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NPD August 2022: 5% Decline in SW, Double Digit growth in HW Rev. PS5 #1 in Unit and Revenue and Spider-man back at #3

ps5-supply-priority.PNG
 
Ps3 didn't end at 60nmil.

But yes I imagine even if my numbers are accurate it will be a big loss.

You said with the PS3 the user base was cut in half. I don't expect anything like that to happen from PS4 to PS5.

It's funny how you omit that PS3 was coming off the dominant PS2 generation and saw thier customer base get cut in half.
.
I think this gen is going to look similar to that.

That's what I'm disagreeing with.
 
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Kagey K

Banned
No you haven't because it hasn't happened yet.
Sony will lose marketshare this gen, it's not hard to see.

It's fine if you want to cling to the past, but it's not going to be friendly to you.

TBH I don't even care other than getting my 21.00/share out of Activision. (Which will amount to a lot)

They can all fuck off and die as far as I'm concerned.
 
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Sony will lose marketshare this gen, it's not hard to see.

It's fine if you want to cling to the past, but it's not going to be friendly to you.

But 50%?

That's what you're claiming which is what I'm disagreeing with. I don't expect the PS5 to fail that badly like your saying. Currently the numbers don't even show that when compared to the PS4.

Sounds like its just your gut feeling more than anything.
 
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Kagey K

Banned
But 50%?

That's what you're claiming which is what I'm disagreeing with. I don't expect the PS5 to fail that badly like your saying. Currently the numbers don't even show that when compared to the PS4.

Sounds like its just your gut feeling more than anything.
You are misreading what I posted,

I compared it to, I didn't say it would be the sane.
 

Ogbert

Member
Yeah, thats not happening lol

Only way PS5 doesn’t sell well over 100m is if the stock shortages never get better. Which they already are, PS5 will start outpacing ps4 in 2024
I’m not sure.

Things are going to be financially brutal over the next 18-24 months, if not longer. My company (I won’t name, but vicariously involved in this) is downgrading financial estimates to a worrying degree.
 
You are misreading what I posted,

I compared it to, I didn't say it would be the sane.

You said similar though. There's a big difference between a 10% drop and a 50% drop. Current numbers indicate the PS5 is slightly behind the PS4 not massively behind. If Sonys predictions are even close then it will either come out ahead or be slightly behind. Same with the other analysts making their predictions.

I'm not saying they won't lose market share. I'm saying a massive drop is very unlikely. That's what PS2 to PS3 was.
 

Zathalus

Member
And the way some people have been trying to GamePass as a tool to make gaming "affordable" to "poor" people, when they just want to avoid saying black & Latino people, in spite of traditional gaming avenues being available to them one way or another for decades, is both disingenuous and borderline antagonistic.
Oh bullshit. I'm from South Africa and while I am very well off I have a few friends that are not so lucky. The Series S and gamepass is the only reason they would even have a chance of actually playing this console generation. There is plenty more that can't even afford that. Cloud gaming + gamepass can make a massive difference to them.

Yes PS4 and previous generations were massively popular over here but the PS5 is over double the price of the PS4 with some games approaching 2.5x the price (strong dollar, weak rand). A lot of the lower middle class has simply not had their salaries keep pace with that.
 
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Kagey K

Banned
I’m not sure.

Things are going to be financially brutal over the next 18-24 months, if not longer. My company (I won’t name, but vicariously involved in this) is downgrading financial estimates to a worrying degree.
My bank is trying to suck me into a long term loan right now, as I'm basically recession proof.

I just bought a Lexus for cheap and finished all my house with brand new renos for cash.

I don't know what I would want to borrow for at this time
 
I’m not sure.

Things are going to be financially brutal over the next 18-24 months, if not longer. My company (I won’t name, but vicariously involved in this) is downgrading financial estimates to a worrying degree.

I guess we have to wait and see. Just wondering when supply will exceed demand due to the financial situation. But the again it sounds like this could affect all systems to be honest.
 

Ogbert

Member
I guess we have to wait and see. Just wondering when supply will exceed demand due to the financial situation. But the again it sounds like this could affect all systems to be honest.
100%. Certainly the more ‘premium’ systems.

Then again, perhaps it’s the software sales that will suffer, as opposed to console units.
 

azertydu91

Hard to Kill
You said similar though. There's a big difference between a 10% drop and a 50% drop. Current numbers indicate the PS5 is slightly behind the PS4 not massively behind. If Sonys predictions are even close then it will either come out ahead or be slightly behind. Same with the other analysts making their predictions.

I'm not saying they won't lose market share. I'm saying a massive drop is very unlikely. That's what PS2 to PS3 was.
Honestly don't bother with him he got accustomed to his favorite box selling less than 60 millions so others have to live it too...
 
100%. Certainly the more ‘premium’ systems.

Then again, perhaps it’s the software sales that will suffer, as opposed to console units.

I guess we'll find out once supply gets sorted. Demand is just crazy right now to come to any conclusions. Definitely true a recession can have an impact on that.
 
Honestly don't bother with him he got accustomed to his favorite box selling less than 60 millions so others have to live it.

60 million is definitely something I don't see happening with anyone. Sure Sony can loose some install base but I doubt it's going to be anywhere near the 50% mark. At least the current figures don't indicate that. No idea why that would suddenly change in the future.
 

azertydu91

Hard to Kill
60 million is definitely something I don't see happening with anyone. Sure Sony can loose some install base but I doubt it's going to be anywhere near the 50% mark. At least the current figures don't indicate that. No idea why that would suddenly change in the future.
Except maybe a RROD like situation I don't think it can happen. And with some popular heavy hitters coming the demand will get very high.
 

jm89

Member
Ps5 did not get a price increase in the US. What are you talking about? Sony is still selling standalone ps5 consoles. They're pretty readily available without hzd2.
Obviously I didn't mean literally it got a price increase . Most consoles being sold are horizon bundles.
 
Except maybe a RROD like situation I don't think it can happen. And with some popular heavy hitters coming the demand will get very high.

They do have a redesign rumored. But looking at how well they handled the PS5s cooling I don't think that's going to happen. As for heavy hitters sure Sony will still have those. Despite what some believe Sonys 1st party output won't be affected by what the competition is doing.
 

azertydu91

Hard to Kill
They do have a redesign rumored. But looking at how well they handled the PS5s cooling I don't think that's going to happen. As for heavy hitters sure Sony will still have those. Despite what some believe Sonys 1st party output won't be affected by what the competition is doing.
Yep but for some people if one is successful the other has yo be a failure when in reality, both can thrive.
 

lh032

I cry about Xbox and hate PlayStation.
in the end, it all depends on the stocks availability, if Sony able to solve the stock issues, PS5 should sell over 100 mil easily.
 

recma12

Member
It reminds me of the iPhone SE and how no one wants them.

Yeah, "budget tech" always gets a lot of goodwill online but hardly anyone buys it.
Why spend 399€ on a budget Iphone when you can get a Xiaomi flagship for that price?

The Series S was available in Europe since launch. You could even see it being 50€ off or find a value bundle deal.
So it seems like people either waited to buy a PS5 or went with the Series X.

People always underestimate that the retail price of a console != "total cost of ownership".
Let's assume you buy a console and keep it for 5 years:
Once you add accessories (ca. 100€), buy online for 5 (ca. 500€) and 10 games (ca. 600€ / 2 games per year), the retail price of the console isn't as much of a factor.
You will spend 500€ for the console + 1200€ across 5 years on various things = 1700€

While a 299€ console looks good at first glance, it isn't that much of a bargain over time, you only save 200€ up front the remaining cost stays the same.
 
Yeah, "budget tech" always gets a lot of goodwill online but hardly anyone buys it.
Why spend 399€ on a budget Iphone when you can get a Xiaomi flagship for that price?

The Series S was available in Europe since launch. You could even see it being 50€ off or find a value bundle deal.
So it seems like people either waited to buy a PS5 or went with the Series X.

People always underestimate that the retail price of a console != "total cost of ownership".
Let's assume you buy a console and keep it for 5 years:
Once you add accessories (ca. 100€), buy online for 5 (ca. 500€) and 10 games (ca. 600€ / 2 games per year), the retail price of the console isn't as much of a factor.
You will spend 500€ for the console + 1200€ across 5 years on various things = 1700€

While a 299€ console looks good at first glance, it isn't that much of a bargain over time, you only save 200€ up front the remaining cost stays the same.

I'm wondering if the shift to 4K is making people buy the premium systems over the budget ones. That could help explain why the more expensive ones are selling better.
 
You can get xbox or PC to play Xbox games.

If you look at MS, their main objective is to strengthen Windows ecosystem. So they have ingrained xbox gamepass in it. On top, PS games are also making appearance.

So all in all their success depends on how well xbox + pc is doing.

But they can't report all software sales on PC as being Xbox ones. Many different marketplaces don't belong to Microsoft. And when it comes to the hardware while Microsoft does produce some PCs they don't make all of them nor many components that people use to build their PCs with.

It's why lumping everything into Xbox regarding PC isn't correct.
 

reksveks

Member
You can get xbox or PC to play Xbox games.

If you look at MS, their main objective is to strengthen Windows ecosystem. So they have ingrained xbox gamepass in it. On top, PS games are also making appearance.

So all in all their success depends on how well xbox + pc is doing.
I wouldnt say this but I think there is an underlying point re the disconnect between these numbers and the financial earnings due to the additional revenue that MS currently has from pc that Sony is building out.
 

recma12

Member
I'm wondering if the shift to 4K is making people buy the premium systems over the budget ones. That could help explain why the more expensive ones are selling better.

I'm not a big TV guy. Bought a 4K TV in 2020 to be "next gen" ready.
However, all the people I know that got TVs in the last 3-4 years got a 4K one by default.
Even the budget TVs they sell at the supermarket are 4K.

So I guess there is some truth to your theory. Plenty of people will think "I didn't buy a 4K TV to play a 1080p console on it".

That said, if you don't need 4K and are very cost conscious I'd say a used PS4/X1/Switch that comes with a few games is arguably still the more attractive package than a Series S.
 
I'm not a big TV guy. Bought a 4K TV in 2020 to be "next gen" ready.
However, all the people I know that got TVs in the last 3-4 years got a 4K one by default.
Even the budget TVs they sell at the supermarket are 4K.

So I guess there is some truth to your theory. Plenty of people will think "I didn't buy a 4K TV to play a 1080p console on it".

That said, if you don't need 4K and are very cost conscious I'd say a used PS4/X1/Switch that comes with a few games is arguably still the more attractive package than a Series S.

It's my thoughts as well. If your buying a 1080P console to game on a 4k TV your underutilizing your TVs capabilities. Most people would want to take advantage of that kind of screen. But sure if you can't even afford that then a Series S or below would fit their budgets. However I doubt the majority of gamers fall into that bracket. 4K screens are really cheap today it's just the high end OLEDs and similar screens that are extremely expensive.
 

MScarpa

Member
Glad to see supply pick up. More people need to be able to find these consoles. We need some legit new generation games.

EDIT: Going to be interesting how things will look in 18 months or so with inflation/FED rates, etc. NA is the biggest market. Wonder if it will slow down at some point. I would think so. Gaming isn't a necessity.
 
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GHG

Gold Member
They should start including Xbox + PC numbers to showcase how well xbox is selling.

Cause that's what xbox is now. PC + console.

If you think people are building/buying PC's just to play xbox games then you are mistaken.

Most people that game on PC won't even touch the windows store with a 10ft pole.

Honestly can't take this seriously when a ton of masterpiece class games end up mid 80s.

Yes I know, facts are hard. Especially when used to correct bullshit.
 

reksveks

Member
Glad to see supply pick up. More people need to be able to find these consoles. We need some legit new generation games.

EDIT: Going to be interesting how things will look in 18 months or so with inflation/FED rates, etc. NA is the biggest market. Wonder if it will slow down at some point. I would think so. Gaming isn't a necessity.
Consumer Confidence in the US is still pretty decent especially relative to the UK

https://data.oecd.org/leadind/consumer-confidence-index-cci.htm
 
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