AMD will launch its next-gen PC GPUs with RDNA 4 know-how in early 2025, AMD chief government Dr. Lisa Su stated Tuesday. They are going to be a part of what she known as the strongest PC portfolio within the firm’s historical past.
Su delivered the roadmap replace throughout ready remarks to analysts, describing the corporate’s outcomes through the third quarter of 2024.
Roughly half of AMD’s income comes from its data-center merchandise, so Wall Avenue analysts centered most of their consideration on that a part of the enterprise. AMD’s GPUs fall inside its Gaming enterprise, the place income fell 69 % to $462 million. That’s as a result of the section additionally contains AMD’s GPUs for gaming consoles, and Microsoft and Sony alike decreased the quantity of stock they’d readily available.
PC graphics additionally declined, as card makers and PC distributors started holding off, as effectively, anticipating AMD’s next-gen merchandise. “In addition to a strong increase in gaming performance, RDNA 4 delivers significantly higher ray-tracing performance and adds new AI capabilities,” Su stated. “We are on-track to launch the first RDNA 4 GPUs in early 2025.”
An AMD consultant confirmed that this was the primary time AMD had acknowledged the early-2025 timetable for the brand new GPUs.
Though AMD hasn’t confirmed it, experiences point out that the chip might be often called the RX 8000 GPU, in any other case often called Navi 48 or Navi 44. As an alternative of attacking the “top of the stack” by way of efficiency, they’ll possible be aimed toward midrange value and efficiency factors. On condition that AMD is publicly confirming that they’ll arrive in early 2025, nevertheless, we’d anticipate to see them on the CES 2025 present in Las Vegas.
In the meantime, AMD has already introduced a launch date for its subsequent gaming/content-creation GPU, the Ryzen 9000X3D, on Nov. 7. Income already grew 29 % year-over-year on sturdy demand for AMD’s newest Ryzen 9000 desktop and Ryzen AI 300 pocket book processors, Su stated.
AMD’s Shopper enterprise is often strongest within the second half of the yr, Su stated. However with the mix of AMD’s present Ryzen components, plus the upcoming X3D chip, Su stated she expects AMD to carry out even higher. “So I think the combination of those two have given us, let’s call it a stronger than the normal second half of the year,” Su stated.
“I think the main point is, this is the strongest PC portfolio we’ve had… in our history, I think, across desktop and notebook,” Su stated.
That momentum ought to proceed into 2025, she added, with expectations that the PC market will develop within the mid-single digits. Will probably be helped, partly, as customers migrate out of Home windows 10, which ends help in October 2025.
What does all this imply? A loopy, loopy CES 2025. Nvidia is already anticipated to announce its next-gen “Blackwell,” or RTX 5000, playing cards on the present. Add to that AMD’s personal rival GPUs, plus no matter is in retailer on the CPU entrance, and 2025 will start with a bang.
Correction: The primary sentence of this story initially acknowledged that AMD would launch RDNA 5 GPUs in January. They’re the truth is RDNA 4 GPUs, as the remainder of the story states appropriately.
