During AMD's Q1 2016 earnings call on Thursday, executives from AMD estimated a 15 percent revenue increase in Q2 2016, plus or minus 3 points, and they cited three semi-custom system-on-chip (SOC) "wins" as the "larger driver" for that revenue. AMD estimates that these SOCs will bring in $1.5 billion in revenue "over the next three or four years." At least one of those three SOC deliveries will begin "ramping" in the second half of this year, with all of those SOCs launching by 2017.
The reason that news is interesting is because AMD's SOC products have mostly been the core components in small-form-factor games consoles in recent years, and major news leaks have connected one of those upcoming AMD SOCs to the "Neo" refresh of the PlayStation 4, which could launch as soon as October of this year.
AMD's CEO Lisa Su made it clear during the earnings call that these semi-custom wins were related to the gaming sector, describing "semi-custom business and gaming" as the "larger driver" of Q2's revenue growth. "If you think about the semi-custom business in the past few years, the third quarter is always the peak," Su told reporters. "It will be the peak this year, as well, but we're starting some of the ramping in the second quarter as we build to the stronger third quarter."