Pemalite said:
DonFerrari said:
Fair point. But at least on my thinking I always thought something like 2/3 X, 1/3 S for Xbox and 1/5 Digital and 4/5 Physical for PS5 at least in the start. During gen if one or another makes more success sure production will increase accordingly to that. Brazil would be a "low income nation" if we look at per capita, and even here for some reason (GP seems like very successful and Ultimate for Cloud as well) the Series S is also the one that is regularly available in stores while the other 3 is like one batch a month on sale for 2h. I don't think there were ever a gen like this, even gen 7 it was only Wii that was constrained for such a long time. Gen 8 Xbox was constrained only on the Holiday launch, but in January was already possible to find in stores (some countries even had day one editions in March), PS4 had been on regular supply by April or so in most countries and Switch was like 1 year more or less of constrained. I'm really curious to see if AMD boss was right with the second semester of 2022 having the consoles not being supply constrained anymore and how everything will change with that (distribution per models, per region, and gap between plaftorms in those regions and WW). |
I would not be surprised if supply constraints continue into 2023... Fabs don't get built super quickly unfortunately... But once we head into 2024 and 2025, we will have an influx of fab capacity, which should place downward price pressures with some luck.
AMD's wafer supply could continue to be eaten up by GPU (Radeon, FirePro etc') and CPU (Ryzen 6000 series with extra 3D cache.) in 2023.
Remember TSMC's biggest customer (Apple) moved on from 7nm and that freed capacity didn't improve supply constraints on CPU's, GPU's and APU's much... So a late 2022 could see improved capacity, but I would imagine supply constraints would definitely continue to exist as new state of the art fabs haven't come online... The bet is for other markets to move from 7nm to 5nm, giving more capacity to the consoles.
Plus consoles need more than just the APU, they do need GDDR6 memory chips, NAND chips, NAND Controller (With Ram), Optical drive controller (With Ram), South Bridge, Powersupply components and IC's, Ethernet controller, Regulators, Capacitors, Resistors, LED's and more.
Any shortage on one of those components will hold back the production of consoles.
Ironically, this is one instance where Nintendo's insistence of using older/outdated technology has paid off in spades. |
