PS5 |OT| now with PlayStation Portal

Xevross · Sep 14, 2020, 10:15 PM

Xbox prices got leaked a full week before their planned reveal. We're now less than 2 days to PS5 and nothing is being said, not even any hints.

Dr. Pezus · Sep 14, 2020, 11:14 PM

Quote from: Xevross on Sep 14, 2020, 10:15 PMXbox prices got leaked a full week before their planned reveal. We're now less than 2 days to PS5 and nothing is being said, not even any hints.

Sony not confident??

Legend · Sep 14, 2020, 11:37 PM

Quote from: Xevross on Sep 14, 2020, 10:15 PMXbox prices got leaked a full week before their planned reveal. We're now less than 2 days to PS5 and nothing is being said, not even any hints.

Sony doesn't have to tell people in advance of the show.

Also I'm so glad the console design wasn't leaked. That was the most hype moment of the year.

kitler53 · Sep 14, 2020, 11:59 PM

Quote from: Dr. Pezus on Sep 14, 2020, 11:14 PMSony not confident??

sony is just better at controlling information.

the-pi-guy · Sep 15, 2020, 12:27 AM

Quote from: the-Pi-guy on Sep 14, 2020, 04:45 PM
Just to clarify one point. I'm not 100% certain if this is 60 flights, or 60 aircraft. But it does sound like each flight will be full.

Source for this is Delta Air Cargo head Jerry Tai.
— Daniel Ahmad (@ZhugeEX) September 14, 2020

The information for this being from Delta means that they would not be aware of or communicate Sony's plans with other airlines / sea freight

It's unlikely the above covers all shipments / channels. It's also worth noting that these flights are for the UShttps://t.co/yDNGmVHnq7
— Daniel Ahmad (@ZhugeEX) September 14, 2020

the-pi-guy · Sep 15, 2020, 01:44 AM

The information for this being from Delta means that they would not be aware of or communicate Sony's plans with other airlines / sea freight

It's unlikely the above covers all shipments / channels. It's also worth noting that these flights are for the UShttps://t.co/yDNGmVHnq7
— Daniel Ahmad (@ZhugeEX) September 14, 2020

Major yield issues.

Legend · Sep 15, 2020, 03:07 AM

https://www.resetera.com/threads/bloomberg-japan-sony-cuts-ps5-production-by-4-million-units-after-production-yield-issues.286685/

kitler53 · Sep 15, 2020, 03:35 AM

more reason not to buy a launch model.

Legend · Sep 15, 2020, 03:47 AM

Quote from: kitler53 on Sep 15, 2020, 03:35 AMmore reason not to buy a launch model.

Launch models are fine, or at least will have issues unrelated to this.

This only affects price and availability.

Xevross · Sep 15, 2020, 08:09 AM

Quote from: Legend on Sep 15, 2020, 03:47 AMLaunch models are fine, or at least will have issues unrelated to this.

This only affects price and availability.

Not even price, this is AMD's problem more than anything. Sony will have already agreed a price per chip with AMD, this just means Sony get to make fewer PS5s than they hoped. You wouldn't change long term price on a product only because initial yield was lower than expected.

Anyway this isn't too bad, it's still higher than PS4 and they will probably ramp up further in the rest of next year to make up for it.

This marches with the increased air freight, if the first few months of production were much lower than expected then its launch that would suffer, but the air freight basically moves the shipments forward a quarter.

PS4 shipped 4.5M and 3M in it's first two quarters. We might see something like 6M and 3.5M for PS5 if they do hit this production target.

the-pi-guy · Sep 15, 2020, 11:09 AM

Quote from: Xevross on Sep 15, 2020, 08:09 AMNot even price, this is AMD's problem more than anything. Sony will have already agreed a price per chip with AMD, this just means Sony get to make fewer PS5s than they hoped. You wouldn't change long term price on a product only because initial yield was lower than expected.

Anyway this isn't too bad, it's still higher than PS4 and they will probably ramp up further in the rest of next year to make up for it.

This marches with the increased air freight, if the first few months of production were much lower than expected then its launch that would suffer, but the air freight basically moves the shipments forward a quarter.

PS4 shipped 4.5M and 3M in it's first two quarters. We might see something like 6M and 3.5M for PS5 if they do hit this production target.

But Sony needs be given more chips in order to get working ones.

Xevross · Sep 15, 2020, 06:46 PM

https://www.resetera.com/threads/sony-denies-reports-it-has-cut-production-by-4-million-units.287144/

Holy shame, this is a development!

Legend · Sep 15, 2020, 06:56 PM

What does this mean!?

Bloomberg has been super funky with their PS5 insights. Random huge leaks here and there. Does this cast doubt on the past ones, or does it confirm them since Sony never commented before?

Xevross · Sep 15, 2020, 07:00 PM

Quote from: Legend on Sep 15, 2020, 06:56 PMWhat does this mean!?

Bloomberg has been super funky with their PS5 insights. Random huge leaks here and there. Does this cast doubt on the past ones, or does it confirm them since Sony never commented before?

I think it casts doubt on everything Bloomberg has said about PS5. We know nothing about the target production number or how production is actually going. Perhaps the $450 BOM report is now unreliable too.

I think Sony's statement most likely points to that the report of a lowered and then boosted target was wrong and they've just been going for their original target this whole time. We have no idea what that is, though.

Xevross · Sep 15, 2020, 07:02 PM

Its worth noting that Nikkei reported this at the same time as Bloomberg:
Facebook and Sony ramp up output of gaming devices -
Nikkei Asian Review

Bloomberg said 10m production by the end of the year, Nikkei said 9m. This was what was said about the time of the start of mass production, so this could be the plan Sony is sticking too. It would probably mean something like 13-14m produced by end of March (altough the report doesn't officially say 9m is by end of 2020).