AMD just reported in their earnings call for Q4 2015 and there was something that would be of interest to a number of you. Apart from whatever they have managed to earn so far, AMD suggests they will sell even more in the second half of 2016 hinting at their hardware being used in the Nintendo NX as well as the PlayStation 4K.
While all this is yet to be confirmed, the earnings call refers to their EESC Segment (enterprise embedded and semi-custom segment) going up. Console hardware is a part of their EESC Segment.
Nintendo NX and PlayStation 4K Coming in H2 2016?
Moving on, in another part of their financials, they even directly talk about “new semi-custom business” in the second half of 2016, sales of gaming consoles going up in 2016, “some new design revenue in the second half of 2016” and even “new products.”
While they do not specifically mention PlayStation 4K or Nintendo NX, we know that those are the two consoles coming our way and also that Microsoft doesn’t sound likely to follow Sony’s lead here. Here’s an excerpt from the earnings call:
In our EESC segment, we had record shipments of our semi-custom SoCs powering the Playstation 4 and Xbox One game consoles.
Demand for game consoles looks strong for 2016 and we remain on track to generate additional revenue from new semi-custom business in the second half of 2016.
Game consoles — we see units going up 2016 to 2015. We’ve also said in the enterprise embedded and semi-custom segment that we will be ramping some new design revenue in the second half of 2016.
We have new products being introduced in both the businesses with the new design wins in the second half on the semi-custom side.
What this gives away to us is that the second half of 2016 launch of Nintendo NX and maybe even PlayStation 4K could be really possible – a listed company doesn’t talk about future expectations and budgets based on rumors, you know.