AMD only made $462 million off of "Gaming". Console sales must be terrible.

A

asdasdasdbb

Member
It does include the discrete GPUs and the Steam Deck (I think) but it's mainly Sony and MS.

Especially being the quarter before the holiday season and the Pro's launch... this is real bad. It's like Microsoft didn't buy anything and Sony bought very little beyond what they had planned for the Pro launch.
 
asdasdasdbb said:
It does include the discrete GPUs and the Steam Deck (I think) but it's mainly Sony and MS.

Especially being the quarter before the holiday season and the Pro's launch... this is real bad. It's like Microsoft didn't buy anything and Sony bought very little beyond what they had planned for the Pro launch.
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What is the context? What do they usually make each year in this area?
 
consumer cpu's probably also fall under "gaming" i expect next earnings to be better with the x3d cpus launching and AMD's "DLSS" gpu's releasing most likely nexy year.
 
OP, that is such a lazy post. You could have put some data and context.

wccftech.com

AMD's Weak Q4 Guidance Leads To 7% Share Price Drop In Aftermarket Trading

AMD's shares fall after lackluster guidance points to a tight AI supply chain.
wccftech.com wccftech.com

However, even though AMD's Data Center revenue grew by nearly $2 billion, the gains were overshadowed by a sharp drop in Gaming revenue. The firm's Gaming division measures AMD's GPU and gaming GPU sales, and during Q3, Gaming revenue sat at $462 million for a stunning $1 billion drop over last year's $1.5 billion. In its investor presentation, AMD attributed the drop to "lower semi-custom revenue," implying that weak console sales were to blame for some of its woes.
Click to expand...

5o1vnYw.png
 
asdasdasdbb said:
It does include the discrete GPUs and the Steam Deck (I think) but it's mainly Sony and MS.

Especially being the quarter before the holiday season and the Pro's launch... this is real bad. It's like Microsoft didn't buy anything and Sony bought very little beyond what they had planned for the Pro launch.
Click to expand...
The program is over, no need to push that all consoles are tanking when it's just one.
 
Playstation is selling 40% less than last years, Xbox is disappearing and steam deck possibly sells less than vita
 
Xbox sales are almost dead.
Sony's sales are 30-40% down yoy and they probably have a huge inventory of APUs they likely bought in millions last year as soon as they had the chance to avoid future shortages situations.
So they likely slowed down orders beyond actual sales and the Pro shipments are the only bright spot.
Things should rebounce next year at least in relative terms.
 
SlimySnake said:
wow thats a massive drop.

probably means MS isnt going with them, and Sony is cutting down their PS5 silicon shipments too.
Click to expand...

It's still too early for any money to show up, from the next next-gen consoles.
What it means is that console sales have slowed down a lot. Especially Xbox.
Sony and MS might have bought many chips in advance in the previous year, and since sales have gone down, they probably don't ned to buy many new ones from AMD.

The PC GPU part is probably also having some effect, as most people are now waiting for the next generation of GPUs, be it from AMD, Nvidia and Intel.
 
PlayStation is doing very well.

All the rest has collapsed from AMD.

Xbox - Dead
Steam Deck - Irrelevant
Discrete GPUs - Dead
 
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The problem is that AMD is putting all their fab allocation into higher margin markets. This headliner might overshadow the 122% revenue growth (gaming revenue decrease included) and higher margins over the same quarter last year.
 
TBiddy said:
Isn't Playstation sales down 30-40% YoY?

Edit: Also - wtf. "Discrete GPUs - dead"?
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you expect infinite sales? do you know how much ps5 sells for the past few years?
 
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TBiddy said:
Edit: Also - wtf. "Discrete GPUs - dead"?
Click to expand...

AMD is holding off on their next GPU release because they've got an oversupply of current gen cards that they're having trouble selling. Their PC graphics cards have been underperforming this whole generation (7000 series).
 
lh032 said:
you expect infinite sales? do you know how much ps5 sells for the past few years?
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Ronin_7 claims "the rest has collapsed." Playstation is down 30-40% YoY. Isn't that a collapse? They are still outselling all the others, so it's not like they're in trouble or anything. No need to get all defensive.

Ronin_7 said:
Context matters.

If you're down from a billion, you're still doing great. But if you're down from nothing, you're doing even worse.
Click to expand...

If you're selling a billion consoles in 2023 and you drop down to 600 million the year after, I'd say that's a collapse in sales as well. How would you define a collapse if not that?

rm082e said:
AMD is holding off on their next GPU release because they've got an oversupply of current gen cards that they're having trouble selling. Their PC graphics cards have been underperforming this whole generation (7000 series).
Click to expand...

Interesting. I didn't know that. If that was what he meant, he should probably have written that.
 
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TBiddy said:
Ronin_7 claims "the rest has collapsed." Playstation is down 30-40% YoY. Isn't that a collapse? They are still outselling all the others, so it's not like they're in trouble or anything. No need to get all defensive.



If you're selling a billion consoles in 2023 and you drop down to 600 million the year after, I'd say that's a collapse in sales as well. How would you define a collapse if not that?



Interesting. I didn't know that. If that was what he meant, he should probably have written that.
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that is not a collapse, that is a drop.
 
TBiddy said:
Ronin_7 claims "the rest has collapsed." Playstation is down 30-40% YoY. Isn't that a collapse? They are still outselling all the others, so it's not like they're in trouble or anything. No need to get all defensive.
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No. It sold a lot last year, which is why it's down this year.
 
Mr Moose said:
No. It sold a lot last year, which is why it's down this year.
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do we have PS4 4th year vs PS5 4th year numbers?

the last quarter I saw was PS4 doing better than PS5. The drop is not supposed to be that drastic in year 4. year 5 and year 6 maybe.

It's possible that the PC focus has cost them some sales. Especially with release windows getting narrower and narrower. Id guess maybe 10-15%. the rest can be attributed to the Pro launching a year late and the insanely high price of the base consoles.

Whatever the case. the drop is massive and they should be cleaning up with Xbox all but dead, Nintendo out of the console market and Switch in its 8th year. the fact that they are seeing drops when they should be cutting into the nintendo and xbox market is not great news.
 
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rm082e said:
AMD is holding off on their next GPU release because they've got an oversupply of current gen cards that they're having trouble selling. Their PC graphics cards have been underperforming this whole generation (7000 series).
Click to expand...
Which is shortsighted AF. They are not selling for the current price and won't be selling in the foreseeable future.

They need to fire sale these. Nvidia is going to start dropping new cards come CES and if AMD isn't able to show anything they are in trouble.
 
asdasdasdbb said:
It does include the discrete GPUs and the Steam Deck (I think) but it's mainly Sony and MS.

Especially being the quarter before the holiday season and the Pro's launch... this is real bad. It's like Microsoft didn't buy anything and Sony bought very little beyond what they had planned for the Pro launch.
Click to expand...

How much do you think AMD makes off each SoC they sell to Sony & MS?

I think you're massively overestimating the real number. These are high volume very low margin parts for AMD. TSMC alone charges in excess of $15k per wafer for their bleeding edge process nodes, and whilst console don't use the bleeding edge nodes, they're still made on an EUV node which will be somewhere between $10 and $12k per wafer.

If Sony gets 250 dice from each wafer, that's $40 per chip to the fab, TSMC alone. So AMD is probably only earning something like $10-11 per chip margin on each SoC (could be even less). The real money of the console semi-custom contract is in the engineering manhours for the up front chip design which Sony pays in the multiple billions.
 
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SlimySnake said:
do we have PS4 4th year vs PS5 4th year numbers?

the last quarter I saw was PS4 doing better than PS5. The drop is not supposed to be that drastic in year 4. year 5 and year 6 maybe.

It's possible that the PC focus has cost them some sales. Especially with release windows getting narrower and narrower. Id guess maybe 10-15%. the rest can be attributed to the Pro launching a year late and the insanely high price of the base consoles.

Whatever the case. the drop is massive and they should be cleaning up with Xbox all but dead, Nintendo out of the console market and Switch in its 8th year. the fact that they are seeing drops when they should be cutting into the nintendo and xbox market is not great news.
Click to expand...
8wghxchvp1271.png

Not sure how accurate it is.
 
SlimySnake said:
do we have PS4 4th year vs PS5 4th year numbers?

the last quarter I saw was PS4 doing better than PS5. The drop is not supposed to be that drastic in year 4. year 5 and year 6 maybe.

It's possible that the PC focus has cost them some sales. Especially with release windows getting narrower and narrower. Id guess maybe 10-15%. the rest can be attributed to the Pro launching a year late and the insanely high price of the base consoles.

Whatever the case. the drop is massive and they should be cleaning up with Xbox all but dead, Nintendo out of the console market and Switch in its 8th year. the fact that they are seeing drops when they should be cutting into the nintendo and xbox market is not great news.
Click to expand...
the ps4 sold around 70 million and the ps5 is at 60
 
SlimySnake said:
do we have PS4 4th year vs PS5 4th year numbers?

the last quarter I saw was PS4 doing better than PS5. The drop is not supposed to be that drastic in year 4. year 5 and year 6 maybe.

It's possible that the PC focus has cost them some sales. Especially with release windows getting narrower and narrower. Id guess maybe 10-15%. the rest can be attributed to the Pro launching a year late and the insanely high price of the base consoles.

Whatever the case. the drop is massive and they should be cleaning up with Xbox all but dead, Nintendo out of the console market and Switch in its 8th year. the fact that they are seeing drops when they should be cutting into the nintendo and xbox market is not great news.
Click to expand...

We are still half way in this gen and most people will still stick with Xbox, i dont think people just going to "give up" on xbox and jump to PS? not that simple imo.

next gen could be different story though
 
lh032 said:
why do you consider 40% to be a collapse?
Click to expand...

It's a very large drop in sales, so I'd say it's a collapse.

I'll ask again - How large a drop would it have to be for you to agree to call it a collapse? 80%? 100%?
 
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