amd analyst day 2009: rick bergman

AMD Financial Analyst Day

Rick Bergman, Senior Vice President & General Manager

November 11, 2009

| AMD Financial Analyst Day| November 11, 20092

Yesterday

GPU110 million transistors @150nm

2D and 3D gaming Nascent video processing

CPU105 million transistors @130nmCompute tasks including video decode


Today

TeraFLOPS-class GPU

2.15 billion transistors @40nm3D OS

Multi-panel HD gaming Full HD video and audio

Multi-core CPU

758 million transistors @45nmMulti-taskingMost compute tasks


Now the AMD Fusion™ Era of Computing Begins

Significantly enhances active/ resting battery life

High-bandwidth I/O

~1 billion transistors @32nmin one design

APU: Fusion of CPU & GPU compute power within one processor


Popular Workloads are Changing

Video

Superb HD playback

Video now 1/3 of all consumer Internet traffic

Graphics

3D user interfaces

Immersive gaming

DirectX® 11

Compute

Enhanced multimedia

Parallel compute breakthroughs

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 platforms

Differentiate with GPUs

Win with AMD Fusion™


Server Platforms


Unprecedented Server Performance Gains

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

2010 is projected to be the beginning of unprecedented leaps in server performance-per-watt for AMD

0

5

10

15

20

25

30

35

40

45

2003 2004 2005 2006 2007 2008 2009 2010 2011

Floating Point Integer

AMD Opteron™ 244

AMD Opteron 250

AMD Opteron x75

(dual-core)

AMD Opteron 285

(dual-core)

AMD Opteron x356

AMD Opteron x384

AMD Opteron 2435

“Magny-Cours”* “Interlagos”*


Six-Core AMD Opteron™ Processor

Draws less power at load and idle than competitive offerings*

Powers world’s first 2 petaFLOPS supercomputer

Sub 7-watt cores without compromise

Compatibility designed for faster upgrades

Six-core virtualization performance leader

* 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

Source: IDC Workload Study and Server Forecast

1 Socket, 1.6M

2 Socket, 5.0M

4 Socket, 0.4M$10K+ “traditional 4P” market

Fully-featured 2P G34delivers more value with no compromises on features

<$500 “desktop as a server” market

Volume 4P server $6-10KRedefine the market

New C32 platforms take true server features to environments placing a premium on power-efficiency


AMD Sweet Spot Server Strategy

AMD Opteron™6000 Series Platform

”Maranello”

Platform Consistencyand Commonality

• 2/4 socket; 8/12-core

• 4 memory channels

• Highly scalable without compromising on value

AMD Opteron4000 Series Platform

“San Marino” and “Adelaide”

• 1/2 socket; 4/6-core

• 2 memory channels

• New levels of valueand power efficiency

4P/8P Platforms~5% of Market*

1P Platforms ~20% of Market*

2P Platforms~75% of Market*

Highly Energy Efficient and

Cost Optimized

Performance-per-watt and

Expandability

*AMD internal estimates of total server market as of Q309


Unmatched Feature Consistency Across Platforms

Shared Platform Interface

Same BIOS

Same API

Same Drivers


(G34 Socket)


(C32 Socket)

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

Ahead of schedule


AMD 2010-2011 Sweet Spot Server Strategy


”Maranello”

Platform Consistencyand Commonality

• 2 and 4 socket; 4 memory channels

• Highly scalable without compromising value

AMD Opteron4000 Series Platform

“San Marino”and “Adelaide”

4P/8P Platforms~5% of Market*

1P Platforms ~20% of Market*

2P Platforms~75% of Market*

Highly Energy Efficient and

Cost Optimized • 1 and 2 socket; 2 memory channels

• New levels of value and power efficiency

Performance-per-watt and

Expandability

“Magny-Cours”8 and 12 cores

“Interlagos”12 and 16 cores

“Lisbon”4 and 6 cores

“Valencia”6 and 8 cores

2010 2011

“Bulldozer”Core

*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

Note:1. Based on AMD notebook reference design2. Assuming 6-cell Li-Ion battery, 55Whr for 2008-2009, 62Whr for 2010-2011

2hours

3hours

4hours

5hours

6hours

7hours

8hours

9hours

0W

1W

2W

3W

4W

5W

6W

7W

2008 2009 2010 2011

Core Silicon Power

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

Ahead of schedule


3rd Gen Ultrathin Notebook: "Nile"

Available H1’10

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

Ahead of schedule


Enthusiast Desktop: "Leo" Available H1’10

Six-core processor option: mega-tasking

DirectX 11 graphics with CrossFire options

ATI Eyefinity™ for eye-definition experiences

Ahead of schedule

Mainstream Desktop: "Dorado" Available H1’10

World’s best integrated graphics

Dual-, triple- and quad-core 45nm processors

Unbeatable value

Ahead of schedule


AMD Notebook Platform Roadmap

2010Segment 2009

Roadmap subject to change without notice

2011

Ultrathin

Netbook

Main

str

eam

DesktopReplacement

Thin & Light

65nm 45nm 32nm

“Tigris” Platform

“Caspian” CPU

2 CPU Cores

RS880M with DX®10.1 IGP

“Danube” Platform

“Champlain” CPU

2 to 4 CPU Cores, DDR3

DX®10.1 IGP with DX®11 discrete option

“Sabine” Platform

“Llano” APU4 CPU cores, DDR3

GigaFLOPS-class computeDX®11 GPU

1st Gen Ultrathin“Huron” 1 CPU Core

RS690E with DX®9 IGPBGA

2nd Gen Ultrathin“Conesus” 2 CPU Core

RS780M with DX®10 IGPBGA

“Nile” Platform

“Geneva” CPU

2 CPU Cores, DDR3

DX®10.1 IGP with DX®11 discrete option

BGA

“Brazos” Platform

“Ontario” APU

2 CPU cores: “Bobcat”

DX®11 GPU

BGA, DDR3


2010Segment 2009 2011

AMD Desktop Platform Roadmap

Roadmap subject to change without notice

Enthusiast

Mainstream

45nm 32nm

“Dragon” Platform

AMD Phenom™ II CPUsUp to 4 CPU Cores

DDR2/DDR3

AMD 790FX/GX chipsetATI Radeon™ HD 4000 Series

discrete graphics

“Leo” Platform

“Thuban” CPUsUp to 6 CPU Cores

DDR3

RD890+SB850 chipsetDX® 11 discrete graphics

“Pisces”/”Kodiak” Platform

AMD Athlon™ II CPUsUp to 4 CPU Cores

DDR2/DDR3

AMD 785G chipsetDX®10.1 IGP

“Scorpius” Platform

“Zambezi” CPU

4/8 CPU “Bulldozer” CoresDDR3

AM3 Socket

Next-Gen ATI discrete graphics

“Dorado” Platform

AMD Athlon II CPUsUp to 4 CPU Cores

DDR3

RS880P+SB810 chipset with DX® 10.1 IGP

“Lynx” Platform

“Llano” APUUp to 4 CPU Cores

DX® 11 GPUDDR3


Differentiate with GPUs


AMD Sweet Spot Graphics Strategy

Product schedule subject to change without notice

SE

P

Q4 2009

$300

$200

$100

$500

$400

Q1 2010

TIMELINE

Product leadership in every segment

Best performance at every price point

The world’s most powerful and efficient GPU series

FOUR Chips in less than SIX months

The GPUs must be powerful, scalable, affordable, efficient


AMD Wins Visual Computing Technology Transitions

GDDR3 GDDR4 GDDR5

Process Technology

55nm65nm110nm130nm 90nm

40nm

Memory Technology

Gaming and Media Technology

80nm


Notebook Discrete GPU Unit Share: #1

Source: Mercury Research

35%

40%

45%

50%

55%

60%

Q1 2009 Q2 2009 Q3 2009

AMD Nvidia


Current-Gen Game Console Graphics Share: #1

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

2007 2008 2009

AMD-Powered Other

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

for enhanced application performance

Industry-standard OpenCL™ and DirectCompute 11

for cross-platform development

Massively parallel, programmable GPU architecture

delivers dramatic performance and power efficiency

Heterogeneous:

High Performance:

Standards Based:


Adobe and OpenCL

“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.”

David WadhwaniGM and Vice President, Platform Business Unit

Adobe Systems, Inc.


ATI Stream-Enabled Multimedia Applications

MediaShow 5MediaShow Espresso

PowerDirector 8PowerDirector 7

SimHD™ Plug-in for TotalMedia Theatre

Roxio Creator™ 2010Roxio Creator™ 2010 Pro


Pro Graphics Momentum Accelerates

Record design win numbers for ATI FirePro™ Professional Graphics

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1H 2008 2H 2009

Fujitsu

Lenovo

Dell

HP

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2010 AMD Product Priorities

Deliver four new winning PC platforms in H1

Increase both notebook performanceand 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"

Breakthroughs via teraFLOPS-class GPU compute

AMD Fusion™ Design Methodology builds on annualGPU design cycle to achieve faster innovation pace

Performance/low-power x86 core options

Clear, compelling platform differentiation

The best APU every year

Velocity: visual computing technologies now drive the AMD pace of innovation


AMD Fusion™ Delivers Breakthroughs in 3 Dimensions

Power

Performance

FormFactor


GPUCPU

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

Supercomputing power in a notebook that lasts all day


This presentation contains forward-looking statements concerning AMD and technology partner product offerings which are made pursuantto the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified bywords such as "would," "may," "expects," "believes," "plans," "intends," “strategy,” “roadmaps,” "projects" and other terms with similarmeaning. Investors are cautioned that the forward-looking statements in this presentation are based on current beliefs, assumptions andexpectations, speak only as of the date of this presentation and involve risks and uncertainties that could cause actual results to differmaterially from current expectations. With respect to AMD, risks include the possibility that Intel Corporation's pricing, marketing andrebating programs, product bundling, standard setting, new product introductions or other activities targeting AMD's business will preventattainment 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 atmature yields on a timely basis; standards promulgated by open standards will be adopted at rates slower than currently projected, demandfor computers and, in turn, demand for AMD’s products will be lower than currently expected; there will be unexpected variations in marketgrowth and demand for AMD’s products and technologies in light of the product mix that it may have available at any particular time or adecline in demand; and AMD will be unable to maintain the level of investment in research and development that is required to remaincompetitive. 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.

Forward-Looking Statement

amd analyst day 2009: rick bergman

Technology

amd projections

amd product strategy

amd product priorities

endorsement of amd technology

amd fusion era of computing

p server

server platforms

nm developmentlaunch