At the reporting event, AMD management explained the drop in revenue in the gaming segment by 69% to $462 million in the third quarter by two factors. First, the gaming consoles that the company supplies with key components are in a weak phase of their life cycle. Secondly, current generation Radeon graphics cards are in less demand pending the release of successors in early 2025.
For the first time, AMD CEO Lisa Su made the following public admission: “We are ready to introduce RDNA 4 generation GPUs early next year, in accordance with our previously planned schedule.” As she later added, in addition to increased performance in games, the RDNA 4 architecture will provide significantly higher performance with ray tracing, and will also add new capabilities for working with artificial intelligence. According to rumors, the performance of Radeon video cards in ray tracing after the transition to a new generation may double compared to its predecessors.
Expanding support for functions related to the operation of artificial intelligence systems also meets the spirit of the times, but it remains to be seen which part of them will be included in consumer video cards of the Radeon family, and which will find application only in professional accelerators for entry-level workstations and servers.
Considering that the most suitable time for the announcement of video cards with RDNA 4 architecture is the CES 2025 exhibition taking place in early January in Las Vegas, then the debut of new graphics solutions may just take place at this site. This schedule will be doubly appropriate if mobile graphics solutions with RDNA 4 architecture for laptops are presented at CES 2025.
Lisa Su’s statement regarding the possibility of announcing several Ryzen 9000 X3D processor models this month is worthy of special mention: “We believe that our portfolio of Ryzen desktop processors is very strong, and the next generation Ryzen 9000 X3D processors with leading performance in games are ready to be introduced in November.” .
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