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Three years ago AMD told me about two architectures that would be the future of the company: Bobcat and Bulldozer. Here are some excerpts from an article I wrote after that meeting with AMD.

“Due out in the first half of 2009, AMD's Bulldozer core is the true revolutionary successor to the K8 architecture. While Barcelona and Shanghai are both evolutionary improvements to the current core, Bulldozer is the first ground-up redesign since the K7.”

“If Bulldozer is the architecture that will compete with Nehalem, Bobcat is what will compete with Silverthorne. Bobcat is yet another ground up design from AMD, also due out in the 2009 timeframe, but it will address a more power constrained portion of the market. Systems that require a 1 - 10W TDP will use Bobcat, while Bulldozer is limited to the 10 - 100W range (obviously with some overlap between the two). “

Well, 2009 didn’t happen. Nor will 2010. Bobcat is the closest with production in Q4 2010 and system availability in Q1 2011. Bulldozer is strictly 2011. The long road to a major redesign isn’t unusual and although we’re no where near the point of measuring performance of these parts, we’re getting closer.

AMD has Bobcat and Bulldozer silicon back in its labs and things apparently look good. Later today at Hot Chips 22, AMD will present further details on both of its next generation architectures. What we have here now is a sneak peak of what AMD is going to unveil at the conference later today.

The Three Chip Roadmap

While AMD is committed to a two architecture roadmap going forward (Bobcat and Bulldozer) we’ll see three fairly different chips addressing the various market segments in 2011.

Bobcat will do low end/low power (think netbooks and nettops), Llano will do mainstream notebooks (e.g. MacBook, HP Envy equivalent) and Bulldozer will be used for high end desktops and servers. Llano actually uses a Phenom II derived core so it’s technically a third architecture but I’d expect its market to eventually be split between Bobcat and Bulldozer based designs.

I’m going to start with Bobcat first as it’s the closest to production.