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Chronicles

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Sources: Sony has cut PS5 production for this fiscal year by 4M units to ~11M, following production issues with its custom-designed SoC

- Low yields of company's custom-designed silicon a bottleneck  — Sony facing aggressive pricing from Microsoft's Xbox team

Bloomberg

Discussion

  • @coreteks @coreteks on x
    “(...) the company has come up against manufacturing issues, such as production yields as low as 50% for its SOC” 50%?! https://www.bloomberg.com/...
  • @6d6f636869 Takashi Mochizuki on x
    Published: “The full PS5 console may be priced as low as $449 while the slimmer digital-only version may dip below $400, according to Bloomberg Intelligence analyst Masahiro Wakasugi.” https://www.bloomberg.com/...
  • @business @business on x
    Sony has cut its estimated PlayStation 5 production for this fiscal year by 4 million units following production issues. The company's shares erased gains and were down as much as 3.5% in the wake of the news, their biggest intraday drop since August. https://www.bloomberg.com/..…
  • @geronimo_73 Roberto Serrano on x
    Sony Cuts PlayStation 5 Forecast by 4 Million Due to Chip Woes Previously set to have 15 mln by March 2021, now only 11mln According to Bloomberg Intelligence analyst Masahiro Wakasugi, #PS5 may be priced as low as $ 449 and bit below $ 400 for Digital https://bloomberg.com/... h…
  • @geronimo_73 Roberto Serrano on x
    For the customer, the real question is whether the number of #PS5 items will be enough to meet market demand this November Actual production has just cut by 4 million but the effects will be evident in 2021 IMHO, bit higher price would be needed to balance the production costs ht…
  • @gibbogame David Gibson on x
    11m PS5 made by Mar 2021 would be the best PS launch ever, sell-through might be 8-9m perhaps but still stronger than expected, plus using airfreight will cost $30 per box extra but retail price of $399/$449 I estimate is what was implied by Sony guidance for the FY https://twitt…
  • @brianfagioli Brian Fagioli on x
    @Techmeme It seems like every console launch since N64 has alleged shortage issues to increase pre-orders.