During AMD’s Q3 2024 earnings call, CEO Lisa Su made the company’s first public confirmation of RDNA 4 GPUs launching in early 2025, promising enhanced gaming performance, improved ray tracing, and new AI capabilities.
“We are on track to launch the first RDNA4 GPUs in early 2025. In addition to a strong increase in gaming performance, RDNA 4 delivers significantly higher ray tracing performance and adds new AI capabilities.”
Launch Timing and Related Rumors
The official announcement aligns with recent industry leaks suggesting a CES 2025 reveal in January. According to rumors from Chiphell, the RDNA 4 announcement may coincide with several other launches:
- Strix Halo gaming notebook components
- Fire Range gaming notebook parts
- Confirmed Ryzen Z2 handheld gaming chips
Strategic Shift and Market Position
Revenue Breakdown
- Gaming: 2% of total revenue
- Data Center: Over 50% of business
Market Challenges
- Expected continued decline in gaming revenue
- Aging console cycle (PS5 and Xbox Series)
- Strategic focus shift away from flagship GPUs
Future Strategy
After spending a decade transforming AMD, Su outlined the company’s next major objective: becoming “the end-to-end AI leader.” This strategic pivot explains AMD’s decision to prioritize AI over competing with Nvidia in the high-end consumer GPU market.
Key Takeaways for Consumers
- RDNA 4 will focus on mid-range market segments
- Enhanced ray tracing capabilities coming to newer cards
- Integration of AI features in consumer GPUs
- No direct competition with Nvidia’s flagship models
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