AMD Analyst Day 2009: Rick Bergman

AMD Financial Analyst Day
Rick Bergman, Senior Vice President & General Manager

November 11, 2009

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

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


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


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.


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 Product Strategy

Deliver winning Differentiate Win with
platforms with GPUs AMD Fusion™


Server Platforms


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


* “Magny-Cours” and “Interlagos” data is based on AMD projections

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


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


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


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


“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


“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



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


Client PC Platforms


2010 Priority: Win with Superior PC Platforms

 Visual technologies leadership

 Optimize for most popular
usage areas

 Continued battery life
improvements


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)


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



3rd Gen Ultrathin Notebook: "Nile"


 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



Enthusiast Desktop: "Leo"
 Six-core processor option: mega-tasking
 DirectX 11 graphics with CrossFire options
 ATI Eyefinity™ for eye-definition experiences

Mainstream Desktop: "Dorado"
 World’s best integrated graphics
 Dual-, triple- and quad-core 45nm processors
 Unbeatable value


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


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


Differentiate with GPUs


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

Product schedule subject to change without notice

AMD Wins Visual Computing Technology Transitions

Gaming and Media Technology

GDDR3 GDDR4 GDDR5

Memory Technology

130nm 110nm 90nm 80nm 65nm 55nm 40nm

Process Technology


Notebook Discrete GPU Unit Share: #1
AMD Nvidia
60%

55%

50%

45%

40%

35%
Q1 2009 Q2 2009 Q3 2009

Source: Mercury Research


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


ATI Radeon HD 5800/5700 Graphics Leadership


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


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


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.”


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


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


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


Win with
AMD Fusion™


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


AMD Fusion™ Delivers Breakthroughs in 3 Dimensions

Power

Performance

Form
Factor


2011…
…Deliver the Promise…
…the Promise of AMD Fusion™

CPU Supercomputing power GPU
in a notebook that lasts all day


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.


AMD Analyst Day 2009: Rick Bergman

More Related Content

What's hot

Viewers also liked

Similar to AMD Analyst Day 2009: Rick Bergman

More from AMD

Recently uploaded

AMD Analyst Day 2009: Rick Bergman