Comment by Danieru
Comment by Danieru 4 days ago
No one appears to have mentioned the important meta game going on: Intel bidding as a credible alternative supplier.
For Intel, by bidding they get to undercut AMD's profits.
For Sony, they get a credible alternative which they can pretend would be a viable choice. Thus forcing a slightly better deal from AMD.
We saw similar articles related to the Switch 2. That time it was AMD acting as spoiler to Nvidia. Nvidia reportedly got the contract. That time too we got news articles lamenting this loss for AMD.
As a gamedev I have a different perspective: Sony and Nintendo would be fools to give up backwards compatibility just for savings on chips.
Switching vendors does not just invalidate old games compatibility, it also requires retooling for their internal libraries. Console games, outside small or open source engines, use proprietary graphics api. Those apis are tied to the hardware. With this coming generation from Nintendo, and the "current gen" from Sony and Xbox they've been able to mostly reuse much of their software investment. I'd case more but this is obviously nda, other devs should be able to confirm.
Thus I don't think AMD for switch2 or Intel for ps6 was ever a credible path. Their bids existed to keep the existing vendor from getting overly greedy and ruining the parade for everyone. This is important, famously the original Xbox got hamstrung in the market by Nvidia's greed and refusal to lower prices as costs went down.
+1. An important non-obvious detail for AMD is that they (at least in the past, I assume for this as well) have kept the instruction timings similar from generation to generation of consoles.
Different x86 micro-architectures benefit from writing the machine code in slightly different ways. Games are highly optimized to the specific micro-architecture of the console, so keeping that stable helps game developers optimize for the console. If you suddenly changed the micro-architecture (if switching to Intel), then old games could suddenly become janky and slow even though both systems are x86.
(This would only matter if you were pushing performance to the edge, which is why it rarely matters for general software development, but console game dev pushes to the edge)
So it isn't just the graphics APIs that would change going from AMD to Intel, but the CPU performance as well.