Subject: General Tech | February 14, 2012 - 12:14 PM | Jeremy Hellstrom
Tagged: amd, Mark Papermaster, fad, Financial Analyst Day, Rory Read
If you haven't had a chance to read through The Tech Report's breakdown of AMD's Financial Analyst Day and the speech that the new CEO Rory Read gave. Rory replaced long time CEO Dirk Meyer at the helm of AMD after the large shake up AMD underwent late in 2011 and this was one of his first chances to describe his vision for AMD and the market in 2012. He spend a fair amount of time on low power processors and ultramobile form factors, describing his vision of AMD outflanking Intel at that market segment. With a history of lower pricing and recent low power processor families, he sees Brazos as a much better alternative than Intel's Ultrabook and especially the anemic Atom line. He also discussed ARM, not only as a possible future competitor for what used to be be AMD and Intel's exclusive turf as well as possible future competition for AMD's planned SoC products. Read on for more.
"AMD has a new management team and a new direction. They recently shared their vision for the company's future, and we were there, listening and then chatting with new CTO Mark Papermaster. Read on for our report."
Here is some more Tech News from around the web:
- Google Wallet falls open after casual hack @ The Register
- RIM extends its free Playbook offer @ The Inquirer
- Ultrabook prices to drop 20-30% in early March to April @ DigiTimes
- AMD to release six Trinity chips by October @ The Inquirer
- Intel, Nvidia to showcase latest technologies at MWC 2012 @ DigiTimes
- HP previews ProLiant Gen8 servers @ The Register
- Two interesting demos at AMD FAD 2012 @ SemiAccurate
- GK104 pops up in the wild @ SemiAccurate
- Toddy Smartcloth Screen Cleaner @ TechwareLabs
- Trendnet TPL-307E2K Powerline Adapter kit @ Rbmods
- VMware's Virtual GPU Driver Is Running Fast @ Phoronix
- easyCover Nikon D90 Camera Case @ TechwareLabs
- 7.8GHz AMD LN2 Overclocking at GIGABYTE Extreme OC Workshop @ Tweaktown
- Win a Steelseries Kana Mouse plus a Qck Mouse Pad @ Funky Kit
- Win two 8GB Kits of G.Skill Low Profile Extreme DDR3 ARES Memory! @ Kitguru
Subject: General Tech | February 3, 2012 - 12:13 PM | Jeremy Hellstrom
Tagged: ultrabook, amd, Financial Analyst Day, trinity
While Intel struggles to find a away to reduce costs to hit their self imposed $1000 limit on the price for ultrabooks without comprimising the quality of the machine, AMD is leveraging an old strength and a new one. The old strength is familiar to any long time PC fan, AMD's chips are less expensive than Intel's which gives them some nice monetary leeway when creating low cost systems. The new strength is Trinity, the next generation Llano, and the impressive graphics performance packaged in the same substrate and the smooth way it can integrate with a discreet GPU to give desktop like performance.
One of the benefits Trinity will bring is what AMD called 'All day' battery life, with a 12 hour lifespan predicted. Trinity uses half the power of Llano as well as featuring an improved graphics core which they predict to be half again as powerful as Intel's HD Graphics. They also predict the new Bulldozer architecture will increase general computing power. Check out the slides at SemiAccurate for more information.
"Much has been said about Intel’s new Ultrabook form factor. But new details from AMD’s Financial Analyst Day are radically changing the prospective competitive landscape that 2012 has to offer. During Intel’s Q3 conference call certain Intel executives were confident that AMD would always be offering a lower cost alternative to Intel products. But it seems that thing are not turning out the way that the cunning marketeers behind Intel’s “visibly smart” 2nd generation Core processors had hoped."
Here is some more Tech News from around the web:
- More details about some new AMD cores @ SemiAccurate
- AMD sets out its plans for 2013, hints at a possible ARM future @ Ars Technica
- Motherboard prices to hike by 10% at end of 1Q12 @ DigiTimes
- Understanding AMD's Roadmap & New Direction @ AnandTech
- Intel promotes two executives to senior vice president @ DigiTimes
- AMD doubles down on existing Opteron server sockets @ The Register
- Ubuntu 12.04 ARM Performance Becomes Very Compelling @ Phoronix
- David vs Goliath: Can AMD Stand and Fight? @ Hi Tech Legion
AMD Gives a Glimpse of the Near Future
AMD has released an updated roadmap for these next two years, and the information contained within is quite revealing of where AMD is going and how they are shifting their lineup to be less dependent on a single manufacturer. The Financial Analyst Day has brought a few surprises of where AMD is headed, and how they will get there. Rory Read and Mark Papermaster have brought a new level of energy to the company that seemingly has been either absent or muted. Sometimes a new set of eyes on a problem, or in this case the attitudes and culture of a company, can bring about significant changes for the positive. From what we have seen so far from Rory and company is a new energy and direction for AMD. While AMD is still sticking to their roots, they are looking to further expand upon their expertise in some areas, all the while being flexible enough to license products from other companies that are far enough away from AMD's core competence that it pays to license rather than force engineers to re-invent the wheel.
The roadmaps cover graphics, desktop, mobile, and server products through 2013.
This first slide is a snapshot of the current and upcoming APU lineup. Southern Islands is the codename for the recently released HD 7000 series of desktop parts. This will cover products from the 7700 level on up to the top end 7990. Of great interest are the Brazos 2.0 and Hondo chips. AMD had cancelled the "Krishna" series of chips which would have been based on Bobcat cores up to 4 on 28 nm. Details are still pending, but it seems Brazos 2.0 will still be 40 nm parts but much more refined so they can be clocked higher and still pull less power. Hondo looks to be the basic Brazos core, but for Ultra Low Power (lower clocks, possibly disabled units, etc.) which would presumably scale to 5 watts and possibly lower.