for the second quarter of 2025:

Customer Segment / Group	Q2 2025 Revenue (USD)	Year-over-Year Change
PC and Laptop OEMs (CCG)	$7.9 billion	Down 3%
Cloud/Enterprise Data Centers (DCAI)	$3.9 billion	Up 4%
Chip Design Companies (IFS External)	Estimated YTD External: $50 million	N/A
Automotive (Mobileye)	Q3 2025: $504.00 million	Up 4% (Q3 YoY)

The customer base for Intel Corporation is actively being managed through strategic focus areas:

• PC and Laptop OEMs (CCG) are seeing new product series like Panther Lake targeted for late 2025.
• Cloud Hyperscalers are a focus for DCAI and IFS, with Microsoft and Amazon noted as interested IFS clients.
• Fabless companies are being courted by IFS for advanced nodes like 18A and 14A.
• Government contracts are aligned to the sponsoring operating segment, such as DCAI or IFS.
• Automotive Tier 1 Suppliers drive Mobileye's EyeQ system volumes, reaching 9.2 million units in Q3 2025.

The company is also managing its workforce to align with these segments, planning to end 2025 with a core workforce of about 75,000 employees.

Intel Corporation (INTC) - Canvas Business Model: Cost Structure

You're looking at the cost side of Intel Corporation's business as of late 2025. It's a structure dominated by massive, long-term investments, which is typical for a leading-edge semiconductor manufacturer. Honestly, the numbers show a company in heavy transition, spending big to secure future process technology leadership.

High Capital Intensity

Intel Corporation's cost structure is fundamentally defined by its need to build and equip the most advanced manufacturing facilities, or fabs. This is high capital intensity in action. For the full year 2025, the company is targeting gross capital expenditures (CapEx)-that's GAAP additions to property, plant, and equipment-of $18 billion. This spending is directed toward new fabs and the cutting-edge equipment needed for nodes like Intel 18A, which is critical for their foundry strategy.

The net CapEx target for 2025 is narrower, projected to be between $8 billion and $11 billion, reflecting expected offsets from government incentives and partner contributions. This massive outlay is a necessary cost to compete in the leading-edge space.

Fixed Costs

A global manufacturing footprint means significant fixed costs, primarily driven by the depreciation and amortization (D&A) of these expensive assets. For the twelve months ending September 30, 2025, Intel Corporation's total Depreciation and Amortization was reported at $28.419 billion. This represents a 9.28% increase year-over-year from the prior twelve-month period. This D&A expense is a non-cash charge, but it heavily impacts GAAP profitability, reflecting the sheer scale of the physical assets on the books.

Research & Development (R&D)

Research & Development is another non-negotiable, major cost component. Intel Corporation is working to fund its roadmap, targeting a total non-GAAP operating expense (OpEx) for 2025 of $17 billion. This OpEx figure includes R&D, as well as Marketing, General, and Administrative (MG&A) costs. For context on the R&D spend, the reported Research and Development Expenses for the second quarter of 2025 were $3.68 billion, a decrease from $4.24 billion in Q2 2024.

Restructuring Charges

To manage the transition and align costs with the new strategy, Intel Corporation incurred substantial one-time charges. In the second quarter of 2025, the company recognized $1.9 billion in restructuring charges, which were excluded from non-GAAP results. These charges stemmed from a planned 15% reduction in the core workforce, which is designed to create a flatter, more agile organization. The impact on GAAP Earnings Per Share (EPS) from these charges alone in Q2 2025 was $(0.45) per share.

Raw Materials and Manufacturing Costs

The cost of actually making the chips remains high, especially when ramping new process nodes. The Cost of Sales (COGS) for the second quarter of 2025 increased to $9.32 billion, up from $8.29 billion year-over-year. This increase in the cost of sales, coupled with other charges, led to a decline in Gross Profit to $3.54 billion in Q2 2025, a 22% drop from $4.55 billion in Q2 2024. This reflects the expense tied to early-stage node ramp-up and associated impairments.

Here's a quick look at some of the key cost-related financial data points from the 2025 reporting period:

Cost Category/Metric	Amount/Target	Period/Context
Gross Capital Expenditures (CapEx) Target	$18 billion	Full Year 2025
Non-GAAP Operating Expense (OpEx) Target	$17 billion	Full Year 2025
Restructuring Charges	$1.9 billion	Q2 2025
Depreciation & Amortization (D&A)	$28.419 billion	TTM ended September 30, 2025
Cost of Sales (COGS)	$9.32 billion	Q2 2025
R&D Expense	$3.68 billion	Q2 2025

The company is actively trying to manage these outflows, setting a lower non-GAAP OpEx target of $16 billion for 2026. Finance: draft 13-week cash view by Friday.

Intel Corporation (INTC) - Canvas Business Model: Revenue Streams

You're looking at how Intel Corporation actually brings in the cash flow in late 2025. It's a story of shifting focus, where the legacy business is stabilizing while new ventures start to contribute, all while government support plays a role. Honestly, the revenue streams are getting more complex as the company executes its turnaround.

The core of the revenue still comes from the traditional segments, though their relative importance is changing. For instance, the Client Computing Group (CCG), which handles your PC processors, posted a Q1 2025 revenue of $7.6 billion. That was actually down 8% year-over-year for that quarter, showing the PC market pressures are still real.

Contrast that with the growth engine, the Data Center and AI (DCAI) group. For Q1 2025, DCAI brought in $4.1 billion, marking an 8% increase year-over-year, clearly fueled by demand for AI server CPUs and storage compute. By Q2 2025, the revenue picture shifted slightly, with CCG hitting $7.9 billion and DCAI contributing $3.9 billion.

Here's a quick look at how the main product groups stacked up in the first half of 2025, based on reported figures:

Revenue Stream Segment	Reported Period	Reported Revenue Amount
Client Computing Group (CCG) Product Sales	Q1 2025	$7.6 billion
Data Center and AI (DCAI) Product Sales	Q1 2025	$4.1 billion
Intel Foundry Services (IFS) Revenue	Q2 2025	$4.4 billion
Total Intel Products Revenue	Q1 2025	$11.8 billion

The foundry business, Intel Foundry Services (IFS), is showing early traction as Intel seeks external manufacturing customers. The revenue for IFS was reported at $4.4 billion in Q2 2025, which was up 3% sequentially. This is a critical part of the long-term strategy, moving from just selling chips to selling manufacturing capacity.

You also have revenue streams from more specialized areas, which are important for diversification. This includes Mobileye and Altera (FPGA) Sales. In Q1 2025, the 'All Other' category, which covers these, generated $0.9 billion, up 47% year-over-year. To be fair, some of the cash flow in Q2 was also boosted by non-core asset monetization, specifically noting $922 million in proceeds from Mobileye share sales during that quarter.

Finally, government support acts as a significant, albeit non-operational, financial inflow. Intel received an accelerated $5.7 billion from the U.S. CHIPS Act in Q3 2025, which directly supports the massive capital expenditure required for their manufacturing expansion. This is part of the larger finalized award, which totals up to $7.86 billion in direct funding, complementing a separate $3 billion contract for the Secure Enclave program.

These revenue components show a clear split in focus:

• Client Computing Group (CCG) Product Sales: $7.6 billion (Q1 2025).
• Data Center and AI (DCAI) Product Sales: $4.1 billion (Q1 2025).
• Intel Foundry Services (IFS) Revenue: $4.4 billion (Q2 2025).
• Mobileye and Altera (FPGA) Sales: Contributed to the $0.9 billion 'All Other' revenue in Q1 2025.
• Government Subsidies/Grants: Accelerated $5.7 billion received in Q3 2025.

Finance: draft 13-week cash view by Friday incorporating the Q3 subsidy inflow.