Advanced Micro Devices disclosed its updated roadmap at its Annual Financial Analyst Day. The main change in the perspective plan of the world’s second largest processor maker is postponement of the products made using 90nm technology process as well as uncovered code-names and some brief details about its future chips due to come in 2004 and 2005.
Slow Desktop Plans in 1H 2004
Since the push of the 90nm products into the second half of the year, we will not see a lot of new technology coming from
AMD’s positions during the 1H 2004 will be relatively strong, given that Intel launches its LGA775 platform only in late second quarter, while the Intel Pentium 4 processor with SSE3 technology at 3.80GHz is coming out only in the third quarter, according to the most-recent Intel’s plans. The Sunnyvale, California-based firm may find itself under heavy attack from Intel sometime in mid-Q3, when its main rival is projected to be ramping up its
As you see, we should not expect much from the first half of the year, nevertheless, I bet it should be a slow, but interesting one. I am extremely curious about AMD’s ability to push up the speeds of its 64-bit 0.13 micron parts.
AMD is set to release its Mobile Athlon 64 processor manufactured using the identical 0.13 micron Silicon-on-Insulator technology in the first half of 2004, probably sometime at a mid-point, to replace its current DTR Athlon 64 chip.
The 0.13 micron Mobile Athlon 64 processor will exist for only a number of months and will be replaced by a 90nm SOI chip called “
Yet another 0.13 micron core code-named “
Even though AMD’s mobile plans are rather conservative, AMD may eventually offer a rather successful lineup of mobile processors to address top-to-bottom market segments, supporting either 32-bit only or 64-bit extensions as well. The chips will be technically the same and the only difference between them will be in higher or lower power consumption and performance. The same strategy is deployed now.
AMD does not seem to have plans for specially designed chips for mobile applications, such as Intel’s Pentium M, next year.
Uncertain 2H 2004 Prospects
The second half of 2004 will be full of exciting announcements and beginning of AMD’s 90nm SOI ramp.
For the enterprise market AMD plans to introduce code-named
The Athlon 64 FX “
The Athlon XP “
In case AMD releases its 90nm chips in early second half of next year, it has enough chances to maintain its performance lead thanks to higher core-frequencies as a result of thinner manufacturing technology.
Provided that AMD launches its 90nm chips commercially only in the late second half of 2004, the company may loose performance lead in desktop market, as 0.13 micron process and K8 architecture may not provide enough core-clock flexibility for AMD and the company will be unarmed against Intel’s main weapon – the frequency of LGA775 Prescott CPUs.
Year 2005 on Horizon
Surprisingly, the Sunnyvale, California-based CPU company also revealed its long-term plans until the second half of 2005. As noted above, the
According to the roadmap, “
Earlier this year AMD discussed details of its dual-core Opteron CPUs and made it clear about manufacturing technology of the parts – 90nm SOI process. The officials did not specify the timeframes for the release, but it is surely either late 2005 or early 2006.
All 2005 chips will be made using 90nm SOI fabrication technology.