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Forums - Sales - Sony Projecting 15m PS3s for FY 3/2011, 35.7m PS3s Shipped LTD

@TheSource:
A cut to $250 for the entry level model could be enough to price $300 the entry level Move bundle. This way, and doing the cut as late as possible before Xmas 2010, to let the process shrink and its refinement reduce costs just another little bit before cutting, Sony would have a very little loss on entry level SKUs, while it could earn a little on premium ones.
Sales aren't bad and Sony is going to release enough novelties to support them, so, IMVHO, Sony just needs a small cut, an adjustment to avoid Move bundles being too expensive.
So a projection of shipping 15M should be coherent with a mild price cut and also the necessity of increasing manufacturing capacity in a prudent way, without rushing it.
Also, as the biggest novelties are likely to be announced for Autumn and Xmas 2010, sales before will suffer at least a little and this should lower the yearly average that we could expect with a huge Xmas.
So yeah, 15M looks good, anything more will be welcome for Sony.
OTOH, 18M only for Wii would mean that Move and Natal will hurt it at least a little (but also that last huge Xmas pushed some FY 2011 sales forward too). Or maybe that people will find Vitality quite meh and not enough to counter Sony and MS. Or that Nintendo will concentrate on 3DS... But this would make Pachter's predictions right again!!!



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better to sell 12 million ps3's at $300
then 15 million at $250 I'd say



I don't think it's that cut and dry on whether they will have a price and cut and how much it will be.

Right now what we know for sure is that 360 and Wii sales have peaked and PS3 hasn't so Sony may be counting on the increased popularity of its console to increase sales too ( as Wii and 360 sales slow down they start to become older consoles in some customer's mind and those may change their purchase intent instead to a PS3 which looks to be more like the gadget of the moment..)



PS3-Xbox360 gap : 1.5 millions and going up in PS3 favor !

PS3-Wii gap : 20 millions and going down !

disolitude said:
puffy said:
disolitude said:
puffy said:
tuscaniman said:
Sony is not dropping the price for a long time on the PS3. They are still taking losses on every console sold as of right now and the only reason it was dropped to begin with was to get back in the console race.

http://www.andriasang.com/e/blog/2010/05/13/ps3_turns_profitable/ The PS3 is profitable already..

Also go here: http://www.vgchartz.com/forum/thread.php?id=109103&page=1 it's hard to argue with the numbers.. The PS3 WILL get a price cut, or Sony will lose money by bundling Move with the PS3 for no extra charge, either way, Sony is going to cut the price of the PS3 this year.

I don't know dude...while its possible, this article could be fanboy damage contrl for Sonys financial statements for all we know. That site looks kinda shady. 

The article could be fanboy damage control for Sony's financial statements? The article came BEFORE the financial statement so that's a no.

Also the quote comes directly (if you even read the article) from the CFO of Sony and the site in question isn't shady at all, it has all the latest information from Japan translated before the official English translations are released.


I dont know about CFO statements but the article was published on "Posted May 13, 2010 at 21:35"

Depending on what time zone (Japan most likely)...I am guessing this was poster right around the time Sony released their numbers.

So you still don't believe it? Even though the article was a translation of an article from Reuters Japan? 

What exactly is your agenda here?



 

OP: Didn't you, in a thread about a week or so ago, say that all hardware for this gen has peaked and that you expected all software to be slightly down? What made you change your mind now?



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puffy said:
disolitude said:
puffy said:
disolitude said:
puffy said:
tuscaniman said:
Sony is not dropping the price for a long time on the PS3. They are still taking losses on every console sold as of right now and the only reason it was dropped to begin with was to get back in the console race.

http://www.andriasang.com/e/blog/2010/05/13/ps3_turns_profitable/ The PS3 is profitable already..

Also go here: http://www.vgchartz.com/forum/thread.php?id=109103&page=1 it's hard to argue with the numbers.. The PS3 WILL get a price cut, or Sony will lose money by bundling Move with the PS3 for no extra charge, either way, Sony is going to cut the price of the PS3 this year.

I don't know dude...while its possible, this article could be fanboy damage contrl for Sonys financial statements for all we know. That site looks kinda shady. 

The article could be fanboy damage control for Sony's financial statements? The article came BEFORE the financial statement so that's a no.

Also the quote comes directly (if you even read the article) from the CFO of Sony and the site in question isn't shady at all, it has all the latest information from Japan translated before the official English translations are released.


I dont know about CFO statements but the article was published on "Posted May 13, 2010 at 21:35"

Depending on what time zone (Japan most likely)...I am guessing this was poster right around the time Sony released their numbers.

So you still don't believe it? Even though the article was a translation of an article from Reuters Japan? 

What exactly is your agenda here?

No agenda... I just see you posting threads and posts saying "Sony cutting price...proof here!"

And the link you are using as your logic is kinda shady. Not saying its false...just that a better sources should be cited idealy. :)



We're likely to see another SKU change as well. The 250 gig will probably become the standard model at $250 and they'll probably introduce a 320 or possibly 500 gig+Move bundle at $350.



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How can you expect them to drop the price to $200 if they want to bundle Move and not take a huge loss?

The way I see it, this prediction will never happen, just as their PSP prediction for the fiscal year just ended was adjusted down by 5 million. I believe this preliminary over the top prediction is based solely on their belief that PS Move will drive the Wii audience to "upgrade."

I highly doubt this will happen given the huge cost of entry for the PS Move. This brings me to wonder how they could afford such a price drop if they plan on bundling PS Move with new systems. If they don't bundle, or offer like 4 different SKU's (2 with Move, 2 without), that's only going to take up way too much shelf space and confuse consumers even more, not to mention it will not maximize the installed base of their new controller system.

I can see them cutting to $250 (for the standalone version of the lower model PS3), but not $200. A cut to $250 would already be losing them another ~$20-30 per console sold. Then the price with Move bundled (move controller + eye + subcontroller + game) will make the PS3 $350 for the lower model bundle. Notice that is a $100 increase, but it includes the subcontroller while the standard bundle of just the Eye + Move controller + game is $100 itself.

So in essence my prediction for the price points this fall is looking pretty realistic I guess. I predicted a PS3 Slim Base Model w/ Move Bundle to be $350. I also predict the 360 Elite Slim Natal bundle to be only $249 with the Arcade Slim Natal Bundle being $199. Standalone of those systems (if offered) would be $149 (Arcade) and $199 (Elite).



TheSource said:

Sony's info is out folks. My take is here http://news.vgchartz.com/news.php?id=80014

                  Wii           X360        PS3

FY 3/ 06'     N/A           3.2m        N/A

FY 3/ 07'     5.84m      7.7m       3.51m

FY 3 / 08'    18.61m    8.1m        9.12m

FY 3/ 09'     25.95m     11.2m     10.06m

FY 3/ 10'     20.53m     10.0m     13.0m

FY 3 / 11'   18m E           ??         15.0m E

 

Microsoft's fiscal years end in June and they don't issue forecasts...but can't imagine they expect to ship something other than ~8-12m systems for the period ending March 2011

My guess is Sony cuts price to $250 or $200 in Fall 2010 and this is the peak PS3 year for hw, and a flat / slightly up year for sw. Thoughts?

 

just wanted to know what FY 3/08,FY/09 MEANT

 

i know what Fisical year is and about its year,just what does 3 mean



This generation still has peaked.

FY 3/2006 - 3.2m systems

FY 3/2007 - 17.1m systems

FY 3/2008 - 35.8m systems

FY 3/2009 - 47.2m systems

FY 3/2010 - 43.5m systems

FY 3/2011 - Even if X360 is flat, and Wii/PS3 meet their projections you get 43m. I think X360 will be down though, and not entirely convinced Sony will meet the PS3 projection, or that Nintendo will meet the Wii projection.

Prices have come down in each subsequent year too. Fortunately, software between the three systems is still over 400m per year (estimating for X360)

Ail PS3 has a fairly low software purchasing rate compared to previous Playstations, and it just had a big decline:

PS3 HW FY SW FY SW FY/HW FY SW FY/HW LTD LTD SW/LTD HW Year Ending
FY1 3.55 13.3 3.75 3.7465 3.746 Mar-07
FY2 9.12 57.9 6.35 4.5699 5.620 Mar-08
FY3 10.06 103.7 10.31 4.5623 7.695 Mar-09
FY4 13 115.6 8.89 3.2354 8.130 Mar-10

PS1 launched essentially a year earlier in Japan than elsewhere - but even if you compare FY5 PS1 to FY4 PS3, the PS3 sw purchasing rate is kind of low.

PS1 HW FY SW FY SW FY/HW FY SW FY/HW LTD LTD SW/LTD HW Year Ending
FY1 0.85 3 3.53 3.5294 3.529 Mar-95
FY2 3.41 25 7.33 5.8685 6.573 Mar-96
FY3 9.24 70 7.58 5.1852 7.259 Mar-97
FY4 19.32 138 7.14 4.2048 7.191 Mar-98
FY5 21.60 194 8.98 3.5649 7.902 Mar-99
FY6 18.50 200 10.81 2.7427 8.640 Mar-00
FY7 9.31 135 14.50 1.6417 9.303 Mar-01
FY8 7.40 91 12.30 1.0153 9.550 Mar-02
FY9 6.78 61 9.00 0.6327 9.511 Mar-03
FY10 3.31 32 9.67 0.3209 9.517 Mar-04
FY11 2.77 10 3.61 0.0976 9.357 Mar-05
FY12
2 Incalculable 0.0195 9.377 Mar-06
FY13
1 Incalculable 0.0098 9.386 Mar-07


Note: The PS2 HW figures below combine production shipments and shipments - there is about a 4m redundancy - PS2 hw is "only" at 144.5m LTD by shipments. PS2 had a similar rate in FY5 (which excludes March 2000 the one month of FY1 where PS2 could be bought in Japan but nowhere else) but the base was already over 70m by production shipments - double PS3. In other words, the PS3, compared to PS1/PS2 is seeing its software purchasing rates dropoff fairly quickly already without the massive base PS1/PS2/Wii had to mask it. The rate is relatively high, but the base isn't - once hw moves past this peak phase, PS3 will drop below 100m sw / year fairly quickly.

PS2 HW FY SW FY SW FY/HW FY SW FY/HW LTD LTD SW/LTD HW Year Ending
FY1 1.41 2.9 2.06 2.0567 2.057 Mar-00
FY2 9.20 35.4 3.85 3.3365 3.610 Mar-01
FY3 18.07 121.8 6.74 4.2469 5.582 Mar-02
FY4 22.52 189.9 8.43 3.7090 6.836 Mar-03
FY5 20.10 222.0 11.04 3.1136 8.022 Mar-04
FY6 16.17 252.0 15.58 2.8810 9.420 Mar-05
FY7 16.22 223.0 13.75 2.1506 10.097 Mar-06
FY8 14.71 193.5 13.15 1.6343 10.477 Mar-07
FY9 13.73 154.0 11.22 1.1655 10.554 Mar-08
FY10 7.91 83.5 10.56 0.5963 10.554 Mar-09
FY11 7.3 35.7 4.89 0.2423 10.274 Mar-10


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