Netflix partners with Microsoft to develop a new ad-supported subscription model – AméricaEconomía

The technology company acknowledges that at this point in 2022, the availability of certain components to manufacture the equipment continues to suffer from global logistics issues, which particularly affects the supply of high-end computers. performance.

However, at the processor level, the situation seems under control. Pushed by the company’s new CEO, Pat Gelsinger, Intel made a strategic shift by starting to invest in Western factories that were doubling the installed capacity of processors before the pandemic. The move increased infrastructure in places like Costa Rica, Ohio, Germany, Arizona, Israel and Ireland, balancing the balance with production in eastern countries like Taiwan and the Korea.

COMPUTER WHOLESALE

The general context for this decision is Intel’s assurance that demand for semiconductors and processors will continue to be very explosive. “Everything is going to have to be treated like a computer,” he comments in a conversation with AméricaEconomía, Marcelo Bertolami, Intel General Manager for Emerging Latin America. This is accompanied by the fact that they will have to be connected, they will integrate more artificial intelligence and will be treated in the edge (oh plate).

Autonomous vehicles are an example of the need for processing to be closer to data. “[El auto] You have to make decisions in real time, you can’t wait for the information to go to data center -Al cloud– come back and tell him if what is in front is a cyclist or not; the car has to make the decision now and stop,” says Bertolami.

“If I generate data, I have to process it and act with this data where it is generated, in the edge, i.e. where the car camera is located. This is why the car is a data center on wheels. He must interpret all the cameras and radars around him, understand what the maps look like and learn to drive better and better thanks to artificial intelligence, with rain, fog, snow or without light,” he adds.

The same is true with a camera that must detect if there is a breakdown in a production line or if there is an attack in a street. It has to do it quickly, with intelligence on the camera itself and only send relevant information to the cloud.

“These are examples of why we believe 75% of computing will be state-of-the-art by 2025, more or less. also a return to the periphery because of this need to make decisions in real time”, explains the representative of Intel.

The metaverse is another of the innovations that best reflects the upcoming technological demand. “Imagine the amount of computing you need, with billions of concurrent users, to support immersive 3D, with photo quality, virtual reality, in real time and 7×24. You are going to need a thousand times the computing capacity that you have today in telecommunications networks, in computers and in the cloud. The metaveros itself is a driver from the point of view of consumption and entertainment”, explains the Argentine executive.

At the same time, at company level, the digital transformation of companies and the digitization of production processes will increase with the digital twinstechnology that emulates physical abilities on a virtual level to simulate different scenarios.

Regarding the expectations of these advances in Latin America, although he recognizes that the region is lagging behind the United States and Europe, there are already applications in banking, mining or petroleum gas. We are going to go from 5% of companies with projects in the cloud 80% in three years -says Bertolami-. This will make an infernal acceleration in the processes of digital transformation.

On the other hand, the manager notes that it also depends on the industry and the return on investment, how they see the digital transformation. “When there is a need and a business reason, things get done and happen. The subject is the economic equation and the problem to be solved. Is there any chance of doing it in Latin America? Yes , there are a lot of those who are part of the ecosystem who see the region as a place to do the transformation, totally. And we also see it that way,” concludes Bertolami.

A mobileye autonomous vehicle drives past Rockefeller Center, USA

Autonomous vehicles are an example of the need for processing to be closer to data | mobileye

CHILE AND PERU, REFERENCES ON THE CONSUMER MARKET

In Latin America, Chile is a reference case to illustrate the increase in demand for computers. As Marcelo Bertolami explains, the country had a consumer market of around 550,000 PC units in 2019, which grew to 831,000 in 2020, reaching a peak in 2021 of 1,050,000 units sold, figures similar to those of Mexico, a country six times more populated.

For this year, Bertolami estimates that everything will stabilize around 850,000 or 875,000 units, which also represents an increase of almost 50% compared to 2019.

The leader of Intel explains that this wave of consumption has had significant changes in the consumer. Demand has become more sophisticated and demands for better equipment have become evident, especially in markets like Chile and Peru. In this sense, products for video gamewhich are very demanding due to the capacities demanded by online games, have set the standard in the supply of computers, attracting even those who are not gamers but who need content creation, especially at the graphic level and Design.

“This perception that Latin America is a low-end market has changed a lot; That’s not true, it was 10 years ago. Product availability in Latin America today is state of the art. You can have a delay of several months due to shipments or interruptions in the supply chain, but it is not practical for multinationals to bring in old products,” says Marcelo Bertolami. He adds: “The need to be connected is that people have realized that gateway products no longer give you what it takes to establish a connection via video call, for example.”

The commercial opening of markets such as Peru and Chile, in particular the latter, positions it with a much higher and faster product availability, driven in turn by the retailerswho see it as a very important and strategic business sector that builds momentum with a variety of brands, from Apple and traditional brands to new Asian brands such as Honor, Asus and Huawei.

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