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Technology changes so quickly that keeping abreast of developments in
the semiconductor and GPU industries is a task in itself.
Addressing this issue, Intel has numerous IDFs (Intel Developer Forums)
throughout the year, detailing its short-
and long-term plans. NVIDIA, too, invites analysts and journalists to a
number of editors' days, highlighting technology advances and, to some
extent, divulging upcoming product roadmaps. There's a certain security
that arises from knowing what billion-dollar companies are committing
their extensive research and development budgets to.
But what is AMD doing in 2008, and beyond? That question is especially
pertinent considering that the ATI acquisition is now history and any
further hiccups to product roadmaps cannot be placed at the door of
company integration.
That burning question, relating to how AMD intends to compete on
eclectic fronts, has been posed by many and was partially answered at
last week's Chief Technology Officers' Summit, held in Amsterdam,
Holland.
AMD's how-to-win strategy is based around the three pillars detailed in
the above slide. Giuseppe Amato - Technical Director for Sales and
Marketing, EMEA - detailed that whilst absolute performance was
important, given the exposure now placed upon 'green computing',
performance-per-watt was, really, the metric that concerned AMD the
most, especially in desktop and mobile environments. AMD's seemingly
given up on the top-dog CPU crown and has manifestly directed its
strategy towards providing value.
The latest iteration of GPUs have HD in their respective monikers and
AMD is pushing ultimate visual experience as a stated aim. Listening to
the presentation live, it appears as if AMD's not quite prepared to
yield the absolute performance ground (£300+ market) just
yet, which is incongruous to its current desktop CPU philosophy. It,
however, is still heavily concentrating on volume sales in the
volume-shifting £50-£150 space,
and that makes implicit sense. Lastly, Amato spoke at length as AMD not
only as a money-making business enterprise, but one with a conscience,
an enabler of technology to make life better. The 50x15 programme has
highlighted as an example of such (almost) altruistic behaviour, as
well as openness with its GPGPU programme.
But AMD is a business, and one that's not doing as well as most
commentators predicted a few years' ago.
AMD's focussing on providing solutions rather than single-SKU products
in 2008, we were told. As such, it's actively branding platforms in
each sector, focussing on the fact that the complete solution is more
than the sum of the constituent parts (Centrino, anyone?). We already
know about the desktop-oriented
Spider
platform (quad-core processor, 7-series chipset, and
3800-series GPUs) and we've covered the upcoming
Puma
notebook initiative in detail before (Griffin CPU, Mobility Radeon HD
3000 GPUs, and AMD 780 chipset). AMD detailed that a raft of Puma-based
notebooks are on track for release in Q2 2008, but would not be drawn
on OEM sign-ups for a platform that will inevitably compete with
Intel's well-established Centrino.
Perseus covers AMD's server proposition, represented by its quad-core
Barcelona processor, and Cartwheel will take in the Athlon/Phenom CPUs,
Radeon 3400-series GPUs, and the IGP-based 780 chipset.
Then there's the interesting area of AMD LIVE!, unvieled at CES this
year and based on the LIVE! Explorer user interface which
promises to redefine how we interface with content on our PCs.
As a wrap, Amato stressed that AMD product footprint ranges from
high-end server SKUs to handheld GPUs (200M-selling, by the way), and
that AMD was ideally placed to leverage its unique skillset in 2008.
What we think
AMD's aims for 2008 make sense, focussing on areas where it can at
least compete with its main competitors, NVIDIA and Intel.
It doesn't have to be the fastest in any particular area as long as it
can offer a compelling price-to-performance ratio. Its quad-core
processors are reasonably close to Intel's on a price-comparison basis;
the Radeon HD 3000-series GPUs offer a better all-round feature-set
(DisplayPort, UVD, etc) than NVIDIA's; and its doing well enough in the
DTV and handheld markets.
Yes, it doesn't have the big-buck marketing budget of its rivals and is
always step behind Intel in manufacturing process and capacity, but the
product portfolio and range of products is large enough for it not to
disappear overnight, as some doom-mongers are intent on believing.
AMD has a plan to leverage its CPU and GPU technologies in a rather
different way, come 2009. Formerly known
Fusion,
AMD's APUs are soon to arrive.
Read on to find out more.
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