GPU clock... If there is a culprit, it could be that. 

Sounds like a spec bump to me. Only thing that makes sense after the yields where supposed to be amazing not to long ago.
Still high number. 15m would have been bonkers. But Im sure they would have sold all those given the launch line up, price, mind share and the still rumored unannounced games.

If there's going to be less consoles available regardless, if the yield info is mostly an excuse and only a minimal concern, it could also be SNY is just going to charge more than they were planning to prior.

A $499 PS5 won't sell as fast as a $399 or $449 would. No point in having a bunch of extra inventory lying around. No chance you're going to explain that's the legit reason for the production downgrade either.

Some of you are confused these are production shipments not retail shipments, for comparison PS4 shipped 10m in the same period production wise but retail wise around 7m was shipped.

This rumour doesn`t even know math for what it seems.
Sony original production plan was 5M, then they doubled it to 10M. So when they revise it down by 4M it ends up at 11M? That is pretty funny.

The speculation that Sony may have gone for 38 CUs instead of 36 thus making yield go lower would mean 5.5% increase in power or going 10.28 to 10.85 Tflop. Not sure the gain is really that good to justify lower yields.

Whatever Sony puts out there, it's going to sell out. Especially if it really is $399 for DE and $449 for the disk. When it comes to hype and mindshare, the PS5 has the vast majority of it compared to the XSS and XSX. MS has fumbled their launch again with the lack of compelling exclusive SW in the launch window. Their focus on cross-gen gaming. Two game reveal events that were mocked. And I still don't think we have seen anything but B/C games running on the actual HW. 

You may not think it's as bad as the XBO launch, which in a vacuum it's not. However, this isn't a vacuum. Xbox has never fully recovered from the XBO launch. MS didn't help when they slowed exclusive output to a crawl. Much that did come out was mediocre and didn't perform well. There's a reason the PS4 can still sell ~200K in NPD, which covers Xbox's strongest region, after being out almost 7 years, while XBO has been below 50K.

We went from 6-10-15-11. That’s weird that they can’t decide on a hard number. The news also gives me the impression the hardware team just isn’t on the ball.

PS4 did 7.4 million by Mar 2014 and that was them being cheaper and compared to a PR nightmare Xbox One launch. This is not 2013 and its weird they have a high bar when they don’t have the price nor power advantage.

The way I understood it was that in July they were expecting to have 10M manufactured by end of 2020, the 15M was supposed to be the amount shipped by end of fiscal year (March 2021).  

They may yet have price on the higher sku.