AMD Financial Analyst\'s Day
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Transcript of AMD Financial Analyst\'s Day
AMD Financial Analyst Day
Rick Bergman, Senior Vice President & General Manager
November 11, 2009
| AMD Financial Analyst Day| November 11, 20092
Yesterday
GPU110 million transistors @150nm
2D and 3D gaming Nascent video processing
CPU105 million transistors @130nmCompute tasks including video decode
| AMD Financial Analyst Day| November 11, 20093
Today
TeraFLOPS-class GPU
2.15 billion transistors @40nm3D OS
Multi-panel HD gaming Full HD video and audio
Multi-core CPU
758 million transistors @45nmMulti-taskingMost compute tasks
| AMD Financial Analyst Day| November 11, 20094
Now the AMD Fusion™ Era of Computing Begins
Significantly enhances active/ resting battery life
High-bandwidth I/O
~1 billion transistors @32nmin one design
APU: Fusion of CPU & GPU compute power within one processor
| AMD Financial Analyst Day| November 11, 20095
Popular Workloads are Changing
Video
Superb HD playback
Video now 1/3 of all consumer Internet traffic
Graphics
3D user interfaces
Immersive gaming
DirectX® 11
Compute
Enhanced multimedia
Parallel compute breakthroughs
Efficient multi-core
NOTE: Application names and logos are used for illustrative purposes only and no endorsement of AMD technology is implied.
| AMD Financial Analyst Day| November 11, 20096
2009 AMD Product Priorities
45nm transition for improved processor performance and power efficiency: desktop, server, notebook
Create ultrathin notebook category; improve notebook platforms’ battery life by one hour
Win DirectX® 11 and 40nm transitions
Deliver OpenCL™ and DirectCompute 11 developer tools and hardware optimizations
AMD Fusion™ processors design and 32nm development
Launch Six-Core AMD Opteron™ processor
| AMD Financial Analyst Day| November 11, 20097
AMD Product Strategy
Deliver winning platforms
Differentiate with GPUs
Win with AMD Fusion™
| AMD Financial Analyst Day| November 11, 20098
Server Platforms
| AMD Financial Analyst Day| November 11, 20099
Unprecedented Server Performance Gains
* “Magny-Cours” and “Interlagos” data is based on AMD projections
2010 is projected to be the beginning of unprecedented leaps in server performance-per-watt for AMD
0
5
10
15
20
25
30
35
40
45
2003 2004 2005 2006 2007 2008 2009 2010 2011
Floating Point Integer
AMD Opteron™ 244
AMD Opteron 250
AMD Opteron x75
(dual-core)
AMD Opteron 285
(dual-core)
AMD Opteron x356
AMD Opteron x384
AMD Opteron 2435
“Magny-Cours”* “Interlagos”*
| AMD Financial Analyst Day| November 11, 200910
Six-Core AMD Opteron™ Processor
Draws less power at load and idle than competitive offerings*
Powers world’s first 2 petaFLOPS supercomputer
Sub 7-watt cores without compromise
Compatibility designed for faster upgrades
Six-core virtualization performance leader
* Power numbers based on 3rd party testing in http://it.anandtech.com/IT/showdoc.aspx?i=3653&p=9
| AMD Financial Analyst Day| November 11, 200911
| AMD Financial Analyst Day| November 11, 200913
2010: Target the Volume Server Market
Source: IDC Workload Study and Server Forecast
1 Socket, 1.6M
2 Socket, 5.0M
4 Socket, 0.4M$10K+ “traditional 4P” market
Fully-featured 2P G34delivers more value with no compromises on features
<$500 “desktop as a server” market
Volume 4P server $6-10KRedefine the market
New C32 platforms take true server features to environments placing a premium on power-efficiency
| AMD Financial Analyst Day| November 11, 200914
AMD Sweet Spot Server Strategy
AMD Opteron™6000 Series Platform
”Maranello”
Platform Consistencyand Commonality
• 2/4 socket; 8/12-core
• 4 memory channels
• Highly scalable without compromising on value
AMD Opteron4000 Series Platform
“San Marino” and “Adelaide”
• 1/2 socket; 4/6-core
• 2 memory channels
• New levels of valueand power efficiency
4P/8P Platforms~5% of Market*
1P Platforms ~20% of Market*
2P Platforms~75% of Market*
Highly Energy Efficient and
Cost Optimized
Performance-per-watt and
Expandability
*AMD internal estimates of total server market as of Q309
| AMD Financial Analyst Day| November 11, 200915
Unmatched Feature Consistency Across Platforms
Shared Platform Interface
Same BIOS
Same API
Same Drivers
AMD Opteron™6000 Series Platform
(G34 Socket)
AMD Opteron™4000 Series Platform
(C32 Socket)
OEM Benefits: enables easier design, validation and support
Customer Benefits: easy management and flexibility
| AMD Financial Analyst Day| November 11, 200916
“Maranello” Platform: The Future of Enterprise Computing
8- and 12-core “Magny-Cours” processors
2- and 4-socket platforms
100% more memory channels
New power efficiency and virtualization features
Ahead of schedule
| AMD Financial Analyst Day| November 11, 200917
“San Marino” Platform: New Levels of Power Efficiency and Value
4- and 6-core “Lisbon” processors
1- and 2-socket
Platform optimized for high energy efficiency
Available with sub 6-watt CPU cores
Ahead of schedule
| AMD Financial Analyst Day| November 11, 200918
AMD 2010-2011 Sweet Spot Server Strategy
AMD Opteron™6000 Series Platform
”Maranello”
Platform Consistencyand Commonality
• 2 and 4 socket; 4 memory channels
• Highly scalable without compromising value
AMD Opteron4000 Series Platform
“San Marino”and “Adelaide”
4P/8P Platforms~5% of Market*
1P Platforms ~20% of Market*
2P Platforms~75% of Market*
Highly Energy Efficient and
Cost Optimized • 1 and 2 socket; 2 memory channels
• New levels of value and power efficiency
Performance-per-watt and
Expandability
“Magny-Cours”8 and 12 cores
“Interlagos”12 and 16 cores
“Lisbon”4 and 6 cores
“Valencia”6 and 8 cores
2010 2011
“Bulldozer”Core
*AMD internal estimates of total server market as of Q309
| AMD Financial Analyst Day| November 11, 200919
Client PC Platforms
| AMD Financial Analyst Day| November 11, 200920
2010 Priority: Win with Superior PC Platforms
Visual technologies leadership
Optimize for most popular usage areas
Continued battery life improvements
| AMD Financial Analyst Day| November 11, 200921
| AMD Financial Analyst Day| November 11, 200923
AMD Mainstream Notebook Platform Battery Life
Note:1. Based on AMD notebook reference design2. Assuming 6-cell Li-Ion battery, 55Whr for 2008-2009, 62Whr for 2010-2011
2hours
3hours
4hours
5hours
6hours
7hours
8hours
9hours
0W
1W
2W
3W
4W
5W
6W
7W
2008 2009 2010 2011
Core Silicon Power
Battery Life (Resting)
| AMD Financial Analyst Day| November 11, 200924
Mainstream Notebook Platform: "Danube”
Available H1’10
45nm quad-core performance
DX®10.1 IGP: performance and efficiency
Designed for 7 hours battery life
DirectCompute and OpenCLTM
application acceleration
DX®11 mobile discrete graphics: only from AMD
Ahead of schedule
| AMD Financial Analyst Day| November 11, 200925
3rd Gen Ultrathin Notebook: "Nile"
Available H1’10
45nm dual-core mobile processors
Designed for 7+ hours battery life
DX®10.1 IGP: performance and efficiency
DX®11 mobile discrete graphics:only from AMD
Enhanced UVD capabilities
Ahead of schedule
| AMD Financial Analyst Day| November 11, 200926
Enthusiast Desktop: "Leo" Available H1’10
Six-core processor option: mega-tasking
DirectX 11 graphics with CrossFire options
ATI Eyefinity™ for eye-definition experiences
Ahead of schedule
Mainstream Desktop: "Dorado" Available H1’10
World’s best integrated graphics
Dual-, triple- and quad-core 45nm processors
Unbeatable value
Ahead of schedule
| AMD Financial Analyst Day| November 11, 200927
AMD Notebook Platform Roadmap
2010Segment 2009
Roadmap subject to change without notice
2011
Ultrathin
Netbook
Main
str
eam
DesktopReplacement
Thin & Light
65nm 45nm 32nm
“Tigris” Platform
“Caspian” CPU
2 CPU Cores
RS880M with DX®10.1 IGP
“Danube” Platform
“Champlain” CPU
2 to 4 CPU Cores, DDR3
DX®10.1 IGP with DX®11 discrete option
“Sabine” Platform
“Llano” APU4 CPU cores, DDR3
GigaFLOPS-class computeDX®11 GPU
1st Gen Ultrathin“Huron” 1 CPU Core
RS690E with DX®9 IGPBGA
2nd Gen Ultrathin“Conesus” 2 CPU Core
RS780M with DX®10 IGPBGA
“Nile” Platform
“Geneva” CPU
2 CPU Cores, DDR3
DX®10.1 IGP with DX®11 discrete option
BGA
“Brazos” Platform
“Ontario” APU
2 CPU cores: “Bobcat”
DX®11 GPU
BGA, DDR3
| AMD Financial Analyst Day| November 11, 200928
2010Segment 2009 2011
AMD Desktop Platform Roadmap
Roadmap subject to change without notice
Enthusiast
Mainstream
45nm 32nm
“Dragon” Platform
AMD Phenom™ II CPUsUp to 4 CPU Cores
DDR2/DDR3
AMD 790FX/GX chipsetATI Radeon™ HD 4000 Series
discrete graphics
“Leo” Platform
“Thuban” CPUsUp to 6 CPU Cores
DDR3
RD890+SB850 chipsetDX® 11 discrete graphics
“Pisces”/”Kodiak” Platform
AMD Athlon™ II CPUsUp to 4 CPU Cores
DDR2/DDR3
AMD 785G chipsetDX®10.1 IGP
“Scorpius” Platform
“Zambezi” CPU
4/8 CPU “Bulldozer” CoresDDR3
AM3 Socket
Next-Gen ATI discrete graphics
“Dorado” Platform
AMD Athlon II CPUsUp to 4 CPU Cores
DDR3
RS880P+SB810 chipset with DX® 10.1 IGP
“Lynx” Platform
“Llano” APUUp to 4 CPU Cores
DX® 11 GPUDDR3
| AMD Financial Analyst Day| November 11, 200929
Differentiate with GPUs
| AMD Financial Analyst Day| November 11, 200930
AMD Sweet Spot Graphics Strategy
Product schedule subject to change without notice
SE
P
Q4 2009
$300
$200
$100
$500
$400
Q1 2010
TIMELINE
Product leadership in every segment
Best performance at every price point
The world’s most powerful and efficient GPU series
FOUR Chips in less than SIX months
The GPUs must be powerful, scalable, affordable, efficient
| AMD Financial Analyst Day| November 11, 200931
AMD Wins Visual Computing Technology Transitions
GDDR3 GDDR4 GDDR5
Process Technology
55nm65nm110nm130nm 90nm
40nm
Memory Technology
Gaming and Media Technology
80nm
| AMD Financial Analyst Day| November 11, 200932
Notebook Discrete GPU Unit Share: #1
Source: Mercury Research
35%
40%
45%
50%
55%
60%
Q1 2009 Q2 2009 Q3 2009
AMD Nvidia
| AMD Financial Analyst Day| November 11, 200933
Current-Gen Game Console Graphics Share: #1
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
2007 2008 2009
AMD-Powered Other
Source: IDC
| AMD Financial Analyst Day| November 11, 200934
ATI Radeon HD 5800/5700 Graphics Leadership
| AMD Financial Analyst Day| November 11, 200935
AMD Wins in Mobile Discrete
ATI Mobility Radeon™: #1 choice for notebook discrete graphics
200+ design wins from leading OEMs worldwide
Best gets even better with upcoming introduction of ATI Mobility Radeon HD 5000 series
DirectX® 11 mobile discrete graphics: Q1 2010, only from AMD
| AMD Financial Analyst Day| November 11, 200936
| AMD Financial Analyst Day| November 11, 200938
ATI Stream: Platform Performance Breakthroughs
Developers leverage AMD GPUs and CPUs
for enhanced application performance
Industry-standard OpenCL™ and DirectCompute 11
for cross-platform development
Massively parallel, programmable GPU architecture
delivers dramatic performance and power efficiency
Heterogeneous:
High Performance:
Standards Based:
| AMD Financial Analyst Day| November 11, 200939
| AMD Financial Analyst Day| November 11, 200941
Adobe and OpenCL
“Adobe and AMD are collaborating to optimize Flash Player 10.1 for AMD platforms. We are excited about the joint effort, which will help accelerate and deliver smooth video playback of rich Flash-based Web content on AMD-powered devices.”
David WadhwaniGM and Vice President, Platform Business Unit
Adobe Systems, Inc.
| AMD Financial Analyst Day| November 11, 200942
ATI Stream-Enabled Multimedia Applications
MediaShow 5MediaShow Espresso
PowerDirector 8PowerDirector 7
SimHD™ Plug-in for TotalMedia Theatre
Roxio Creator™ 2010Roxio Creator™ 2010 Pro
| AMD Financial Analyst Day| November 11, 200943
| AMD Financial Analyst Day| November 11, 200944
Pro Graphics Momentum Accelerates
Record design win numbers for ATI FirePro™ Professional Graphics
0
10
20
30
40
50
1H 2008 2H 2009
Fujitsu
Lenovo
Dell
HP
10
42
| AMD Financial Analyst Day| November 11, 200945
2010 AMD Product Priorities
Deliver four new winning PC platforms in H1
Increase both notebook performanceand battery life by at least 25%
Expand OpenCLTM and DirectCompute 11 developer tools and hardware optimizations
Win DX®11 notebook transition
Launch 12-Core AMD Opteron™ processor and 6000/4000 series platforms
Sample “Bulldozer”, “Bobcat” and 32nm AMD Fusion™ based products to customers
| AMD Financial Analyst Day| November 11, 200946
Win with AMD Fusion™
| AMD Financial Analyst Day| November 11, 200947
AMD Fusion™ Requires "Velocity"
Breakthroughs via teraFLOPS-class GPU compute
AMD Fusion™ Design Methodology builds on annualGPU design cycle to achieve faster innovation pace
Performance/low-power x86 core options
Clear, compelling platform differentiation
The best APU every year
Velocity: visual computing technologies now drive the AMD pace of innovation
| AMD Financial Analyst Day| November 11, 200948
AMD Fusion™ Delivers Breakthroughs in 3 Dimensions
Power
Performance
FormFactor
| AMD Financial Analyst Day| November 11, 200949
GPUCPU
…Deliver the Promise…2011… …the Promise of AMD Fusion™
Supercomputing power in a notebook that lasts all day
| AMD Financial Analyst Day| November 11, 200950
This presentation contains forward-looking statements concerning AMD and technology partner product offerings which are made pursuantto the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified bywords such as "would," "may," "expects," "believes," "plans," "intends," “strategy,” “roadmaps,” "projects" and other terms with similarmeaning. Investors are cautioned that the forward-looking statements in this presentation are based on current beliefs, assumptions andexpectations, speak only as of the date of this presentation and involve risks and uncertainties that could cause actual results to differmaterially from current expectations. With respect to AMD, risks include the possibility that Intel Corporation's pricing, marketing andrebating programs, product bundling, standard setting, new product introductions or other activities targeting AMD's business will preventattainment of AMD's current plans; customers stop buying AMD’s products or materially reduce their operations or demand for its products;AMD will be unable to develop, launch and ramp new products and technologies in the volumes and mix required by the market and atmature yields on a timely basis; standards promulgated by open standards will be adopted at rates slower than currently projected, demandfor computers and, in turn, demand for AMD’s products will be lower than currently expected; there will be unexpected variations in marketgrowth and demand for AMD’s products and technologies in light of the product mix that it may have available at any particular time or adecline in demand; and AMD will be unable to maintain the level of investment in research and development that is required to remaincompetitive. Investors are urged to review in detail the risks and uncertainties in AMD’s Securities and Exchange Commission filings,including but not limited to the Annual Report on Form 10-K for the fiscal year ended December 27, 2008.
Trademark Attribution
AMD, the AMD Arrow logo and combinations thereof are trademarks of Advanced Micro Devices, Inc. in the United States and/or other jurisdictions. Other names used in this presentation are for identification purposes only and may be trademarks of their respective owners.
©2009 Advanced Micro Devices, Inc. All rights reserved.
Forward-Looking Statement