| nomad said: The statement about three designs wins doesn't specifically mention any of them to be for gaming. The three gaming design win part is speculation from the media. She says they have 3 wins that will add to revenue in the next 3-4yrs. And they have their current console wins that may increase revenue in the second half of the year ("seasonal uplift" because of holidays). The original source is from the earings call transcipt, here from seeking alpha: "Unknown Speaker
All right. Thanks. As a follow-up on the Semi-Custom side, didn't some Embedded revenue will likely come in, in the second half, like you guided before, $1 billion of total revenue spread over, I think, three years? How much of the second half growth in Semi-Custom comes from Embedded versus Semi-Custom?
Lisa T. Su - President, CEO & Non-Independent Director
Yeah. So maybe let me give you some explanation on that, Shankar. So the Semi-Custom, just to recap on what we've said about the Semi-Custom designs in the past. We have a total of three design wins that have a lifetime revenue of about, let's call it, $1.5 billion or greater. And that will come across over the next three years to four years.
In addition we have our current game console business as well. So when you look at the aggregate of that, we do expect to start ramping that new business in the second half of the year. But we also expect the seasonal uplift of our traditional game console business. So that's adding to what we expect will be a strong year for Semi-Custom overall." In fact, it was stated last year in 2014(edit), when they mentioned two design wins, that one was "beyond gaming" (not for gaming). Back then it was $1billion in the next 3-4yrs. Last year, Q3, they mention one additional design win, making it three for a total of $1.5billion ($500m each?). It's possible only one of three is for gaming, but lets assume another is as well. It's fairly certain one if for SONY, that leaves the other for either Nintendo or Microsoft. If XB1.5 is real, then the other win is not for Nintendo. |
I fucking knew I was remembering that she said one wasn't for gaming. Thanks for clearing this up.
