With the widespread rumors about new iterations of the current gaming consoles launching in the semi-near future, AMD CEO Lisa Su revealed during the company’s quarterly finacial conference call that the company has three gaming-related system-on-chip that will start influencing revenue during the second half of this year.
“We have a total of three design wins that have a lifetime revenue of about 1.5 billion or greater, and that will come across over the next three to four years. In addition we have our current game console business as well. When you look at the aggregate of that, we do expect to start ramping in that new business in the second half of the year, but we also expect the seasonal uplift of our traditional game console business.”
Su also mentioned that the business will take some time to ramp. This year will bring lower revenue compared to following ones since only half of the it will be impacted, and not all of the designs will be released before the end of the fiscal year. Business will reach a steady state over the “next few years.”
She also explained that the company expects both semi-custom shipments and revenue to keep growing annually:
“Based on our current visibility, we expect semi-custom shipments and revenue to grow on an annual basis based on strong demand for game consoles and the ramp of our previously announced new business in the second half of the year. “
At the moment we don’t know what platforms those chips are for, and predictably Su isn’t spilling the beans:
“I don’t believe that we’ve gone through any details on what those wins are. So I would prefer to let that come out as our costumers are ready to launch.”
Interestingly, we also heard that the Polaris GPU architecture (that according to some rumors could be at the core of new iterations of current consoles) is on track to ship in the second half of the year as well.