mejin
Member
At least a million per month. So, 16.3M is the bare minimum.
-
Hey, guest user. Hope you're enjoying NeoGAF! Have you considered registering for an account? Come join us and add your take to the daily discourse.
Sony Q2: 13.3M+ PS5s; Sales shatter industry records for sixth straight quarter
At least a million per month. So, 16.3M is the bare minimum.
ethomaz
Banned
Silicon scenery is real.
Even others markets (like cars is being affected... here in Brasil the manufactures stopped to produce because they are not receiving the chip used.
4.5m was what they shipped in October-December 2020.
They stated that they secured enough chips to be able to match PS4 shipments in FY2014, hence their forecast for the FY2021 is 14.8m.
Ps4 shipped 6.4m in October December 2014, it's unknown how much they'll end up shipping in October-December 2021 but should be close.
Last edited:
ethomaz
Banned
Depends how many chips they can get from 80k wafers.
But I believe they will reach 22m or more easily.
Gameplaylover
Member
Maybe faulty X chips are being used for the S, like faulty 3070 chips are used for the 3060. I don't know, but i wouldn't blame the S since we also don't know in what ratio they are being produced.
ethomaz
Banned
The opposite.
PS5 will easily overtake Switch aligned sales next quarter.
It is basically impossible to that not happen... well maybe possible if a calamity happens like fabs get destroyed by a twister lol
And it is not by a small amount... it will probably overtake it by 2m or more.
Last edited:
ethomaz
Banned
That is not possible I believe.
They have different design plus the S motherboard doesn't have space for the X chip.
Ass of Can Whooping
Gold Member
Doesn't seem like it'll be easy with it getting tougher to meet demand
We'll see anyway. I can't see them being able ship more than launch numbers without any stockpile
Last edited:
ethomaz
Banned
?
Launch numbers were 1.5 month of shipment.
They will ship around what PS4 shipped in 2015… ~6m.
Bernd Lauert
Banned
You expect Sony to sell almost 7 million consoles this quarter? That's bold.
ethomaz
Banned
You know it needs 6.5m to be over 2 million.
Last edited:
Ass of Can Whooping
Gold Member
The 4.5 million
They were able to somewhat keep up with demand for the PS4 by the end of 2015. I don't see that being possible this time around
El Pistolero
Banned
The 120m dream is dying for PS4, shame because it could have been the third console ever to pass that milestone. With just 200k this quarter it will likely only ship 1.5m for the fiscal year. This is an anomaly because historically Playstation consoles have a very long tail.
Sony opted for profit at the expense of market penetration, and yet got both in the end. Granted, the PS would have sold 10, 20 million more units with a $100 less, but at what cost for the company? They made the right call, imo, especially coming off the PS3 financial calamity.
Last edited:
Sony already said they have enough chips to sell 22M PS5’s.
ethomaz
Banned
I’m not sure what are your point.
Are you saying there won’t be a rap up in production for Oct-Dec? Because it will have… manufactures holds silicon for that every year.
DForce
NaughtyDog Defense Force
The original sold 7 million in one year.
The Last of Us Sales Pass 7 Million With New DLC Coming - IGN
Sales for The Last of Us have rocketed past another milestone, with promises of more DLC also revealed.
If Ghost of Tsushima sold 6.5 million copies in March (which was released a month later) then The Last of Us Part II surpassed the original in like 6 months.
Ass of Can Whooping
Gold Member
They're already at peak capacity
Doubling that for the holiday qurater would be insane
Imru’ al-Qays
Member
It's clear from talking to my real life friends that interest in TloU2 was way less than interest in TLoU1. I think it sold a lot at launch from people who liked the first game and either hadn't heard about the story or figured they'd give it the benefit of the doubt, but legs were almost certainly lower than the first game. The game did not have good word of mouth.
ethomaz
Banned
Yeap they secured the wafers… that gives you around 16m chips depending of % yields.
If the production is good they can even reach 17m or more.
That's not the case, during holiday quarters shipments typically at least double compared to previous quarter.
We have already seen things ramping up from 2.1m to 3.3m during summer.
It's not manufacturing capacity the issue, it's securing and stockpiling the components in time.
If 3.3m is the best they can manufacture the forecast would have been already downgraded, actually it would have never been that high.
Last edited:
kyliethicc
Member
So PS5 has fallen behind PS4 in sales.
Pretty pathetic on Sony's part to be unable to produce enough consoles. They'd sell them if they made them.
Pretty pathetic on Sony's part to be unable to produce enough consoles. They'd sell them if they made them.
ethomaz
Banned
Nope lol
Happens every holiday quarter.
Every company holds inventory and production capacity for holidays.
Last edited:
Ass of Can Whooping
Gold Member
That's my understanding. Otherwise they wouldn't be below expectations for this quarter
akaFullmetal
Member
Yeah this doesn't seem right unless Sony just has a ton less consoles to sell during the holiday period. This estimate indicates ps5 will sell less than 5 million but Xbox will sell over 5 million in the same time frame. I would be very surprised if that happened.
ethomaz
Banned
The reason that holiday shipment is more than double than others quarters are due the higher demand and for that companies, in this case Sony, holds inventory parts every quarter to can ramp up production for holiday.
Silicon supply issues doesn’t after that… it affects the overall shipment thought the year… that is why the quarter shipment is limited and so the holiday shipment will be but it will have a big ramp up in shipment because Sony build inventory parts for that.
onesvenus
Member
So you are saying that even they claim manufacturing problems as the reason to not match expectations this quarter they are stockpiling parts? Doesn't really make sense, does it?
ethomaz
Banned
They plan the year with the silicon supply issues in mind…. that account for all quarters shipments … if something big happens to change that they release a new Forecast… that is not the case here.
And yes that is how they can ramp up shipment in holidays… you secure/hold inventory parts to that in previous quarters.
Silicon supply issues are really limiting all quarters shipments but holiday is planned to have way more shipment even with silicon supply issues.
Last edited:
onesvenus
Member
Well, yes, that's true. But in order to do that you'd need to have enough inventory during each quarter. It doesn't make sense to miss quarterly targets to stockpile for another quarter and even less with such a strong demand
Kacho
Gold Member
Wow, the PS4 died with a quickness. I figured it would keep selling well for years like the PS2.
Tiago Rodrigues
Member
The console is barely in production by now. Since it barely went down in price it makes no sense to have both the PS4 and PS5 in stores.
PS2 had its final price at 99€/$
We'll never have another console hitting those numbers. Unless Nintendo keeps milking the Switch for like 3 other years if not more.
ethomaz
Banned
What where the quarterly target? They have only a yearly target and it is unchanged for now.
Last edited:
Luminoth-4545
Member
The PS5 may "only" ship around 14m in it's first full FY but historically that is a high number because Sony have always struggled to produce new consoles at the start of a generation. PS1, PS2 & PS3 didn't even ship 10m in fiscal year 1.
Last edited:
Yeah, I was going to say that I thought this was more likely to be why sony are producing more ps5 than MS is producing series consoles than the series s.
ethomaz
Banned
Well Sony have double the wafers from AMD/TSMC than MS.
80k vs 40k for 2021.
Even if PS5 had a bigger chip Sony should be production more PS5 than Series combined.
Last edited:
PropellerEar
Member
In case of these APUs that is not the case.
No blame on S it's on all on MSFT.
yurinka
Member
As I remember Sony aims to slighty outsell PS4 at the end of FY2021 (total numbers since launch, not only units produced this year). At that point PS4 had 22.4M. The previous FY PS5 did 7.8M, which If I'm not wrong Sony plans to ship slightly above 14.6M units during the current FY.
As I remember Jimbo mentioned they secured the stuff they needed to achieve it.
Last edited:
onesvenus
Member
I was going from this tweet but reading the article it seems it's an analyst saying it.
ethomaz
Banned
Interesting... maybe he got a off-hand reply from Sony.
There is a QA soon (tomorrow?) and maybe we will get more info.
KingGhidorah
Banned
It's Sony's decision to kill PS4 quickly. They shifted most of their manufacturing resources to PS5 (Covid, supply chain issues, etc). You can't find retail PS4 nowadays
PS3 stumbled out of the gate, demand was not very high, so Sony had the luxury to keep producing the popular PS2 long after PS3 was released
Last edited:
MasterCornholio
Member
Happy the mods saw through that.
And that's mostly in Sony threads so they know you really don't care about Sony.
Guess your ban dodge failed.
ethomaz
Banned
And what I think weighted more in Sony decision... PS4 couldn't run PS3 games so they had to continue with PS3.
Right now anybody that wants to play a old or new PS4 release can buy a PS5... so it makes no sense to have PS4 on stores.
MacReady13
Member
Sony continuing to kick ass without a "proper" sub service. Just the way gaming should be...
Fake
Member
Poor TLOUS2. After all that massive PR, Sony probably not expected this kinda of numbers. At least GoT, GoW and Spider-Man have amazing to insane numbers.
Last edited:
If it was no chip shortage it would be smart to do another die shrink & move some cheap disc-less PS4s with flash memory or portable PS4s