Noted in the previously mentioned investor briefing, the PlayStation 5 only outsold the PlayStation 4 during its initial launch window. The PS4 evidently overtook the PS5 again in 2021 due to supply shortages, and now it sounds like Sony is projecting a comeback for the PS5’s sales in 2023-2024, after a reasonable gap period over the next year.
One potential risk for PS5 supply shortages going into the future is what Sony described as logistics issues with Russia. Sony is also trying to maneuver around the logistics of COVID-19. Sony claims to be working deals out with multiple suppliers that can provide PS5 parts, and this is in addition to “ongoing logistical negotiations to maintain optimal PS5 delivery routes,” which does sound more like Apple’s dilemma. It would seem that the company is having less of an issue accessing raw materials, and a big set of issues in setting up safe delivery routes between manufacturers, warehouses, and retailers.
Aside from the tentative good news for those still waiting to nab their PS5s at a reasonable price, there are a handful of other major developments teased in the aforementioned investor briefing.
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