2007 Technology Randy Allen Analyst Day Corporate Vice President, Server and Workstation Division July 26, 2007 Commercial Update Agenda
AMD: Earning Enterprise Business
“Barcelona” Changes the Game
AMD Commercial Ecosystem
Building on the AMD Commercial Client Foundation
2 July 26, 2007 2007 Technology Analyst Day Commercial Update Agenda
AMD: Earning Enterprise Business
“Barcelona” Changes the Game
AMD Commercial Ecosystem
Building on the AMD Commercial Client Foundation
3 July 26, 2007 2007 Technology Analyst Day Commercial Market Trends: A Macro View
Performance and Professional performance per Workstation watt
• Server • 3D Modeling Consolidation • Medical Imaging • Virtualization • CAD/CAM • Energy-Conscious • Digital Animation PC Purchasing Special Effects
4 July 26, 2007 2007 Technology Analyst Day AMD: Earning Enterprise Business
AMD Opteron™ OEMs in total x86 Server OEM Unit Share represent >90% of global x86 AMD server sales AMD Opteron Opteron OEMs OEMs Reach >90% of Total Other 4-way servers run business Market
critical applications; AMD is (Source: IDC) >50% of U.S. market AMD Commercial Client Wins (Source: Mercury Research) ase cre 36 In Design Commercial client design wins 71% Wins increased 71% since Dec. 2006 21 Design Wins Dec 2006 July 2007
5 July 26, 2007 2007 Technology Analyst Day Performance-per-Watt Leadership Today
“Based on tests at our independent lab, an AMD Opteron™ server is 7.3 to 15.2% more power efficient than a virtually identical Intel Xeon server...” — July 19, 2007
“AMD is clearly the leader when it comes to performance-per-watt using the workloads in this article.” — July 17, 2007
6 July 26, 2007 2007 Technology Analyst Day 2007 Technology Steve Rubinow Analyst Day Chief Technology Officer New York Stock Exchange July 26, 2007 8 July 26, 2007 2007 Technology Analyst Day Commercial Update Agenda
AMD: Earning Enterprise Business
“Barcelona” Changes the Game
AMD Commercial Ecosystem
Building on the AMD Commercial Client Foundation
9 July 26, 2007 2007 Technology Analyst Day “Barcelona” Update
Production wafers out, on track to ship for revenue in Q3 2007
Wafer yields ahead of plan
Announcing our largest “Barcelona” win to-date with Texas Advanced Computing Center (TACC)
10 July 26, 2007 2007 Technology Analyst Day “Barcelona” Changes the Game in Four Dimensions
11 July 26, 2007 2007 Technology Analyst Day Investment Protection: Stable Platform Progression Long-term success for partners and end-customers 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
New Core
3rd Generation Platform 65nm 45nm Quad-core Quad-core 90nm “Barcelona” “Shanghai” Dual Core
2nd Generation Platform
130nm 90nm Single Core Dual Core
1st Generation Platform
Stable platforms deliver better long-term value and logical transitions for partners and customers
12 July 26, 2007 2007 Technology Analyst Day The AMD “Pipe”: Platform Innovation Progression
New Silicon New Core Pipe Core Technology Elements
Silicon Platform Technology Generation X+1
New Silicon New Core Technology
Processor Platform Platform Core Technology Generation X Technology
• New core and new silicon technology in alternating years • Platform progressions synchronized to new industry standards • Result: Increased performance, optimal investment protection
13 July 26, 2007 2007 Technology Analyst Day AMD Power Efficiency Innovation
Independent Dynamic AMD CoolCore™ Technology Core Technology
Same Power/Thermals As Dual-Core!
Dual Dynamic Power Enhanced AMD PowerNow!™ Management™ Technology
14 July 26, 2007 2007 Technology Analyst Day AMD Virtualization™ Leadership
Performance y Direct Connect Architecture y Rapid Virtualization Indexing
Security y Device Exclusion Vector
Software Support y AMD-V™ y Live Migration y 64-bit Guest OS Support
2009 Enhancements • IOMMU for Security and Performance
15 July 26, 2007 2007 Technology Analyst Day 2007 Technology Steve Herrod Analyst Day Sr. Vice President, Technology Development VMware July 26, 2007 17 July 26, 2007 2007 Technology Analyst Day Optimal Virtualization with VMware
2.00 Quad-Core AMD Opteron™ (2 GHz) 1.80 Dual-Core AMD Opteron™ (3 GHz) 1.60 1.79 1.40 79% Increase 1.20 At Same Power 1.00 0.80 1 0.60 0.40 0.20 0.00 Normalized User Performance
18 July 26, 2007 2007 Technology Analyst Day Performance-Per-Watt Scalability
ter Grea ance form Per wer e Po Performance- Sam Per-Watt
Consistent Performance power and thermals help deliver better CPU CPU CPU Watts Watts Watts Dual Core Core Core Power Quad
performance Single
per watt 2003 2005 2007
19 July 26, 2007 2007 Technology Analyst Day “Barcelona” Sets New Performance- Per-Watt Standard
RESULT: 25% 150 performance advantage; 100 more than 30% 1.3
performance-per-watt 69.5* advantage 50 54 1.0
s l cite Inte el 0 hen : Int SPECfp_rate2006 Perf/Watt er, w tings emb r ra ory are Peak Score Rem owe em PU p y a m wer g. C s pa M po on Linux av mer DIM usto FB c r and Quad-Core AMD Opteron™ rolle alty Xeon 5345 cont pen Processor 2GHz SPEC and the benchmark name SPECfp_rate2006 are registered trademarks of the Standard Performance 2P servers: Barcelona (2.0 GHz, 95- Evaluation Corporation. Results for Xeon 5345 is valid watt) vs. Xeon 5345 (2.33 GHz, 1333 as of July 19, 2007. For latest scores visit www.spec.org MHz FSB, 80-watt); 8 DIMMs of memory; *Estimated performance based on AMD lab SUSE Linux Enterprise Server 10 measurements of Quad-Core AMD Opteron™ processor at 2 GHz
20 July 26, 2007 2007 Technology Analyst Day 2007 Technology Analyst Day
More Demos Today
“Barcelona”-based Dell server with Microsoft Windows Server 2003 with Virtual Server y Tier One platform running mainstream server OS with virtualization y Supports Enhanced AMD PowerNow!™ Technology with simple driver update y Enables a flexible migration to Windows Server 2008
21 July 26, 2007 2007 Technology Analyst Day “Barcelona”: Highly Efficient at Launch…
HE Energy Efficient y 17% of shipments (fastest growing) y Rack-dense and blade environments y Available at launch y Up to 1.9 GHz at launch; higher in Q4 94% of Standard Performance market y 77% of shipments addressed y Price/performance “sweet spot” at launch y Available at launch y Up to 2.0 GHz at launch; higher in Q4
SE High Performance y 6% of shipments y Performance above all other needs y Q4 delivery y 2.3 GHz and above
…and Scaling To Higher Frequencies
Source: AMD 22 July 26, 2007 2007 Technology Analyst Day Commercial Update Agenda
AMD: Earning Enterprise Business
“Barcelona” Changes the Game
AMD Commercial Ecosystem
Building on the AMD Commercial Client Foundation
23 July 26, 2007 2007 Technology Analyst Day Expanding Ecosystem
Leading OEM Platforms… …regional choices…
…the best in software …and integration partners partners… to put it all together
24 July 26, 2007 2007 Technology Analyst Day Network of AMD Opteron™ Platforms
PowerEdge DL585 2003 vs. SC 1435 2970 PowerEdge 2007 DL385 6950 X4600 DL365 X2200 DL145 X4500 IBM eServer 325 X4200/4100 BL465c X2100 BL685c U20 & U40 WS xw9400
Blade X6220 E-9422R Blade X8420 E-9522R
E-9722R X3455 X3655 E-9222T
X3755 XT3™ LS21
LS41 XT4 1st Generation AMD Opteron™
AMD Validated Solutions BladeFrame G5450 ES and EX X630 S2
25 July 26, 2007 2007 Technology Analyst Day Engaging the AMD Software Ecosystem AMD collaborates to ensure “Barcelona” compatibility at launch…
AMD works with 300+ software and open source providers to develop compilers, tools and 11G OSes optimized for FORTRAN our new generation C++ of processors, and optimized drivers for our new commercial R3 graphics ~ DX10 Hundreds of software c DB2 infrastructure Libraries Graphics providers now plan Software product roadmaps in collaboration with AMD
…while making it easy to optimize for full “Barcelona” benefit
26 July 26, 2007 2007 Technology Analyst Day 2007 Technology Marc Hamilton Analyst Day Vice President, Solaris Marketing SUN Microsystems July 26, 2007 2007 Technology Analyst Day
Creating the Ultimate Visual Experience AMD Workstation Update
28 July 26, 2007 2007 Technology Analyst Day AMD Professional Graphics
ATI FireGL™ ATI FireMV™
• Price Performance Leadership • Versatile dual and quad output
• Certified Application • Flexible form factor design Performance • Cooler and quieter operation • Top to bottom solutions for Enterprise wide deployment
• Expanded features for high-end segments
29 July 26, 2007 2007 Technology Analyst Day Next-Generation AMD Professional Graphics: Q3 2007 Launch
ATI FireGL™
• Powerful 3D application Preview: performance ATI FireGL™ R600
• CAD, DCC, medical, oil & y Innovation Accelerates gas, research, GIS Application Performance – Unified Shaders ATI FireMV™ – Auto Detect – Industry’s Largest Framebuffer • Dual and quad output – Stream Computing y Innovation Maximizes • Financial traders, control Productivity centers, public information – Multi-Card displays – ISV Certification – Unified Driver
30 July 26, 2007 2007 Technology Analyst Day AMD Server and Workstation Roadmap ’07-’08
Platform 2H 2007 2008 Segment “Barcelona” “Budapest” “Shanghai” 65nm 65nm 45nm Native Quad-Core* Native Quad-Core* Native Quad-Core* • 512KB L2/core • 512KB L2/core • 512KB L2/core CPU • 2MB L3 • 2MB L3 • 6MB L3 667 at launch; 800 max • RDDR2 800 max 1H’08 • UDDR2 • RDDR2 • 3x HT1.0 • 1x HT1.0 or 1x HT3.0 • 3x HT1.0 • AMD-V • AMD-V • AMD-V • Socket F (1207) • Socket AM2 • Socket F (1207) • Continued IPC Improvements
nForce Professional nForce Professional 3600 3600 Chipset Continued collaboration Broadcom HT-2100 with industry-leading Broadcom HT-2100 chipset partners
R600 Generation FireGL R600 Generation and FireMV professional R700 Generation FireGL Pro FireGL and FireMV graphics and FireMV professional Graphics professional graphics graphics DisplayPort
* In the 2P and 1P product lines, we will also offer dual-core variants.
31 July 26, 2007 2007 Technology Analyst Day Announcing Next-Generation AMD Server and Workstation Platforms
2009 2010 2011 2012
“Sandtiger” 45nm Octal-core
Next-Gen AMD Platform
• Direct Connect Architecture 2.0 • AMD Server and WS chipsets, with chipset partner options • HT3.0 • 4 HyperTransport™ technology links • DDR3 memory • G3 Memory Extender (G3MX) • PCI Express 2.0 • IOMMU
Stable platforms deliver better long-term value and logical transitions for partners and customers
32 July 26, 2007 2007 Technology Analyst Day Commercial Update Agenda
AMD: Earning Enterprise Business
“Barcelona” Changes the Game
AMD Commercial Ecosystem
Building on the AMD Commercial Client Foundation
33 July 26, 2007 2007 Technology Analyst Day Commercial Client Platforms
PowerMate VL350 OptiPlex 740 ThinkCentre A60 i-Select Mobile 3000 J115 D5410 Vostro 1000 Desktop Latitude 531 3000 J105 dc5750 YangTian QiTian dx5150
KaiTian bc1500 Blade PC DB-V50 dx2250 dx2255 DB-V60 T5720 AMD Validated HP Compaq 6515b Solutions HP Compaq 6715b Esprimo E Series, E5615/6
Esprimo P Series, P5615/6 LifeBook AcerPower M6 S2210 Futro S400 TravelMate LifeBook 4520/4220 AcerPower 1000 A3130 TravelMate TravelMate FMV-D5120 5520/5220 7520/7220
34 July 26, 2007 2007 Technology Analyst Day Commercial Client Momentum Building
35 July 26, 2007 2007 Technology Analyst Day AMD “Hardcastle” Business Class Solutions
Notebook Power-optimized CPU and chipset for longer Battery Life battery life Desktop Low idle power to meet new Energy Star requirements Energy Efficiency Industry’s 1st 45-watt desktop processor product line
Best-in-class stability for full set of platform Stability & components Consistency Existing design wins on stable AMD platforms via 690 chipsets include HP, Dell and Acer commercial SKUs
Security & Open industry standard solution set and silicon level Manageability enablement
Thinner & Competitive platform performance within existing Lighter Notebooks thermal budgets SFF Desktops
36 July 26, 2007 2007 Technology Analyst Day Open Platform Approach Standards and innovation together deliver best-in breed platform-level solutions
y Leadership member y Developing management standards y Promoting interoperability for enterprise and Internet environments
y Founding member y Developing industry standard specifications for low latency, high-performance interconnects
y Founding member y Developing industry standard specifications for trusted computing
37 July 26, 2007 2007 Technology Analyst Day AMD Commercial Client Platforms
Platform 2007 2008 “Hardcastle” Platforms Segment “Burbidge” “Perseus” Native Single & Dual-Core Native Quad-Core/ CPU • Dedicated L2 • Cool’n’Quiet Single- & Dual-Core • Digital Media • DDR2 • 2MB Shared L3 • HT1.0 Xpress • AMD-V • AM2 Package • HT3.0 • EVP • 65nm • AM2+ Package Desktop AMD 690 Series Chipsets SB700 Series Chipset DirectX9, UVD, RAID 0,1,10, ASF2.0, Energy Cache & ATI PowerPlay Chipset DVI/HDMI, Display Cache, ATI Avivo, ATI PowerPlay, PCIe Gen1, TPM DirectX10, DASH 1.0, RAID 0,1,5,10, Compliant DVI/HDMI/DisplayPort, PCIe Gen2
“Kite” Refresh “Puma” Single & Dual-Core “Griffin” Processor Family • 1MB Total Dedicated L2 • PowerNow! Single & Dual-Core • DDR2 • Digital Media CPU • 2MB Total Dedicated L2 • Mobile-Optimized Memory • HT1.0 Xpress • Power-Optimized HT3.0 Controller • AMD-V • S1g1 Package • Split Power Planes • S1g2 Package • EVP • 65nm • Dynamic Performance Scaling
Mobile AMD M690 w/SB600 DirectX9, UVD, ATI Avivo, ATI PowerPlay, RS780M & SB700 Chipset DVI/HDMI, Display Cache, PCIe Gen 1, ASF2.0, DirectX10, DVI/HDMI/DisplayPort, HyperFlash, PowerXpress, TPM Compliant, Hybrid Hard Disk PCIe Gen 2, DASH Drive
Wireless WLAN: 802.11 a/b/g/draft n; WWAN: 3G WLAN: 802.11 a/b/g/n; WWAN: 3G
38 July 26, 2007 2007 Technology Analyst Day Commercial Update Summary AMD: Earning Enterprise Business y Multiple AMD Opteron platforms from the top OEMs y Share is highest on MP servers for mission critical apps y Commercial client design wins increased 71% in 7 months
“Barcelona” Native Quad-core Changes the Game y Investment Protection: Synchronized Platform Progression y Power Efficiency Innovation y AMD Virtualization™ Leadership y HE available at launch with performance scaling
AMD Collaborates with the Full Commercial Ecosystem y OEM platforms for server and client growing y Software ecosystem primed for “Barcelona”, next-generation ATI FireGL
Building on the AMD Commercial Client Foundation y Unabated growth in design wins y Open approach to manageability and security y Platform value proposition taking root
39 July 26, 2007 2007 Technology Analyst Day 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.
©2007 Advanced Micro Devices, Inc. All rights reserved.
40 July 26, 2007 2007 Technology Analyst Day