Building GCN technology into modern consoles has potential long-term upside for AMD – it gives game developers a common design target across the various platforms. An extra $80 million (£52 million) per quarter could make the difference between small profits and modest losses, and that’s revenue AMD could use. According to Read, one of the benefits of the semi-custom business is that the difference between gross margin and operating margin is fairly small – there’s not a lot of costs to account for once the R&D is finished and the products are shipping.
The PS4 and Xbox One aren’t going to change AMD’s future, but they should provide some much-needed stability. If Kabini and Temash continue selling well, AMD will be in a much better position to navigate a PC market that’s become extremely unstable as customers move to different products and operating systems.
And this is just the beginning. These consoles haven't even penetrated other markets yet. But they will in the near future. Too bad nVidia missed out, no wonder why all the "sour grapes" just like it's fanboy club.