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AMD Graphics Business Update Matt Skynner, VP and GM, GPU Division Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential


Trends: Graphics Matter More Than Ever

2 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential


GPU PC Market Overview for 2010 GPU Market Size Total Units ~149 Mu

GPU Market Revenue Total Revenue ~3.4b DT OEM 11%

Console 35% DT Channel* 23% Notebook 27%

DT OEM 9%

DT Channel* 38%

Console 6% Workstation 13%

Notebook 30%

Server 1% EDG 2%

EDG 4%

Workstation 2% Source: AMD Internal Estimates

3 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential

Server 1%


Continuous Innovation

GDDR3

130nm

GDDR4

110nm

90nm

GDDR5

65nm

55nm

4 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential

40nm


The Sweet Spot Strategy

MSRP $500

ATI Radeon™ HD 4800 X2 Series Aug 2008 Win the Performance Crown with a Multi-GPU Solution

STEP 1

$400

STEP 2 $300

$200

ATI Radeon™ HD 4800 Series June 2008

STEP 3

$100

ATI Radeon™ HD 4600 Series Sept 2008

Build the perfect gaming GPU for Leverage the Technology to Win in the Performance the Mainstream Space Market 2008

2009 *MSRP values shown are values at launch

5 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential


ASPs (four quarter rolling average)

Discrete Graphics ASPs $34,00 $32,00 $30,00 $28,00 $26,00 $24,00 $22,00 $20,00 4Q07

1Q08

2Q08 Nvidia ASPs

3Q08

4Q08

1Q09

2Q09

AMD ASPs

Source: Mercury Research

6 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential

TIMELINE


Notebook Graphics September 2009 | AMD Confidential


Discrete Graphics Market Share PERCENTAGE

60,0%

50,0% 40,0% 30,0% 20,0% 10,0% 0,0% 4Q07

1Q08

2Q08

3Q08

4Q08

1Q09

2Q09

AMD Notebook Discrete Total AMD Discrete Total AMD Discrete Sources: Mercury Research, Jon Peddie Research and Internal

8 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential

TIMELINE


Winning in Notebook Graphics Exceptional Performance Power Efficiency DirectX 10.1 Leadership Advanced HD Multimedia support: 1080p video, HDMI, audio, etc. ATI PowerXpress™/ ATI Switchable Graphics: efficiency & performance AMD Stream Technology for video transcoding and new GPU applications 1- Requires HD capable display and/or Blu-ray drive

9 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential


Professional Graphics September 2009 | AMD Confidential


ATI FirePro™ Graphics: Empowering Professionals Application Performance Leadership

Assurance of Reliability

11 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential

Visionary Innovation


ATI FireProTM Graphics: Building Momentum PERCENTAGE

35,0% 30,0% 25,0% 20,0% 15,0% 10,0% 5,0% 0,0% 4Q07

2Q08

AMD Mobile Pro Market Share (Units)

4Q08

2Q09

AMD 3D Pro Graphics Market Share TIMELINE

Source: Jon Peddie Research

12 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential


Design Win Momentum is Accelerating Growing number of design wins for AMD in Professional Graphics HP

Dell

Entry

Mid

High

Entry

Mid

High Notebook

1H 2008 2009

Fujitsu

Lenovo

Entry

Mid

High

Server

Entry

Mid

High

Mid

High

13 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential


The Road to Fusion The ATI Radeon™ HD 5000 Series September 2009 | AMD Confidential


Workloads are Changing

15 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential *HD monitor required for full HD enjoyment

Note: 3rd party references do not necessarily imply endorsement of AMD or its products


GPU and CPU Scaling at Different Rates More power efficient for data parallel workloads As much as FLOPS-per-watt

17x

Core i7-975

The ATI Radeon HD 5870 is up to 17 times more efficient than the Core i7-975*

ATI Radeon HD 5870

16 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential

Based on a comparison of GFLOPS per watt, TDP


Better Experience through Balanced Platforms

AMD BalancedGPU Platform Underweight Platform  Balanced CPU and GPU cores  Optimized for power  Leverage open standards  Uses all system assets for best user experience

iGPU

CPU CPU

17 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential

GPU


Product Strategy

18 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential


World’s FIRST And ONLY DirectX® 11 GPU 2nd Generation 40nm 4th Generation GDDR5


A New Level of Immersion

20 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential


BACKUP CONTENT


Disclaimer & Attribution DISCLAIMER The information presented in this document is for informational purposes only and may contain technical inaccuracies, omissions and typographical errors. The information contained herein is subject to change and may be rendered inaccurate for many reasons, including but not limited to product and roadmap changes, component and motherboard version changes, new model and/or product releases, product differences between differing manufacturers, software changes, BIOS flashes, firmware upgrades, or the like. AMD assumes no obligation to update or otherwise correct or revise this information. However, AMD reserves the right to revise this information and to make changes from time to time to the content hereof without obligation of AMD to notify any person of such revisions or changes. AMD MAKES NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE CONTENTS HEREOF AND ASSUMES NO RESPONSIBILITY FOR ANY INACCURACIES, ERRORS OR OMISSIONS THAT MAY APPEAR IN THIS INFORMATION. AMD SPECIFICALLY DISCLAIMS ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE. IN NO EVENT WILL AMD BE LIABLE TO ANY PERSON FOR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES ARISING FROM THE USE OF ANY INFORMATION CONTAINED HEREIN, EVEN IF AMD IS EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. ATTRIBUTION Š 2009 Advanced Micro Devices, Inc. All rights reserved. AMD, the AMD Arrow logo, ATI, the ATI logo, AMD Phenom, Avivo, Catalyst, CrossFireX, OverDrive, PowerPlay, Radeon, and combinations thereof are trademarks of Advanced Micro Devices, Inc. Microsoft Windows and Vista are registered trademarks, of Microsoft Corporation in the United States and/or other jurisdictions. Other names are for informational purposes only and may be trademarks of their respective owners.

23 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential


24 | Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential

AMD Graphics Business Update  

Under Embargo Until Sept. 23, 2009 6:01 a.m. CEST | AMD Confidential Matt Skynner, VP and GM, GPU Division Trends: Graphics Matter More Than...

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