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1.They are the market leader so it will be wise to wait and see, most market leader product are very relax and confident to wait rather then barging and rush in.

2. They are actually confident on their product, counter believe for what people said, actually their quietness indicate that their product is better than their competitor. even if their product is bad (which is the level of unicorn fantasy) they will announce it somehow and release the product and people can judge so there is no relation between keeping quiet and having an underperformed quality product.

3. They have their own plan and strategy , don't compare them from back in 2013, everything has greatly change from market point of view, competition, economic situation, etc

4. Coronavirus is a thing and it's indeed affecting supply chain in massive way for electronic and chip/memory industry . So not just supply but many event has been change due this God little gift to test human.

5. Leadership and organization structure change , this is more internally but it's not affecting the old policy and main plan back from 2014 where PS5 where plan and build . I tend to think that this change only affecting small plan not the entire plan.

That's my speculation and my opinion, the reality can be different or far from that , but this is not a fantasy world so i have confident that the reason is not so " doom and gloom " like people theorize it or speculate .