AMD at its Financial Analyst Day detailed plans for its next phase of growth driven by multi-generational high-performance CPU and GPU roadmaps and aggressive technology investments designed to deliver leadership products and disruptive solutions.
AMD at its Financial Analyst
Day detailed plans for its next phase of growth driven by
multi-generational high-performance CPU and GPU roadmaps and aggressive
technology investments designed to deliver leadership products and disruptive
solutions.
“Our multi-generational computing
and graphics roadmaps are designed to significantly accelerate revenue growth
and deliver strong shareholder returns,” said Dr. Lisa Su, AMD president and
CEO. “We are focused on relentlessly executing our leadership IP roadmaps and
aggressively introducing advanced technologies to drive sustained market share
gains across the large and growing high-performance PC, gaming and data center
markets.”
Technology Updates
Having shipped more than 260
million “Zen” x86 cores in our AMD Ryzen™ and AMD EPYC™ processors, AMD shared
plans to build on this success with next-generation CPU core, packaging and
interconnect innovations:
• AMD
plans to introduce the first processors based on its next-generation “Zen 3”
core in late 2020. The “Zen 4” core is currently in design and is targeted to
use advanced 5nm process technology.
• AMD
unveiled plans to expand its chiplet and die stacking leadership, including new
“X3D” packaging that combines chiplets and hybrid 2.5D and 3D die stacking to
deliver more than a 10x increase in bandwidth density.
• AMD
announced its upcoming 3rd Generation AMD Infinity Architecture with optimized
CPU and GPU memory coherency that can enable significant performance
improvements and simplify the software programming required for accelerated
computing solutions by allowing the CPU and GPU to seamlessly and coherently
share the same memory.
• AMD
is building on its strong product security portfolio with expanded features.
AMD announced it joined the Confidential Computing Consortium, a group of
leading hardware and software companies working to close gaps to protect data
through its entire lifecycle.
To address the growing number and
diversity of GPU workloads, AMD announced a multi-generational roadmap to
deliver two optimized graphics architectures for gaming and data center compute
markets:
• The
AMD Radeon™ DNA (AMD RDNA) architecture was designed for gaming and is
currently powering the award-winning AMD Radeon™ RX 5000 series GPUs. The
next-generation AMD RDNA 2 architecture is planned to deliver a 50%
performance-per-watt improvement over the first-generation AMD RDNA
architecture. It will support hardware-accelerated ray tracing, variable rate
shading (VRS) and other advanced features. The first AMD RDNA 2-based products
are expected to launch in late 2020.
• AMD
unveiled its new AMD Compute DNA (AMD CDNA) architecture, designed to accelerate
data center compute workloads. The first-generation AMD CDNA architecture,
planned to launch later this year, includes 2nd Generation AMD Infinity
Architecture to enhance GPU to GPU connectivity and is optimized for machine
learning and high-performance computing applications. The follow-up AMD CDNA 2
architecture will support 3rd Generation AMD Infinity Architecture to enable
next generation exascale-class supercomputers.
• Expanding
on previous generations of the ROCm open source software platform for the data
center, AMD plans to introduce ROCm 4.0 later this year as a complete software
solution for high-performance computing exascale systems and machine learning
workloads.
Data Center Market Updates
Since 2017, AMD has delivered
significant innovation to the data center market. AMD outlined an aggressive
roadmap of leadership products, building on the execution of its first and
second generation AMD EPYC server processors, and detailed its plans to drive
continuous innovation across a wide range of growing markets within the data
center:
• AMD
is powering the future of exascale computing with its CPU, GPU, interconnects
and software products, including the recently announced El Capitan
supercomputer at Lawrence Livermore National Laboratory. Expected to come
online in 2023, El Capitan is expected to deliver more than 2 exaFLOPs of
double-precision performance, making it more powerful than today’s 200 fastest
supercomputers combined.
• AMD
is continuing to gain traction with its 2nd Generation AMD EPYC™ processors in
enterprise, cloud and HPC markets based on delivering performance leadership
and TCO advantages across the most important enterprise and cloud workloads. In
2020 we expect more than 150 AMD EPYC processor-powered cloud instances and 140
server platforms to be available.
• AMD
is unlocking accelerated computing with new technologies including AMD CDNA
architecture, 3rd Generation Infinity Architecture and the ROCm 4.0 software
platform, all of which will support the AMD-powered Frontier and El Capitan
supercomputers.
Computing and Graphics Market
Updates
AMD is well positioned to drive
sustained growth in the PC and gaming markets with its leadership AMD Ryzen™
processors, AMD Radeon™ graphics and semi-custom products. Since 2017, AMD has
nearly doubled both client unit shipments and market share, built off a broad
portfolio of performance-leading desktop, high-end desktop (HEDT) and notebook
processors. In the gaming segment, AMD partners with world-class brands to
bring AMD Radeon graphics to more than 500 million gamers on the most popular
devices, with the opportunity to address 2.5 billion gamers worldwide. With
Microsoft and Sony, AMD has established long-term relationships to continue
market leadership as the number one silicon provider for game consoles.
In 2020 and beyond, AMD sees
significant opportunities to drive continued growth across its computing and
graphics portfolio:
• AMD
expects to grow its performance leadership with the ramp of its 7nm “Zen
2”-based 3rd Generation AMD Ryzen™ processors designed specifically for
desktops and notebooks across the consumer and commercial segments. Built to
optimize the user experience in these markets, the newest AMD Ryzen processors
deliver outstanding performance, responsiveness, battery-life and security
features for the most demanding workloads. AMD is on track to bring increased
performance to the gaming, content creation and productivity markets when it
delivers the first “Zen 3”-based AMD Ryzen™ product in 2020.
• AMD
plans to deliver a full stack of high-performance, AMD RDNA
architecture-powered graphics products to further expand the AMD Radeon install
base. Extending the outstanding performance of the Radeon RX 5000 series, AMD
RDNA 2-based “Navi 2X” GPUs will bring uncompromised 4K gaming, new features
including hardware-based ray tracing support and a significant performance
uplift.
Statement on COVID-19
As the outbreak of COVID-19
continues to evolve, the health and wellbeing of AMD employees, customers,
partners and the members of the communities in which we operate are of the
utmost importance. AMD greatly appreciates the commitment of the individuals
and organizations working tirelessly to address this public health situation
globally.
At its 2020 Financial Analyst Day,
AMD reiterated its first quarter 2020 financial guidance. AMD expects the impact from COVID-19 in the
first quarter to be modest, potentially resulting in revenue coming in at the
lower end of the guidance of approximately $1.8 billion, plus or minus $50
million. Full year 2020 financial guidance remains unchanged.
COMMENTS