Could Sony safe PS5 exclusivity for an AMD Navi APU?

AMD CEO, Dr. Lisa Su, has as soon as extra been speaking concerning the work its semi-custom division has been doing with Sony to get the Zen 2 processors, and the upcoming AMD Navi silicon, working for the wants of the PS5. But simply how a lot affect has Sony had on AMD’s next-gen graphics structure? And if the reply is ‘a lot’ does that imply it has any name on {hardware} exclusivity, probably shutting Microsoft out of a Navi-based APU?

“What we have done with Sony is really architect something for their application, for their special sauce,” Dr. Su instructed Jim Cramer of CNBC’s Mad Money after its Q1 earnings had been introduced.

Sony isn’t simply taking an off-the-shelf element and jamming it right into a PlayStation-designed chassis, no, AMD has been working particularly with Sony to provide know-how that matches regardless of the ‘special sauce’ is that’s sloshing across the PlayStation 5.

But Dr. Su does so love an excellent sauce. Whether it’s Sony’s PS5 particular sauce or the key sauce gooing up the insides of Microsoft’s subsequent Xbox, AMD’s CEO is throughout it. Especially when chatting tech with Cramer it appears. Similarly, final 12 months the pair had been speaking store when she defined concerning the relationship with two of AMD’s most vital semi-custom purchasers, Microsoft and Sony.

“We’re working with both Sony and Microsoft on consoles,“ says Dr. Su, “and they both have their specific secret sauce that we’re helping them do.”

So a lot sauce. Now, we all know that AMD goes to be on the beating coronary heart of each the next-gen consoles, however you additionally know what they are saying: too many cooks spoil the…er, sauce. So, which of Sony or Microsoft has had probably the most enter into AMD’s next-gen CPU and GPU applied sciences, in the event that they’ve had any tangible affect in any respect, and what impression will which have on the PC?

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So far we’ve solely actually heard concrete tech specs talked about for the Sony PlayStation 5, with not loads talked about concerning the next-gen Microsoft various. The proposed Microsoft Anaconda gadget, the supposedly benchmark-setting sequel to the Xbox One X, is going to stay an AMD-powered gadget, however that’s about all we all know proper now.

AMD Xbox hardware

On the Sony aspect, nonetheless, much more has been confirmed, particularly that it’ll positively include a CPU element based mostly on the Zen 2 processor structure – set to hit the PC beneath the Ryzen 3000 title – and graphics silicon utilizing the upcoming Navi GPU design. There’s additionally some fascinating data relating to the PS5’s switch to solid state storage too, however that’s a complete different story.

What’s intriguing about all this, nonetheless, is while you issue within the earlier rumours that Sony isn’t simply utilizing Navi for its PS5 console, however that Navi was explicitly made for Sony’s new games machine. The suggestion, from nameless sources, was that whereas nonetheless within the ultimate levels of the Vega structure’s growth round two thirds of Raja Koduri’s graphics crew was co-opted to go and work on the Navi undertaking. And that occurred as a result of Dr. Su wished extra sources devoted to creating positive the GPU design was proper for the corporate’s semi-custom shopper.

Now, if Sony actually has been that deeply embedded within the precise design means of Navi, and isn’t simply popping up on the finish to say which SKU of a specific chip it desires to make use of, then the place does that depart Microsoft? Has Microsoft had the identical kind of direct enter into the make-up of Navi?

We definitely haven’t heard any rumours of any Redmondos tipping up at AMD HQ, getting down and soiled with its GPU engineers. And we’ve probably not heard any specific rumours concerning the subsequent Xbox really utilizing the Navi design in any respect.

AMD graphics chip

And if Sony actually has been placing that a lot time, effort, and cash into the design of AMD’s next-gen GPU, would it not actually be completely satisfied for all that work to then simply be handed over to Microsoft for it to profit with its personal next-gen console? You’ve acquired to suppose not. But may that imply Sony isn’t simply nailing down game exclusives, it is also about to swing some critical {hardware} exclusivity too?

It is feasible then that Sony may get its personal very particular Zen 2/Navi APU for the PS5, a chip with some particular Navi sauce that the Xbox can’t have.

But perhaps Microsoft doesn’t need it. Maybe the subsequent Xbox is taking pictures for one thing better than Sony’s PS5. Certainly, after the Wired article with the confirmed PlayStation 5 specs was launched, rumours began that the Xbox Anaconda was going to be a much more superior beast

Microsoft has prior type for simply going brute pressure, although that’s not essentially at all times labored out so nicely. The PS4 wasn’t as highly effective because the Xbox One and but nonetheless unquestionably received the console battle. But if Microsoft wasn’t allowed the identical Navi SKU as Sony then what if it determined to go all out with a 7nm Vega chip as a substitute?

We know Navi is going to be positioned below Vega within the PC market, so it stands to purpose that the identical could be true from a semi-custom place. We would possibly then see a Navi-powered PS5 and a probably a extra highly effective Vega-based Xbox.

Thankfully, even when Sony is one way or the other capable of declare Navi-exclusivity within the console market, that shouldn’t materially impression our gaming PCs. For a begin Navi graphics playing cards are launching in Q3 of this 12 months, with the PS5 unlikely to launch till 2H 2020 – we would even have higher-spec, second-gen Navi GPUs by then. But it’s additionally unlikely as a result of if there was any form of exclusivity in place it will seemingly cowl simply the APU and never any explicit discrete GPU configuration.

Sony PlayStation 4 Pro APU

At least I hope so. I can see a whole lot of purple followers getting purple within the face if Sony nets a extra highly effective Navi GPU than will ever see the sunshine of day in discrete graphics trim on the PC.

But actually, I don’t actually suppose Sony may have had that a lot direct enter into the design of Navi, definitely not sufficient for it to have the ability to garner some kind of tangible {hardware} exclusivity for the PS5. At least not with out Sony paying such an enormous amount of money for the privilege that AMD’s financials would already be bloated with a recent inflow of semi-custom money.

And it actually isn’t…

It’s extra seemingly then that AMD is simply speaking up Sony’s involvement within the growth course of, extolling the virtues of a shopper working with its semi-custom division as a result of it’ll work tremendous carefully with you simply to get you the right element for you and your product.

But simply how a lot affect Sony has been capable of exert on the Navi design course of would possibly develop into extra clear when Microsoft does finally get round to unveiling its Anaconda specs. If Navi’s nowhere to be seen we’ll know why.

 
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