But..
Didn't Matt say Sony was ready to launch in 2019, their specs were locked down but suddenly decided to wait till a 2020 launch?
But... if Generation 1 Hybrid NAVI does NOT have Raytracing and next years 2020 NAVI does.., unless they decided to (impossibly) go back to the drawing board and make (impossible) critical and major changes in such short amount of time, it doesn't make any sense Cerny would say in April 2019 they will have Raytracing and launch in 2020.
Matt seemed so certain they could have launched in 2019 and simply delayed it to 2020 for a reason unknown to us.
Matt said 2019 was the plan for a long time but plans can change. He hasn't elaborated on how, when or even if a "delay" was a real thing and I'm guessing we'll probably never know now.
I also remember finalflame saying they had a pretty good reason to believe it'd release in H2 2019 but of course things could shift.
Whatever the case is I do still think if it was planned for late 2019 and is now late 2020 then it must have been a substantial issue with hardware or a big internal shift to move release by a full year.