AMD Roadmap
Upcoming SlideShare
Loading in...5
×
 

AMD Roadmap

on

  • 532 views

 

Statistics

Views

Total Views
532
Views on SlideShare
532
Embed Views
0

Actions

Likes
1
Downloads
13
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

AMD Roadmap AMD Roadmap Presentation Transcript

  • EMBEDDED ROADMAP UNVEIL ARUN IYENGAR, CORPORATE VP & GM, EMBEDDED, AMD SEPTEMBER 09, 2013
  • 2 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL CAUTIONARY STATEMENT THIS DECK CONTAINS FORWARD-LOOKING STATEMENTS CONCERNING AMD, ITS EMBEDDED PRODUCT ROADMAP AND STRATEGY AND THE TIMING, FEATURES AND FUNCTIONALITY OF AMD’S FUTURE PRODUCTS, 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 "BELIEVES, "EXPECTS," "MAY," "WILL," "SHOULD," "SEEKS," "INTENDS," "PRO FORMA," "ESTIMATES," "ANTICIPATES," "PLANS," "PROJECTS," AND OTHER TERMS WITH SIMILAR MEANING. INVESTORS ARE CAUTIONED THAT THE FORWARD- LOOKING STATEMENTS IN THIS RELEASE ARE BASED ON CURRENT BELIEFS, ASSUMPTIONS AND EXPECTATIONS, SPEAK ONLY AS OF THE DATE OF THIS RELEASE AND INVOLVE RISKS AND UNCERTAINTIES THAT COULD CAUSE ACTUAL RESULTS TO DIFFER MATERIALLY FROM CURRENT EXPECTATIONS. RISKS INCLUDE THE POSSIBILITY THAT INTEL CORP.'S PRICING, MARKETING AND REBATING PROGRAMS, PRODUCT BUNDLING, STANDARD SETTING, NEW PRODUCT INTRODUCTIONS OR OTHER ACTIVITIES MAY NEGATIVELY IMPACT THE COMPANY’S PLANS, THAT THE COMPANY WILL REQUIRE ADDITIONAL FUNDING AND MAY BE UNABLE TO RAISE SUFFICIENT CAPITAL ON FAVORABLE TERMS, OR AT ALL; THAT CUSTOMERS STOP BUYING THE COMPANY’S PRODUCTS OR MATERIALLY REDUCE THEIR OPERATIONS OR DEMAND FOR THE COMPANY’S PRODUCTS; THAT THE COMPANY MAY BE UNABLE TO DEVELOP, LAUNCH AND RAMP NEW PRODUCTS AND TECHNOLOGIES IN THE VOLUMES THAT ARE REQUIRED BY THE MARKET AT MATURE YIELDS ON A TIMELY BASIS; THAT THE COMPANY’S THIRD PARTY FOUNDRY SUPPLIERS WILL BE UNABLE TO TRANSITION THE COMPANY’S PRODUCTS TO ADVANCED MANUFACTURING PROCESS TECHNOLOGIES IN A TIMELY AND EFFECTIVE WAY OR TO MANUFACTURE THE COMPANY’S PRODUCTS ON A TIMELY BASIS IN SUFFICIENT QUANTITIES AND USING COMPETITIVE PROCESS TECHNOLOGIES; THAT THE COMPANY WILL BE UNABLE TO OBTAIN SUFFICIENT MANUFACTURING CAPACITY OR COMPONENTS TO MEET DEMAND FOR ITS PRODUCTS OR WILL NOT FULLY UTILIZE ITS PROJECTED MANUFACTURING CAPACITY NEEDS AT GLOBALFOUNDRIES (GF) MICROPROCESSOR MANUFACTURING FACILITIES; THAT THE COMPANY’S REQUIREMENTS FOR WAFERS WILL BE LESS THAN THE FIXED NUMBER OF WAFERS THAT IT AGREED TO PURCHASE FROM GF OR GF ENCOUNTERS PROBLEMS THAT SIGNIFICANTLY REDUCE THE NUMBER OF FUNCTIONAL DIE IT RECEIVES FROM EACH WAFER; THAT THE COMPANY IS UNABLE TO SUCCESSFULLY IMPLEMENT ITS LONG-TERM BUSINESS STRATEGY; THAT THE COMPANY INACCURATELY ESTIMATES THE QUANTITY OR TYPE OF PRODUCTS THAT ITS CUSTOMERS WILL WANT IN THE FUTURE OR WILL ULTIMATELY END UP PURCHASING, RESULTING IN EXCESS OR OBSOLETE INVENTORY; THAT THE COMPANY IS UNABLE TO MANAGE THE RISKS RELATED TO THE USE OF ITS THIRD-PARTY DISTRIBUTORS AND ADD-IN-BOARD (AIB) PARTNERS OR OFFER THE APPROPRIATE INCENTIVES TO FOCUS THEM ON THE SALE OF THE COMPANY’S PRODUCTS; THAT THE COMPANY MAY BE UNABLE TO MAINTAIN THE LEVEL OF INVESTMENT IN RESEARCH AND DEVELOPMENT THAT IS REQUIRED TO REMAIN COMPETITIVE; THAT THERE MAY BE UNEXPECTED VARIATIONS IN MARKET GROWTH AND DEMAND FOR THE COMPANY’S PRODUCTS AND TECHNOLOGIES IN LIGHT OF THE PRODUCT MIX THAT IT MAY HAVE AVAILABLE AT ANY PARTICULAR TIME; THAT GLOBAL BUSINESS AND ECONOMIC CONDITIONS, INCLUDING PC MARKET CONDITIONS, WILL NOT IMPROVE OR WILL WORSEN; THAT DEMAND FOR COMPUTERS WILL BE LOWER THAN CURRENTLY EXPECTED; AND THE EFFECT OF POLITICAL OR ECONOMIC INSTABILITY, DOMESTICALLY OR INTERNATIONALLY, ON THE COMPANY’S SALES OR SUPPLY CHAIN. INVESTORS ARE URGED TO REVIEW IN DETAIL THE RISKS AND UNCERTAINTIES IN THE COMPANY'S SECURITIES AND EXCHANGE COMMISSION FILINGS, INCLUDING BUT NOT LIMITED TO THE QUARTERLY REPORT ON FORM 10-Q FOR THE QUARTER ENDED JUNE 29, 2013.
  • 3 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL AGENDA THE EMBEDDED MARKET FOCUS AREAS PRODUCT ROADMAP
  • 4 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL RESET & RESTRUCTURE Q3’12 - Q1’13 ACCELERATE & EXECUTE PLAN 2013 TRANSFORM TO WIN 2014 & BEYOND  ~$450M OPEX target in Q3 2013  Reduce headcount by ~14%  Manage cash and Inventory  Execute 2013 roadmap  Deliver 2013 financial commitments  Return to profitability at the net income level based on mid-point of Q3’13 revenue guidance  Achieve positive free cash flow in 2H 2013  Build leadership IP: – Low power – Server: x86 & ARM – Graphics  Transition 40-50% of our business to high growth adjacent markets – Ultra low power client – Embedded – Semi-custom – Professional graphics – Dense server AMD EMBEDDED SOLUTIONS THREE STEPS TO TRANSFORMATION
  • 5 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Traditional embedded systems* Intelligent systems* Personal computers Servers Cellular phones(M) Source: IDC Press Release, Intelligent Systems Transforming the Embedded Industry and Driving the Value Among M2M and the Internet of Everything, May 2013 THE INTERNET OF THINGS, SURROUND COMPUTING AND NEXT GENERATION EMBEDDED SYSTEMS WILL BE A STRONG DRIVER FOR THE NEXT LEG OF SUBSTANTIAL GROWTH IN THE COMPUTING INDUSTRY AMD EMBEDDED SOLUTIONS THE EMBEDDED MARKET
  • 6 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL AMD EMBEDDED SOLUTIONS THE EMBEDDED MARKET VDC Research - Strategic Insights 2012: Embedded Processing Technologies *Excludes mobile phones 4.0% 5.0% 6.0% 7.0% 8.0% 9.0% 10.0% 11.0% 12.0% 13.0% 14.0% 15.0% 0.0% 4.0% 8.0% 12.0% 16.0% CAGR % of Embedded Market CPU GROWTH IN EMBEDDED APPLICATIONS BY 2016 Communications & NetworkingIndustrial Tablets Consumer Electronics Industrial Control & Automation Gaming Retail Automation Storage Gateway Equipment Thin Clients Military/Aerospace/Defense Energy/Power Automotive Office/Business Automation Digital Surveillance/Security Infotainment Transportation Digital Signage Medical
  • 7 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL AMD EMBEDDED SOLUTIONS FOCUS AREAS INDUSTRIAL CONTROLS & AUTOMATION GAMING MACHINES THIN CLIENT DIGITAL SIGNAGE COMMUNICATIONS INFRASTRUCTURE THEN NOW
  • 8 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL x86 44% ARM 36% MIPS 7% Power 6% Other 7% 2013 TAM $11.3B x86 45% ARM 37% MIPS 6% Power 6% Other 6% 2016 TAM $15.5B AMD EMBEDDED SOLUTIONS FOCUS AREAS VDC Research - Strategic Insights 2012: Embedded Processing Technologies X86 & ARM ACCOUNT FOR 82% OF $15.5B TAM BY 2016
  • 9 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL AMD EMBEDDED SOLUTIONS PRODUCTS & TECHNOLOGY A FIRST LOOK  GCN “Adelaar” Discrete GPU  x86 “Steppe Eagle” APU SOC  x86 “Bald Eagle” APU/CPU  ARM “Hierofalcon” CPU SOC
  • 10 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL AMD EMBEDDED SOLUTIONS PRODUCTS & TECHNOLOGY 2013 2014 High-performance Low-power Discrete graphics AMD Embedded R-Series APU/CPU 2/4 “Piledriver” cores AMD Radeon™ HD 7000 Series GPU 17W-35W TDP 32nm AMD Embedded G-Series APU SOC 2/4 “Jaguar” cores AMD Radeon™ HD 8000 Series GPU 6W-25W TDP 28nm AMD Radeon™ E6460 / E6760 GPU 512MB 1GB GDDR5 “Adelaar” GPU Graphics Core Next architecture 2GB GDDR5 72GB/s Memory Throughput 40nm 28nm “Bald Eagle” APU/CPU 2/4 “Steamroller” cores AMD Radeon™ HD 9000 Series GPU 17W-35W TDP “Steppe Eagle” APU SOC 2/4 enhanced “Jaguar” cores AMD Radeon™ HD 8000 Series GPU 5W-25W TDP 28nm 28nm “Hierofalcon” CPU SOC 4/8 ARM Cortex-A57 cores 10 Gigabit Ethernet 15W-30W TDP 28nm
  • 11 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL AMD EMBEDDED SOLUTIONS PRODUCTS & TECHNOLOGY A FIRST LOOK: “ADELAAR”  Discrete GCN-based GPU  2GBs integrated memory  Pre-qualified  MCM, MXM or PCIe® Add-on Board FIRST EMBEDDED DISCRETE GPU BASED ON GCN
  • 12 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL AMD EMBEDDED SOLUTIONS PRODUCTS & TECHNOLOGY A FIRST LOOK: “STEPPE EAGLE”  Low-power x86 APU SOC  Enhanced “Jaguar” CPU core  CPU & GPU frequency boosts  Superior performance/watt EXCEPTIONAL PERFORMANCE/WATT AT LOWER TDP
  • 13 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL AMD EMBEDDED SOLUTIONS PRODUCTS & TECHNOLOGY A FIRST LOOK: “BALD EAGLE”  High-performance X86 APU & CPU  New “Steamroller” CPU cores  Enhanced GCN based GPU  New power management features  Error-correcting code (ECC) memory HSA ENHANCEMENTS FOR NEXT- GENERATION EMBEDDED HETEROGENEOUS COMPUTE
  • 14 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL AMD EMBEDDED SOLUTIONS PRODUCTS & TECHNOLOGY A FIRST LOOK: “HIEROFALCON”  High-performance 64-bit ARM CPU SOC  Up to 8 ARM Cortex™-A57 CPUs  10Gb KR Ethernet  PCI-Express Gen 3  Enhanced security with ARM TrustZone™ FIRST ARM SOLUTION FROM AMD FOR EMBEDDED MARKETS
  • Charlene Marini VP of Marketing, Embedded Segments, ARM
  • 16 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL AMD. ONLY COMPANY TO OFFER 64-BIT X86 & ARM FOR EMBEDDED APPLICATIONS. AMD EMBEDDED SOLUTIONS PRODUCTS & TECHNOLOGY INDUSTRY-LEADING IP UNMATCHED GRAPHICS ULTIMATE SCALABILITY COMPLETE ECOSYSTEM
  • 17 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL NOVEMBER 11-13, 2013 | SAN JOSE CONVENTION CENTER Register Today! Learn More At: http://developer.amd.com/apu LEARN from industry experts presenting more than 100 technical sessions covering heterogeneous computing, web technologies, gaming, multimedia processing, programming languages, and more. PLAN for the future with insights by keynote speakers from premier technology companies including AMD, ARM, DICE, Mediatek, Imagination, Oracle, Sony and Unity Technologies. COLLABORATE with hundreds of developers, technology managers, investors and academia representing a variety of companies and industries, opportunities for relationship-building and career-advancements abound.
  • 18 | AMD EMBEDDED SOLUTIONS | SEPTEMBER 09, 2013 | CONFIDENTIAL DISCLAIMER & ATTRIBUTION The information presented in this document is for informational purposes only and may contain technical inaccuracies, omissions and typographical errors. The information contained herein is subject to change and may be rendered inaccurate for many reasons, including but not limited to product and roadmap changes, component and motherboard version changes, new model and/or product releases, product differences between differing manufacturers, software changes, BIOS flashes, firmware upgrades, or the like. AMD assumes no obligation to update or otherwise correct or revise this information. However, AMD reserves the right to revise this information and to make changes from time to time to the content hereof without obligation of AMD to notify any person of such revisions or changes. AMD MAKES NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE CONTENTS HEREOF AND ASSUMES NO RESPONSIBILITY FOR ANY INACCURACIES, ERRORS OR OMISSIONS THAT MAY APPEAR IN THIS INFORMATION. AMD SPECIFICALLY DISCLAIMS ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE. IN NO EVENT WILL AMD BE LIABLE TO ANY PERSON FOR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES ARISING FROM THE USE OF ANY INFORMATION CONTAINED HEREIN, EVEN IF AMD IS EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. ATTRIBUTION © 2013 Advanced Micro Devices, Inc. All rights reserved. AMD, the AMD Arrow logo, Radeon and PCIe and combinations thereof are trademarks of Advanced Micro Devices, Inc. in the United States and/or other jurisdictions. Other names are for informational purposes only and may be trademarks of their respective owners. DISCLAIMER *Intelligent systems normally include personal computers, servers, and the smartphone segment of cellular phones. Traditional embedded systems normally include the non-smartphone cellular phones.