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2007 Financial Mario Rivas Analyst Day Executive Vice President, Computing Solutions Group December 13, 2007 Agenda 2007 Reflection Computing Solutions Update Roadmap Update Summary 222 December 13, 2007 2007 Financial Analyst Day AMD Leading the Way Performance and Across all the New form factors performance-per- screens of your life watt Notebook and Emerging market desktop PC mix shift. Server consolidation. opportunities and convergence - x86 3 December 13, 2007 2007 Financial Analyst Day Customers Are Responding 2002 Today (12/2007) Customer Desktop Notebook Server/WS Desktop Notebook Server/WS Dell HP IBM-Lenovo Acer Toshiba N/A N/A Fujitsu/Fujitsu-Siemens Apple NEC Gateway/eMachines Sony N/A N/A Founder Tong Fang Buys AMD CPU products Does not buy AMD CPU products Buys AMD graphics and/or chipset products 4 December 13, 2007 2007 Financial Analyst Day Design Win Momentum Continues 5 December 13, 2007 2007 Financial Analyst Day SW 2007 Reflection Challenges • Quad-core execution • Some OEM server relationships delivered lower than expected • Q107 Channel engagement Accomplishments • Worldwide notebook position strong and getting stronger • Leading in Retail North America – desktop and notebook • Overall market share growth • Continued growth in China • ASPs trending up • Platform solutions and performance benchmarks • Richer mix of solutions 666 December 13, 2007 2007 Financial Analyst Day AMD WW Revenue Dollars and Unit Market Share Desktop Notebook 27% 19% 26% 26% 17% 15% Revenue Units Revenue Units Server 15% 13.4% 12.8% Desktop source: AMD Internal Estimates Notebook and Server source: PC Processors and Chipsets 4Q07, Mercury Research Revenue Units 7 December 13, 2007 2007 Financial Analyst Day AMD PC Market Share: Greater China Unit Market Share (Q1-Q3) Source: IDC 8 December 13, 2007 2007 Financial Analyst Day 2008 Worldwide CSG Market Opportunity CPU & Chipset Revenue Dollars Consumer Systems Commercial Systems Desktop Rev $6.6B Rev $9.3B Notebook Rev $6.3B Rev $7.5B Server & Rev $6.7B Workstation 9 December 13, 2007 2007 Financial Analyst Day Network of AMD Opteron™ Platforms SC 1435 PowerEdge 2970 DL585 PowerEdge PowerEdge 2003 vs. 2008 T105 DL385 6950 X4600 DL365 X2200 DL145 X4500 BL465c X4200/4100 IBM eServer 325 BL685c X2100 xw9400 U20 & U40 WS xw4550 Blade X6220 E-9422R Blade X8420 E-9522R E-9722R X3455 X3655 E-9232T X3755 XT3™ LS21 XT4 LS41 1st Generation AMD Opteron™ G5450 RX220 AMD Validated RX330 S1 Solutions BladeFrame R5250 X630 S2 ES and EX 10 December 13, 2007 2007 Financial Analyst Day 2008 Worldwide CSG Market Opportunity CPU & Chipset Revenue Dollars Consumer Systems Commercial Systems Desktop Rev $6.6B Rev $9.3B Notebook Rev $6.3B Rev $7.5B Server & Rev $6.7B Workstation 11 December 13, 2007 2007 Financial Analyst Day We Have Significantly Grown Our Commercial Client Platform Footprint PowerMate VL350 Mobile OptiPlex 740 ThinkCentre A60 i-Select Desktop 3000 J115 D5410 Vostro 1000 2002 Latitude 531 3000 J105 d323 dc5750 YangTian dx5150 QiTian bc1500 KaiTian Blade PC dx2250 DB-V50 dx2255 DB-V60 T5720 HP Compaq 6515b AMD HP Compaq 6715b Validated Solutions Esprimo E Series, E5615/6 AcerPower M6 Esprimo AcerPower 1000 P Series, TravelMate P5615/6 LifeBook S2210 7520/7220 Futro S400 LifeBook A3130 TravelMate TravelMate 5520/5220 FMV-D5120 Satellite Pro 4520/4220 A210 12 December 13, 2007 2007 Financial Analyst Day The State of Quad-Core On track with some large installations of Products the Quad-Core AMD Opteron processor The Quad-Core AMD Opteron shipments for the Texas Advanced Computing Center (TACC) supercomputing cluster at The University of Texas at Austin have been completed (16,000 pieces) KISTI – Korea ICC – Poland TLCC – N.A. Mercury reports more than 39K Quad-Core AMD Opteron processor units shipped in Q3’07 The key strategic OEM’s (Dell, HP, IBM and Sun) will be introducing a broad portfolio of Quad-Core AMD Opteron processor-based platforms starting in Q2 2008 The OEM’s are fully engaged and very focused in quickly bringing these products to market We continue to expect slight Server revenue growth in Q4 as Quad- Core sales will compensate for the decline of Dual-Core products 13 December 13, 2007 2007 Financial Analyst Day The State of Quad-Core AMD is shipping hundreds of thousands Products of Quad-Core processors AMD shipped tens of thousands of Quad-Core processors in Q3 ‘07 AMD is shipping hundreds of thousands of Quad-Core processors to the server and desktop segments We are taking the most reasonable approach to deliver Quad-Core AMD Opteron processors as soon as possible Our #1 goal is to accelerate volume ramp in Q1 ‘08 14 December 13, 2007 2007 Financial Analyst Day Birth of a New Category: Accelerated Processing Unit (APU) Multiple homogenous Dual-Core AMD Products CPU CPU cores Phenom™ Processor Multiple homogenous ATI Radeon™ HD GPU GPU cores 3800 Series Northbridge with Chipset integrated graphics and AMD 790FX Chipset Southbridge I/O Integration of CPU cores and various Codenamed “Swift” APU acceleration cores 15 December 13, 2007 2007 Financial Analyst Day Birth of a New Category: Accelerated Processing Unit (APU) Products First APU Family: Codenamed “Swift” Technology choices for higher Memory Controller confidence production ramp: • AMD “STARS” CPU Cores AMD “STARS” • GPU Core based on existing high-end CPU Cores discrete • Second 45nm product ® Full DirectX GPU • Current SOI design rules Core + UVD • “Griffin”-based Northbridge highly Cache leveraged PCIe Optimized design using more existing IP for less risk and faster time to market in 2H09 16 December 13, 2007 2007 Financial Analyst Day Spider Enthusiast Desktop Platform The Most Scalable Products Enthusiast Platform Ever True Quad-Core AMD Phenom™ Shared L3 Cache Platforms CPUs Cool’n’Quiet™ 2.0 HyperTransport™ 3.0 Quad Graphics Ready ATI Radeon HD DirectX® 10.1 & UVD 3800 Graphics PCI Express® 2.0 55nm 42 PCI Express® 2.0 Lanes AMD 790 Chipset Multi-Monitor CrossFireX™ Technology ~ 10W TDP AMD OverDrive™ Utility* *Overclocking AMD processors will void associated product warranties and may cause damage to the processor and/or other system components. 17 December 13, 2007 2007 Financial Analyst Day Puma Commercial/Consumer Notebook Platform Exceptional visual performance and power-efficient mobility Products Mobile optimized design Next Generation Dynamic core scaling of Architecture CPU cores and HyperTransport™ Platforms Hybrid Graphics Boosts graphics performance Power efficient in AC/DC w/PowerXpress modes R6XX-based integrated or discrete GPU DirectX 10 & UVD HD-DVD and Blu-Ray playback SB700 Flash Native NAND Flash support HyperFlash Flexible implementation * UVD is not present in all GPUs. Please refer to product specs on ATI.AMD.COM for more information 18 December 13, 2007 2007 Financial Analyst Day Perseus Commercial Desktop Platform Plan Superior stability and longevity, essential manageability and security, exceptional Products performance and power savings. Stable and available CPU and Platforms Superior Stability chipset roadmaps and Longevity Extended warranty common AMD64 architecture Essential Open standards approach with Manageability DASH and TPM and Security AMD-V™ and EVP Enable customer to meet new Energy Star requirement Energy Efficiency Cool’n’Quiet™ 2.0 45W and 65W max processors Do more in less time with Exceptional multi-core processors Power savings for lower Performance operational costs Future-ready 19 December 13, 2007 2007 Financial Analyst Day Cartwheel Mainstream Consumer Platform Connectivity, Extendibility and Usability Products for the Mainstream Consumer UVD & Video-post Platforms processing HD Video Native HDMI/HDCP support Multi-Monitor CrossfireX ™ AMD 780 Chipset Energy Efficient PCI Express 2.0 Common UI for all entertainment AMD Live!™ Explorer Leverages CPU and GPU performance Native quad- and triple- Multi-Core Processing quad core Cool ‘n’ Quiet™ 2.0 20 December 13, 2007 2007 Financial Analyst Day Server/Workstation Roadmap 65 nm 45nm Platform Segment 2007 2008 2009 “Barcelona”“Barcelona” “Shanghai”“Shanghai” “Montreal”“Montreal” Quad-CoreQuad-Core Quad-CoreQuad-Core Octal-Octal- & & Quad-Quad- ••512K512K L2/CoreL2/Core ••512K512K L2/CoreL2/Core CoreCore CPU ••2M2M L3L3 ••6M6M L3L3 ••1M1M L2/coreL2/core ••RDDR2RDDR2 ••RDDR2RDDR2 ••6-12M6-12M L3L3 ••3x3x HyperTransport™HyperTransport™ 1 1 ••3x3x HyperTransportHyperTransport 1 1 ••DDR-3DDR-3 ••AMD-V™AMD-V™ ••AMD-VAMD-V ••4x4x HyperTransportHyperTransport 3 3 ••IPCIPC EnhancementsEnhancements ••AMD-VAMD-V NvidiaNvidia nForce nForce Pro Pro 36003600 AMDAMD RD890SRD890S Chipset BroadcomBroadcom HT-2100/HT-1100HT-2100/HT-1100 AMDAMD RD870SRD870S AMDAMD SB700SSB700S Workstation:Workstation: R600R600 ATIATI FireGL™FireGL™ and and ATIATI FireMV™FireMV™ Workstation:Workstation: R700R700 ATIATI FireGLFireGL GPU && ATIATI FireFire MVMV Server:Server: ATIATI ES-1000ES-1000 Server:Server: ATIATI ES-1000ES-1000 Enterprise DP/MP Platforms Enterprise Socket F (1207) Socket G3 “Piranha” Platform Socket F (1207) Socket G3 “Piranha” ••HyperTransport™HyperTransport™ 1 1 ••HyperTransportHyperTransport 3 3 ••DDR-2DDR-2 ••DDR-3DDR-3 (Direct(Direct oror Buffered)Buffered) 21 December 13, 2007 2007 Financial Analyst Day AMD Notebook Platform Roadmap 2008-2009 Platform 2008 2009 Segment “Puma” Platform “Shrike” Platform “Griffin”“Griffin” “Swift”“Swift” CPU/APU •• Mobile Mobile OptimizedOptimized MemoryMemory ControllerController •• Gen Gen 33 “STARS”“STARS” CPU CPU CoreCore •• Power Power OptimizedOptimized HyperTransportHyperTransport