What market share? Last time I checked they both have supply issues. If you mean the Series S which doesn't seem to have a supply problem,thats still iffy because people who want the best next gen machine are not going to settle for a budget option.
Why not? The demand is certainly more than during the PS4 era. They have more studios, more 3rd party deals, more partners, more acquisitions coming, etc...
The PS4 at this point was sitting comfortably at every store. At no point Sony managed that with the PS5 for now and we all know they had huge supply issues.
If Sony had 30M units for this fiscal year they would sellout, no doubt about it...even without Spider-Man 2.
Yeah, I can see it. I do hope we move away from 4k@30...
Why would they need a price cut? Having them in the store at MSRP is pretty much a price cut. Also inflation has made the price relatively lower already. They just need more games and more supply. If they do drop the price it will be after things have fully stabilized and may just be in the form of bundles with a slightly reduced price compared to buying items separately.
This isn't really how it works. It may work out that way for adjacent nodes, but often older node lines are upgraded. Intel, at least 10 years ago, would convert their first high volume fab to the current node for every node and then strategically update others as needed. I can't imagine TSMC doing things differently. These nodes are different since they are now EUV but I expect that makes it even more likely that they will be upgrading the 7nm to 5nm and use the same EUV tools. Litho tools are always the most expensive so they get reused in a way that maximizes that investment. 28nm litho tools cost ~ 100 Million, these EUV tools now cost over 300M link If TSMC can reuse the same litho tools for 5nm there will be less 7nm capacity as much of it will get upgraded.
That mentality will bite a lot of companies soon.
Uh no. This will be one of the longest gens ever. You thought the Xbox 360 gen was bad. You ain't seen nothing yet.
Weird take from you, where did I mention competition in my comment? But I know always live in the front lines so I forgive you.
If Sony stated that Jan - Mar 2022 they were gonna have even less stock...
You're free to make whatever excuses you wish. That goes for predictions as well. The fact remains that Xbox has gained marketshare at this point compared to last gen. So that's the marketshare. In order for Sony's projection to come true, they not only have to gain everything back that's been lost so far... They would then have to increase it's sales disparity compared to Xbox beyond even last gens. You're free to believe that will happen. I see absolutely nothing in either trends or data to suggest that.
It was a forgone conclusion early this gen that not only had Sony allocated more chips, but that MS also had to use much of the available series X hardware it did get for upgrading it's server infrastructure. Of course none of that was ever mentioned when the PS5 outsold XBS somewhere. No... it was just because Playstation is awesome. Now that Xbox seemingly sells competitively in places, and all of a sudden everyone's a logistics expert with inside knowledge regarding Sony's supply numbers in the US. Tell me again, exactly how many units did Sony supply to the US in April again?
Sure, sure. Let's assume you're completely right, and PS5 tops Xbox going forward. Fine. Except you're still wrong. Sony has already failed to deliver units, so you should edit out the word "unless" in that sentence. If they hadn't already failed to deliver units, then they wouldn't have fallen so far behind the PS4 at this point. Sony has FAILED to deliver the expected units up to this point, and you're here arguing "unless they fail to deliver their expected units". You mean their revised expected units.
Yes, this completely proves your point. The PS5 almost... let... that... sink... in... almost sold as well as the Series S on Amazon. And thats your argument for why the PS5 will not only outsell Xbox going forward, but do so at a larger ratio than the PS4 did vs the Xbox One. Oookay, good luck.
Stiff competition in my opinion would have been if the same people there when the 360 launched were still in charge. First and last time they were a serious threat.
Gained back some of the market share lost last gen you mean.
Because they do...
This seems to have something to do with it to offload some strain nodes. Same timeframe.
TSMC and Sony officially create partnership to build $7 billion fab in Japan
The new fab is expected to start producing chips with the 22 and 28nm processes by 2024.www.zdnet.com
Well of course you don't know what to say. You have no idea how significantly they closed the gap.
No. I simply mean gained marketshare. Xbox had a percentage of marketshare compared to Playstation. They then increased that percentage.
They are really blowing smoke up investors' asses. They have a lot of catching up to do to get back to PS4 levels of sales.
Just remembered that you should not trust a graph with no figures. PS4 sales were way bigger it it's later years than shown here as steady numbers.
I was a bit interesting in the fact that the PS4 line looks awfully straight but ehh.
That makes it sound even worse than how I spun it honestly.
Sorry but could you explain in much simpler terms?Did some maths hopefully correctly.
So assuming a 4% Global Console CAGR and 3 years to hit 50% Market Share
That would need Sony to grow at 8% annually and the rest of the market to basically be flat or grow at 1%
For Sony to hit 53%, they would need 10% growth and the rest to decline about 1.3% a year
If the CAGR was closer to 8% (the old number which I don't really trust), the other players could grow at 2% whilst Sony would need to grow at 13% annually.
Anyone spot something off?
Math seems to be correct. Makes you wonder how Sony wants to achieve that 50% marketshare. Seems entirely unrealistic.Did some maths hopefully correctly.
So assuming a 4% Global Console CAGR and 3 years to hit 50% Market Share
That would need Sony to grow at 8% annually and the rest of the market to basically be flat or grow at 1%
For Sony to hit 53%, they would need 10% growth and the rest to decline about 1.3% a year
If the CAGR was closer to 8% (the old number which I don't really trust), the other players could grow at 2% whilst Sony would need to grow at 13% annually.
Anyone spot something off?
The console market has shown us every gen since ps2 that the console sell around 170-180 million units. It doesn't change so if xbox sells more than last gen then the PS5 will most likely sell less than the ps4. Nothing show the console market increasing. There's your evidance.
Hello!!
the number of gamers are increasing every year.....
Didn't we actually saw that the numbers actually did not increase?
Not to mention that by then Nintendo is likely to kickstart the 10th gen and Sony and MS will have to deal with that too.
Sony is considering year 2 finished with this past FY according to the chart:
That didn't make sense either to me unless sales of PS4 were in reality basically the same linear amount per year.
