Update on US/Japan console game sales (May 2026)

研报英文原文证据摘录

Update on US/Japan console game sales (May 2026)

■AMD's Next-Generation GPU Technology

■Production start: 2Q 2027→2Q 2028 (our estimate) ➢Universal Compression

• Memory load reduction via data compression ■Sales launch: 3Q 2027→3Q 2028 (same as above)

➢Neural Array

➢Reasons: Memory procurement/prices, PS5 sales

• Achieves high image quality and low latency with AI extension (same as above)

processing*2 based on efficient MMA*1

➢Radiance Cores

■Removable disk drive • Ray–traced rendering using dedicated circuits

• Maintains image quality, while softening drop in FPS

Impact of Rising Memory Prices

Performance PS5 PS6

Price *5 $549.99 $549～$699→$799～$899

■Performance improvement with LP core*3 in CPU

APU AMD Oberon AMD Orion

■Improvement for standard graphics performance*4

CPU Zen 2 Zen 6c、Zen 6LP

■Improvement for natural lighting effects

9-10 Cores

➢Ray Tracing: Near-realistic visuals with efficient rendering CPU Core 8 Cores

(Zen 6c：7-8、Zen 6LP：2)

• Tracing specific light rays from reflection, refraction points

Threads 16 Threads

➢Path Tracing: Very realistic rendering with high-load

rendering GPU RDNA 2 RDNA 5

• Generates significant random reflection and refraction light rays Memory GDDR6 GDDR7

16GB 24 or 32GB

➢Stable output of beautiful visuals using the two approaches

Power

■Equivalent to $2,000–$3,000 gaming PCs Approx. 200～220W 160W

Consumption

Standard PS6

PS6 imaging Path PS6 60-120fps CPU PS5 Pro 100%up Tracing PS5 performance PS5 10

20%up PS5 150-200%up

Notes: *1 Matrix multiplication operation, *2 Working with AMD FSR4 / Sony PSSR2, *3 Low-Power Core, which is a core operating at low power consumption,

*4 Rasterization performance, which is a low-load rendering technology for converting 3D objects into 2D images, *5 Tax-exclusive price.