It's not going to be 2:1 this gen. Both companies are doing some very good things. It's not only Sony this time.
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Sony Q3 FY2021 (Oct-Dec) Results - PS5: 3.9m (LTD: 17.3m), PS4: 116.8m / Record Year for PlayStation / 2nd Highest Quarterly Revenue in history
- Thread starter ArmGunar
- Start date
I agree with this. I do think it's going to be well over 40% though, once the supply chain eases up again (which could take quite a while)
yeah also it wasn't just spider man that propelled the films division. James Bond also came out in November to box office success
The chip-shortage is brutal for the PS5.
They are selling every PS5 they can make but it's clearly not enough.
So expect more cross-gen games and PC ports coming sooner rather than later.
You can't have all these AAA studios and expensive AAA projects for a PS5 userbase that is struggling to reach 20 million.
At least Sony is trying all they can:
They are selling every PS5 they can make but it's clearly not enough.
So expect more cross-gen games and PC ports coming sooner rather than later.
You can't have all these AAA studios and expensive AAA projects for a PS5 userbase that is struggling to reach 20 million.
At least Sony is trying all they can:
That's not going to happen. You will get both.
James Bond is MGM (Amazon).
But it would be 2:1 right now if it wasn't for shortages. If you look at other countries not US or UK, its 10:1. If you are telling me the Xbox is going have huge lead in the US I just don't see it happening.
I see 40% more PS5 sold then XboxSeries, while XSS is widely available*.
XSS is a nice option, but not the route to success.
I believe the worldwide numbers will be pretty near to eachother when XSX and PS5 are really available.
* That is atleast the case in Europe. Maybe i'm wrong about the US.
XSS is a nice option, but not the route to success.
I believe the worldwide numbers will be pretty near to eachother when XSX and PS5 are really available.
* That is atleast the case in Europe. Maybe i'm wrong about the US.
While this is true, every one of the recent Bonds until No Time to Die was distributed by Sony. This one was distributed by Universal, even though MGM produced it.
They're certainly not hitting 20 million as fast as they hoped for, but "struggling" to reach that number is a bit severe, imo. They'll likely hit 20 million sold-through in April, while the ps4 did it in its corresponding March.
This is my takeaway as well.
The bellwether will be how soon we see a PC port for Horizon Forbidden West. First game is already on PC and has built a steady audience there. Is it possible we see it on PC by next February?
This is false information though? PS4 sold 20.2M in March 2015 - 3 months later.
PlayStation®4 (PS4™) Sales Surpass 20.2 Million Units Worldwide
Tokyo, March 4, 2015 – Sony Computer Entertainment Inc. (SCE) today announced that the PlayStation®4 (PS4™) computer entertainment system has cumulatively sold through more than 20.2 million units*1 worldwide as of March 1. PS4 continues to demonstrate the fastest and strongest growth in...
www.sie.com
It was at 18.5M in the same time-frame:
Even with Microsoft doing the right moves Xbox is still a non factor in a lot of countries.
I had to Google who the CEO of Sony was (Kenichiro Yoshida). He's quietly done an amazing job. No gifs or anything
By the time the supply chain eases up again COD could be exclusive to Xbox and there will very likely be a steady flow of AAA exclusives releasing on the console. I think this is going to be a gen where a lot of people are going to have both consoles, especially with the Series S being such a cheap way to get access to Xbox exclusives.
I recall this news from late last year.
IIRC it's a brand new fab, which is why it won't be spun up until 2024.
I don't think this either. The XSX is just as hot as the PS5 right now. The XSS on the other hand is not.
The XSX is not walk in the store available similar to the PS5. That's the most desired Xbox console. I don't want to derail the thread. We can take it somewhere else.
I know. He was talking about the latest James Bond movie. And this one wasn't a Sony movie.
With how things are going right now I say it's possible. The same goes for God of War Ragnarok. PC release one year later.
I don't think so.
No.
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TSMC is partnering with Sony on its new $7 billion chip factory in Japan
The fab will focus on older 22nm and 28nm chips.
www.theverge.com
No.
TSMC is partnering with Sony on its new $7 billion chip factory in Japan
The fab will focus on older 22nm and 28nm chips.
OK thanks for clarifying. So this new lab will be focused on producing chips for cars, phones and other devices, right? It won't be helpful in resolving PS5 demand problem, although I suppose it could alleviate issues elsewhere?
And even though we are seeing these numbers now, Sony likely saw this in their forecast several months ago. Which may help explain the Bungie deal as well.
In short, ladies and gentlemen of the board, costs are down, revenues are up and our stock has never been higher.
I don't disagree. But what said here is irrelevant to the conversation. Again it's going to 2:1 again if Xbox don't sell consoles in other countries not name US and UK.
I know Aniplex is more than just a singular category of what it produces/manages. I just find it confusing that the mobile gaming piece is held under the music piece of the pie.
Aniplex - Wikipedia
en.wikipedia.org
No doubt Sony will take the WW total so no argument from me here. I'm just glad that all three are healthy and doing well now.
Great OP as always. That supply crunch is brutal. PlayStation now responsible for over a third of Sony profit. This is wild.
You're right. People just struggle to understand this, for some reason.
I expect to see all these new GaaS projects on PS5, PC and their Spartacus sub service. Maybe even PS4.
Sounds like a good strategy.
How? You're adding Q4 sales to PS5 but not PS4 launch aligned. The comparisons show PS4 was at 20 million launch aligned that figure will have to add 3 more months when we get to end of Q4.
None of ms purchases have really put anything out to change the mindshare yet.
This is false information though? PS4 sold 20.2M in March 2015 - 3 months later.
PlayStation®4 (PS4™) Sales Surpass 20.2 Million Units Worldwide
Tokyo, March 4, 2015 – Sony Computer Entertainment Inc. (SCE) today announced that the PlayStation®4 (PS4™) computer entertainment system has cumulatively sold through more than 20.2 million units*1 worldwide as of March 1. PS4 continues to demonstrate the fastest and strongest growth in...
It was at 18.5M in the same time-frame:
Correct, this will do nothing for Playstation unless one of their bottlenecks is USB port chipsets or similar IO level chips.
Car manufacturers are getting DESTROYED by the lack of USB and simple LCD chips.
I don't want to derail the thread anymore. But it boggles the mind people don't understand this.
There's a transcript of the earnings call here, and Q+A.
A number of questions about strategic invesment and Bungie, and some more detail on the breakdown of the $3.6bn value on the deal.
Sony Group Corporation (SONY) on Q3 2021 Results - Earnings Call Transcript
Sony Group Corporation (NYSE:NYSE:SONY) Q3 2021 Earnings Conference Call February 2, 2022 1:30 AM ETCompany ParticipantsSadahiko Hayakawa - Incharge of...seekingalpha.com
A little bit of a side track, but there's a question about VR and PSVR2 - and for those who weren't sure if the eye tracking would be usable for foveated rendering, an answer there seems to carry explicit confirmation that it will.
New thread worthy?
I think this is big news.
Sure, anyone can feel free. I was initially gonna bump the PSVR2 announcement thread, but it's over a couple of weeks old now I think.
Yeah that looks more aligned there.This is false information though? PS4 sold 20.2M in March 2015 - 3 months later.
PlayStation®4 (PS4™) Sales Surpass 20.2 Million Units Worldwide
Tokyo, March 4, 2015 – Sony Computer Entertainment Inc. (SCE) today announced that the PlayStation®4 (PS4™) computer entertainment system has cumulatively sold through more than 20.2 million units*1 worldwide as of March 1. PS4 continues to demonstrate the fastest and strongest growth in...
It was at 18.5M in the same time-frame:
I hate to be that person but this 17.2M lifetime # thru 2021 would put PS5 at roughly 5M above the believed 12/12.2M Xbox Series LTD thru 2021 right? I think it was Zhuge who indicated Series finished 2021 around 12M?
Zhuge estimates 12m+ and Welfare estimates 12.8m. So between those numbers is a good guess
Got it, thanks!
crazy how much more all consoles could sell if there wasn't a chip shortage
I wouldn't mind a slim/Pro revision on year 5 lol. Though maybe things will be better by then.
Well that just highlights the difference - PS4 was widely available by then, PS5 isn't even close. So the actual sell-through is much closer than shipment numbers, and Sony fell way behind with production.
Now I also wonder if XBox estimates are directly comparable or not - depending on whether he's estimating sell-through or shipments.
The supply constraint is the perfect time to shift mindshare for Xbox/Microsoft away from PlayStation if they play their cards right. Acquisitions will continue to ensure people don't jump ship from one ecosystem to another.
Nice nugget of info, that pretty much settles it then. Foveated Rendering here we go!
