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RIP 2019 Aza...


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Lisa Su was asked about Semi-Custom business in 2019 and when product cycles would drive growth again, Lisa Su said that in 2019 we will be in the 7th year of the console cycle (Actually 6) and that they expect the revenue to be down, when they "look forward what happens beyond 2019" they see it growing again and as an important part of their business.

45:40


http://ir.amd.com/events/event-details/q3-2018-amd-earnings-call

 :francis:

 

:juggle: 

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Yes. Sure. So again, without commenting on any specific design wins, what I would say is, in 2019, we will be in the seventh year of the game console cycle, and so we do expect it to be down. And if you look at the cycles, you'll see that it's very consistent with previous cycles. 

 

 

So without commenting on design wins for 2019, the current hardware will decline. No shit.

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