Abstract
Although AMD has just recently grabbed attention with significant gains in
market share, much of the shift in momentum is the result of many changes in
the company, market, and technology. AMD is now facing changing market
dynamics and an invigorated competitor. In addition, the war between AMD and
Intel is moving beyond the processors to a new battle over the entire
platform. This report examines the changes in the competitive environment and
how AMD is positioned for the future through new products, initiatives, and
acquisitions (ATI).
Table of Contents
- Executive Summary
- Introduction
- Methodology
- A Decade of New Opportunities
- Changing Ecosystem
- Changing Strategies
- The Age of Multicore
- AMD Answers Intel's Challenge
- AMD's New PC Lineup
- Desktop PC
- Energy Efficient
- Mobile PC
- New Processor Roadmaps
- A Bundle of New Platforms
- 4x4
- Torrenza
- Trinity
- Raiden
- An Investment in Software
- New Manufacturing Capacity
- New AMD Image
- New Ally
- The New Competitive Landscape
- The Looming Platform Battle
- Summary
- List of Tables
- Table 1. New AMD Performance and Mainstream Desktop PC Processors
- Table 2. New AMD Value Desktop PC Processors
- Table 3. New AMD Mainstream Energy Efficient Desktop PC Processors
- Table 4. New AMD Value Energy Efficient Desktop PC Processors
- Table 5. New AMD Performance and Mainstream Mobile PC Processors
- Table 6. New AMD Value Mobile PC Processors
- Table 7. AMD Live Software Suite
- List of Figures
- Figure 1. AMD Quarterly PC and Server Market Share
- Figure 2. AMD Processor Roadmap
- Figure 3. Die Plot of the Quad-Core Desktop PC and Server Processor
- Figure 4. Possible Server Processor Configurations with HyperTransport
3.0 Interface
- Figure 5. AMD 4x4 Platform Configuration
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