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TheRealSamusAran said:

What I just can't understand from Sony's perspective, is why announce the end of disc production now. When they showed the discdriveless PS5 with the disc drive addon, I was sure that was how the PS6 was gonna be, and then the PS7 would probably not even support that addon anymore and would be truly fully digital, and then they would end disc production, they would successfully boil the frog that way.
Instead they skipped all those steps and threw the frog straight into the bonfire, are they that confident in their market position?

It's simple.

Sony was not projecting a record breaking year for Playstation now, which was a constant during the whole PS5 generation up until now, because of the RAM and SSD massive price increases, so the line that eternally has to go up to please shareholders would not happen and they would get displeased. We saw their shares get a boost the week they announced it, that was Sony showing them a perspective of a margin increase push is in the works, which they loved, being the vultures they are. Increasing monetization over the already existing consumer base and not considerably subdizing their next hardware was openly told to investors this year, it's all about that % increase to appease to them.

GTA VI was already making the move too, IMO the decision was very likely pushed foward several months because of the unprecented success of the code in a box for GTA VI, they literally swapped the disc drive model PS5 for the digital PS5 for the GTA VI ads a couple hours after the marketing effort started. IMO they rushed to announce it in the hope the community could side with them like they had just did for Rockstar.

The decision is long in the making, the fact the Insomniac leak had splits between physical and digitsl sales was very telling they want to do it for years now, as they were collecting data on it and they have been slowing down BD production (not only for games) over the last years two.