(Business Perspective) Does MS really need Xbox Hardware?

[Pemalite]

Azzanation said:

1) GamePass has staled due to it being on the lowest selling console. Put it on others and see where it leads. GP is designed to be on everything with an exception of afew.

Gamepass is not just on Xbox Series X consoles.

It's also on:
1) Xbox One, Xbox One S, Xbox one X, Xbox series S.
2) PC.
3) Android.
4) iOS.

That's more than half a billion devices... But they are struggling to grow.
https://gamerant.com/xbox-game-pass-growth-subscriber-count-2023-report/

Azzanation said:

2) None of those PC services are anywhere near Steam to even influence the Market. Steam has always controlled the PC gaming space since its release and continues to with or without competition.

Epic has done a brilliant job in bringing competition to Steam.

However we also need to remember that Steam is a privately held company where it's not beholden to shareholders to reduce overheads and increase profits.

Steam has competition with consoles and mobile.

You need to STOP propagating the LIE that Steam has no competition.. It literally does. It's called every gaming platform out currently.

Azzanation said:

3) Prices have gone up while we have competition. Xbox and Nintendo exist aswell as PC and Mobile gaming sky-rocketing, yet we are still seeing prices rise. With or without Xbox, the results are the same.

You didn't read my previous post... Or you are trying to establish a reality distortion field where you repeat a lie so often, that you hope it ends up being true.

1) Competition doesn't exist for the components that make up the consoles which are the reason for price rises.
https://www.digitimes.com/news/a20230605PD203/tsmc-2024-ic-manufacturing-semiconductor-price.html

If we take a look at TSMC's marketshare...
https://www.counterpointresearch.com/insights/global-semiconductor-foundry-market-share/

You will see they control almost 60% of the fabrication market.
However. And this is the part you seem incapable of comprehending...

Many of those foundry's aren't producing on leading-edge nodes.
For example, Global Foundries has a 6% marketshare, but they don't produce anything smaller than 12nm.

Intel doesn't fab AMD chips, SMIC is chinese so there is a whole trade drama surrounding that, UMC tops out at 14nm with plans for 12nm with a joint venture with Intel.

So that leaves Samsung and TSMC for 7nm and smaller for the console technology. - Which means there is no competition.

Which means TSMC can get away with raising prices like they have done prior.

Azzanation said:

4) building spiritual successors is not competition. Thats another taking the torch. If Sim City didnt exist, someone else would have come up with the idea, that goes for all games and devices.

You can't be serious right now?

A spiritual successor is also competition.
But there was added competition with the City XL games, for it was worth.

EA fucked up... It's competition swooped in and stole their playerbase.

EA then closed Maxis.