They haven't done goofed, it's them acknowledging The Last of Us Part II's original release date back when it was announced.
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Next-gen PS5 and next Xbox speculation |OT10| - We aim to transition those from OT9 at a pace never seen before. [SEE THREADMARKS FOR CHANCE AT GLORY]
- Thread starter Mecha Meister
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Our Marketing Team sets these up in early stages to track diffrent campaigns over time and overall product intrest.
Era: "how is Sony so quiet? Where's the PS5 announcement? They need to announce it to keep investors happy!! Sales for the PS4 are decreasing. No price cut? What strategy do they have? Do they have any?"
Meanwhile, Sony:
Meanwhile, Sony:
I still believe that original release date would have factored into Sony's reveal timing. I'm still betting on late Feb, like Klee said.
I'm glad you brought up Radeon 7, it's manufactured with 7nm node and has 60 compute units, which makes a good comparison with rumoured SoC of XSX.Just wanted to add that the Radeon VII is a 7nm, 13.8tf GCN card. Notice how the 5700XT performance is in the middle of the two GCN cards. Sometimes beating both.
Now imagine how a 12TF RDNA card would perform compared to an Xbox One X, would it be 2x a Xbox one X like Phil said? Or would it be more like,
12tf *1.25x RDNA performance per clock vs GCN=15tf GCN/6tf GCN=2.5x?
Phil didn't say over 2x like he did for "over 8x Xbone". Also this shows not all TF are equal. I mean it was already pretty obvious when you compare Nvidia flops vs AMD flops. But here we have 3 AMD cards.
Radeon 7 is 331mm^2 in size, XSX's SoC is around 390~405mm^2, Zen 2 8 core chiplets are around 75mm^2, the numbers checks out
Wait, what? 4x increase in graphics performance? Also, didn't MS say that storage is something like 40 times faster? Or are they drawing distinction between storage's speed and I/O speed?
Eh that won't stop the armchair business analysts. MSFT is trading at 180 USD but Xbox is doomed every financial report
GCN and RDNA CUs aren't the same size.
RX 5700 with 36CU is the same size as the RX 580 with 36CU, despite being on a twice smaller process node.
The value per share is irrelevant. You need to know the amount of shares to get the company valuation (no doubt Microsoft's value is way higher than Sony but comparing two shares prices is like comparing apple and ham).
No... R7 CUs or layout isn't necessarily like for like with any RDNA chip.
You could be onto something, but just as easily could be wrong.
When was Xbox even close to being an important business segment for MS survival or even a highly profitable one compared to their other segments?
I think the idea that Microsoft's success is linked to Xbox in a significant way is a bit disingenuous.
Roughly 25% of Sony relies on PlayStation...Roughly 10% of MS is Xbox both seem to be a ok chunk of their respective companies. No denying Sony would suffer more if PS ever failed but we don't have to worry about that even when they shoot themselves in the arse they manage to do fine.
Camera sensors are more than making up for the Gaming side.
This is correct! Sony is nowhere near the trouble they were in a mear 10 years ago.
OK well this would be my personal take on what he's saying. Actually, I think he's being super straightforward in these answers. They seem like they have some PR filters on them but I read them pretty honestly.
I think what's going on here is - launch consoles are more expensive but usually cost reductions come quickly. They have to balance tooling costs and how many they want to supply initially vs. waiting for cost reductions to come in. A unit sold 6 months to 1 year later may be much more profitable than a lunch unit. So having a fast transition may be possible, but it may make sense to slow demand a bit to be more profitable (this was an earnings call, after all)
This says to me the box is tracking more expensive, but clearly they don't want to be out of position. It's a pretty honest statement IMO. Why be first to declare price in this space if you don't have to? If MS comes in at $599 on Series X for example, that's a much different scenario then if they come in at $399.
It's super interesting related to the above statement. If they have to sell cheaper then they would like, you may adjust the launch quantities to try and wait for the cost reduction to come in. If you're going at a higher price, you may try to get more installed base more quickly. It's a very delicate dance.
I don't read this as they are "reacting" to Xbox as much as holding more option value to get the right mix of units and pricepoint. Funny thing is, I'm betting MS is thinking very similarly so this could be an interesting game of chicken.
Yeah see above. Sounds like they want to wait on a price announce unitil they have more information, because the pricing strategy will directly impact launch quantities and how long you wait for cost reductions to come in.
This does suggest to me that $399 wasn't the slam dunk I was expecting. If they were targeting $399 I would not expect some of these statements.
Equally however, this could all be posture to not spook Microsoft into doing anything aggressive either. So who knows.
I'm not sure it is quite this simple.
e.g. PS4 APU @28nm = 348mm2. 7870 GPU @28nm = 212mm2, 8 core Jaguar @28nm (4+4 cores inc cache) = ~52mm2. Total ~264mm2.
My PSVR gathers dust now that I have a Oculus Quest. Hopefully they have a wireless PSVR2 in the works. No cables really is a game changer.
Good analysis, thanks.
I also don't think $399 is a slam dunk due to Mark Cerny's previous comments.No doubt they are aware of MS's current "sandwich" strategy and are feeling out investor confidence for subsidies in their pricing strategies. Judging by the stock bump, it seems it went well. We may see some aggressive pricing after all.
Yeah, they were hiring a few days ago, could have at least let them put a game out and prove themselves.
They haven't put anything out in the 5 years they've been around. They're a VR studio so they're not creating AAA games.
Also, does this make the number of studios owned by Microsoft/Sony the same?
In my opinion, Sony is assessing how much of a loss they can take relatively to XSXs pricepoint, which could mean they want to undercut them at all cost.
If it was simple $399 (PS5 at 8/9 TFs) vs $499 (XSX at 12 TFs) they would have said it differently as the price difference would have been a default factor, both machines seem to me in similar price range, at least from Sony's perspective.
I am fairly certain that Horizon 2 is not launching with PS5. It will be within the first few years.
If anything actually happens then:
#TonicTonky
It puts the theater in home theater.
#TonicTonky
It puts the theater in home theater.
Def going to be interesting as both move towards the subscription future.
Okay so its 2/5 over here, if nothing happens Tonky better have me my double chocolate chunk soft cookies ready.
Era is trying to find justification for the thirst. The truth is, Playstation is the leader this gen and can do anything they wants, like waiting.
MS needs to prove themselves, shake the tree, but they have a free pass because they show a box and are USA based? Weird.
Yep, I think it is quite interesting to watch.
When a casual fan wants to play call of duty, fifa, Madden, Assasins creed and can barely tell a difference side by side between the ps5/xsx and the Lockhart version. Yes Lockhart will have a huge impact.
Lol, we are all throwing the robot under the bus. Poor Tonky.
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