To: QCOM_HYPE_TRAIN who wrote (195240 ) 8/15/2025 6:57:18 PM From: Jim Mullens 4 RecommendationsRecommended By
Respond to 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 ??? 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 ?????? 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 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.
