ethomaz said:
This just show you don't know what yields issues means.
In easy terms yields issues means MS needs to use more Wafers to produce the number of chips they need/want... each Wafer have a fixed price for production... so if you have less good chips in the Wafer you are expending more money to make them.
Example.
Wafer Cost: $5000
Wafer total chip: 100
100% yields (100 good chips): $50 each chip (100% is impossible... the Wafer is circular so the border chips are always lost)
80% yields (80 good chips): $62.5 each chip (this % is what is called good production... so no yields issues)
50% yields (50 good chips): $100 each chip (below this % is what is called bad production... so yields issues)
This is only a example... the numbers are fictional (a 300mm 28nm Wafer cost ~$8000).
If you need 1000 chips you can reach that number expending more money with yields issues or less money without yields issues... why? Well with a 50% good yields you will need to use 20 Wafers to produce 1000 chips... so you will spend $100k but if you have the hypothetical 100% good yields you need to use only 10 Wafers to produce 1000 chips... $50k.
Of course... TSMC is selling Wafers to AMD, nVidia, Sony, MS and more companies... so they is no magical production.... they have a limitation... it is not like MS can ask zillions of Wafers to be produced in 10 days.
So right now what did you have? Sony is producing way more consoles than MS... the actual Sony Factories capacity to produce consoles is about 1.5m per month but I think they are limited by TSMC that can't delivery more than 1m APUs chips per moth to Sony... and TSMC can't increase the PS4's APU production because they have other customers to produce APUs (unless they open other Factories but that's expensive and take a long time).
MS in the other way is producing less Xbone than Sony produce PS4... at least 40% less if you look only at the number of units sold but we don't know the shipment/production yet.
If MS have the same or more numbers of Wafer by contract with TSMC than Sony then you can be sure MS is facing yields issues with TSMC production.
Remeber the difference between the sizes of the PS4's APU and Xbone's APU is less than 10%... that will give less than 5 chips per Wafer more than MS with the same % or good yields.
That's what yields issues means.
And I can't see MS having less space in TSMC than Sony... I'm sure MS have a better contract than Sony with TSMC due exclusivity to amount of money each company have to use.
What the consoles in shelves shows is that MS overstimated the demand... and Sony understimate.
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This is a much more elaborate post. I'll go with that.
@OP You were so anxious to disprove Cboat/Neogaf, that you didn't back your claim up enough.
