04 amd fad2010 emilio_ghilardi_final

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Page 1: 04 amd fad2010 emilio_ghilardi_final
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AMD 2010 Financial Analyst Day

Emilio GhilardiSenior Vice President and Chief Financial Officer

November 9, 2010

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| AMD 2010 Financial Analyst Day | November 9, 20103

Agenda

A Simple Strategy

Sell-in and Sell-out

Our Customers

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| AMD 2010 Financial Analyst Day | November 9, 20104

Profitable Growth

A Simple Strategy

Key Partnerships acrossthe entire PC ecosystem

Sell-in: Co-design winning platforms

Sell-out: Make the platforms successful in the market

Objective

Strategy

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| AMD 2010 Financial Analyst Day | November 9, 20105

Targeting the Entire Ecosystem

ODMs Global PC Players

Local OEMs& Component

ChannelConsumers

SMB

Public Sector/EnterpriseISVs

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| AMD 2010 Financial Analyst Day | November 9, 20106

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| AMD 2010 Financial Analyst Day | November 9, 20107

Courtesy of Apple

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| AMD 2010 Financial Analyst Day | November 9, 20108

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| AMD 2010 Financial Analyst Day | November 9, 20109

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| AMD 2010 Financial Analyst Day | November 9, 201010

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| AMD 2010 Financial Analyst Day | November 9, 201011

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| AMD 2010 Financial Analyst Day | November 9, 201012

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| AMD 2010 Financial Analyst Day | November 9, 201013

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| AMD 2010 Financial Analyst Day | November 9, 201014

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| AMD 2010 Financial Analyst Day | November 9, 201015

We Have Never Had So Many Exciting Products...

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| AMD 2010 Financial Analyst Day | November 9, 201016

Our Customers’ Point of View…

Sell-in:

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| AMD 2010 Financial Analyst Day | November 9, 201017

We Will Continue to Invest in Sales Coverage

Retail headquarters and stores coverage leveraging OEMs’ Go-to-Market investments

Distributors and resellers coverage

Sales coverage of Global Fortune 2000 enterprise accounts and selected public sector entities

Consumer SMBGo-to-Market Go-to-Market

Public SectorEnterprise

Go-to-Market

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| AMD 2010 Financial Analyst Day | November 9, 201018

We will Optimize ‘One Profitable AMD Channel’

Drive Component and SMB Alignment

Win Graphics Board Channel Expand Coverage with

AMD Fusion Partner Program

Leverage graphics leadership in high-growth market

Leverage sales resources across Component and System Partners

Broader and deeper channel coverage

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| AMD 2010 Financial Analyst Day | November 9, 201019

Plenty of Opportunities…

NorthAmerica

WesternEurope

GreaterChina

3.2

1.71.0

1.8

0

1

2

3

4

2010 Regional Client Markets(Millions of Units)

2010 Regional Server Markets(Millions of Units)

NorthAmerica

WesternEurope

GreaterChina

Rest of World

82.9 81.2 72.7

118.7

0

20

40

60

80

100

120

140

4.4%

9.5% 9.1%

14.1%

0%

3%

6%

9%

12%

15%

Server Client Server ClientDeveloped

MarketsEmergingMarkets

3 Year CAGR 2011-2013

Source: AMD Internal Estimates

Developed Markets are defined as North America, Western Europe, and Japan / Korea. All remaining regions make up the Emerging Markets.

Rest of World

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| AMD 2010 Financial Analyst Day | November 9, 201020

Profitable Growth

Perfecting the Execution of a Simple Strategy

Key Partnerships acrossthe entire PC ecosystem

Sell-in: Co-design winning platforms

Sell-out: Make the platforms win in the market

Objective

Strategy

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| AMD 2010 Financial Analyst Day | November 9, 201021

DISCLAIMER

The information presented in this document is for informational purposes only and may contain technical inaccuracies,omissions and typographical errors.The information contained herein is subject to change and may be rendered inaccurate for many reasons, including but notlimited to product and roadmap changes, component and motherboard version changes, new model and/or product releases,product differences between differing manufacturers, software changes, BIOS flashes, firmware upgrades, or the like. AMDassumes no obligation to update or otherwise correct or revise this information. However, AMD reserves the right to revisethis information and to make changes from time to time to the content hereof without obligation of AMD to notify any personof such revisions or changes.

AMD MAKES NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE CONTENTS HEREOF AND ASSUMES NORESPONSIBILITY FOR ANY INACCURACIES, ERRORS OR OMISSIONS THAT MAY APPEAR IN THIS INFORMATION.

AMD SPECIFICALLY DISCLAIMS ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR ANY PARTICULARPURPOSE. IN NO EVENT WILL AMD BE LIABLE TO ANY PERSON FOR ANY DIRECT, INDIRECT, SPECIAL OR OTHERCONSEQUENTIAL DAMAGES ARISING FROM THE USE OF ANY INFORMATION CONTAINED HEREIN, EVEN IF AMD ISEXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

ATTRIBUTION

© 2010 Advanced Micro Devices, Inc. All rights reserved.

AMD, the AMD arrow logo, AMD Athlon, AMD Phenom, Radeon and combinations thereof, are trademarks of Advanced MicroDevices, Inc. All other products names and logos are for reference only and may be trademarks of their respective owners.