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Kyuu 22 hours ago
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ConciousMan said:
CosmicSex said:

Sony's quartly report is tomorrow. If it turns out that they simply can't get the supply then we can reevaluate our stances. I think that simply bundling GTA 6 with PS5 is enough to generate the demand necessary to beat the Switch 2. However, it really is a moot point if they can't even procur the RAM and storage needed to build the consoles. We haven't had the luxary of seeing real competition between Nintendo and Sony this gen at all because there are forces outside of the gaming industry that are limiting supply. Covid hit PS5 and advantaged the Switch. The Ram supply is hitting both the PS5 and Switch 2... and admittedly its going to effect Sony more because the PS5 uses more ram and storage. I wish we could have gotten a chance to see both cosoles see to thei fullest ability.

As of last report, Sony said they expect shipments of PS5 to roughly equal those from the last FY. This would roughly be around 16 million units. This roughly matches Nintendo's stated prediction at their last fiscal. If Sony has to shift down due to supply constraints then we will begin to determin what is actually possible. If Nintendo has to then turn around and do something similar on 8/6 or changes their forcast higher as they had hoped to be able to do, that will again inform us as what is actually possible.

If Nintendo releases Metroid Ravenous or 1 2 3 Switch then there's no competition with PlayStation LOL. Of course I am kidding, but seeing that Xboxes are selling at the loss, I don't think Sony will keep current pricing going at $649 when memory prices are going to increase by about 20 to 30% next quarter. It's a game over for cheap consoles and the winner of this race has been decided.

PS5 is the superior design for the price and is probably a lot cheaper to produce than a Series X and not much more expensive than a Series S due in part to Sony's capability of buying/selling at much greater volumes.

We know that PS5 (disc drive edition) made profit at $500/825GB close to launch when Series S (digital only) at $300/512GB couldn't (Xbox Series combined were estimated to have lost around $200 per unit). We know that PS is breaking profit records whereas Xbox is struggling. And we know that PS5 game file sizes are smaller and yet the consoles' base storage is larger, meaning they can choose to offer a 512 GB option and sell it notably cheaper than the current models (825GB, 1TB, and 2TB). They also claimed to have secured enough RAM to cover the entire fiscal year (this was before their latest price hike which caught everyone off guard). I don't think another price hike is happening before January 2027 at the very earliest, but I've been wrong before and nothing surprises me anymore.

But even if Sony doesn't raise the price, and Nintendo adjusts up their September price hike by another $50, I just don't see PS5 beating the Switch 2 this year. For Switch 2 to lose this, the implications are that it already peaked at year 1 (assuming prices won't return to the previous"normal"), and that PS5 will beat its previous holiday season (which was quite strong due to great deals/discounts) by an extent large enough to make up for the big Jan-Oct decline. Basically the stars need to align.

Last edited by Kyuu - 22 hours ago