Discussion RDNA 5 / UDNA (CDNA Next) speculation

[gdansk]

Talk is that Nvidia will not launch GPU this year and next gen may be delayed until 2028. And yet I have this suspicion that AMD will let this opportunity pass and will even manage to lose market share.
Am I wrong?

The same market realities causing Nvidia to delay consumer crap would also cause AMD to delay consumer crap.
So yes, it will go without Radeon trying anything aggressive.

 

[Panino Manino]

The same market realities causing Nvidia to delay consumer crap would also cause AMD to delay consumer crap.
So yes, it will go without Radeon trying anything aggressive.

Isn't there any way put more cards on the shelves? Don't need to be something next gen, just "something".

 

[gdansk]

Isn't there any way put more cards on the shelves? Don't need to be something next gen, just "something".

No, they already ordered the amount of chips and even if they wanted to increase GPU production then from where would they acquire the GDDR6? That's rhetorical, it's all sold through for 2026. And possibly even beyond.

They are also likely to switch some N48/N44 allocation (any excess production they can't sell to partners with VRAM to pair them with) to Epyc based on reported market conditions (where there are shortages of the CPUs themselves).

 

[adroc_thurston]

Isn't there any way put more cards on the shelves? Don't need to be something next gen, just "something".

this implies AMD cares.

 

[tajoh111]

AS I mentioned numerous times, AMD doesn't have the manpower to keep up in all the markets it is involved in. Which sides are going to take a cut I propositioned and it appears to be all of them aside from data center.

To make instinct a year cadence product, would have taken alot of resources from everywhere. Especially considering these products are made on the newest node. And extra highers AMD has brought in likely has to focus on software which AMD has neglected over the years and support for business to business partners which AMD has neglected over the years compared to the competition. AMD doesn't have the resources to produce simultaneous chips on the newest process year after year. Their net profit just recently reached over a billion dollars.

The consumer market is stagnant in terms of revenue and with the cost of RAM as well as the supply, will actually shrink. Everyone complaining need to understand that releasing products in the consumer market during this time is going to result in way less return in investment. These decisions where to spend much and where to put resources was made years ago and likely based on the potential growth of the CPU market and GPU market. The GPU market would have made the most sense particularly the consumer side since the market has been stuck at 4 billion quarterly for a while now and fighting Nvidia is alot harder than fighting Intel in the consumer space. If I was AMD and wanted to make the most money and getting the most return on investment, i would spend as little as possible on consumer graphics as the dollar per mm2 of die is the worst and as the current marketshare shows, getting marketshare from Nvidia is brutally difficult.

 

[adroc_thurston]

AS I mentioned numerous times, AMD doesn't have the manpower to keep up in all the markets it is involved in.

They do.
They just don't wanna focus on markets that are either miserable to penetrate (client dGFX) or are being margin squeezed from multiple directions (a solid chunk of PC).

 

[basix]

AMD has to do exactly two things regarding client graphics:

1. Developing a good and scalable HW architecture (PPA, features)
2. Pushing their software ecosystem, e.g. push FSR like Nvidia pushes DLSS
   • SW is not limited to gaming focused stuff, can be more than that (e.g. ML/AI, CAD, video rendering, ...)

The first will be done anyways because of APUs, consoles and a few breadcrumbs from datacenter GPU designs (some commonalities you can re-use for client GFX). The second part ist what is missing. FSR Redstone could have been exactly that but for the time being it is a miserable story, unfortunately...

With that, if AMD wants to build a GPU, they have all required building blocks.
From that point on, the rest are management and business decisions. And this is exactly the reason why the rumored RDNA5 ATx are looking like they do. Use each chip for multiple purposes.

 

[eek2121]

AMD has to do exactly two things regarding client graphics:

1. Developing a good and scalable HW architecture (PPA, features)
2. Pushing their software ecosystem, e.g. FSR like Nvidia does DLSS.
   • SW is not only gaming focused stuff, can be more than that

The first will be done anyways because of APUs, consoles and a few breadcrumbs from datacenter GPU designs (some commonalities you can re-use for client GFX). The second part ist what is missing. FSR Redstone could have been exactly that but for the time being it is a miserable story, unfortunately...

From that point on the rest are management and business decisions. If AMD wants to build GPU, they have all required building blocks. And this is exactly the reason why the rumored RDNA5 ATx are looking like they do. Use each chip for multiple purposes.

Relevant:

😉

 

[Jan Olšan]

Client gfx programs are essentially gambling and Lisa hates gambling.

Actually AMD Embedded APUs and GPUs used to target casinos explicitly. Not sure if they still do, the products are not very visible.

 

[adroc_thurston]

Actually AMD Embedded APUs and GPUs used to target casinos explicitly

They now target mostly automotive. Market shift post-Xilinx acq.

 

[marees]

They now target mostly automotive. Market shift post-Xilinx acq.

time to plug in this piece

HMI (human machine interface) & object simulation/modelling are leading to rapid adoption of game engines (Unreal, Unity, Godot, Fluorite etc.) in cars

Top 5 Embedded HMI UI Frameworks for 2025​

12 June 2025

Przemyslaw Krzywania
HMI Director
Embedded human-machine interfaces, or HMIs, require UI frameworks capable of delivering smooth, visually rich, and highly responsive graphics across diverse hardware platforms, from low-power microcontrollers used in everyday appliances to advanced SoCs powering automotive digital cockpits.

Flutter: Designed for polished UIs and rapid iteration. Great if you want app-like fluidity on embedded Linux or plan to reuse code across mobile, desktop, and embedded. Perfect for consumer devices and infotainment systems, provided hardware resources are sufficient.

Unreal Slate UI: For high-end, graphics-intensive projects. If you need cinematic visuals, 3D realism, or a “wow factor” (luxury cars, simulators, premium interfaces), Unreal stands apart. Overkill for simpler HMIs, but unmatched in the right context.

https://www.automotivetestingtechno...inside-suzukis-sdv-cockpit-powered-by-qt.html

Elektrobit and Unity Technologies Enable 3D Experiences in Automotive Cockpits​

By Tiera Oliver​

Assistant Managing Editor
Embedded Computing Design
October 05, 2020

EB and Unity will showcase a complete automotive cockpit user interface developed with their technologies at Car HMI USA, Nov. 16-17, in Detroit, MI.

For more information, join EB and Unity for a webinar on Oct. 6: https://www.elektrobit.com/designing-the-car-cockpit-of-the-future-a

 

[marees]

time to plug in this piece

HMI (human machine interface) & object simulation/modelling are leading to rapid adoption of game engines (Unreal, Unity, Godot, Fluorite etc.) in cars

also this from the same thread

Toyota announces Fluorite game engine — built on Dart/c++ api, Flutter toolkit using Filament 3D rendering engine on top of Yocto project's AGL Linux​

https://www.phoronix.com/news/Fluorite-Toyota-Game-Engine

Unity Chosen by Toyota Motor Corporation for Its Next-Generation Human Machine Interface (HMI) to Enhance the In-Car Experience​

https://unity.com/news/unity-chosen-by-toyota-motor-corporation-for-next-generation-hmi

Tesla Ditches Godot for Unreal Engine in Graphics Overhaul​

https://www.techbuzz.ai/articles/tesla-ditches-godot-for-unreal-engine-in-graphics-overhaul

Rivian has used Unreal Engine since its R1T and R1S launch, creating immersive 360-degree vehicle visualizations. Ford's Lincoln brand recently showcased Unreal-powered interfaces in the redesigned Nautilus, while GMC integrated the engine into its Hummer EV's futuristic cockpit design. Volvo announced its partnership with Epic in 2022, and Lotus has used Unreal for its electric vehicle interfaces.

Unity China has formed partnerships with 35 global automakers, reportedly supporting 77 mass produced vehicle models and claiming approximately 85% of the domestic cockpit solution market.



https://kr-asia.com/unity-china-ste...igital-twins-smart-cockpits-and-in-car-gaming

 

[Bryo4321]

Actually AMD Embedded APUs and GPUs used to target casinos explicitly. Not sure if they still do, the products are not very visible.

Ha, I work for a smaller manufacturer in that space. We are all intel/nvidia.