As many of you know both Sony’s PlayStation 4 console and Xbox One are powered by AMD parts. Both of these consoles were released back in 2013 and are ending their life-cycle. While a 2020 release for new consoles from Sony and Microsoft is just speculation at this point, in AMD’s latest financial earnings call, AMD CEO Lisa Su might have hinted that 2020 will be the release for these consoles.
“So, yes, we are very pleased with our partnership and expanding our partnership with Sony on their next-generation consoles”, she said when asked about semi-custom business in the future. “As we see, the semi-custom business at this point, we still believe that it’s going to be down substantially in 2019, let’s call it approximately 20%-plus. And then as we go into 2020, without talking about any specific customer, we believe that semi-custom will return to a growth business for us in 2020 and beyond.”
Based on that AMD expects their semi-custom to grow in 2020 due to the launch of the PlayStation 5 or next Xbox console. Sony has already stated that they will not be releasing the next PlayStation console before April 2020.