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AMD Financial Analyst\'s Day

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  • 1. AMD Financial Analyst Day Rick Bergman, Senior Vice President & General Manager November 11, 2009
  • 2. Yesterday CPU GPU 105 million transistors @130nm 110 million transistors @150nm Compute tasks including video decode 2D and 3D gaming Nascent video processing 2 | AMD Financial Analyst Day| November 11, 2009
  • 3. Today Multi-core CPU TeraFLOPS-class GPU 758 million transistors @45nm 2.15 billion transistors @40nm Multi-tasking 3D OS Most compute tasks Multi-panel HD gaming Full HD video and audio 3 | AMD Financial Analyst Day| November 11, 2009
  • 4. Now the AMD Fusion™ Era of Computing Begins  ~1 billion transistors @32nm  Significantly enhances active/ in one design resting battery life  APU: Fusion of CPU & GPU compute  High-bandwidth I/O power within one processor 4 | AMD Financial Analyst Day| November 11, 2009
  • 5. Popular Workloads are Changing Video Graphics Compute  Superb HD playback  3D user interfaces  Enhanced multimedia  Video now 1/3 of all  Immersive gaming  Parallel compute consumer Internet  DirectX® 11 breakthroughs traffic  Efficient multi-core NOTE: Application names and logos are used for illustrative purposes only and no endorsement of AMD technology is implied. 5 | AMD Financial Analyst Day| November 11, 2009
  • 6. 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 6 | AMD Financial Analyst Day| November 11, 2009
  • 7. AMD Product Strategy Deliver winning Differentiate Win with platforms with GPUs AMD Fusion™ 7 | AMD Financial Analyst Day| November 11, 2009
  • 8. Server Platforms 8 | AMD Financial Analyst Day| November 11, 2009
  • 9. Unprecedented Server Performance Gains 45 Floating Point Integer 40 35 30 25 20 15 10 5 0 2003 2004 2005 2006 2007 2008 2009 2010 2011 AMD Opteron™ AMD Opteron AMD Opteron AMD Opteron AMD Opteron AMD Opteron AMD Opteron “Magny-Cours”* “Interlagos”* 244 250 x75 285 x356 x384 2435 (dual-core) (dual-core) 2010 is projected to be the beginning of unprecedented leaps in server performance-per-watt for AMD 9 | AMD Financial Analyst Day| November 11, 2009 * “Magny-Cours” and “Interlagos” data is based on AMD projections
  • 10. Six-Core AMD Opteron™ Processor Draws less power at load and idle than competitive offerings* Six-core virtualization performance leader Sub 7-watt cores without compromise Compatibility designed for faster upgrades Powers world’s first 2 petaFLOPS supercomputer * Power numbers based on 3rd party testing in http://it.anandtech.com/IT/showdoc.aspx?i=3653&p=9 10 | AMD Financial Analyst Day| November 11, 2009
  • 11. 11 | AMD Financial Analyst Day| November 11, 2009
  • 12. 2010: Target the Volume Server Market 4 Socket, 0.4M $10K+ “traditional 4P” market Volume 4P server $6-10K Redefine the market Fully-featured 2P G34 2 Socket, 5.0M delivers more value with no compromises on features New C32 platforms take true server features to environments placing a premium on power-efficiency 1 Socket, 1.6M <$500 “desktop as a server” market Source: IDC Workload Study and Server Forecast 13 | AMD Financial Analyst Day| November 11, 2009
  • 13. AMD Sweet Spot Server Strategy 4P/8P Platforms ~5% of Market* • 2/4 socket; 8/12-core AMD Opteron™ Performance-per- 6000 Series Platform • 4 memory channels • Highly scalable without watt and ”Maranello” compromising on value Expandability 2P Platforms ~75% of Market* Platform Consistency and Commonality Highly Energy AMD Opteron • 1/2 socket; 4/6-core Efficient and 4000 Series Platform • 2 memory channels 1P Platforms ~20% of Market* Cost Optimized “San Marino” and “Adelaide” • New levels of value and power efficiency *AMD internal estimates of total server market as of Q309 14 | AMD Financial Analyst Day| November 11, 2009
  • 14. Unmatched Feature Consistency Across Platforms AMD Opteron™ Same BIOS 6000 Series Platform (G34 Socket) Same API Shared Platform Interface AMD Opteron™ 4000 Series Platform (C32 Socket) Same Drivers  OEM Benefits: enables easier design, validation and support  Customer Benefits: easy management and flexibility 15 | AMD Financial Analyst Day| November 11, 2009
  • 15. “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 16 | AMD Financial Analyst Day| November 11, 2009
  • 16. “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 17 | AMD Financial Analyst Day| November 11, 2009
  • 17. AMD 2010-2011 Sweet Spot Server Strategy 2010 2011 4P/8P Platforms ~5% of Market* “Magny-Cours” “Interlagos” AMD Opteron™ 8 and 12 cores 12 and 16 cores Performance-per- 6000 Series Platform • 2 and 4 socket; 4 memory channels watt and ”Maranello” • Highly scalable without compromising value Expandability 2P Platforms ~75% of Market* Platform Consistency “Bulldozer” Core and Commonality Highly Energy AMD Opteron “Lisbon” “Valencia” Efficient and 4000 Series Platform 4 and 6 cores 6 and 8 cores 1P Platforms Cost Optimized “San Marino” • 1 and 2 socket; 2 memory channels ~20% of Market* and “Adelaide” • New levels of value and power efficiency *AMD internal estimates of total server market as of Q309 18 | AMD Financial Analyst Day| November 11, 2009
  • 18. Client PC Platforms 19 | AMD Financial Analyst Day| November 11, 2009
  • 19. 2010 Priority: Win with Superior PC Platforms  Visual technologies leadership  Optimize for most popular usage areas  Continued battery life improvements 20 | AMD Financial Analyst Day| November 11, 2009
  • 20. 21 | AMD Financial Analyst Day| November 11, 2009
  • 21. AMD Mainstream Notebook Platform Battery Life 7W 9hours 6W 8hours 5W 7hours 4W 6hours 3W 5hours 2W 4hours 1W 3hours 0W 2hours 2008 2009 2010 2011 Note: Core Silicon Power 1. 2. Based on AMD notebook reference design Assuming 6-cell Li-Ion battery, 55Whr for 2008-2009, 62Whr for 2010-2011 Battery Life (Resting) 23 | AMD Financial Analyst Day| November 11, 2009
  • 22. 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 24 | AMD Financial Analyst Day| November 11, 2009
  • 23. 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 25 | AMD Financial Analyst Day| November 11, 2009
  • 24. 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 26 | AMD Financial Analyst Day| November 11, 2009
  • 25. AMD Notebook Platform Roadmap 65nm 45nm 32nm Segment 2009 2010 2011 “Tigris” Platform “Danube” Platform “Sabine” Platform Desktop Mainstream Replacement “Champlain” CPU “Caspian” CPU 2 to 4 CPU Cores, DDR3 “Llano” APU 4 CPU cores, DDR3 2 CPU Cores DX®10.1 IGP with DX®11 GigaFLOPS-class compute RS880M with DX®10.1 IGP discrete option DX®11 GPU Thin & Light 2nd Gen Ultrathin “Nile” Platform “Brazos” Platform “Conesus” 2 CPU Core Ultrathin RS780M with DX®10 IGP “Geneva” CPU “Ontario” APU BGA 2 CPU Cores, DDR3 2 CPU cores: “Bobcat” 1st Gen Ultrathin DX®10.1 IGP with DX®11 “Huron” 1 CPU Core DX®11 GPU discrete option RS690E with DX®9 IGP BGA, DDR3 Netbook BGA BGA Roadmap subject to change without notice 27 | AMD Financial Analyst Day| November 11, 2009
  • 26. AMD Desktop Platform Roadmap 45nm 32nm Segment 2009 2010 2011 “Dragon” Platform “Leo” Platform “Scorpius” Platform AMD Phenom™ II CPUs “Thuban” CPUs “Zambezi” CPU Up to 4 CPU Cores Up to 6 CPU Cores Enthusiast DDR2/DDR3 DDR3 4/8 CPU “Bulldozer” Cores DDR3 AMD 790FX/GX chipset RD890+SB850 chipset AM3 Socket ATI Radeon™ HD 4000 Series DX® 11 discrete graphics discrete graphics Next-Gen ATI discrete graphics “Pisces”/”Kodiak” “Dorado” Platform “Lynx” Platform Platform AMD Athlon II CPUs “Llano” APU AMD Athlon™ II CPUs Up to 4 CPU Cores Up to 4 CPU Cores Mainstream Up to 4 CPU Cores DDR3 DX® 11 GPU DDR2/DDR3 DDR3 RS880P+SB810 chipset with AMD 785G chipset DX® 10.1 IGP DX®10.1 IGP Roadmap subject to change without notice 28 | AMD Financial Analyst Day| November 11, 2009
  • 27. Differentiate with GPUs 29 | AMD Financial Analyst Day| November 11, 2009
  • 28. AMD Sweet Spot Graphics Strategy $500 SEP  Product leadership in every segment  Best performance at every price point $400  The world’s most powerful and efficient GPU series $300  FOUR Chips in less than SIX months  The GPUs must be powerful, scalable, affordable, efficient $200 $100 Q4 2009 Q1 2010 TIMELINE 30 | AMD Financial Analyst Day| November 11, 2009 Product schedule subject to change without notice
  • 29. AMD Wins Visual Computing Technology Transitions Gaming and Media Technology GDDR3 GDDR4 GDDR5 Memory Technology 130nm 110nm 90nm 80nm 65nm 55nm 40nm Process Technology 31 | AMD Financial Analyst Day| November 11, 2009
  • 30. Notebook Discrete GPU Unit Share: #1 AMD Nvidia 60% 55% 50% 45% 40% 35% Q1 2009 Q2 2009 Q3 2009 Source: Mercury Research 32 | AMD Financial Analyst Day| November 11, 2009
  • 31. Current-Gen Game Console Graphics Share: #1 AMD-Powered Other 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2007 2008 2009 Source: IDC 33 | AMD Financial Analyst Day| November 11, 2009
  • 32. ATI Radeon HD 5800/5700 Graphics Leadership 34 | AMD Financial Analyst Day| November 11, 2009
  • 33. 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 35 | AMD Financial Analyst Day| November 11, 2009
  • 34. 36 | AMD Financial Analyst Day| November 11, 2009
  • 35. ATI Stream: Platform Performance Breakthroughs Developers leverage AMD GPUs and CPUs Heterogeneous: for enhanced application performance Industry-standard OpenCL™ and DirectCompute 11 Standards Based: for cross-platform development Massively parallel, programmable GPU architecture High Performance: delivers dramatic performance and power efficiency 38 | AMD Financial Analyst Day| November 11, 2009
  • 36. 39 | AMD Financial Analyst Day| November 11, 2009
  • 37. Adobe and OpenCL David Wadhwani GM and Vice President, Platform Business Unit Adobe Systems, Inc. “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.” 41 | AMD Financial Analyst Day| November 11, 2009
  • 38. ATI Stream-Enabled Multimedia Applications MediaShow 5 PowerDirector 8 MediaShow Espresso PowerDirector 7 SimHD™ Plug-in for TotalMedia Theatre Roxio Creator™ 2010 Roxio Creator™ 2010 Pro 42 | AMD Financial Analyst Day| November 11, 2009
  • 39. 43 | AMD Financial Analyst Day| November 11, 2009
  • 40. Pro Graphics Momentum Accelerates 50 42 40 Fujitsu 30 Lenovo 20 10 Dell 10 HP 0 1H 2008 2H 2009 Record design win numbers for ATI FirePro™ Professional Graphics 44 | AMD Financial Analyst Day| November 11, 2009
  • 41. 2010 AMD Product Priorities Deliver four new winning PC platforms in H1 Increase both notebook performance and 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 45 | AMD Financial Analyst Day| November 11, 2009
  • 42. Win with AMD Fusion™ 46 | AMD Financial Analyst Day| November 11, 2009
  • 43. AMD Fusion™ Requires "Velocity" visual computing technologies now Velocity: drive the AMD pace of innovation  Breakthroughs via teraFLOPS-class GPU compute  AMD Fusion™ Design Methodology builds on annual GPU design cycle to achieve faster innovation pace  Performance/low-power x86 core options  Clear, compelling platform differentiation The best APU every year 47 | AMD Financial Analyst Day| November 11, 2009
  • 44. AMD Fusion™ Delivers Breakthroughs in 3 Dimensions Power Performance Form Factor 48 | AMD Financial Analyst Day| November 11, 2009
  • 45. 2011… …Deliver the Promise… …the Promise of AMD Fusion™ CPU Supercomputing power GPU in a notebook that lasts all day 49 | AMD Financial Analyst Day| November 11, 2009
  • 46. Forward-Looking Statement This presentation contains forward-looking statements concerning AMD and technology partner product offerings which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified by words such as "would," "may," "expects," "believes," "plans," "intends," “strategy,” “roadmaps,” "projects" and other terms with similar meaning. Investors are cautioned that the forward-looking statements in this presentation are based on current beliefs, assumptions and expectations, speak only as of the date of this presentation and involve risks and uncertainties that could cause actual results to differ materially from current expectations. With respect to AMD, risks include the possibility that Intel Corporation's pricing, marketing and rebating programs, product bundling, standard setting, new product introductions or other activities targeting AMD's business will prevent attainment 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 at mature yields on a timely basis; standards promulgated by open standards will be adopted at rates slower than currently projected, demand for computers and, in turn, demand for AMD’s products will be lower than currently expected; there will be unexpected variations in market growth and demand for AMD’s products and technologies in light of the product mix that it may have available at any particular time or a decline in demand; and AMD will be unable to maintain the level of investment in research and development that is required to remain competitive. 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. 50 | AMD Financial Analyst Day| November 11, 2009