AMD will launch its next-gen PC GPUs with RDNA 5 expertise in early 2025, AMD chief govt 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 throughout 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 p.c to $462 million. That’s as a result of the phase additionally contains AMD’s GPUs for gaming consoles, and Microsoft and Sony alike decreased the quantity of stock they’d available.
PC graphics additionally declined, as card makers and PC distributors started holding off, as nicely, anticipating AMD’s next-gen merchandise. “Along with a robust enhance in gaming efficiency, RDNA 4 delivers considerably greater ray-tracing efficiency and provides new AI capabilities,” Su stated. “We’re on-track to launch the primary RDNA 4 GPUs in early 2025.”
An AMD consultant confirmed that this was the primary time AMD had said the early-2025 timetable for the brand new GPUs.
Though AMD hasn’t confirmed it, experiences point out that the chip shall be often known as the RX 8000 GPU, in any other case often known as Navi 48 or Navi 44. As an alternative of attacking the “prime of the stack” when it comes to efficiency, they’ll doubtless be geared toward midrange worth 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 p.c year-over-year on robust demand for AMD’s newest Ryzen 9000 desktop and Ryzen AI 300 pocket book processors, Su stated.
AMD’s Shopper enterprise is normally strongest within the second half of the yr, Su stated. However with the mixture of AMD’s current Ryzen elements, plus the upcoming X3D chip, Su stated she expects AMD to carry out even higher. “So I feel the mixture of these two have given us, let’s name it a stronger than the traditional second half of the yr,” Su stated.
“I feel the primary level is, that is the strongest PC portfolio we’ve had… in our historical past, I feel, throughout desktop and pocket book,” Su stated.
That momentum ought to proceed into 2025, she added, with expectations that the PC market will develop within the mid-single digits. It is going to be helped, partially, as shoppers 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.
