In the second quarter this year, AMD revenue from the implementation of "custom-made" solutions decreased by 5% compared to the same period last year, although the "low base effect" allowed talking about a quarterly increase in revenue by 44%. Game consoles are in high demand in the second half of the year, so it's logical that manufacturers began to buy components in the second quarter, increasing AMD's revenue in this direction. But the first quarter for the consoles is the "dead season", so there was such an impressive difference in the amount of revenue.
Lisa Su, at the quarterly reporting conference, admitted that in kind terms the number of shipped "custom" solutions increased compared to the first quarter, but decreased compared to the second quarter of last year. The market enters the fifth year of the life cycle of existing gaming consoles, so demand inevitably decreases. However, if you compare with the consoles of the previous generation, then the current ones are still sold better. For example, as the head of AMD explains, Sony Corporation recently announced the sale of a 60 million copy of PlayStation 4.
The upcoming Microsoft game console, AMD CEO can now openly call by name - "Xbox One X". Novelty also uses the processor cores and graphics system developed by AMD. It will be on sale in November this year. Following the results of 2017, AMD's revenue from the implementation of "custom-made" solutions should decrease, as the market shows signs of maturity.
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