2006 AMD Analyst Day
Marty Seyer
Senior Vice President
Commercial Business
June 1, 2006
AMD Commercial Business Agenda
• Commercial Strategy
• AMD Incredible Momentum
– AMD OpteronTM processor
– Performance-Per-Watt
– Blades
• AMD64: The Innovation Architecture
– Server: Blade, 4P, SMP, Grids
– Platform: Torrenza, Trinity, Raiden
• AMD Leadership Continues
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June 1, 2006
Title of presentation
2006 Analyst Day
AMD Commercial Strategy
X
Grow Server Business to >20% market share
Expand
the Breach
Breaks
Free
Kick
in the
Door
Grow
Commercial
Client
Business
to >15%AMD
market
share
2006 Plan:
Future Picture:
2007-2008
• Drive open innovation
into platforms
• Define and drive new
client usage models
• Set the data center
agenda
• Leverage AMD
Opteron processor
success to expand
AMD64 markets
Future Picture:
2009-2010
• Lead in Quad Core
• Be preeminent in servers
• Serve all server
segments
• Be preeminent in new
clients
• Lead in new client
usage models
• Broadly adopted in
traditional clients
• Deliver open ecosystem innovation
• Increase system
channel presence
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June 1, 2006
Title of presentation
2006 Analyst Day
AMD Opteron Processor Incredible Growth
# of Opteron processor Platforms
50
45
40
35
30
25
20
15
10
5
0
50
AMD Opteron processor Market Share
25%
22%
20%
15%
10%
5%
2003
2004
2005
2006
0%
3Q03
1Q04
3Q04
1Q05
3Q05
1Q06
• Over 2x overall growth in the number of available AMD
Opteron processor-based platforms 2004-2005
• 2x growth in available platforms projected for 2006
• AMD Opteron processor market share has doubled annually
4
June 1, 2006
Sources: Mercury Research 1Q06, AMD (Data is x86 servers worldwide)
Title of presentation
2006 Analyst Day
Performance-Per-Watt Leadership
• Data center agenda has
been set: POWER
• Enterprise customers
asked AMD to take
leadership role in solving
data center power
concerns
• AMD is the performanceper-watt leader
5
June 1, 2006
Title of presentation
2006 Analyst Day
Taking Global Action on Customer Energy Use
• Founding Member of
The Green Grid
• Supported by
U.S. EPA & Alliance to
Save Energy
• Mission:
Best Practices & Metrics
www.TheGreenGrid.org
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June 1, 2006
Title of presentation
2006 Analyst Day
AMD64 – The Best Blade Architecture
Driving to >50% portfolio penetration with the market leaders
75%
ProLiant BL35p
ProLiant
BL45p
ProLiant BL25p
25% 90%
LS20
Scale Out
Series
HyperBlade
50% 40% 45% 33%
Primergy BX630
Blade Rack 2
pBlade
…Performance Per Watt Per Dollar Leadership
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June 1, 2006
Title of presentation
2006 Analyst Day
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
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June 1, 2006
Title of presentation
2006 Analyst Day
AMD64: The Innovative Platform of the Industry
267%!
>700%!
Blades
4P
SMP
Grids
9
250%
56%
200%
54%
150%
52%
100%
50%
50%
48% –
64as
Cores
Opteron
4P
AMD Opteron
• Computing
a service
Server
Blade Unit
Growth
Growth
• Platforms for software Overall
as a Blade
4P
Server Unit
Growth
service
Growth
Affordable
Flexible
2004
2005
– Secure
0%
46% –
June 1, 2006
2005
Title of presentation
Source:
Source:
Gartner,
Gartner
IDC
2006 Analyst Day
AMD Validated Solutions
Freedom of Choice
Confidence of Validation
One Face to the customer
One marketing program
One RMA interface
One solution provider program
Desktop
Mobile
CSIP: Commercial
CSIP: Commercial
Stable Image Platform Stable Image Platform
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June 1, 2006
Title of presentation
Server
• Validated Server
Program
• AMD True Server
2006 Analyst Day
AMD64 – Expanding Into New Markets
ATCA/Compact PCI
Blades for Telecommunications
Markets
Network Attached Storage
agámi Systems
AIS 3000 Series
AIS 6000 Series
NAS Appliances
Sun Netra CP3020
ATCA Blade
Performance Technologies
IPnexus CPC5564
CompactPCI blade
Adaptec Snap
Server 500 Series
NAS Appliance
HP ProLiant DL585
NAS Gateway
Advantech HT-2000
ATCA blade
Pinnacle Data Systems
inc. ATCA AMD blade
Telecommunications
Standard Service
Platform (TSSP)
Sun StorageTek 5320 NAS Appliance
Sun StorageTek 5320C NAS Appliance
Sun StorageTek 5320 NAS Gateway
PC & Workstation Blades
HP bc1500
…More to come!
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June 1, 2006
Title of presentation
2006 Analyst Day
Customer Centric Innovation: The Next Wave
IT Department
End Users
Customer Needs
AMD Solutions
Acceleration solutions
tailored to MY
enterprise needs
Torrenza
Security, virtualization,
manageability
Seamless upgrades and
integrated security
Trinity
Performance on demand
Reduce client TCO,
improve client experience
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June 1, 2006
Raiden
Access
to full PC data
anywhere, anytime
Title of presentation
2006 Analyst Day
Acceleration
solutions
Direct Connect Computing
Introducing “Torrenza”
The shortest route
An
Open Platform
between
two points
is a Direct Path…
OpteronTM
XML
Accelerator
Direct
Connect
Architecture
Accelerator
Gaming
AMD
Physics
8 GB/S
Direct Connect Architecture
…when computing or
innovating.
Imagine
It, Build It…
•
HTX Slot
•
Customer Centric
Accelerators
–
–
13
SRQ
Crossbar
Mem.Ctrlr
June 1, 2006
SRQ
Crossbar
HT
Mem.Ctrlr
8 GB/S
Partner
Optimized
Silicon
Media
FLOPs, XML, Gaming
Physics, etc.
Native
Dual-Core
Native
Dual-Core
HT
8 GB/S
Partner
Media
FLOPs
Optimized
HTX
Accelerator
Processor
Solution
PCI-E
Bridge
8 GB/S
USB
I/O Hub
PCI
Partner
Innovation
Community
Innovation
Title of presentation
2006 Analyst Day
Torrenza: Enabling partners to build the
most exciting solutions in history
“Basing differentiated products on the best open platform on the market”
John Fowler, EVP Systems Group, Sun
Enterprise
Technologies
“An ecosystem
that benefits across the markets”
Java of innovation
SOA
Network
Processing
Innovation Community
OEM Delivery
Ecosystem
Ecosystem
Players
Acceleration
solutions
Rod Adkins, VP, Systems and Technology, IBM
Markets
Players
SMP
• Established
Identified
XML
“Opens up a new way for HP to collaborate
our end customers”
$B market in
datawith
center
Scalable
Next-Gen
Application
Development
Gary Campbell, CTO, Industry
Standard Servers, HP
network platform
opportunities
Systems
Networking
Acceleration
Platforms
Storage
• Likely migration Content
“Enables our Adaptive Supercomputing strategy,
to server
tailoring the computer to the problem.”
platform
Steve Scott, CTO, Cray
IPTV
Scalable
Systems
FPGA
Next-Gen
Networking
Application
Acceleration
Math
Media
• Highly competitive
market in flux
• Known growth opp.
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Offload
Security
June 1, 2006
Development
Platforms
Enablement
Enterprise I/O
Technologies
Enablement Horizontal technology
VoIP IMS
to open markets
Telco
Media
Network Processing
Telco
Title of presentation
2006 Analyst Day
Jan Silverman
SVP Corporate Strategy and
Business Development
15
June 1, 2006
Title of presentation
2006 Analyst Day
Improving IT Operations
Security
Virtualization
Manageability
Introducing “Trinity”
Cohesive Security, Virtualization & Manageability
Trinity:
• Open Management Partition
• AMD Virtualization
• Presidio
AMD64
with built in
security and
virtualization
technology
Secure Virtualization
Platform OEM’s
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June 1, 2006
Title of presentation
2006 Analyst Day
Trinity: Open and Partner Extensible
OEM Management
Open
Management
Extensions
Partition
AMD
forManagement
AMD64TM
Enablement
Agents &
Apps
Agents &
Apps
OS
OS
VM 1
Secure Virtualization
Firmware
AMD Hardware
VM n
Security
Virtualization
Manageability
OMP for AMD64
• Open
• Extensible
• Secure and trusted
Secure Virtualization
• AMD Virtualization
• Presidio
• AMD I/0 Virtualization
AMD Hardware
• AMD64
• Direct Connect Architecture
• Open Platform Management
Architecture
• Direct Control
Secure at the Core; Trusted at the Edge
Managed Throughout
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June 1, 2006
Title of presentation
2006 Analyst Day
Commercial Clients need “reinventing”
IT
NIRVANA
CLIENT
COMPUTING CYCLES
• Centralized Manageability
•
Reduce TCO,
improve client
experience
STATEFUL
OR STATELESS CLIENT
END
USER NIRVANA
• Anywhere, anytime access to data
Delivering
Controlled Image Management
• Best in class devices delivering
Client Cycles
• Great Utilization
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June 1, 2006
situational computing
Title of presentation
2006 Analyst Day
Introducing “Raiden”: Delivering Client Cycles
AMD
Leadership in
Blade
Technology
AMD
Leadership in
Virtualization
1 Server:
many users
User
OS
User
OS
User
OS
Reduce TCO,
improve client
experience
AMD
Leadership in
NextThin
Generation
Clients
Computing
Streamed
Client OS
Server Blades
1 PC Blade:
few users
User
OS
User
OS
PC Blades
Streamed
Client OS
Endpoints
• Fastest growth in Server & PC
blades in market
• Leader in Server rack density &
Performance-Per-Watt
• Leading
Virtualization
performance
• AMD Geode Leading
Thin Computing
Processor in World
Sources: Gartner Group WW Q-Stats, AMD estimates
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June 1, 2006
Title of presentation
2006 Analyst Day
AMD: The Leader in Innovation
AMD64 Continued Leadership
AMD64 Innovation
Partner Innovation
Torrenza
• AMD Opteron processors
Traditional
Clientmarket share
Raiden
• Gaining
• Performance per watt leader
Virtualization
Dual Core
Trinity
AMD Virtualization
Performance
• AMD64
Quad
Core
Leading the industry to newPerformance
commercial
clients
Per
Watt
Price• Performance
64-Bit
Single Core• Superior architecture for blades
• Driving to open integration of security,
32-Bit
virtualization, and manageability
Core 0
Core 1
Cache for
Core 0
Cache for
Core 1
System Request Interface
(≥2200MHz)
& Crossbar Switch
HyperTransport™
System Bus
Memory
Controller
’03-’04 • AMD64
2005
2006
is THE open
innovation2007
platform
20
June 1, 2006
Title of presentation
2008
2006 Analyst Day
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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June 1, 2006
Title of presentation
2006 Analyst Day