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US June 2022 NPD Results

DaGwaphics

Member
So how do you think the model unit sales rank stack up between Xbox and PS? I'm guessing: 1) XSS 2) PS5 3) XSX 4) PS5 DE

Just anecdotally from looking at the stock alerts and things, that would be my guess too. Although, I'm not sure if the XSS would have outsold PS5 lifetime (I doubt it). PS5 could very well be in front with XSS and XSX just combining for more over the course of the year. Hard to tell without knowing how strong the DE is, if XSS leads in lifetime units, the DE is in heavier production than it looks like it is.
 
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Elios83

Member
Good news for PS5 stock, I was reading an article:

https://gizmodo.com/apple-chip-supplier-tsmc-excessive-inventory-low-demand-1849180531

about TSMC stating that several key partners are now facing a decline in demand and excessive chip inventory, this is affecting PC and smartphone markets in particular. So a few quarters of lower orders will be needed to stabilize inventory based on actual demand.
I think that this could play in console manufacturers' favour in the coming months.
 

yazenov

Member
Good news for PS5 stock, I was reading an article:

https://gizmodo.com/apple-chip-supplier-tsmc-excessive-inventory-low-demand-1849180531

about TSMC stating that several key partners are now facing a decline in demand and excessive chip inventory, this is affecting PC and smartphone markets in particular. So a few quarters of lower orders will be needed to stabilize inventory based on actual demand.
I think that this could play in console manufacturers' favour in the coming months.

Yeah good news for Sony as the demand for the PS5 is still higher than the supply. And with God of War 2 coming in November, they will need all those chips they can get.
 
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