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Intel, Microsoft brining Android apps & developer tool chain to Windows

Panos Panay, Microsoft Executive Vice President and Chief Product Officer & Gregory Bryant “GB”, Executive Vice President and General Manager of Client Computing Group at Intel, joins Yahoo Finance to discuss technology advancements from Microsoft and Intel, the gaming space, and the demand for PC's.

Video transcript

JARED BLIKRE: Intel is rolling out its new 12th generation of desktop processors. And for more, let's go to Yahoo Finance's Dan Howley, who is joined by not one but two special guests. Dan.

DAN HOWLEY: That's right, Jared. We're here with Intel executive vice president and general manager of client computer group. That's Gregory Bryant. And then we also have Microsoft's product officer, chief product officer. That is Panos Panay. Panos and Gregory, good to see you guys. And what we're talking about this afternoon are two announcements really, or a few announcements actually, related to both companies. So I just want to start off with you, Gregory, about Intel's announcements regarding its new chips.

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So obviously, the big news is that you've announced your 12th generation new Intel desktop processors. What can you give us about those? And what can you kind of explain to our viewers about those new chips?

GREGORY BRYANT: Yeah, hey, Dan. Thanks a lot for having us on. And I would just like to say, hey, we're here at Intel on, which is our big developer forum in San Francisco. And Intel's back for re-engaging with the ecosystem and with all the developers out there. We had a ton of announcements around software, and APIs, and great things for developers along with our partners at Microsoft. And then you're right. We announced the launch of our 12th generation core processor, our desktop family first. We're going to start shipping our Notebooks next month.

And the big change-- this is probably the biggest architectural advancement in a decade for x86. Because we're going to this hybrid architecture. And I won't geek out too much for you, but we're basically combining two kinds of cores, two kinds of CPUs in the same product for the first time ever. And the performance of this product is just amazing, incredibly power efficient, but also can scale up. It's great for gamers, and creators, and it's a great platform to develop on. And we can't wait to get these devices in the hands of consumers.

DAN HOWLEY: Now I don't want Panos to be sitting there and not doing anything. So--

PANOS PANAY: Don't worry about me, Dan. I'm OK. I'm OK, Dan. Don't worry.

DAN HOWLEY: Well I want to ask about the new data tools that you guys are talking about with Intel and how those kind of help developers on Windows machines, and specifically the new Windows 11 operating system.

PANOS PANAY: Yeah, I think we optimize Windows 11 like bringing support GPU accelerated support for machine learning. It's one of these ideas when you're engaging in AI development, being able to just take the performance to the next level, giving developers all the tools that they want, I would also say, Dan, one of the things that we're talking about is Intel bridge technology.

GREGORY BRYANT: Yeah, that's right.

PANOS PANAY: Which I'm pretty excited about where we're bringing Android apps for the first time to Windows in a way where now developers can engage pretty much on any application that they'd like to create for Windows and just expand the opportunity for them to create businesses. We talk a lot, Dan, about--

GREGORY BRYANT: Well, hey, Dan. Let me jump in-- hey, let me just jump in, Dan, if it's OK and just say that we've had this partnership obviously with Microsoft for decades. Panos and I in particular have a very good relationship. And we've really come together to deliver these new technology advancements, bringing Android apps to the Windows ecosystem. Huge. Developer tool chain in a Windows. Huge. Support for that hybrid architecture I talked about. Huge leaps forward. So this is a great example about how two companies can work together just in unison to deliver new experiences. And Panos is probably the most passionate guy I know about delivering new experiences out in the ecosystem.

DAN HOWLEY: Yeah, Panos and I talked definitely before about that. I want to talk, you guys have mentioned games. And obviously during the event that you were holding earlier, there was a lot to do about gaming. And I want to know how much that plays into this relationship. Obviously, when it comes to PC gaming, it's basically Windows or nothing. There's others out there but they don't really have the market share. What do these new chips mean for Windows specifically when it comes to gaming? And what will gamers be able to get out of this?

GREGORY BRYANT: Well I'll start and I'll just say gamers-- what we found, and as you go look at gamers, people talk about gamers. Gamers, yeah. They love to game but they also stream. They're also creators. A lot of gamers also developers. So to give that community the performance that they need so they can do all of those things without compromise, and that's the big theme that we've had together is, how do we enable gamers, streamers, creators without compromise? You shouldn't have to choose. Shouldn't have to choose what you need in your system.

And that's really how we've teamed up and what we're delivering together.

PANOS PANAY: And think, Dan, think about what we talked about DirectX before. But think about DirectX on Windows lighting up on a generation of Intel processor like the [INAUDIBLE] core. That is under the covers work that just happens every day. The teams are optimizing because gamers is a really-- along gamers and developers, this is our audience for these specific products. We build this product for them. Those optimizations, those details are what matter to get that end to end experience perfect that we talk about quite a bit.

DAN HOWLEY: The new "Call of Duty" is coming out. I'm going to need that extra special oomph. Take it in there, as well as--

[INTERPOSING VOICES]

GREGORY BRYANT: And we like to say too Dan, gamers, they have an insatiable appetite for performance. It's just never stopped. And it's one of the things that drives us. We get direct input from the community. And it helps us drive products. And that's why we're showing the performance of these new chips and on Windows.

DAN HOWLEY: And I just want to throw out there, the chip shortage, obviously that's one of the bigger stories that we've seen through the past year. These chips are coming to desktop first. Then we'll see laptop gamers around laptops, sorry, desktops, as well as laptops, but mostly on desktop. And so are developers. I guess, when you look at what this impact or the impact that could have on these new products from a Windows perspective, from an Intel perspective, what do you guys see?

GREGORY BRYANT: Well if you just zoom out to the industry picture, demand for the PC and these products is incredibly strong and robust. And despite some of the constraints that exist in the ecosystem, I think that's important to recognize. It's incredible, the demand. The COVID pandemic has really just accelerated a lot of trends that had existed prior. And it's just really dramatically increased demand within the lead time for a lot of suppliers in the industry to build new capacity.

So we think demand is going to stay very strong. We think demand for PCs this year will be up double digits despite the constraints, which is kind of incredible. And we think next year will actually be very solid again up next year, despite constraints. And we think over '22, the constraints will start to alleviate a little bit, but in spots could persist even into 2023. But I think we've worked very hard together. We're out talking all of our ecosystem partners, all the component suppliers to get them to invest in the capacity now to get more components online as fast as possible so we can support this increased demand.

PANOS PANAY: I think, Dan, as you know, we also rally the entire ecosystem when it comes to the OEMs, our suppliers, our supply base, every single partner that we have. Really demand's never been higher. You heard GB just say it. But also, we're in a growth market. And so those two things, pretty incredible to think that we're out there. There's never been a better time to buy a PC. I don't want to oversell it, but I will tell you. There just is not a better time. And if you can get out there and grab one now, it's a good time to do so.

DAN HOWLEY: I just want to throw you guys one more question. We're talking about gaming obviously, graphics. But Intel is working on its own graphics technology, its own arc system, that's going to be a discrete chip. Where do you see that coming around? And do you think that's going to be a big draw for Windows users as well as Intel systems?

GREGORY BRYANT: Yeah, absolutely. I mean, we're excited to get into the discrete graphics business. Lisa Pearce, our vice president GM, was actually at Intel Innovation today showing off some of the performance and capability of those discrete GPUs not just for consumers, but also for developers. And obviously, we're getting very, very close to production launch. So she's given a little sneak peek. But stay tuned. I think you're going to expect to see some great things and some great performance. And obviously, very important business for Intel for developers.

And I think, again, offering openness, choice. And I think that's what we're all about. That's aren't in our DNA. So getting in the GPU business is going to help us accelerate that.