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[prinz_valium]

PS 5 production started in spring 2019.
The earliest retail production units were made in May.

So after more than 1 year Sony expect to break even on manufacturing costs for the regular PS5 at $499
This makes sense as RAM and 7NM wafers get cheaper (more and more mobile smartphone SOCs go to 5nm now)

Please remember this is only on a GOG basis and not GOGS.
So shipping, marketing, and all other sales expenses are still not recovered.

The PS5 DE is still a huge loss leader.
I'm surprised by the spike in expenses in early 2021. Maybe that's a reason for way less supply in the April to June quarter so far. The drop also seems to be very steep. Might be overly optimistic from Sony. It's still just an estimate and anticipation.

PS4 on the other hand was faster to being profitable.
Including the ~20% DE sold, total Hardware profitability on a GOGS basis shouldn't be achieved before mid to late 2022.

 

[sublimit]

Sony is doomed.

 

[FatKingBallman]

The PS5 DE is still a huge loss leader.

Actually it is not. If disc based version BOM is 450$, then discless BOM can only be a around 15$ less. So, buying one 1st party game would make it break even.

 

[skit_data]

The reason for may-june stock decrease is probably due to PS5 launching in China

 

[ZywyPL]

I have a strong feeling this is related with the upcoming new revision:

New PS5 model CFI-1115A spotted

www.neogaf.com

 

[prinz_valium]

Actually it is not. If disc based version BOM is 450$, then discless BOM can only be a around 15$ less. So, buying one 1st party game would make it break even.

Well you're right, that I didn't account for the $15 or $20 blu-ray player.

So the PS5 DE is only subsidized $80
PS5 DE owner spend 8% more than PS5 owner.
But they spend less on games. They only spend more on DLC and MTX.

So the Fortnite, CoD and Fifa Ultimate crowd seems to be mainly getting that SKU