I feel like AMD needed to get these console platform wins. It's about sales - it's also about being a big enough platform that all major players need to optimize and support your architecture. Consoles are a closed system with reliable performance profiles and so when studios are aiming for 4k/30 or 1080P/RT/60 fps they are really going to take the time to make that work. This gives AMD huge relevance in all game engine decisions, how RT and other effects are implemented and just in general mindshare that they would otherwise lack. I would imagine that toolchains are chosen by developers that feature robust "console" support, which can be largely interpreted as AMD optimizations.You'd think since everything is developed console-first, that at least engine devs would actually spend more time concentrating on there console.
And that this should trickle down to AMD optimising by default.
Otherwise all those low margins and hugh share of TSMC 7nm wafers, is doing AMD more harm than good.
Which might the case anyhow. 10 million sold Radeon 6700XT's instead of all those PS5's would mean developers could not afford to not optimise fo r AMD
Nvidia really has a big lead in enthusiast gamer PCs. They lean on this and pay developers all the time. I mean does more need to be said? The biggest threat to them is likely APUs and the obsolesce of new GPUs in the sub $200-$300 price point? The gradual erosion of market share that this might result in?
Intel, what do they have? Massive OEM relationships. Cash. Maybe in future generations a more complete supply chain. Years of drivers that mostly work. It seems like if they can get the Arc series up and running, especially in laptops and really squeeze nvidia into the high gaming Intel based laptops, that would be a big win for them. That and all those Dell XPS type PCs for ~$700-$800 shipping with 1660 Supers and the like. Another great way to "bundle" in a Arc GPU, which at least is going to pressure nvidia to probably/maybe get more competitive with their own OEM pricing? To me, this market is the "console" market of AMD for Intel. If they can get into enough PCs they'll gain mindshare with software vendors by the size of their slice of the OEM pie.
Which is a long way to go to say I think AMD stands a lot more to gain long term from getting those consoles wins than pumping 10M more 6700xts into the hands of miners To me, each vendor needs a clear path to market and relevancy and that's how I am seeing it.