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Asha Sharma: Next Xbox Project Name: "Helix" - Will 'lead in performance and play your Xbox and PC games'

Is that meant to be cheap? That's pretty expensive. I can see them hitting that price late next year depending on what happens with Nand/RAM into next year. It's not a particularly low price.
I'm ready for it. I can't imagine it will be a mass market device. I imagine it's sales will mirror something like the Xbox Ally X (at least the 1st party device, if you can even call it that)
 
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So we finally have the proper codename. It isn't Project Magnus but Project Helix. Like Project Scorpio or Project Scarlett.

And it's confirmed to be Hybrid, perfect.
90% sure "play your Xbox game" will turn out to be "play Xbox games that were natively released on PC". So we are back to Xbox ROG Ally X situation.
 
The catch will be you need an active Gamepass subscription for monthly check in, to use it ;)

Why would you need a monthly subscription to use a disc drive?


Come On What GIF by MOODMAN
 
so if the the sony rumor about not releasing ps exclusives on pc is real it has to be for this, the ability to play ps games on xbox would be killer if true.
 
90% sure "play your Xbox game" will turn out to be "play Xbox games that were natively released on PC". So we are back to Xbox ROG Ally X situation.
Nah, this is different from the Xbox Ally which were using generic AMD Z series APUs.


All AMD chips going forward are Xbox co-engineered and have BC built in. 5 GPU dies, one powerful CPU SOC aka Magnus, that can be paired up with any of the RDNA5 GPU dies. To create the portfolio of devices including PCs, Laptops, Handhelds, Multiple Consoles, Cloud. AMD CEO Lisa Su confirmed full current levels of BC natively.
 
That's the elephant in the room.
Is it? If it's the same price point than a similarly spec'd PC… it's already cheaper! Out of curiosity I've checked the prices to build a compact PC box and it's incredibly expensive not to go with the tower format. Not to mention pre-built PCs. This is both pre-built and compact. It being the same price than the sum of its components or sightly higher well…
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Let's assume it will have a disc add-on solution, if they're intending for people to be able to retain their existing library.
Wouldn't any PC disc add-on already work? It doesn't need one.
 
All that spec for $1200 seems a little low, on the price.
Check die size on cpu + gpu.

GPU is similar to rtx5070 in size. CPU is like a ryzen 7 processor.

Add extra costs for node shrink etc.

Seems like it can be priced at 1200 even with profit margin etc.

Only question is, if die shrink can reach 5080 level of performance. Considering how much AMD is banking on RDNA 5, I think it should be capable of.
 
AAA exclusives + free online should be their strategy for success
I don't even think they need the exclusives. Free Online, free Cloud Saves, free Cloud Gaming should be advertised along with every first party game trailer, similar to Gamepass Day 1.
 
If this is going to have a steam store I'm interested. I skipped out on this gen and have relied on GFN and would like to buy a console and cancel that GFN sub. If we're looking at 5080 level performance with a fully functional steam storefront than there's a good chance I consider getting this.
 
Yep, people don't understand that it costs Nvidia only $420 roughly to build an rtx 5080 that they sell for $999. It only costs Apple $400 to build an iPhone they sell for $850.
Consoles usually are build to be as low cost as possible. A $100 wiggle room will take away a lot of compromises.

Sure, it will cost customers much more than $100 extra. But no compromise console still should be pretty cost effective at launch.
 
Consoles usually are build to be as low cost as possible. A $100 wiggle room will take away a lot of compromises.

Sure, it will cost customers much more than $100 extra. But no compromise console still should be pretty cost effective at launch.
Plus it's multiple consoles.


This week, Xbox announced it is actively building its next-generation lineup across console, handheld, PC, cloud, and accessories. As part of this, Xbox unveiled that it has entered into a strategic, multi-year partnership with AMD to co-engineer silicon across a portfolio of devices, including future first-party consoles and cloud.

A 24 CU console at $549, and a 48 CU console at $799 are also feasible in addition to the $1200 68 CU console. Or $600, $900, $1200. The dockable handheld would also act as an entry point console, maybe 12-16 CUs on the lower SKU.
 
It's not subsidising either. Whatever % of margin the vendors are putting to the components MS is putting it too.
That rtx5070, that itself has a lot of parts needed to complete the console. Power supply VRM, cooling solution etc.

Add parts to make it full console system instead of adding full motherboard etc.
 
It's not subsidising either. Whatever % of margin the vendors are putting to the components MS is putting it too.
There's a flaw in your logic. Windows OEMs usually have a 20-30% profit margin in prebuilt PCs, Laptops. But the parts suppliers often have 60-100% profit margins. So you can't use retail pricing of each of those parts.

MS is going to be buying the Magnus APUs from AMD in bulk then provide them to OEMs at cost. That was according to Proelite Proelite

OEMs will take in their 20-25% profit margins. MS isn't seeking profits from hardware, their goal is the proliferation of the open ecosystem, to attach Xbox hardware to the larger overall PC Gaming hardware ecosystem.
 
Xbox Helix could have one full year on the market to itself like the Xbox 360
Which may mean Xbox light become the lead platform to develop on for a while, which can only be a good thing.
Sharma done more in a couple of week, than Bond did in years

[h3][/h3]
 
The most absurd about all this, for a company so obsessed with AI, they dont use it.

Here's the prompt:
"Given the console market place, can you think of a winning strategy for the next xbox?"

The core bet Microsoft is making — software ubiquity over hardware lock-in — is correct long-term. The execution risk is that an open platform with no exclusives and no identity is just a more expensive PC. The strategy needs a sharper answer to why you'd want an Xbox specifically, not just why Xbox can run anything.
 
Xbox and PC games doesn't necessarily mean other stores since Microsoft sells both Xbox and PC games. Still a lot of questions

They've been talking about supporting other PC stores for a while now.

I don't get it either. Seems like stupid decision.

They're going to be losing money, unless they do something like lock access to third party stores behind GP.

They will sell the hardware at a profit. No money lost.
They'll have reduced revenue from subscriptions, but that's still better than zero subscription revenue if they'd left console business completely like many were claiming they were bound to do.

90% sure "play your Xbox game" will turn out to be "play Xbox games that were natively released on PC". So we are back to Xbox ROG Ally X situation.

Is that why Epic already confirmed their store will be on the next Xbox?
 
There's a flaw in your logic. Windows OEMs usually have a 20-30% profit margin in prebuilt PCs, Laptops. But the parts suppliers often have 60-100% profit margins. So you can't use retail pricing of each of those parts.

MS is going to be buying the Magnus APUs from AMD in bulk then provide them to OEMs at cost. That was according to Proelite Proelite

OEMs will take in their 20-25% profit margins. MS isn't seeking profits from hardware, their goal is the proliferation of the open ecosystem, to attach Xbox hardware to the larger overall PC Gaming hardware ecosystem.
Our insiders are, as far as I know, Kepler, Heisenberg and Sneakers. So your whole assumption could be wrong. And Heisenberg thinks it'll be costly, so I would held my hopes up for a 1.200 machine.
 
Where is the ceiling for this, sales-wise? I'm thinking 20 million at most.

This will sell less on a monthly basis than xbox series is right now. In other words, DOA. Too expensive for the console audience and nothing more to offer to the PC players who basically already have access to everything it will offer. It's only market is the remaining hardcore xbox fans.
 
Our insiders are, as far as I know, Kepler, Heisenberg and Sneakers. So your whole assumption could be wrong. And Heisenberg thinks it'll be costly, so I would held my hopes up for a 1.200 machine.

Does seem like Proelite Proelite has had some insider knowledge, make of it what you will. But it aligns with what Xbox and AMD stated officially.


K KeplerL2 stated $1200 for the premium console, and since then the tariffs have been declared illegal and the global 15% tariffs will expire in 4 months.
 
I don't even think they need the exclusives. Free Online, free Cloud Saves, free Cloud Gaming should be advertised along with every first party game trailer, similar to Gamepass Day 1.
Exclusives will play a pretty big role in combination with free online.
 
The most absurd about all this, for a company so obsessed with AI, they dont use it.

Here's the prompt:
"Given the console market place, can you think of a winning strategy for the next xbox?"

The core bet Microsoft is making — software ubiquity over hardware lock-in — is correct long-term. The execution risk is that an open platform with no exclusives and no identity is just a more expensive PC. The strategy needs a sharper answer to why you'd want an Xbox specifically, not just why Xbox can run anything.

Your entire argument falls apart because you assume it'll be a 'more expensive PC'. Meanwhile it'll likely be a device that can play PC games, for a cheaper price than a similarly specced PC

At the same time, it doesn't make sense to look at it in the lens of the usual console market since it's not going to be priced as a subsidized device for mainstream sales.

Finally, access to PC games means - for the console crowd - it does have access to PC exclusives.

The strategy needs a sharper answer to why you'd want an Xbox specifically, not just why Xbox can run anything.

The ability to run nearly everything is specifically why many would want the Xbox.
 
Check die size on cpu + gpu.

GPU is similar to rtx5070 in size. CPU is like a ryzen 7 processor.

Add extra costs for node shrink etc.

Seems like it can be priced at 1200 even with profit margin etc.

Only question is, if die shrink can reach 5080 level of performance. Considering how much AMD is banking on RDNA 5, I think it should be capable of.
Tom @MLiD estimates AT2 in Magnus having raster of 5080 and RT of greater than 5090 based on IPC increase in raster (+10%) and RT (2x) from RDNA4 (i.e.RX 9070XT) per CU (assuming at least 2.5GHz clock).
 
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Really hope they don't solely mean Windows games, wouldn't find that too exciting and certainly not a real game changer. Steam and EGS however definitely would be that. I'm super curious how it's all gonna play out because as others have said…if they have Steam, how is that not gonna "eat" away from their own store? I also really wonder what turns out to be true that we get a true Windows/PC experience or nothing like that.

As a big Xbox fan I will still get it if it's powerful and worth it, but I truly hope we get Steam and EGS. I'm also not sure, was Jez merely guessing when he talked about that or was he in the know about it?
 
Between Steam Machine and Helix it's kinda exciting to see a new path being carved into the gaming space with pc/console hybrids , especially since it's a space Sony or Nintendo can't really dip their toes into . Devices that can fully use none watered down versions of applications like twitch, discord, youtube , spotify ect ect ... and no paying to play online!!! Having access to a bottomless library of games from PC trumps any argument about exclusives in my eyes . Unless Sony gives me access to every ps1/ps2/ps3 game ever released then SM and Helix just seems more appealing then the ps6 and for the future of gaming
 
WIll one full year on the market to themselves be a bad thing?
In be good hopfully in terms of getting more titles leading on the next system, more so given the next Xbox will be far more powerful. I don't believe for one second it will mean that Xbox will be the best-selling console
 
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