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A machine is hard to find! Sony: we have enough chips. The problem is that the ps5 is too good

Share the news to friends and circles of friends with wechat scanning QR code < / P > < p > on August 5. At the recent earnings conference call, Sony chief financial officer Shi Shi Yushu said that despite the global chip supply shortage, Sony guaranteed that "the number of chips can meet the production target of at least 14.8 million ps5 game consoles this fiscal year (as of March 2022)". "We are not worried about chip supply," Yushu said in response to an analyst's question < p > by the end of June this year, Sony had produced 10.1 million ps5 game consoles, of which 10 million had been sold to consumers before July 18. This statement by Shi Shiyu tree implies that Sony plans to produce at least 12.5 million more ps5 game consoles this fiscal year. Jim Ryan, President of Sony interactive entertainment, said in a statement in February that the improvement of the supply chain means that "we will see really good ps5 production data by the second half of 2021." < p > < / P > < p > the small increase in the output of ps5 game consoles in the next few months may not be enough to alleviate the shortage in the game console market. Once ps5 game consoles are put on the shelves, they are often sold out immediately. However, Shishi Yushu's statement shows that it is mainly due to strong consumer demand, not Sony's inability to purchase game console chips < p > in theory, Sony can solve the problem of market demand by greatly increasing the output of ps5 game consoles, but the company is unlikely to produce more game consoles in the short term. On the one hand, it is the chip supply problem, on the other hand, it is the supply chain problem caused by adjusting the production plan < p > at 10:00 in April this year, Yushu warned that Sony was "unlikely" to "significantly increase" the supply of ps5 game consoles before the end of the fiscal year. In May this year, he said to investors: "I don't think the market demand will calm down this year. Even if we can get more equipment and produce more ps5 next year, our supply can't meet the demand." < p > despite the shortage of supply, the success of ps5 game console has brought record revenue to Sony's game and Network Services Department, which reached $5.6 billion in the first quarter of fiscal year 2021 as of June this year. Sony said that the sales of PS game console software increased by 38% over the same quarter of 2019. "We believe that the game market has grown significantly in the past two years," Shishi Yushu said Compared with two years ago, the time for users to play PS Games has also increased by 18%, but this figure is lower than the highest level of consumer home isolation last year < p > less than 17% of PS game console software revenue in this quarter came from Sony's exclusive software. In contrast, most software sales of Nintendo switch game console come from Nintendo's own games. However, 71% of Sony's game sales revenue comes from digital downloads, which reflects the long-term trend that game sales no longer rely on physical CDs < p > < / P > < p > overall, Sony's operating profit in the first fiscal quarter increased by 26% year-on-year to a record $2.57 billion( Chen Chen)


2023-03-22 10:04:40

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