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The interesting part is that they will look at different business models and products to handle the situation.
Which imo confirms what was evident.
The traditional business model isn't sustainable.
They need multiple products catering to different audiences targeting different prices since the beginning and reason in terms of ecosystem.
There is simply NO scenario where delaying a high end PS6 by a year will result in a 399-499$ price and possibly a specs bump.
That's pure delusion, there is no end in sight for the current situation, things could get worse depending on wars...
Which imo confirms what was evident.
The traditional business model isn't sustainable.
They need multiple products catering to different audiences targeting different prices since the beginning and reason in terms of ecosystem.
There is simply NO scenario where delaying a high end PS6 by a year will result in a 399-499$ price and possibly a specs bump.
That's pure delusion, there is no end in sight for the current situation, things could get worse depending on wars...
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kaizenkko
Member
It's not only about costs, but availability of components.
Tiago Rodrigues
Member
"new business models" is probably the new portable as well.
Ramiro_Rodriguez
Member
Keep K KeplerL2 name out your fucking mouth!
Seriously, what do you think will happen to the PS5 sales, and specifically PS5 Pro sales, if they announce a Fall 2027 release date for the PS6 right now?
Of course he plays dumb and says nothing about the release date.
Would you buy a PS5 Pro today for ~800 $, if you know that in 1-1,5 years can you buy a PS6 for maybe less, but with more power?
Well yeah if they can manufacture only 5-6m units in a year that's pointless and they should delay but the CEO's quote is mentioning costs and not supply and I think that's the main issue but given that there is no expiration date to the current situation they'll end up looking at alternative business models and products, as already suggested.
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balls of snow
Member
Im sure sony would love to launch in 2027 but really every player in the game including valve and nvidia is on the wait and see approach to the current situation.
Sony is also looking at how the Switch 2 is a success with seemingly only 1 real launch game available.
Sony is also looking at how the Switch 2 is a success with seemingly only 1 real launch game available.
sncvsrtoip
Member
so we will have 2027 tech in 2029, sounds great ;d
ChoosableOne
ChoosableAll
You just bought a ps5 pro right?
There is nothing certain happening in 2029.
There is nothing to suggest things will be cheaper then let alone they'll redesign the system to make it more powerful and cheaper
This is imagination and projecting personal wishes while things could get even worse.
If something happens in Taiwan we can change hobby.
I mean it was a results meeting but yeah they're not going to announce that there.
ShadowkillXNA
Member
J Required
Banned
Sony should definitely extend PS5 gen another year, push PS6 to late 2028 BUT also use their AMD relationship to update the specs accordingly.
Liopleurodon
Member
They have decided a long time ago.
Radical_3d
Member
"Are you willing to give a clue to the customers about when they should stop buying PS5s?"
"No."
So, that's what happened. Everyone here knows it's holidays next year.
"No."
So, that's what happened. Everyone here knows it's holidays next year.
kaizenkko
Member
Kepler doesn't know nothing. You can keep the delusional belief, but that changes nothing. Sony said to their investors they have not decided about a release date for PS6. They are giving a official information for investers, they could just skip this topic if their think any info about PS6 would have a influence in PS5 sales. But that's irrelevant, a simply commentary in a investors call have almost zero influence in sales at this point, so your argument is just dumb. You don't have any clue at how business work.
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kaizenkko
Member
They have talk about availability of components when discussing PS5 potential sales. So it's safe to assume it's applies to PS6 too.
Nope, the insiders know, the CEO doesn't. He'll probably have to call them to find out when the PS6 launches.
The key issue doesn't seem to be getting the components per se, but getting them at not outrageous prices paying huge premiums to get precedence over other clients...
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HW development takes a lot longer than people think. If they started a new SoC design today the earliest they could launch is holiday 2030 (and that's assuming zero issues found during post-si validation).
Judge Magister
Member
J Required
Banned
I'm fully aware of that, what I meant is leveraging their AMD relationship to uplift the specs by small adjustments (increased caches, improving clocks .. etc) not overhauling the entire design of the SoC
HeisenbergFX4
Gold Member
People have no idea how long this process is
kaizenkko
Member
The viability of components and cost are directly interconnected. It's not just about precedents, they can't simply purchase a batch of memory chips at 50% above the planned cost, for example.
It's easy to extrapolate from that and imagine how this could impact the availability and pricing of the PS6. With the market the way it is today, it's difficult to even price a console properly. Valve still hasn't managed to establish an official price for the Steam Deck, Nintendo raised the price of the Switch 2 less than a year after launch, etc.
Most people commenting on this forum don't have the slightest basic understanding of how a business works.
kaizenkko
Member
Oh, sure. Sony is definitely worried that people waiting to buy a PS5 in its SIXTH year on the market are the exact same people who are going to buy a PS6 at launch.
I keep wondering who understands business better: you guys or our glorious master Phil Spencer.
Markio128
Member
I don't think that I've ever been less interested in a new generation of consoles, whether it be PS6 or Project Helix. I feel like I haven't had the PS5 Pro for that long (which is satisfying my own gaming needs) and I'm still excited to see what it can provide over the next couple of years.
Put simply, I'd rather spend my money on new games than a new console.
Put simply, I'd rather spend my money on new games than a new console.
It's obvious that they're connected.
They wouldn't cost so much if there was wide availability.
It's just that they're explicitly mentioning costs and not supply as the barrier.
Suggesting they could get the volumes needed but not at reasonable prices for them.
That's all.
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And how do you do that without a new floorplan?
To some extent they can do that without AMD at all, but that would require the console shell/motherboard/cooling to be redesigned and would also increase the BOM by quite a bit. More significant changes would require new physical design and/or new node, which again is a lot of time and money.
J Required
Banned
Yeah I guess they can manage somehow seeing today's financials, but you are right...thank you for these contributions man
Dualsense Master
Neo Member
But but I heard from YouTube Chanels guy named "No more dead by Snu snu " Sony cannot afford to delay PS6 after 2027 and would make the cost increase "
Ass of Can Whooping
Gold Member
Microsoft are prepping Helix for next year. Should be obvious by now.
They're not delaying PS6
They're not delaying PS6
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yogaflame
Member
Lets go back to consoles with hard disc drive and a floppy disk driveThere is nothing certain happening in 2029.
There is nothing to suggest things will be cheaper then let alone they'll redesign the system to make it more powerful and cheaper
This is imagination and projecting personal wishes while things could get even worse.
If something happens in Taiwan we can change hobby.
jm89
Member
Release it in 2027 if it's ready.
First buyers will be the hardcore anyway.
Then 2028 and future hope that prices go down for ram and other components to get the rest onboard.
If in 2028 price of component prices don't go down then delaying to 2028 would have not helped anyway.
First buyers will be the hardcore anyway.
Then 2028 and future hope that prices go down for ram and other components to get the rest onboard.
If in 2028 price of component prices don't go down then delaying to 2028 would have not helped anyway.
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Radical_3d
Member
HeisenbergFX4
Gold Member
While this is the likely scenario this article was just about not wanting to make a date public and hitting every news/social media/reddit/forums known to man "THE PS6 IS LAUNCHING NEXT YEAR CONFIRMED"
MCH2024
Member
More specifically.
Samsung, Micron and Hynix has yet to decide whether or not PS6 deserves to exist in 2027 late or later.
In this market, where memory supply can only meet ~60% of demand even at these prices, what one wants and what one gets are very different things. And Sony foolishly chose a very astronomical superfluous quantity of premium memory for PS6 (10x24Gbit GDDR7-32Gbps).
There are so many products on the market that are far more worthy of that memory as they provide higher value to consumers and thus could stomach higher memory prices than Sony.
MCH2024
Member
Never forget that K KeplerL2 ASSUMES that memory prices will go down. He ASSUMES there will be enough supply to meet Sony's demand.
His thinking is "memory is cyclical therefore it will go down". But that's invalid thinking. Truthfully this market is far beyond the normal parameters of the semiconductor industry.
Samsung and SKHynix workers are getting 1M bonuses each. Samsung is posting astronomical profits. Going from that to the pre-AI memory being substantially underpriced is highly unlikely. Not to mention that the economic crash required for the AI bubble to pop to that level is beyond imagination.
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Self High Five
Member
"We had near 50% drop in sales yoy and just raised the prices. We're not telling you shit."
Black_Stride
do not tempt fate do not contrain Wonder Woman's thighs do not do not
A change in business models you say?
I keed I keed.
But theyve already abandoned the GaaS Initiative, what other "change in business model" could they be talking about outside of doing ports?
We kinda already know about the PS6 Handheld, PS6S and PS6 Proper.........is that what hes talking about as it isnt exactly common knowledge they "may" have 3 SKUs.
Maybe reducing the budgets and scope of their first party titles.......considering the PS5 generation is almost over and weve not had all their 1st parties release a new product yet, maybe they need to scale down so we get back to smaller more often releases......ask Insomniac how they manage to get so many games out within a small time frame and budget.
Eventually of course it will
I don't
"Too big to fail" arguments in 2026?