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Intrinsic on 11 November 2022
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BonfiresDown said:
Intrinsic said:

At some point in the next 2-3 years, we would have a PS5 digital slim SKU that retails for around $199. Or $250 at the max... I can even see a PS5 SKU being sold as a PS+ Premium `locked`console. For $25/month on a 2-year contract.

That seems more than a bit optimistic. PS4 never dropped below $300 right? Far as we know the PS5 DE still isn’t breaking even and inflation has made it even more unlikely. We should see a drop to $400/300 in the coming years but with inflation I think even that is not guaranteed.

  1. PS4 not dropping to $200 was definitely not a BOM issue. It was a demand issue. Why drop to $200 if you are selling as well as they were at $300. ranted, the same could even happen to the PS5. When the digital SKU inevitably drops to $300, if sales remain consistently high it may not see a drop to $200 anytime soon.
  2. Don't forget the digital version doesn't have a disc drive. Granted, that amounts to only like $30 in BOM savings. But I think coupled with the new PS+ tiers, we can start to see some PS+ `consoles` being sold. MS already does this with gamepass.
  3. Lastly, I agree that it may seem somewhat optimistic, but only with regard to the timing... I do expect it to be 10 years between the launch of the PS5 and that of the PS6. Not a chance that in2026, the PS5digital cost sony more than $200 to make.
  4. You are right about inflation though, forgot that especially considering that for the first-time ver we are even see price increases not reductions. Maybe you can just tack on $50 to all my expected reduced prices.