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

Dulfite on 15 September 2020

I know produced doesn't mean shipped, but this will reduce how many ship as well, which will reduce how many are sold. If someone leaning PlayStation, but open to Xbox, goes to the store to buy a PS, but sees am empty shelf, and then turns to the spot over and sees an Xbox, they may buy it.

I'm curious how many more Xboxes or Switches (especially if Switch Pro rumor is true) sell to people that would have bought a PlayStation had it been on the shelf?



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DonFerrari on 15 September 2020
sales2099 said:
Intrinsic said:

Well said. And that echos my thoughts exactly.

You seem to think that power determines how well something sells. You should look at the switch. You also seem to think that sony and MS are on level footing. They simply are not. 

Besides, what this report confirms is just that it shouldn't be taken seriously. As Rol said above, Sony has not announced any official guidance with regards to their shipment totals for the year for the PS5. Mind you, they have done so for the PS4. This is like saying something is delayed when a date was never announced to begin with.

Also, potential shipments is a moving target. And has absolutely nothing to do with any hardware team. It's derivative of a number of factors, component availability, competition, price...etc. Sony could have started off with a conservative 6M knowing that would be an easy target to hit, readjusted it to 15M when they were informed that yields are better and that prices of DRAM and NAND flash have fallen, then readjusted it again when told that yields aren't as good as promised. Nothing they could do about that. They aren't the ones making the APU at all. They have lofty goals and expectations, that's the only reason stuff like this is even making the rounds. 

If sony manages to ship 11Munits by March 2021 and sells through that lot around the same time or in April and MS only manages to ship and sell 5M, would you still see this as sony not being on the ball?

You hear anyone peddling rumors like that and you know its just nonsense. 

I’m rolling my eyes at your first comment. Please, you don’t have to educate me on the importance of brand over specs. The power narrative does apply to the niche core gamers that care about their multiplats. The vocal minority. Everything helps, power and price of Series S will ensure the gap initially  won’t be as wide. 

I’m allowed to say the shifting shipment projections are a bit much, it’s fair to say. And by hardware teams I was referring to the chip yield aspect. By being on the ball I mean having a flawless hardware production, not rumors like this. Selling on their brand power is not the point at all I was making. 

Just as I imagined, if the rumor is negative for Sony you use it as true, but when confirmed information is negative for MS you just pretend it doesn`t exist.



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

Azzanation: "PS5 wouldn't sold out at launch without scalpers."

Intrinsic on 15 September 2020
Slownenberg said:
Wow. They wanted to ship 15 million through March. That is nuts. Even if they get 11 million out there that should be plenty, they'll still probably have a couple million sitting around at that point. 15 million would probably get them into next Fall.

Even more absurd of a plan given it was reported that Sony freaked out over the pricing of Xbox and apparently had to slash their planned price of PS5 because Xbox came in at a lower price than they had thought.

At least at 11 million through March there should be plenty of supply for everyone to get one with plenty left on store shelves.

That rumor about sony being freaked bout MS pricing is also nonsense. Its ignorant fanboy banter at best (not talking about you because its clear that's not what you are saying). If you ask anyone that is even remotely tech-savvy on here or other forums back in march when rumors of Lockhart were really making the rounds and what a lower-priced console would be compared to the XSX, we would have said (and a lot of us did) that it would be priced at $299/$349, be all-digital, have a smaller SSD and be at around a third of the GPU of the XSX, have less RAM bt have the same CPU.

If we could figure this out, I am sure sony could too.

If anything, the thing that could b causing sony some grief is the financing option MS is basically offerring for their consoles.

sales2099 said:

I’m rolling my eyes at your first comment. Please, you don’t have to educate me on the importance of brand over specs. The power narrative does apply to the niche core gamers that care about their multiplats. The vocal minority. Everything helps, power and price of Series S will ensure the gap initially  won’t be as wide. 

I’m allowed to say the shifting shipment projections are a bit much, it’s fair to say. And by hardware teams I was referring to the chip yield aspect. By being on the ball I mean having a flawless hardware production, not rumors like this. Selling on their brand power is not the point at all I was making. 

They do have a flawless hardware production. They have not made any official announcements with regards to expected shipments because they do not know. And they do not know because they can't know. And thy cannot know because they are not the one making every single individual component.

They can quest for 15M chips from AMD, and AMD would crunch some numbers, and tell them, "ok, we can do that for you at this price" and they will be good. Only for AMD to come back a month later and go, "Hey, sorry, yields aren't as good we thought, we can't give you 15M, we can give you 11M chips though".

That's not on sony. And again this is the good kinda bad. The only reason this is news is cause they are dropping from 15M to 11M, but that's still a great place to be at. If they just went for a conservative 5-7M, everything would have been ok. Another way to look at it; this is the kinda headache MS would be wishing they had. That howmuch supply the want is tomeet the estimated demand for their console is outsripping the capacity of their suppliers.



drkohler on 15 September 2020
Marth said:

For the 100th time:

production numbers are NOT shipment numbers

And for the 101st time:

Of course production numbers are shipment numbers

Do you really think MS/Sony make consoles and stack them up in the backyard of the factory? (there was that humourous thread about a New Zealand landfillwhere Sony digs its PS4 overproduction)..

Every console that is slapped together at the factory is shipped/goes into transit, at best immediately. Storage space at the factory costs alot of money, obviously, and things might mysteriously disappear there). If by shipping we actually mean shipping, then the container contents is either already sold, is going to be sold while on the ship, or in the absolute worst case, some is unsold when the containers are unloaded.

The trick obviously is to distribute the worldwide shipping exactly in a way so that everything is sold and nothing has to be stored when the containers are unloaded. But to sum up for the 102nd time: What is slapped together is shipped.



Dulfite on 15 September 2020
Marth said:
drkohler said:

And for the 101st time:

Of course production numbers are shipment numbers

Do you really think MS/Sony make consoles and stack them up in the backyard of the factory? (there was that humourous thread about a New Zealand landfillwhere Sony digs its PS4 overproduction)..

Every console that is slapped together at the factory is shipped/goes into transit, at best immediately. Storage space at the factory costs alot of money, obviously, and things might mysteriously disappear there). If by shipping we actually mean shipping, then the container contents is either already sold, is going to be sold while on the ship, or in the absolute worst case, some is unsold when the containers are unloaded.

The trick obviously is to distribute the worldwide shipping exactly in a way so that everything is sold and nothing has to be stored when the containers are unloaded. But to sum up for the 102nd time: What is slapped together is shipped.

Do you really think they make the SoC and the rest of the damn box in the same factory?

Uh, no? But that's not the point? For it to be considered "produced" means it is completely made. If 20 PS5's are created, then 20 will ship is the point. No one would count production numbers for partially completed PS5's lol that would be insane.



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Zombie9ers on 15 September 2020

Fake news! Sony reported it as completely false and they are not making any adjustments to their production schedule:

https://www.gamesindustry.biz/articles/2020-09-15-sony-reportedly-cuts-ps5-production-by-4m-units

Expect more of these fake insiders to release more bullshit over the next 24 hours



Ryotsu on 15 September 2020
Intrinsic said:

From the Bloomberg.jp article. Google translate is your friend.

The gist of it, apparently, Sony intended to ship 15M PS5s by March 2021, but due to yield issues that has been revised down by 4M units to 11M PS5s by March 2021. The analysts also says that the price of the PS5 is expected to be $399 and $449 for the digital and standard SKUs respectively.

It is clear that Sony has revised down the production volume of the next-generation game machine "PlayStation (PS) 5" to be released within the year by 4 million units in this term (the term ending March 2021) to about 11 million units. Became. The production yield of the specially designed integrated circuit "System on Chip (SOC)", which corresponds to the heart of PS5, is not stable.

Because the information was not disclosed, multiple parties revealed it on condition of anonymity. In July, the company informed its parts suppliers that it would double its production volume, considering that the consumption of nesting due to the spread of the new coronavirus infection would support demand even after the year-end sales season.

According to the person concerned, the production volume has been forced to be reviewed because the yield of SOC is sluggish at about 50%. He said that the yield is improving, but the quality has not reached a stable level. A Sony spokeswoman declined to comment.

Last week, Microsoft sold the "Xbox Series X" for $ 499 (Japan's domestic price is 49,980 yen) and the "Series S" without a disk drive for $ 299 (32,980 yen). Announced to be released on the 10th of March. There is a view that the announcement of affordable prices poses a threat to Sony.

Sony is expected to announce details such as price and release date at the PS5 related video event to be held on the 17th. Masahiro Wakasugi, an analyst at Bloomberg Intelligence, expects the cheapest case to be priced at $ 449 for a model with a disk drive and $ 399 for a model without a disk drive.



Intrinsic on 15 September 2020
Zombie9ers said:
Fake news! Sony reported it as completely false and they are not making any adjustments to their production schedule:

https://www.gamesindustry.biz/articles/2020-09-15-sony-reportedly-cuts-ps5-production-by-4m-units

Expect more of these fake insiders to release more bullshit over the next 24 hours

Thanks. Phew...

This is exactly why no stock should ever be put into rumors.



eva01beserk on 15 September 2020

Well this lasted very little.
Kind of gets me thinking of how much fake news has been going on with the ps5. Its really starting to look like MS is behind this. Just preping my tin foil is all im saying.
I guess we just wait 24 hours and be done with this. But who is to say more trash just wont stop coming untill the actual release.



It takes genuine talent to see greatness in yourself despite your absence of genuine talent.

JRPGfan on 15 September 2020

What happends if a news site makes up rumors, that causes stocks in company to drop?

like are they just allowed to say yields are bad? they planned to do 15m, and reason its only 11m is because of bad yields?
If thats not true, and it hurts the stock of a company.... thats a crappy thing to do lol.