| | | QHT- AMD Xbox info .........................................................................
Has anyone looked into their earnings for this, do they publish them at all, is it similar to what you projected?
Below is some of what I found the other day from Gemini- Gemini has been difficult today?????
?? AMD Console SoC Revenue Impact
Year
| Gaming Revenue (USD)
| Console SoC Share
| Notes
| 2023
| $6.2 billion
| ~60%
| Strong PS5/Xbox demand
| 2024
| $2.6 billion
| ~50%
| Down 58% YoY; console cycle slowdown
| Q1 2025
| $647 million
| ~45%
| Semi-custom chip sales fell sharply
| ?? Key Drivers of Decline
- Mid-cycle console saturation
- No new Xbox/PS hardware refresh
- Shift toward handhelds and cloud gaming
- Slim margins on console SoCs (~$85 ASP vs ~$247 PC CPU ASP)
?? Strategic Outlook
- AMD still powers 100M+ consoles this generation
- Revenue rebound likely tied to next-gen Xbox/PS or Steam Deck 2
- AMD’s pivot to RDNA 4 GPUs and AI-powered handhelds could offset console softness
Would you like a forward-looking EBIT model for AMD’s gaming segment with toggles for console refresh timing, ASP uplift, and handheld adoption?
?? Qualcomm & Xbox: Strategic Signals
? What’s Confirmed
- Main Xbox consoles (Series X|S and successors) will continue using AMD x86 architecture, per insider reports.
- Qualcomm’s Snapdragon chips are not powering the next-gen Xbox consoles, despite speculation from job listings.
?????? What’s Speculative or Emerging
- A Qualcomm job listing referenced support for “next-generation Surface and Xbox products built on Snapdragon solutions”.
- This likely refers to Xbox-adjacent devices, such as:
- ARM-based handhelds (e.g., Project Kennan)
- Surface devices with Xbox Game Pass integration
- Streaming-first or cloud-native Xbox accessories
?? Compatibility Barrier
- Snapdragon’s ARM architecture currently lacks the horsepower to emulate x86-based Xbox games without major overhead.
- Microsoft prioritizes backward compatibility, making AMD a safer bet for flagship consoles.
?? Outlook: Qualcomm in Xbox Ecosystem (2025–2029)
Segment
| Likelihood
| Notes
| Main Xbox Console SoC
| ? Low
| AMD remains entrenched
| Xbox Handheld (ARM)
| ? Medium
| Snapdragon possible for Project Kennan or future handheld
| Streaming Accessories
| ? High
| Snapdragon ideal for low-power Game Pass devices
| Surface/Xbox Integration
| ? High
| Snapdragon PCs optimized for Xbox apps & Game Pass
| >>>>>>>>>>>>>>>>>>>>>>>
?? Handheld Gaming Device Forecast (2024–2029)
Year
| Global Handheld Gaming Units (M)
| YoY Growth
| Notes
| 2024
| ~21.5
| +11%
| Driven by Steam Deck, Switch OLED, ROG Ally, PlayStation Portal
| 2025
| ~23.8
| +11%
| Entry of Snapdragon G Series, Lenovo Legion Go, Switch 2
| 2026
| ~25.6
| +8%
| Handheld-PC hybrids gain traction
| 2027
| ~27.5
| +7%
| AI-enhanced handhelds enter market
| 2028
| ~29.3
| +6.5%
| Omdia forecast validated
| 2029
| ~31.0
| +6%
| Cloud-native handhelds expand reach
| ??? Major Gaming Consoles in Forecast
Console Family
| Vendor
| Architecture
| Notes
| **Xbox Series X
| S**
| Microsoft
| AMD x86
| Declining unit sales; ecosystem pivot to cloud & PC
| PlayStation 5
| Sony
| AMD x86
| Strong global sales; PS Portal adds handheld extension
| | Nintendo Switch 2
| Nintendo
| NVIDIA ARM
| Launch expected 2025; DLSS 3.5 support
| | Steam Deck
| Valve
| AMD x86
| PC gaming handheld; expanding SKUs
| | ROG Ally / Legion Go
| ASUS / Lenovo
| AMD x86
| Competing in premium handheld PC space
| | Snapdragon G Series
| Qualcomm
| ARM
| New entrants; optimized for Android/Windows gaming
| | ?? Strategic Insights
- Handhelds are no longer niche—they’re adjacent to console and PC ecosystems, often sharing libraries and cloud access.
?? Xbox Console Unit Sales – Actuals & Forecast (2024–2029)
Year
| Estimated Units Sold (Global)
| Notes
| 2024
| ~11.4 million (Series X
| S)
| Up from 9.8M in 2023; Series X = 62% of mix
| 2025
| ~9.2 million (forecast)
| Decline due to weak exclusive lineup and Game Pass cannibalization
| | 2026
| ~8.5 million (forecast)
| Continued softness; cloud gaming and PC offset console demand
| | 2027
| ~8.0 million (forecast)
| Stabilization expected with new hardware refresh or handheld
| | 2028
| ~7.8 million (forecast)
| Flat growth; Xbox ecosystem shifts toward services
| | 2029
| ~7.5 million (forecast)
| Console sales plateau; Game Pass and cloud dominate monetization
| | ?? Strategic Context
- 2024 was Xbox’s worst year ever in the U.S. and EU, with under 3M units sold across both regions.
- Microsoft is increasingly positioning Xbox as a platform, not just hardware—Game Pass, cloud streaming, and cross-device branding dilute the need for console ownership.
- PlayStation and Nintendo continue to outperform Xbox in hardware due to stronger exclusives and brand loyalty.
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