AMD have traditionally kept well out of the UMPC and netbook market but after recent news that they might have a value-oriented platform on the way, previous news that there was a 1Ghz part in the works and the appearance of the 1.2Ghz Turion X2 in the Raon Digital Everun Note I’m using to type this article, I’m wondering what’s really happening.

Image via CHW

It could be that AMD are simply able to offer multiple variants of existing cores for special projects. I’m sure if someone like HP knocks on the door, a lot of PowerPoint slides get produced, but maybe these are all variants of the same device with cores removed (or disabled) cache removed (or disabled) or clock multipliers locked.

I’ve measured the Turion X2 in the Everun Note as far as I can and when it’s locked at 800Mhz and with 70% cpu load, it adds about 7w of extra drain as reported by perfmon. At 1.6Ghz, 22W would seem a reasonable TDP figure to be quoting. Apparently, the new CPUs are to be paired with the 740 chipset but the 740 and 690 chipset from AMD are said to be pin compatible so is it possible that I already have one of these architectures here under my fingertips right now? For those that are interested, there’s an image from CPUID to the right here. I can certainly confirm that at 1.2Mhz, its much more powerful than an 1.6 Atom part so at 1.5Ghz, you’re almost competing with Core2Duos. (Not quite though, the Core2 architechture seems more powerful, clock-for-clock, than the X2 I have in the Note.)

Remember that Raon were the first people ever to get hold of the 600Mhz version of the AMD Geode LX, well perhaps they’ve got contacts in the right places and what we’re seeing in the Everun Note is exactly what’s coming to an AMD netbook soon.

There will be a lot of talk about this affecting Intel but I think the main problem is that this AMD CPU and Chipset is good enough for most notebook and even some desktop scenarios. Where Atom (Diamondville at 1.6Ghz) is good, it does have limits in everyday productivity use but the new AMD stuff will break that barrier and potentially, provide enough for a do-it-all cheap notebook, netbook or UMPC. That could really kill the traditional market and bring sizes and right down from 15" to 10 or 12." where people will be expecting sub $500 prices.