Lisa SU was able to comment on the company’s financial results, including an increase of nearly 68% in sales compared to 2020. But the boss of the reds was also able to make a point on the products. Once again, Zen 4 was confirmed as well as RDNA3 which was more discreet lately in the communications of the brand.
Indeed, the recent announcement of a refresh of the RX 6000 range seemed to announce nothing good for RDNA3. But Lisa SU has confirmed that we will see RDNA3 cards this year. Again, it’s all about the words. Given the current situation and the refresh scheduled for late spring, it is highly unlikely that we will see RX 7000 cards in 2022.
Lisa SU’s statement on RDNA3:
Demand for our products is very strong and we look forward to another year of significant growth and market share gains as we build on our current products and launch our next wave of Zen4 processors and RDNA3 GPUs. We have also made significant investments to ensure we have the capacity to support our growth in 2022 and beyond We’ve been working on the supply chain over the last four or five quarters knowing the growth that we have from a product perspective and the visibility that we have with customers. So in terms of the 2022 supply environment, we have made significant investments in wafers as well as substrate capacity and back-end capacity. We’re very pleased with the progress of our supply chain to meet the 2022 goals. And our goal is, quite frankly, to have enough supply to meet the demand that is out there. However, AMD’s very aggressive rhetoric contrasts sharply with the company’s situation in the European market. If the prospect of an easing in the GPU market is real (in connection with the fall of mining), we should not expect to rebound to a serene market. Rising costs along the supply chain will have an irreversible impact on prices in 2022.