Forums - Sales Discussion - PS5 Revises down production - *Update* Debunked

EricHiggin said:
So APU yield suddenly got terrible after 6 months? I dunno if I buy that.

Though if SNY now wanted 38 active CU's instead of 36 out of the 40 total, well now you'd have yourself some APU dies that no longer met spec.

Yeilds wouldn't be down now, they'd be down overall only because of an updated spec change.

Has SNY actually been assembling units this whole time, or only more recently? If SNY is lagging on assembly because of this, they might have to use transportation like air freight to make sure they could meet the launch plans.

Well.. they have already looked 60 flights or something like that for air freight lol. 

And we don't know if his means yields are "terrible". Just not as good as they want it to be. We have no idea how it s for MS. Besides, this isn't even really a sony problem, well it is being that I impact how many consoles they can bring to market, but its more an AMD problem, as contracts would have been made and sony are not the ones directly paying for the chips.

I just won't put too much stock into this, and the same goes with all rumors. We will know what's what when we hear the price of the console tomorrow and then subsequently when we see how many consoles they have shipped by March 2021.



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Intrinsic said:
EricHiggin said:
So APU yield suddenly got terrible after 6 months? I dunno if I buy that.

Though if SNY now wanted 38 active CU's instead of 36 out of the 40 total, well now you'd have yourself some APU dies that no longer met spec.

Yeilds wouldn't be down now, they'd be down overall only because of an updated spec change.

Has SNY actually been assembling units this whole time, or only more recently? If SNY is lagging on assembly because of this, they might have to use transportation like air freight to make sure they could meet the launch plans.

Well.. they have already looked 60 flights or something like that for air freight lol. 

And we don't know if his means yields are "terrible". Just not as good as they want it to be. We have no idea how it s for MS. Besides, this isn't even really a sony problem, well it is being that I impact how many consoles they can bring to market, but its more an AMD problem, as contracts would have been made and sony are not the ones directly paying for the chips.

I just won't put too much stock into this, and the same goes with all rumors. We will know what's what when we hear the price of the console tomorrow and then subsequently when we see how many consoles they have shipped by March 2021.

Lots of questions if there's truth to it. 

However, XBSX is $499.99. Same APU partner as SNY, similar semi custom tech, same APU manufacturer, same process. Either MS is taking a pretty big hit and won't have many units for launch, or the APU yields aren't that bad. Unless PS5 ain't using a typical APU, but that's reaching. 



EricHiggin said:
Intrinsic said:

Well.. they have already looked 60 flights or something like that for air freight lol. 

And we don't know if his means yields are "terrible". Just not as good as they want it to be. We have no idea how it s for MS. Besides, this isn't even really a sony problem, well it is being that I impact how many consoles they can bring to market, but its more an AMD problem, as contracts would have been made and sony are not the ones directly paying for the chips.

I just won't put too much stock into this, and the same goes with all rumors. We will know what's what when we hear the price of the console tomorrow and then subsequently when we see how many consoles they have shipped by March 2021.

Lots of questions if there's truth to it. 

However, XBSX is $499.99. Same APU partner as SNY, similar semi custom tech, same APU manufacturer, same process. Either MS is taking a pretty big hit and won't have many units for launch, or the APU yields aren't that bad. Unless PS5 ain't using a typical APU, but that's reaching. 

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.



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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.



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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.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

The biggest problem I have with this kind of news reporting is that it's too common for people to run with it and regard it as official numbers for Sony or Nintendo. You have anonymous sources of whom you don't know if they really have the whole picture in front of them or if they are filling out blanks themselves.

What's official is that Sony didn't provide a forecast for PS5 shipments which is an odd thing when they've been allegedly planning with higher than PS4 shipments in any case. If they had made a forecast of 8m by March 2021, nobody would seriously consider that weak because it would be a new record for the given time period from launch; and at the same time it wouldn't have been too hard to meet that number production-wise. But perhaps the actual catch is that Sony has been uncertain about actual demand for the PS5, hence no forecast. I am sure we'll get a forecast with Sony's next financial report because by then almost all factors that were cause for uncertainty won't be relevant anymore. In particular, Sony now knows Microsoft's SKUs and their pricing.



Legend11 correctly predicted that GTA IV (360+PS3) would outsell SSBB. I was wrong.

A Biased Review Reloaded / Open Your Eyes / Switch Gamers Club

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.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

PAOerfulone said:

For comparison, the PS4 shipped 7.5 million units by March 2014.
So Sony was previously expecting to ship double that amount for PS5 units through March 2021, before lowering it to the point where they now expect to ship just an additional 3.5 million PS5 units for March 2021.

...I really think Sony is overestimating demand here.

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.