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

DonFerrari said:
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. 

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.

Easy now, if the rumor is debunked I won’t cite it anymore. And I heard no rumors of Series X production being impacted  this year. If so please clarify. 



Xbox: Best hardware, Game Pass best value, best BC, more 1st party genres and multiplayer titles. 

 

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So now that is debunked we are back with the 10m produced consoles by March 2021 which is slightly short of what they produced for the PS4 in the same period and still a good number.



Dulfite said:
Marth said:

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.

Let`s count the BD drivers, RAM or GPUs as production shipment. Why? For the fun of it.

Ryotsu said:
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.

Would expected someone to say Sony is just denying to save face.

sales2099 said:
DonFerrari said:

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.

Easy now, if the rumor is debunked I won’t cite it anymore. And I heard no rumors of Series X production being impacted  this year. If so please clarify. 

What about the confirmed that Devkits for XSX were very late? What about no next gen game being show "running on XSX" instead "target HW config" or equivalent? What about only a small portion of games being optimized for Series X even though it was the one confirmed several months ago with Series S just now being confirmed? Those are confirmed information that you don`t really cared about, but for rumors against Sony you were merry =p

Marth said:
Dulfite said:

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.

We have different definitions then.

What you are talking about is a retail shipment as it goes from assembly to retail.

Production shipment is a shipment from chip production to device assembly.

And the thread is about 15M consoles not chips, memories, BD reader, etc.



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."

WoodenPints said:
So now that is debunked we are back with the 10m produced consoles by March 2021 which is slightly short of what they produced for the PS4 in the same period and still a good number.

That was also rumor, there is no official projection from Sony.



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."

Produced does not equal shipped
Produced means either already having been shipped or prepared for shipping
Shipped does not equal sold
Shipped are consoles either waiting on shelves to be sold or those that have already been sold
Produced > Shipped > Sold

At least this is my understanding.

Last edited by badskywalker - on 15 September 2020

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badskywalker said:

Produced does not equal shipped
Produced means either already having been shipped or prepared for shipping
Shipped does not equal sold
Shipped are consoles either waiting on shelves to be sold or those that have already been sold
Produced > Shipped > Sold

At least this is my understanding.

True, but produced to shipped would be couple days or at most like couple weeks difference. So produced means almost the same as shipped very shortly. Even shipped to sold is quite close as well, couple months difference usually.



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."

DonFerrari said:
WoodenPints said:
So now that is debunked we are back with the 10m produced consoles by March 2021 which is slightly short of what they produced for the PS4 in the same period and still a good number.

That was also rumor, there is no official projection from Sony.

hmm I thought that was an official projection, I guess when everyone runs with it so much you just end up thinking it's fact.



WoodenPints said:
DonFerrari said:

That was also rumor, there is no official projection from Sony.

hmm I thought that was an official projection, I guess when everyone runs with it so much you just end up thinking it's fact.

I think the closest we got from an official reveal was the 5M for the end of year. Don`t remember the origin quite fully, but was someone from Sony saying it, so not an annonymous source. Will try to find it.

Yep looked around, but the 5M was also "sources within the industries"



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."

Marth said:

Production shipment is a shipment from chip production to device assembly.

No, this is shipping components. You are a little confused here (and there and everywhere...)

Production shipment is shipping the product. Where and when and why the components are produced and shipped is privvy to the manufacturer of the product, not the manufacturers of the components.

Nowadays, everyone tries to follow the "Just in time" philosophy. This means components are shipped to the assembly plant when they are needed (this saves a lot of expensive storage costs). The downside of this philosophy is that it can stall your entire production (we have seen that a few years ago when an earthquake/flood in Malaysia stopped/seriously limited  the supply of hds to the console assemblers).

As for that Bloomberg bullshit article, I told it early in this (and in another thread) that it is bullshit.



When did mass production begin?