AMD is gearing up for a significant release of its next-generation PC GPUs featuring RDNA 4 technology, set to launch in early 2025, according to Dr. Lisa Su, AMD’s chief executive. During a recent update to analysts discussing the company’s third-quarter performance, Su emphasized that this launch will contribute to what she describes as the strongest PC portfolio in AMD’s history.
While AMD’s revenue continues to be heavily influenced by its data-center products—accounting for roughly half of total revenue—much of the analyst focus was on the Gaming segment, which saw a staggering 69 percent drop to $462 million. This decline can be attributed to reduced inventory levels from major gaming console manufacturers like Microsoft and Sony, which also affects AMD’s GPU sales. In addition, anticipation surrounding the upcoming RDNA 4 products has led PC graphics card makers and vendors to hold off on purchasing, further impacting sales.
Dr. Su highlighted the advancements expected with RDNA 4, noting, “In addition to a strong increase in gaming performance, RDNA 4 delivers significantly higher ray-tracing performance and adds new AI capabilities.” This marks the first time AMD has confirmed a timeline for the new GPUs, which are anticipated to be unveiled at CES 2025 in Las Vegas.
Although specific details remain unconfirmed, reports suggest the new GPU line may be branded as the RX 8000 series, potentially known as Navi 48 or Navi 44. Rather than aiming for the top-tier performance segment, these new GPUs are expected to target midrange price points.
In addition to the RDNA 4 announcements, AMD is set to launch its next gaming and content-creation GPU, the Ryzen 9000X3D, on November 7. With a year-over-year revenue increase of 29 percent, driven by demand for its latest Ryzen 9000 desktop processors and Ryzen AI 300 notebook processors, Su expressed optimism for AMD’s performance in the second half of the year, noting that the company is poised for a stronger-than-usual finish.
“Overall, this is the strongest PC portfolio we’ve had in our history across both desktop and notebook segments,” Su stated, projecting continued momentum into 2025. The anticipated growth of the PC market in the mid-single digits will likely be bolstered as consumers transition from Windows 10, which will lose support in October 2025.
Looking ahead to CES 2025, the excitement is palpable. Nvidia is expected to unveil its next-gen “Blackwell” or RTX 5000 cards, and with AMD set to debut its competing GPUs and other innovations on the CPU front, 2025 is poised to kick off with significant industry developments.
