Ok, hard to fit everything into 140 characters so here is the full breakdown for those who are interested.
PLEASE READ BEFORE POSTING. (Would be great if this could be added to the OP).
SEMI CUSTOM- AMD
Our semi-custom products are tailored, high-performance, customer-specific solutions based on AMD’s CPU, GPU and multi-media technologies. We work closely together with our customers to define solutions to precisely match the requirements of the device or application. Historically we have leveraged our core graphics processing technology into the game console market by licensing our graphic technology in game consoles such as the Microsoft ® Xbox 360™ and Nintendo Wii and Wii U. More recently, we developed the semi-custom SoC products that power the Sony Playstation ® 4 and Microsoft ® Xbox One™ game consoles.
1. AMD have confirmed 3 semi custom design wins.
2. These design wins are due to ramp up production in H2 2016 and 2017 (All 3 could launch at same times or different times)
3. Expect these 3 wins to bring in $1.5B in lifetime revenue over the next 3-4 years.
4. AMD are not revealing who the 3 design wins are for but did confirm that they are not related to VR applications.
5. AMD have hinted that at least one design is x86 whereas another maybe ARM. One is also suppossed to be "beyond gaming"
6. A ramp up during H2 2016 suggests that at least 1 product will launch in the 4th quarter of 2016 or 1st quarter of 2017.
There is speculation that these 3 design wins could be for games consoles, like the other two design wins for PS4 and Xbox One. Speculation says that 1 design win may be for Nintendo and NX. Other speculation says that 1 design win may be for PS4 Neo. Note: A typical Slim version would not normally be classed as a design win so I doubt one of these is PS4 Slim or Xbox Slim with no changes. Hence why people think Neo over Slim.
The Beyond Gaming one could be for servers etc... as AMD have noted custom designs for a Server deal in China.
But ultimately this means we should see at least 1 new Gaming Console product come out based on the info AMD have provided.
Credit to ZhugeEX for writing this.
http://www.neogaf.com/forum/showthread.php?t=1210362
