mjk45 said:
Sony announced in August 2021 that the PS5 no longer sold at a loss, and in the twenty months since that announcement there have been a number of revisions with the main cost saving points being a die shrink and a couple of heatsink changes so that the heatsink is now about a third the size of the original with a fair amount of copper being replaced by aluminium, so it most certainly now sold at a profit , about the semi conductor glut any movement I assume would be predicated on their existing contracts the nm range of that extra supply and how much extra available capacity there is to utilise that supply increase. on the Xbox side unfortunately I haven't heard any info on the Series X/S so I can't help you there. |
Unfortunately this is inaccurate. Semi conductor prices have increased in 2022 by 4% and TSMC has started hiking prices in 2023 already. And in 2021-2022 semiconductors aren't the only part of the pipeline that saw increases. Some components saw as much as a ten fold increase in procurement cost.
It is actually much more likely that the original PS5 model is actually more expensive to make than in 2020.
You are correct though that Sony isn't completely helpless and that revisions and die shrinks will help mitigate rising costs and that the never revisions are clearly cheaper to make.
The same would apply to Xbox and that why we already price hikes. For their part the smaller TSMC process will also be avaliable to the. And we should expect a slim coming soon from them as well. I think they are both gonna try to go for a discless slim and try to hit $350. I think higher costs are basically the death blow to physical media also.
