Following Sony’s announcement of its financial results for the past quarter, analyst Hideki Yasuda from prominent Osaka-based firm Ace Research Institute posted his analysis about the performance of PS5.
Yasuda-san’s name is rather well-known in Japan due to his analysis and predictions focused on the gaming market.
According to him, both PS5 and PS4 should ship 6 million units during the next fiscal year, which will end on March 31, 2021. On top of that, he predicts 15 million units shipped during the following year (between April 1, 2021, and March 31, 2022).
Yasuda-san also mentions that supply and demand of components by DRAM is expected to be tight, but he doesn’t think that it’ll be a big problem.
However, since the slowdown of PS4 sales has become evident, expectations for the PS5’s launch are going to increase.
Of course, since the analysis was posted at the beginning of the Coronavirus outbreak, it remains to be seen if it’ll have any effect on parts supply.
We should also keep in mind that this is an analysis by an industry professional based on his experience, so it should be taken with the customary grain of salt.
During Sony’s financial conference call, CFO Kenichiro Yoshida mentioned that the company still didn’t have a firm grasp on the possible effects of the outbreak, even if he talked about it only in general terms and not specifically about the console market.
Incidentally, we also heard during the call that Sony is aiming for a smooth generational transition (in financial terms) due to the revenue provided by PlayStation Plus and other network services.
