VGKing said:
Kasz216 said:
S.T.A.G.E. said:
Soleron said:
S.T.A.G.E. said:
AMD is in Wii U, PS4 and the 720. Expect a huge turn. |
Console revenues are small because they only recieve a per-unit royalty and don't get the margin on manufacturing or card assembly. Even if that wasn't true, graphics are the smallest business of AMD.
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250 million consoles tops within a 5-8 year period. Yeah....they'll make their money.
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NVidia made ~500 million on 50 Million PS3's
So if we assume AMD got the same deal... (unlikely considering how desperate they are).... 250 million consoles is a 2.5 billion over an 5-8 year period.... or back to 500 Million a year at your high estimation.
While that'd be a pretty good bump... it's only pretty good... and that's if we're using your rosiest predictions of a maxium of 250 consoles over the course of 5 years...
and ignoring the fact that AMD probably got a worse deal.
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So Nvidida made 500 million on the GPU royalties for 50 million PS3s? Assuming AMD got a worse deal, but considering they provide CPU+GPU on both next-gen consoles, lets say $500m per APU. This would be about $1Billion for 100million next-gen consoles. They'll end up selling much more than that though and if the Wii U doesn't take off, PS4 or 720 will pick up the slack and that can only be a win for AMD.
Then there's PC gamers who are on a budget and might buy an AMD product because it might be better optimized for next-gen games.
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Nvidia's royalty was on the $800 PS3. Next-gen consoles will cost $300 (Nintendo) or $500 (MS/Sony) to produce at most.
$1b over the next 20 quarters is probably right, but it's not much.
