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demondance

Member
Oct 27, 2017
3,808
Microsoft's Xbox Series S will probably go down as one of the best and luckiest design decisions for this generation.

Seriously. I'm playing on mine right now. If everything was available, I'd be on a PS5 for Demon's Souls instead. But I'm loving this thing anyway. Wouldn't have gotten on board until a couple years from now if at all, otherwise.
 

DvdGzz

Banned
Mar 21, 2018
3,580
Sooo, should I pull the trigger on a new PC sooner rather than later? Seems that this will make prices go even higher.
 

rezn0r

Member
Oct 25, 2017
747
Looks like I won't be building a new PC for years 😔

If you also play on consoles it's not that bad, just wait like 4 hours and then you'll forget about things for awhile. it'll - the feeling - come back, sometimes... sometimes in waves, but you can just keep playing Horizon Zero Dawn's Frozen Wilds DLC that you ignored back then, not remastered or anything, still great but depressingly a little dated, on your PS5. Just to get ready for the sequel in two weeks which you're -FUCKING PUMPED- about [yeah it was also designed and is being released on the PS4, it's ok]. But as Frank Reynolds always said, push it down with some brown. I have Maker's Mark here if you need some. Ignore it and keep going. There's no need to care about things right now. Spider-Man remastered which you also finally got to a month ago was FUCKING AWESOME BUT... no really climbing the tallest buildings was kick ass, and looked great....but something was off. Those windows that looked insane in screenshots 3 or 4 years ago on good old 'Era just seem off for some reason right now. I don't know, let's fire up Demon's Souls. Halo looks pretty sick over on the fridge. Horizon (with the steering wheel) is insane looking as always. I just don't feel like playing them. Maybe I'll check out Twitch or YouTube to see what's up. Oh fuck me, I forgot Dying Light 2 was out. I loved the first one. Let's check out Digital Foundry's thoughts, maybe I can just get it on the Series X and forget about the 20-wait-I-mean-30-year-old-backlog that I've been gestating. Alright this game looks sick <6 minutes in> oh fuck me, I need a GPU. Brb, checking Wario
 
Oct 27, 2017
7,695
does this mean I should be investing in wafers?

but really, are there no other companies that make these? or companies that will start making these? genuinely dont know anything about this stuff but its really interesting hearing about how everything is bottlenecked because of 1-2 companies. brain says if demand so high why arent there more companies filling the gap? maybe a new factory would take 3-5 years alone to get going? anyone have any clue
Specialization, consolidation, and risk aversion (to investment in plant, equipment, and human resources)
 

BBboy20

One Winged Slayer
Member
Oct 25, 2017
22,012
stuff like this explains why Nintendo is doing more long term games on Switch. successor won't come anytime soon at this rate.
I was just thinking of them when reading this.

Enthusiasts (and indie devs) been complaining about it's prowess for a while but if this is why we won't get an update or a next-gen console in the near future...shit.
 

eathdemon

Banned
Oct 27, 2017
9,690
the technogly industry wasnt ready for it to become mainstream lol. like for real, just how much more would spending on tech gone up if we didnt have supply chain limitations.
 

wollywinka

Member
Feb 15, 2018
3,099
Microsoft's Xbox Series S will probably go down as one of the best and luckiest design decisions for this generation.
It always seems to be in stock. Is that a reflection of unconstrained supply or lacklustre demand?

Also, if there is a chip shortage, why is there such an abundance of the Series S? I know the CPU is marginally weaker than the Series X, but would that significantly affect yield?
 

g-m1n1

Member
Oct 27, 2017
2,408
Luxembourg
PS execs must be so depressed...😅

They had by far the best games in a PS first year, a lot of hype around the new console but they can produce like only half of what they could have sold.
They could have imo easily outsold the competition that first year.

Guess they are happy that Horizon FW, GT7 and GoWR are not PS5 only…

Not only in life, but also in business sometimes you need some luck. 😅

imagine being a small tech company and having to compete against Apple, Samsung, Microsoft, Sony, Nintendo, Nvidia… and dozens of car manufacturers for chips… 😱
 

KeRaSh

I left my heart on Atropos
Member
Oct 26, 2017
10,261
Do we even know if this has any impcat on consoles?
For all we know Sony and MS could have made the deals to get all the wafers they produce until 2026 so they can comfortably churn out their consoles?
 

elenarie

Game Developer
Verified
Jun 10, 2018
9,819
Thinking of opening a kitchen and making waffles to help with this shortage. Anyone wants to invest?
 

cowbanana

Member
Feb 2, 2018
13,718
a Socialist Utopia
What a dark timeline.

Only positive for me would be Sony accelerating their PC releases. Looks like I won't be getting a PS5 any time soon as there's zero availability here and I don't see that changing. Hopefully Sony will recognize that people can't buy their games with no hardware to play them on. I can and will buy their games on PC.
 
Oct 27, 2017
6,891
Intel and TSMC are building plants in the US, but I believe they're not expected until next year. I could be wrong about the time frame. But these plans started back in 2020 when shortages started.

TSMC's Arizona fab will start producing in 2024.

Samsung's Texas fab will also start producing in 2024.

Still a long way to go…
 

Rygar 8Bit

Member
Oct 25, 2017
15,890
Site-15
...I would just get a prebuilt PC instead!

This is what I did this week. First time I've bought a prebuilt since our first computer in 92. Spent a little over 4k, it's a monster and will last an extremely long time with a 3090. Hopefully by the time I need to upgrade in the far future the prices will drop and I can build my own again for cheap.
 

PianoBlack

Member
May 24, 2018
6,645
United States
It always seems to be in stock. Is that a reflection of unconstrained supply or lacklustre demand?

Also, if there is a chip shortage, why is there such an abundance of the Series S? I know the CPU is marginally weaker than the Series X, but would that significantly affect yield?

It only became consistently in stock in the US over the holiday period. But it's a weird metric anyway. The PS4 was widely available within a couple months of launch and it didn't mean there wasn't demand. Similarly Xbox has already made up 50% of their market share gap vs Sony even though Series S is "sitting on shelves" - this would indicate there's a lot of stock being bought and replaced rather than sitting unsold in the channel. It just happens that we finally have one system where production is enough to meet demand.

There's an abundance of Series S because it has the smallest chip of the 3 consoles so you can get more of them out of a given wafer than you can X or PS5s. And indeed see my long post earlier in this thread - I suspect MS may have shifted their production to favor Series S over the past year. By sacrificing Series Xs for Ss, they can boost the total number of consoles produced.
 

Sidewinder

Member
Oct 25, 2017
7,191
Switch will become the best selling console in history, won't it?

Man this sucks, I want a Switch 2 in the near future, lol.
 

Disker

Member
Sep 17, 2020
4,194
Microsoft betting on streaming might pay off big time if this means consoles would be hard te produce.

We don't know how much each company has bought in, so there is no saying if the shortage would be the same/worse/better.
 

jawzpause

Member
Nov 7, 2017
2,234
This is crazy, i can see this current generation lasting a decade If true. I can also see every ps exclusive being Cross gen for the foreseeable future
 

Biggzy

Member
Oct 27, 2017
2,929
Do we even know if this has any impcat on consoles?
For all we know Sony and MS could have made the deals to get all the wafers they produce until 2026 so they can comfortably churn out their consoles?

I read the article as highlighting how much demand is through the roof for chips more than an issue with supply. You still need to get a foundry to make the chips, so even if the console manufacturers have ordered enough wafers, getting chips out of them is still going to be a challenge for at least the next two years and it could be even longer than that.

Only positive for me would be Sony accelerating their PC releases

I have been thinking that this week. We will probably see dayone PC releases much sooner than we think, because eventually these shortages are going to start to hurt PlayStation's bottom line when it comes to their first party releases.
 

Tovarisc

Member
Oct 25, 2017
24,434
FIN
PS execs must be so depressed...😅

They had by far the best games in a PS first year, a lot of hype around the new console but they can produce like only half of what they could have sold.
They could have imo easily outsold the competition that first year.

Guess they are happy that Horizon FW, GT7 and GoWR are not PS5 only…

Being pretty optimistic if you think they met ~50% of demand, I would wager they met demand in far smaller %. PS5 literally doesn't exist for most of the world, never has. You maybe see some store getting like 2 units every 2-ish months, at least in Finland.

I wouldn't be shocked if they are having talks with dev teams about transitioning a lot more 1st party stuff into cross-gen for foreseeable future.
 

wollywinka

Member
Feb 15, 2018
3,099
It only became consistently in stock in the US over the holiday period. But it's a weird metric anyway. The PS4 was widely available within a couple months of launch and it didn't mean there wasn't demand. Similarly Xbox has already made up 50% of their market share gap vs Sony even though Series S is "sitting on shelves" - this would indicate there's a lot of stock being bought and replaced rather than sitting unsold in the channel. It just happens that we finally have one system where production is enough to meet demand.

There's an abundance of Series S because it has the smallest chip of the 3 consoles so you can get more of them out of a given wafer than you can X or PS5s. And indeed see my long post earlier in this thread - I suspect MS may have shifted their production to favor Series S over the past year. By sacrificing Series Xs for Ss, they can boost the total number of consoles produced.
Thanks for the clear and comprehensive answer. The fact that the Series S has a smaller chip size was new to me. Good to know. Yes, it does seem like the Series S is really paying off for Microsoft.
 

spam musubi

Member
Oct 25, 2017
9,381
Microsoft betting on streaming might pay off big time if this means consoles would be hard te produce.

We don't know how much each company has bought in, so there is no saying if the shortage would be the same/worse/better.

to provide streaming, you need to have data centers running the games, and you still need chips to build data centers. There's a cap on that too
 

Deleted member 49611

Nov 14, 2018
5,052
i was hoping we would be able have a few years of normality before the 2030's (when shit hits the fan) but it doesn't seem like it's happening. people keep saying this shortage is gonna be over in 2023 but i thought it'd be 2024/2025. even if they say 2026 today...that's 4 years away. we're gonna feel the effect of this well beyond that.

the 2030's will be much worse. this is the new normality....things might get even worse so maybe we ain't seen shit yet. we'll be dealing with this shit into the 30's and even 40's.
 

Carn

Member
Oct 27, 2017
11,921
The Netherlands
does this mean I should be investing in wafers?

but really, are there no other companies that make these? or companies that will start making these? genuinely dont know anything about this stuff but its really interesting hearing about how everything is bottlenecked because of 1-2 companies. brain says if demand so high why arent there more companies filling the gap? maybe a new factory would take 3-5 years alone to get going? anyone have any clue

Its a very complex process and not an industry you can quickly jump into. Like you said, it will probably take years (if not decades in some cases) to really get good at it and become competetive. Also, look at ASML; they are basically the worlds ONLY company producing the current cutting edge EUV machines (the machines that 'print' the chips on the wafers) that are needed for the smallest production nodes (like 7nn and smaller). I'm daring to say that the technology involved goes way beyond 'rocket science'.
 

horsemama1956

Member
Jun 22, 2020
351
Thanks for the clear and comprehensive answer. The fact that the Series S has a smaller chip size was new to me. Good to know. Yes, it does seem like the Series S is really paying off for Microsoft.
I think part of it is people think the Series S is last gen. One of my kids kept asking why I bought the old Xbox instead of the new one(X). Also im betting a number of the S chips are just X chips that weren't good enough so they cut them down. Sony would do well to release a similar console before last gen finally dies.
 

Goldenh

Member
Feb 9, 2020
1,387
Yea Nintendo will clearly milk the Switch away until the situation is better. Good for them tho, it is still in a 20+ million sales per year pace without a price cut, so they should be totally find pulling that off. They can just launch a new revision with a power upgrade in the meantime and i will be totally satisfied.
 

wollywinka

Member
Feb 15, 2018
3,099
I think part of it is people think the Series S is last gen. One of my kids kept asking why I bought the old Xbox instead of the new one(X). Also im betting a number of the S chips are just X chips that weren't good enough so they cut them down. Sony would do well to release a similar console before last gen finally dies.
Would binning work, though, when it's an APU? I'm not sure if this is the correct term, but isn't everything on the same die? Yes, the Series S was widely derided before release. Seems like MS is the one laughing now.
 

Nameless

Member
Oct 25, 2017
15,360
This cross-gen period is going to last well into 2024 at this point - which is fucked, but what can you do?
 
Jul 26, 2018
2,464
to provide streaming, you need to have data centers running the games, and you still need chips to build data centers. There's a cap on that too
It's probably much more efficient if you stream tho, cause them wafers are shared across all players so so you'd need a smaller amount of total wafers. An example would be somebody playing after office in America and somebody else playing after office in Europe: they can both get the same amount of gaming with wafers for one.
 
Jul 26, 2018
2,464
Fair warning, I haven't been following the chip shortage closely. But AFAIU, there's a chip shortage that caps the production of consoles. For PC gaming, CPUs seem to be near normal prize and GPUs prices are exorbitant mostly to (I) high demand due to crypto mining, and (II) AMD sucks.

Are these two console and PC shortages related? Or is the chip shortage discussed in this thread something that hits console production mostly?