270°

AMD gaming revenue declined massively year-over-year, CFO says the demand is 'weak'

Poor Xbox sales have affected AMD’S bottom line

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tweaktown.com
RonsonPL17d ago

Oh wow. How surprising! Nvidia overpriced their RTX cards by +100% and AMD instead of offering real competition, decided to join Nvidia in their greedy approach, while not having the same mindshare as Nvidia (sadly) does. The 7900 launch was a marketing disaster. All the reviews were made while the card was not worth the money at all, they lowered the price a bit later on, but not only not enough but also too late and out of "free marketing" window coming along with the new card generation release. Then the geniuses at AMD axed the high-end SKUs with increased cache etc, cause "nobody will buy expensive cards to play games" while Nvidia laughed at them selling their 2000€ 4090s.
Intel had all the mindshare among PC enthusiasts with their CPUs. All it took was a competetive product and good price (Ryzen 7000 series and especially 7800x3d) and guess what? AMD regained the market share in DYI PCs in no time! The same could've have happened with Radeon 5000, Radeon 6000 and Radeon 7000.
But meh. Why bother. Let's cancell high-end RDNA 4 and use the TSMC wafers for AI and then let the clueless "analysts" make their articles about "gaming demand dwingling".

I'm sure low-end, very overpriced and barely faster if not slower RDNA4 will turn things around. It will have AI and RT! Two things nobody asked for, especially not gamers who'd like to use the PC for what's most exciting about PC gaming (VR, high framerate gaming, hi-res gaming).
8000 series will be slow, overpriced and marketed based on its much improved RT/AI... and it will flop badly.
And there will be no sane conclusions made at AMD about that. There will be just one, insane: Gaming is not worth catering to. Let's go into AI/RT instead, what could go wrong..."

Crows9016d ago

What would you say would be the correct pricing for new cards?

Very insightful post!

RonsonPL16d ago

That's a complicated question. Depends on what you mean. The pricing at the release date or the pricing planned ahead. They couldn't just suddenly end up in a situation where their existing stock of 6000 cards is suddenly unsellable, but if it was properly rolled out, the prices should be where they were while PC gaming industry was healthy. I recognize the arguments about inflation, higher power draw and PCB/BOM costs, more expensive wafers from TSMC etc. but still, PC gaming needs some sanity to exist and be healthy. Past few years were very unhealthy and dangerous to whole PC gaming. AMD should recognize this market is very good for them as they have advantage in software for gaming and other markets while attractive short term, may be just too difficult to compete at. AI is the modern day gold rush and Nvidia and Intel can easily out-spend AMD on R&D. Meanwhile gaming is tricky for newcomers and Nvidia doesn't seem to care that much about gaming anymore. So I would argue that it should be in AMDs interest to even sell some Radeon SKUs at zero profit, just to prevent the PC gaming from collapsing. Cards like 6400 and 6500 should never exist at their prices. This tier was traditionally "office only" and priced at 50$ in early 2000s. Then we have Radeons 7600 which is not really 6-tier card. Those were traditionally quite performant cards based on wider than 128-bit memory bus. Also 8GB is screaming "low end". So I'd say the 7600 should've been available at below 200$ (+taxes etc.) as soon as possible, at least for some cheaper SKUs.For faster cards, the situation is bad for AMD, because people spending like $400+ are usually fairly knowledgable and demanding. While personally I don't see any value in upscallers and RT for 400-700$ cards, the fact is that especially DLSS is a valuable feature for potential buyers. Therefore, even 7800 and 7900 cards should be significantly cheaper than they currently are. People knew what they were paying for when buying Radeon 9700, 9800, X800, 4870 etc. They were getting gaming experience truly unlike console or low-end PC gaming. By all means, let's have expensive AMD cards for even above $1000, but first, AMD needs to show value. Make the product attractive. PS5 consoles can be bought at 400$. If AMD offers just a slightly better upscalled image on the 400$ GPU, or their 900$ GPU cannot even push 3x as many fps compared to cheap consoles, the pricing acts like cancer on PC gaming. And poor old PC gaming can endure only so much.

MrCrimson16d ago

I appreciate your rant sir, but it has very little to do with gpus. It is the fact that the PS5 and Xbox are in end cycle before a refresh.

RonsonPL15d ago

Yes, but also no. AMD let their PC GPU marketshare to shrink by a lot (and accidentally helped the whole market shrink in general due to bad value of PC GPUs over the years) and while their console business may be important here, I'd still argue their profits from GPU division could've been much better if not for mismanagement.

bababooiy16d ago

This is something many have argued over the last few years when it comes to AMD. The days of them selling their cards at a slight discount while having a similar offering are over. Its not just a matter of poor drivers anymore, they are behind on everything.

RNTody16d ago (Edited 16d ago )

Great post. I went for a Nvidia RTX 3060Ti which was insane value for money when I look at the fidelity and frame rates I can push in most games including new releases. Can't justify spending 3 times what my card cost at the time to get marginal better returns or the big sell of "ray tracing", which is a nice to have feature but hardly essential given what it costs to maintain.

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16d ago Replies(1)
KwietStorm_BLM16d ago

Well that's gonna happen when you don't really try. I want to support AMD so badly and give Nvidia some actual competition but they don't very much seem interested in challenging, by their own accord. I been waiting for them to attack the GPU segment the same way they took over CPU, but they just seem so content with handing Nvidia the market year after year, and it's happening again this year with their cancelled high end card.

MrCrimson16d ago

I think you're going to see almost zero interest from AMD or Nvidia on the gaming GPU market. They are all in on AI.

RhinoGamer8816d ago

No Executive bonuses then...right?

enkiduxiv16d ago

What are smoking? Got to layoff your way to those bonuses. Fire 500 employees right before Christmas. That should get you there.

Tapani16d ago (Edited 16d ago )

Well, if you are 48% down in Q4 in your Gaming sector as they are, which in absolute money terms is north of 500M USD, then you are not likely to get at least your quarterly STI, but can be applicable for annual STI. The LTI may be something you are still eligible for, such as RSUs or other equity and benefits, especially if they are based on the company total result rather than your unit. All depends on your contract and AMD's reward system.

MrCrimson16d ago

Lisa Su took AMD from bankruptcy to one of the best semiconductor companies on the planet. AMD from 2 dollars a share to 147. She can take whatever she wants.

Tapani16d ago

You are not wrong about what she did for AMD and that is remarkable. However, MNCs' Rewards schemes do not work like "take whatever you want, because you performed well in the past".

darksky16d ago

AMD prcied their cards thinking that they will sell out just like in the mining craze. I suspect reality has hit home when they realized most gamers cannot afford to spend over $500 for a gpu.

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440°

New PlayStation Handheld Reported Again, Supposedly Runs PS4 Games

Another leaker has claimed that a PSP/PS Vita style PlayStation handheld is in the works, and it'll supposedly support PS4 games.

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playstationlifestyle.net
anast1d 13h ago

If this is true, it will crush everything for the price.

VenomUK1d ago (Edited 1d ago )

Needs to be a PS5 portable.

Cacabunga1d ago

PS4 native with PS5 remote play capabilities. Would be sweet.

And let PS Portal support cloud streaming for all PS+ games.

anast23h ago

Going off all the pricing behavior of Sony to this point. I'm willing to bet it will be cheaper than the Steam Deck. And when the price is revealed and I am right, send me a message.

Cacabunga22h ago

Could be an attempt to counter switch 2 which will have PS4 power.
Imagine all the PS4 third party re releases switch 2 is going to get.. “PS4 portable” could get the exact same games once again and publishers can resell software ..

If this portable has provides PS5 remote play on top then it will have a nice argument and exclusive feature.

DarXyde4h ago(Edited 4h ago)

Cacabunga,

Possibly, though I think any attempt to win against Nintendo in the handheld space is hopeless.

I loved the PSP and I still enjoy my Vita, but there's something about a full scale Mario and Zelda in your hands that makes it clear Sony should share the space, but never dream of taking it.

It's a very safe bet from Sony to have it run PS4 games too because then neither you nor developers are on the hook to make dedicated games for it.

Time will tell. I hope it's real. I'm willing to bet that it is—this is an inevitable strategy for Nintendo and the Surface team is allegedly handling Microsoft's next hardware stint. Sony wouldn't be the only one without portable hardware.

+ Show (4) more repliesLast reply 4h ago
crazyCoconuts1d ago

It would be a niche product like Portal. Not bad, but not mainstream. It's legacy PS4 right?

Kneetos1d ago

The switch 2 and next steam deck will be out by then and will likely be way more popular

anast23h ago

The switch 2 will be a handheld Series S for kids and the next steam deck will be ridiculously over priced for a bunch of aging CRPGS and F2P mobile style games.

Kneetos15h ago(Edited 15h ago)

@Anast the switch 2 will Fortnite dance on the new Sony handhelds grave
Playstation can't compete with Nintendo there

With playstation porting all it's games to pc and by extension steam deck it pretty much makes the new pshandheld system irrelevant

Especially since all I ever hear from the Sony crowd is "I NEED graphics or I can't enjoy the game" a handheld PS4 is going the same way as Sony's handheld ps3

Hypertension14014h ago(Edited 14h ago)

If the switch 2 isn't backwards compatible, it will fail.

If this is true, then it will already have a large of games to play from the start, add ps1,ps2,psp,vita games to the mix, and it can be massively popular.

anast2h ago(Edited 2h ago)

The switch is a Mario machine and for kids, they have their own space. Tell me where I am wrong here.

The problem is that Sony isn't porting all of the games to the Steam Deck specifically. The Steam Deck can't play every game. It even has a verified category with games that run the best and a "playable" category that can barely run games. So, the best option to play would obviously be a Sony product.

The last point is inane. I can't respond to comments that use caps. the point should be able to stand on it's own

NotoriousWhiz2h ago

It doesn't matter hiw popular the Playstation handheld is if it shares the same library as the PS5. It just brings more people into the ecosystem and provides them with more ways to play their games.

Kneetos1h ago

@anast Nintendo is competing with Sony and no amount of backpedaling will change that
They were competing during the GameCube era and the Wii u era, coincidentally the 2 gens they lost to Sony, but we're suddenly not competing during the ds, Wii and 3ds era because they beat playstation, but of course we can't have that can we so "Nintendo isn't competition Sony auto wins"

The switch is more then a mario and even a first party machine these days as there are plenty of games, specifically Japanese and indi games that are doing better on switch then their ps counterpart
It's irrelevant that Sony isn't specifically porting to steam deck, the games will end up on there and people will wait for a pc port just like how playstation fans wait for a playstation port of games, you aren't unique

Playstation fans constantly brag on graphics, so a handheld that only plays PS4 games isn't going to entice a lot of them, like the vita before it, and Sony has a history of just dropping unsuccessful projects, the vita psvr and it looks like the portal isn't doing too hot either

+ Show (3) more repliesLast reply 1h ago
Vits22h ago

They literally charged people $199 for a bottom-of-the-barrel tablet with a DualSense controller bolted on. So I really can't see them releasing a powerful yet affordable native handheld.

Ps5conehead18h ago

I love my portal I’m handicapped and the portal lets me play on days I’m not at my best. It’s great .and the screen is admazing even though it’s not oled

+ Show (2) more repliesLast reply 1h ago
-Foxtrot1d 12h ago

If you had every PS1, PS2, PS3, PSP and PSV game then sure but I mean if it's just the PS4 why not just get a Steam Deck?

anast1d 1h ago

You might be correct, but it depends on the price point. Also, most PC gamers wait years for Sony releases, so it might be better just to get the PS4 handheld.

crazyCoconuts1d ago

I'd be surprised if Sony reversed course and continued to put new releases on PS4. It would cannibalize their PS5 sales

MrBaskerville1d ago (Edited 1d ago )

If it supports your library, some people own more ps4 games than steam games. I know I do.

crazyCoconuts1d ago

I might buy something like this to play my old library but man those old games are cheap on steam. This console would have to be cheap to make sense. I don't see it happening

MrBaskerville22h ago(Edited 22h ago)

@CrazyCoconuts
I also think it sounds a little off. I would probably buy if it could run Ps5 games, but that sounds expensive. Being ps4 only is a little limiting I think.

But if it ran all ps4 titles and new stuff created for the handheld. then it could be interesting. Basically a Vita that just happened to come with a huge ass backlog of existing games.

FinalFantasyFanatic2h ago(Edited 2h ago)

My libraries are roughly equal in size for both, maybe if I could play more classics games on the Playstation one I could consider it. But it's a tough selling point for people who aren't already heavily invested in the Playstation ecosystem.

SegaSaturn66923h ago

Deck is very viable option given how good PS3 and switch emulation have become. Even new releases are chugging along at 30fps.

Lexreborn223h ago

To be fair, I have a lot of ps4 games I don’t have on steam that is can play on my ps5 but I choose to play ps5 games on my ps5.

I also haven’t rebought any of my PlayStation exclusives on PC because I own them on my ps4/5 and even the upgraded ways that rival the pc version. So, if I wanted to play them on my steam deck I would still have to buy them again which if I bought the 6 top games Spider-Man 1,2, mm, horizon, fw , GoW and ragnarok and GoT with LoU1,2. It would more then. Likely be the cost of this device.

So, instead of double dipping I would buy the handheld and if it has a playable sf6 that actually works online (steam deck is not functional) I think I would want it for myself

Vits22h ago

If you have them in digital form, for sure. Because I don't see Sony giving you a digital copy of your old physical PS4 games. That doesn't sound like them at all.

And also, Steam doesn't depend on PS4 games. PC got more games that generation than all the consoles combined. The ports of PlayStation games are just one of the cherries on top of the cake.

Lexreborn217h ago

@vits I do have them in digital form which is why I said from my perspective. I also have a steam deck but that doesn’t mean everything runs on it which not everything is playable. And as I am also stating the perks of why people WOULD want them even while having a steam deck it’s weird to see people disagreeing purely because I wouldn’t want to double dip financially.

But even in the event you have physical copies of games, if you have ps plus most if not all of the ps4 games are there. So, it’s not like the options are non existent and people can’t find VIABLE reasons to purchase the device.

If people are justifying the portal, they can justify a dedicated portable. The desire to make it seem like people can only own one thing these days is an odd occurrence.

Vits16h ago

@Lexreborn2
Then for sure, if you already have your library in digital form, something that can tap into it is definitely a good deal. That's basically the same reason why the Steam Deck is popular with PC and Steam users in general, because their library is available on it.

PS Plus is an extra cost though, and those games aren't yours. So I get where you are coming from, but that is a different discussion. As for the Portal, I don't get how people justify that piece of crap either, but they sure did so I can see a PS Vita 2 being sucessful. I don't see it being cheap or better value than the Steam Deck or any Windows Handheld, unless Sony really makes some radical changes.

As for why people want one device to rule them all instead of a bunch of them, it's likely because most people here are adults. If I recall correctly, the N4G user base is around their mid-30s. At this point in life, the issue is not usually owning things but actually having time to use them.

FinalFantasyFanatic2h ago

@Vits,
I don't think a new PS handheld would be worth it for me after owning the Steamdeck, assuming there will probably be a lot of overlap of both libraries in my case, so just having the one device is fine for me (I don't need the clutter or devices with too much overlap). I'll probably just stream the PS4 games I don't have on Steam to the Steam Deck via Chiaki, I would probably need the PS handheld to have its own exclusives to entice me.

+ Show (1) more replyLast reply 2h ago
Profchaos17h ago(Edited 17h ago)

Because if you already have a large digital library of PS4 titles and this plays PS4 games you don't need much more than the system. It's also rumoured to play some ps5 games.

If you buy a steam deck you have to re buy your library.

Eonjay10h ago

If you are already in he PS ecosystem you probably have hundreds of digital PS4 games. Especially if you are on PSPlus Extra. These folks, of which there are millions upon millions would probably rater have access to the games they already own vs buying them all again on Steam.

FinalFantasyFanatic2h ago

This is the question, might be nice for the Playstation exclusive games from previous generations, but Sony's Playstation Classics lineup is seriously lacking, especially from their PS1 catalogue, I don't think the PS2/PS3 catalogue are that huge either.

A Steam Deck is already somewhere between a PS4 and a PS4 Pro in terms of power. Without those exclusive games from Sony's previous consoles, I don't see how you could convince anyone a new Playstation handheld to be better value than a Steam Deck. I can also literally put previous Playstation's libraries onto it without too much trouble.

-Foxtrot1h ago

“ Without those exclusive games from Sony's previous consoles, I don't see how you could convince anyone a new Playstation handheld to be better value than a Steam Deck.”

Exactly and this is a prime example of why exclusives matter

Without them Steamdeck just looks like the better choice overall

+ Show (4) more repliesLast reply 1h ago
MeteorPanda1d 2h ago

I still play my vita. The oled screen was too good for it's time. I obviously had to home brew it but playing my old snes/ps1 games on it is so good.

Barlos7h ago

So many times I've been tempted to hack my Vita but I just can't bring myself to do it. I kind of want it to be as originalas possible. Also, for emulation I have my steam deck.

FinalFantasyFanatic2h ago

I was tempted to hack my Vita, but I couldn't bear to risk it, something about having the original software/experience on the handheld.

I'll happily emulate on the Steam Deck, especially the games that weren't available on the Aussie store or ones I just missed out on.

Skuletor1d 1h ago

How many people will buy this at launch? As a Vita owner, I'd definitely hold back after how Sony's support for that turned out.
Also, PSP played near PS2 quality games, PS Vita played near PS3 quality games, shouldn't the next Playstation handheld be aiming for near PS5 quality?

MeteorPanda1d ago

the sadest thing on vita support for me was the removal of Close? The app that let you see local players and what they were playing. i made friends back in the day for co op that way lol.

I think it was privacy breaching? such a shame.

Skuletor1d ago

Vita had so much promise, I wonder what it would have taken for Sony to have been more supportive. GTA: San Andreas Stories would have probably brought more sales alone, if they could have gotten that. I was disappointed we never really got anything on the same level as Killzone: Mercenary after that game, which looked amazing running on the Killzone 3 engine. Would have loved to see new entries of PS IP like Infamous, God of War etc, Sony really dropped the ball and using proprietary memory cards that were ridiculously priced didn't help, if they were smart, they'd have sold them cheaper since they were mainly being used to store stuff people were paying for in their store anyway, lol.

anast23h ago(Edited 23h ago)

The people that remember the vita are in the minority.

Skuletor18h ago

So are the amount of people that bought it

Einhander197221h ago(Edited 21h ago)

The point would be that it plays PS4 games, PS4 is still getting games constantly.

Everyone here including yourself presumably already has a library of games to play on this.

The success of the Portal shows the value of not needing to have a separate game library.

Skuletor18h ago

I don't think it will have native PS4 support

FinalFantasyFanatic1h ago

@Skuletor,
Why not? The PS5 plays PS4 games fine (because the tech is similar), one could assume that if Sony is using AMD hardware, then they will probably have native PS4 support.

MeteorPanda10h ago

Honestly the amount of games you could get on these cards was better value than what the switch was offering per cartidge. Cartridges got no slack from these same people.

The games for vita were very cheap, 30 dollars on average in store.

FinalFantasyFanatic1h ago

I'm still salty about the proprietary memory card prices, I don't remember those ever getting cheap.

Eonjay10h ago

I mean how mich more support does the PS4 really need. It's not a new system... just a portable PS4. There are over 10 000 PS4 games available. Sony doesn't need to support it.

There are some crazy rumors out there but we don't have the technology to run a Series S in Portal mode let alone a PS5.

Skuletor10h ago(Edited 10h ago)

How many people that have a physical PS4 library will be willing to buy their games again to download these rumoured PS4 games to this rumoured portable? Until it gets officially revealed, none of us really know how this thing will operate but I will point out, Sony usually sell their consoles at low profit with the intention of making more money later in software sales. People that will be mostly playing games they already own, won't be their largest target market, most likely.

Also, hopefully it would have it's own exclusives to highlight the portables strengths too and not just games from a last gen system

FinalFantasyFanatic1h ago

Even if we did have the technology, imagine how terrible the battery life would be! You'd have to be more tethered to a power outlet than any of the other PC handhelds.

Barlos7h ago

Yeah same here. The way they handled the Vita has left me burned. I don't trust them to give a handheld the support it needs and so I'll not buy it at launch. I need to see their commitment first.

FinalFantasyFanatic1h ago

No, I don't think the technology would be near enough to give us PS5 quality, not unless you're okay with 20 mins battery life (then there's heat dissipation and weight to think of too). I feel like that's the mistakes PC handhelds like Rog Ally, MSI Claw and Lenovo Legion Go make, they over power the Steam Deck, but you pay for it in battery life, I'd rather have more battery life when I'm using a handheld.

To be fair though, with the race to beat climate change/reach net-zero, they're developing new battery tech all the time, maybe in a few years we could have a battery that adds a stupid amount of playtime to a powerful handheld.

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90°

PlayStation Store Being Investigated for Anti-Competitive Practices in Poland

Polish headquarters of Sony Interactive Entertainment were raided by government authorities as part of an investigation into their anti-competitive practices.

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playstationlifestyle.net
PapaBop23h ago(Edited 23h ago)

This is precisely why discless consoles are a terrible idea. I made my money back on my disc based ps5 within the first two months when comparing the cost on the PS Store to what I paid for my physical disc versions. The last game I bought was Armoured Core 6 for £43.85 on ShopTo, still costs £59.99 on PS Store. Those savings soon add up.

TheColbertinator18h ago

Sony is becoming exposed for who they really are.

18h ago
fsfsxii17h ago

shit-tier countries wanna make it look like they're working for the consumer's benefit, meanwhile they leave apple alone, the mobile market is actually something that affects people, not psn lmao

gold_drake10h ago

yea, its really odd how they pick and choose, when theres Nintendo and Microsoft and Steam ha.

70°

Helldivers 2 is now on the Game Boy Color, sort of

Helldivers 2 is now on the Game Boy Color, sort of.

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videogamer.com