TheThreadsThatBindUs
Member
just seems weird at a time when Apple is selling 50 million iPhones and a few million more laptops with custom SOCs, the market for PlayStation 5 is complete chaos as demand outstrips supply at what, 2-4 million consoles? I know Apple is a big swinging dick but I didn’t realize the disparity is Grand Canyon sized.
iPhones use absolutely tiny SoCs. So from a 350cmsq wafer the total number of yielded dies are orders of magnitude higher than a product like a console with a 300+mmsq die size. Apple also being the single largest customer for any semiconductor manufacturer, essentially has entire fabrication process lines dedicated to their business.
Laptops consist of many 100s of different SoC dies, fabricated across a variety of different process lines, each of which are much smaller product runs to something like a PS5; whose market demand is far faaaar more front-loaded than for any laptop... (people don't stake out overnight in front of retail stores to buy the newest HP Pavilion laptop).
Sony is gonna be gunning to ship well over 5 - 7 million consoles in the first 3 - 6 months and likely over 10m in the first year. Which for a new product launching on a new process node, will be unprecedented. And they still won't be able to meet the demand.
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