Hexus writes AMD's 40nm Ontario will start shipping to OEMs in Q4 2010, while Llano has been delayed for a couple of months due to a slower than anticipated progress of the 32nm yield curve.
"Ontario offers the ideal solution to meet demand for low power, small form factor computers that deliver a visual computing experience previously available only on high-end PCs," said AMD CEO Dirk Meyer in the call. "We're excited about the opportunities Ontario offers. It's a game-changer that significantly expands our addressable market.
"Based on strong customer demand and and accelerated engineering cycle, we now expect Ontario to be the first fusion APU we bring to market. We plan to ship Ontario APUs in the 4th quarter of this year - ahead of schedule. Customer systems based on Ontario are planned to be available early next year.
"Llano, our Fusion APU offering, aimed at the higher end of the client market is also generating positive customer response. However, in reaction to Ontario's market opportunities and a slower than anticipated progress up to 32 nanometer yield curve, we are switching the timing of the Ontario and Llano production ramps. Llano production shipments are still expected to occur in the first half of next year."