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"But I think the next consolidation will be in the game business" -- one that Sony knowns well -- he said in a virtual Q&A at the Bank Of America Merrill Lynch Media, Communications & Entertainment Conference.I think Sony already expected this to be happening.
If we look at the music and movie industries (they're a lot older and the gaming industry is quite a bit bigger, so the comparison might not work), but in both industries there are basically 4 or 5 companies that control 80+% of the market.
As it stands in the gaming market, the top 7 gaming companies make up less than 80% of the market.
As sucky as it is, it seems likely that:
1.) We're going to be seeing that number change to 4 or 5, perhaps even this generation.
2.) It's funny to say it, but Sony is one of those 4 or 5 companies in both of those other industries.
Overall I think Sony is going to be fine.
I think chances are high that MS won't make another big acquisition like this (at least for a good long while). And I'm sure I'm going to end up being way wrong on this, especially if Facebook becomes a big player in the gaming industry.
And I think chances are high that Sony will make a big acquisition this generation that no one will expect.