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2006 AMD Analyst Day Marty Seyer Senior Vice President Commercial Business June 1, 2006
AMD Commercial Business Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
AMD Commercial Strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2009-2010 AMD Breaks Free 2007-2008 Expand the Breach Kick in the Door Grow Server Business to >20% market share Grow Commercial Client Business to >15% market share X 30%
AMD Opteron Processor Incredible Growth ,[object Object],[object Object],[object Object],# of Opteron processor Platforms  Sources:  Mercury Research 1Q06, AMD (Data is x86 servers worldwide) 50 22% AMD Opteron processor Market Share
2006 Analyst Day Performance-Per-Watt Leadership ,[object Object],[object Object],[object Object]
Taking Global Action on Customer Energy Use ,[object Object],[object Object],[object Object],[object Object],www.TheGreenGrid.org
AMD64 – The Best Blade Architecture Driving to >50% portfolio penetration with the market leaders … Performance Per Watt Per Dollar Leadership 75% 25% 90% 45% 40% 50% 33% Blade Rack 2 pBlade Scale Out  Series ProLiant BL35p ProLiant BL25p ProLiant BL45p   HyperBlade Primergy BX630 LS20
James Mouton Vice President, Industry Standard Servers Group “ Opens up a new way for HP to collaborate with our end customers” Gary Campbell, CTO, Industry Standard Servers, HP
AMD64: The Innovative Platform of the Industry 64 Cores Source: Gartner ,[object Object],[object Object],[object Object],[object Object],[object Object],>700%! Source: Gartner, IDC 267%! 4P SMP Grids Blades
AMD Validated Solutions Freedom  of Choice Confidence  of Validation One Face to the customer One marketing program One RMA interface One solution provider program Mobile CSIP: Commercial Stable Image Platform Desktop CSIP: Commercial Stable Image Platform Server ,[object Object],[object Object]
AMD64 – Expanding Into New Markets Sun StorageTek 5320 NAS Appliance Sun StorageTek 5320C NAS Appliance Sun StorageTek 5320 NAS Gateway agámi Systems AIS 3000 Series AIS 6000 Series NAS Appliances  Adaptec Snap Server 500 Series NAS Appliance Network Attached Storage HP ProLiant DL585 NAS Gateway     HP bc1500 PC & Workstation Blades ATCA/Compact PCI Blades for Telecommunications Markets Sun Netra CP3020 ATCA Blade Pinnacle Data Systems inc. ATCA AMD blade … More to come ! Advantech HT-2000  ATCA blade Performance Technologies IPnexus CPC5564  CompactPCI blade Telecommunications Standard Service Platform (TSSP)
Customer Centric Innovation: The Next Wave  IT Department End Users Security, virtualization, manageability Access to full PC data  anywhere, anytime Raiden Acceleration solutions tailored to MY enterprise needs Seamless upgrades and integrated security Performance on demand Reduce client TCO,  improve client experience Torrenza   Trinity   Customer Needs AMD Solutions
Direct Connect Computing  Introducing “Torrenza” I/O Hub USB PCI PCI-E  Bridge 8 GB/S 8 GB/S 8 GB/S 8 GB/S Native Dual-Core Native Dual-Core AMD Opteron TM   Direct Connect Architecture ,[object Object],[object Object],Partner Optimized Silicon Acceleration solutions Community Innovation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Partner Innovation XML,  Gaming Physics, etc. Partner Optimized Solution HTX Media Processor FLOPs Accelerator Gaming Physics Accelerator XML Accelerator SRQ Crossbar HT Mem.Ctrlr SRQ Crossbar HT Mem.Ctrlr
Torrenza:  Enabling partners to build the most exciting solutions in history Acceleration solutions Enablement Horizontal technology to open markets I/O Math FPGA Network Processing ,[object Object],[object Object],Content Security Enterprise Technologies Identified  data center opportunities XML Offload SMP Java SOA Storage Media ,[object Object],[object Object],[object Object],IPTV Processing Transcoding Telco VoIP IMS Next-Gen Networking Enterprise Technologies Enablement Telco Media Network Processing Markets Scalable Systems Application Acceleration Development Platforms Ecosystem Players Scalable Systems Application Acceleration Next-Gen Networking Development Platforms Ecosystem Players OEM Delivery “ Enables our Adaptive Supercomputing strategy, tailoring the computer to the problem.”  Steve Scott, CTO, Cray “ Opens up a new way for HP to collaborate with our end customers” Gary Campbell, CTO, Industry Standard Servers, HP “ Basing differentiated products on the best open platform on the market”   John Fowler, EVP Systems Group, Sun  “ An ecosystem of innovation that benefits across the markets” Rod Adkins, VP, Systems and Technology, IBM Innovation Community
Jan Silverman  SVP Corporate Strategy and Business Development
Improving IT Operations Introducing “Trinity”  Cohesive Security, Virtualization & Manageability Security Virtualization Manageability ,[object Object],[object Object],[object Object],[object Object],AMD64   with built in security and virtualization technology Secure  Virtualization Enhanced  Management Platform  Integrity Platform OEM’s Middleware Applications
Trinity: Open and Partner Extensible  Secure Virtualization Open Management Partition for AMD64 TM Secure at the Core; Trusted at the Edge Managed Throughout Security Virtualization Manageability ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],AMD Hardware Firmware OEM Management Extensions AMD Management Enablement   OS Agents &  Apps OS Agents &  Apps VM n VM 1
Commercial Clients need “reinventing” IT NIRVANA ,[object Object],[object Object],[object Object],[object Object],[object Object],END USER NIRVANA Delivering Client Cycles Reduce TCO,  improve client experience CLIENT COMPUTING CYCLES STATEFUL OR STATELESS CLIENT
Introducing “Raiden”: Delivering Client Cycles ,[object Object],[object Object],[object Object],Endpoints Virtualization AMD Leadership in AMD Leadership in AMD Leadership in ,[object Object],Sources:  Gartner Group WW Q-Stats, AMD estimates Reduce TCO,  improve client experience Blade Technology Server Blades PC Blades 1 Server: many users 1 PC Blade: few users Streamed Client OS Streamed Client OS User OS User OS User OS User OS User OS Next Generation Clients Thin Computing
AMD: The Leader in Innovation Dual Core Trinity ’ 03-’04 2005 2006 2007 2008 Single Core 64-Bit Price Performance Virtualization Performance AMD Virtualization Traditional Client Torrenza AMD64 Innovation Partner Innovation Quad Core Performance Per Watt 32-Bit Raiden ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],System Request Interface (≥2200MHz) & Crossbar Switch Cache for Core 1 Core 1 Cache for Core 0 Core 0 Memory Controller HyperTransport™  System Bus AMD64 Continued Leadership
Trademark Attribution   AMD, AMD Opteron, AMD Athlon,  AMD Turion, 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. ©2005 Advanced Micro Devices, Inc.  All rights reserved.

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Seyer June06 Analyst Day

  • 1. 2006 AMD Analyst Day Marty Seyer Senior Vice President Commercial Business June 1, 2006
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7. AMD64 – The Best Blade Architecture Driving to >50% portfolio penetration with the market leaders … Performance Per Watt Per Dollar Leadership 75% 25% 90% 45% 40% 50% 33% Blade Rack 2 pBlade Scale Out Series ProLiant BL35p ProLiant BL25p ProLiant BL45p HyperBlade Primergy BX630 LS20
  • 8. James Mouton Vice President, Industry Standard Servers Group “ Opens up a new way for HP to collaborate with our end customers” Gary Campbell, CTO, Industry Standard Servers, HP
  • 9.
  • 10.
  • 11. AMD64 – Expanding Into New Markets Sun StorageTek 5320 NAS Appliance Sun StorageTek 5320C NAS Appliance Sun StorageTek 5320 NAS Gateway agámi Systems AIS 3000 Series AIS 6000 Series NAS Appliances Adaptec Snap Server 500 Series NAS Appliance Network Attached Storage HP ProLiant DL585 NAS Gateway   HP bc1500 PC & Workstation Blades ATCA/Compact PCI Blades for Telecommunications Markets Sun Netra CP3020 ATCA Blade Pinnacle Data Systems inc. ATCA AMD blade … More to come ! Advantech HT-2000 ATCA blade Performance Technologies IPnexus CPC5564 CompactPCI blade Telecommunications Standard Service Platform (TSSP)
  • 12. Customer Centric Innovation: The Next Wave IT Department End Users Security, virtualization, manageability Access to full PC data anywhere, anytime Raiden Acceleration solutions tailored to MY enterprise needs Seamless upgrades and integrated security Performance on demand Reduce client TCO, improve client experience Torrenza Trinity Customer Needs AMD Solutions
  • 13.
  • 14.
  • 15. Jan Silverman SVP Corporate Strategy and Business Development
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21. Trademark Attribution AMD, AMD Opteron, AMD Athlon, AMD Turion, 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. ©2005 Advanced Micro Devices, Inc. All rights reserved.

Editor's Notes

  1. Open eco-system can be tied to Torrenza & SVM & can also have a point about embracing ISVs and not forcing them into proprietary API’s and schedules
  2. Closing in on 50% market share in the 4-way market Takeaway = The best is yet to come…
  3. Managed Desktop & Notebook operational costs are out of control and continue to increase exponentially. Technology enablers are in place to move those desktop computing cycles to a more manageable location. Bringing OpEx costs for clients under control is the priority for satisfying commercial client needs
  4. Managed Desktop & Notebook operational costs are out of control and continue to increase exponentially. Technology enablers are in place to move those desktop computing cycles to a more manageable location. Bringing OpEx costs for clients under control is the priority for satisfying commercial client needs
  5. Managed Desktop & Notebook operational costs are out of control and continue to increase exponentially. Technology enablers are in place to move those desktop computing cycles to a more manageable location. Bringing OpEx costs for clients under control is the priority for satisfying commercial client needs