Sony Becomes AMD’s Largest Customer on Booming PS5 Sales
According to the article
・Sony grew to become AMD’s largest buyer final yr, accounting for 16% of AMD’s income because the PS5 prolonged its lead over its rivals.
・Excluding Xilinx, Sony accounts for 20% of AMD’s income and can doubtless be AMD’s largest buyer in recent times, in accordance with semiconductor business analyst Sravan Kundojjala.
Sony accounted for 16% of AMD’s income in 2022, up from 14% in 2021. 20% of traditional AMD (ex-XLNX). Semi-custom peaked in 2022 and can decline in 2023. $AMD $SONY pic.twitter.com/pwmk4j8Xem
— Sravan Kundojjala (@SKundojjala) February 28, 2023
In truth, the gaming enterprise unit is AMD’s largest income, displaying sturdy gross sales of system-on-chips (SoCs) for Microsoft’s Xbox Series X|S.
・AMD bought PS5 console chips price about $3.776 billion to Sony in 2022, accounting for 16% of the corporate’s income that yr, in accordance with filings with the U.S. Securities and Exchange Commission.
* Foreign change fee on the time of writing the article
・Sony’s PS5 has bought over 30 million items.
Meanwhile, the Xbox Series X|S wasn’t as profitable because the PS5, with the LTD transport round 20.68 million items, in accordance with VGChartz estimates.
・AMD’s gaming enterprise unit, which sells graphics playing cards for desktops, discrete graphics processors for laptops and SoCs for sport consoles, posted a revenue of $6.805 billion and a revenue of $953 million final yr, making it the corporate’s mainstay. grew to become a serious income
・Console SoCs account for almost all of income within the Gaming enterprise unit, allowing for that AMD’s standalone GPU gross sales have been declining in current quarters.
・However, with console gross sales usually peaking in yr three and platform holders (Sony and Microsoft) tending to renegotiate part costs, AMD’s SoC revenues for PS5 and Xbox Series S|X are anticipated to stay low. more likely to decline after 2023
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