| DonFerrari said: Yes, for sure they already have a lot of projections with each console price (theirs and MS) and have the interval that they prefer, but will wait on MS as long as possible to see the price that would better go with whatever MS announce. Another thing is that they may be monitoring the cost as well, it may change due to both covid and time (like when they finished the design some components could be more expensive than now) and doing bean count until the time limit before setting the price in stone. And I agree with your other paragraphs. |
I believe we have already got our biggest clue with regards to what you are saying here.
Sony's projected shipments for the PS5 in this fiscal year went up from 5M to 10M. 10M PS5s shipped by March 2021. For reference, the PS4 took about 10 months to sell that many consoles, and its shipments couldn't have been much higher than that.
I think two things should be taken from this.
One, whatever deals sony needs to make with its supply chain has been done for at the very least the first batch of consoles, and very likely another 10M consoles after that. I think saying to your suppliers that we want components to make 20M+ consoles within the first 12-13 months of our new product will go a long way to securing great deals. Sony wouldn't be committing to ship out that many units in such a short period of time if they haven't worked out some sort of great deal. If it was costing them a fortune to make, they would rather keep orders minimal and hope for price drops on the supply chain side of things.
And two, that they are willing to go as low as $399 for at least one of their SKUs. I would even take this a step further and say sony would ship the digital to disc-based SKUs at a ratio of around 3:1 in favor of the PS5 DE.
Last edited by Intrinsic - on 13 August 2020
