With the production cost being so close to break even, this shows how much the weak US dollar is affecting Sony.
The estimated supply costs are $448.74 = 40,400 YEN (using current exchange rates)
At the current exchange rate (90 YEN = 1 USD):
Sony gets 36,000/45,000 for a PS3 (Small loss on 80GB, small profit on 160GB)
At the exchange rate from September (107YEN = 1 USD)
Sony gets 42,800/53,500 for a PS3. (Small profit on 80GB, nice profit on 160GB)
Of course there are other factors, such as shipping and retailer profits, but the basic idea still holds true.