PS4 to remain supply-constrained into summer


"We’re struggling to keep up with demand ... as we get into the early summer months, we’ll be closer to a full supply situation," says PlayStation (SNE) division chief Andrew House.

PS4 sales topped 6M in early March, putting them well ahead of Sony's original target of 5M sales by the end of March. All signs suggest the console is handily outselling the Xbox One, aided by a $100 price difference, a stronger gaming focus, and (for now) broader availability.

PS4 CPU/GPU supplier AMD, estimated by IHS to receive $110 per console shipment, would doubtlessly like to see supply constraints come to an end. At the same time, it can't be complaining about demand.

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Comments (11)
  • GameKing13
    , contributor
    Comments (649) | Send Message
     
    What do all the AMD naysayers have to say about this?? Where's ashraf now?
    21 Mar 2014, 06:13 PM Reply Like
  • Sean Chandler
    , contributor
    Comments (733) | Send Message
     
    As expected. AMD is currently benefitting from a lot of sold out products. Their GPUs, mac pros, and consoles
    21 Mar 2014, 06:33 PM Reply Like
  • Sean Chandler
    , contributor
    Comments (733) | Send Message
     
    I wonder if the supply constraint lies with Sony or AMD, though.
    21 Mar 2014, 06:34 PM Reply Like
  • geekinasuit
    , contributor
    Comments (2446) | Send Message
     
    Yeah same q here too. Looking at all the sold out products as you've mentioned, what is the one common denominator?
    21 Mar 2014, 08:02 PM Reply Like
  • equilibrium34
    , contributor
    Comments (17) | Send Message
     
    It would be interesting to find out where the bottleneck is. Possibly DRAM as we know they are the supplier of the memory for the GPU's.
    22 Mar 2014, 01:37 PM Reply Like
  • mKiwi
    , contributor
    Comments (1789) | Send Message
     
    PS4 stock limited until summer: 'We're struggling with demand'

     

    "Sony's Andrew House told the Wall Street Journal that PS4 demand in North America and Europe was so high that the console is unlikely to be readily available until summer."

     

    http://bit.ly/1fNg24L

     

    Geeks. I believe AMD are constrained by their financial situation and that is not such a bad thing. We have seen some companies writing off 1 billion worth of stock that hasn't sold. AMD must think long and hard where they focus production to meet demand.

     

    And I guess they know where they need to concentrate their effort.

     

    AMD's Rory Read must apportion production appropriately.
    21 Mar 2014, 08:18 PM Reply Like
  • mKiwi
    , contributor
    Comments (1789) | Send Message
     
    Sony pulls a Netflix, will offer exclusive TV shows for PS4

     

    "Sony has some pretty big ambitions for the PlayStation 4 that go well beyond gaming. The Wall Street Journal reports that Sony plans to release several TV shows that will be shown exclusively though PlayStation 4 consoles"

     

    http://bit.ly/1mlGM4w

     

    PS4 outsold by Xbox One in U.K. for past 4 weeks, but remains ahead overall --

     

    "Unsurprisingly, sales have been bolstered by the release of Titanfall, as well as PS4 stock shortages and the £30 price cut introduced by Microsoft three weeks ago."

     

    http://bit.ly/1iM7wbj

     

    Incredible lifelike graphics revealed for PS4 and Xbox One game Assassin's Creed: Unity

     

    "GAMERS have been given the first glimpse of incredible, virtually lifelike graphics for Playstation 4 (PS4) and Xbox One game Assassin's Creed: Unity."

     

    http://bit.ly/1iM8qVf
    21 Mar 2014, 08:33 PM Reply Like
  • geekinasuit
    , contributor
    Comments (2446) | Send Message
     
    Roy's experience from Lenovo should be a major asset in a supply constrained situation.
    21 Mar 2014, 08:53 PM Reply Like
  • King Rat
    , contributor
    Comments (1629) | Send Message
     
    It depends if there is a supply constraint. If sales are 20% higher over a given period than expected, the supply may have been adequate for original projections.

     

    The initial rate of sales often levels off over time. Meanwhile production capability general rises over time. In other words, the situation should solve itself barring a disaster.

     

    The way I feel about AMD and Sony today is how I felt about Apple 15 years ago. The road ahead looks tough but as long as they do the kind of work that they did with the PS4, they can make it.

     

    Next up for Sony is to retake the high quality, decent price throne for consumer electronics. For AMD, a new CPU to replace Bulldozer.
    23 Mar 2014, 04:48 AM Reply Like
  • geekinasuit
    , contributor
    Comments (2446) | Send Message
     
    "... a new CPU to replace Bulldozer. "

     

    I have a feeling they won't give up on matching Intel's performance as soon as they have the chance to give it a try. Maybe after they've secured enough new business away from the usual competition they'll surprise us, it'll have to make good business sense though, so who knows, wishful thinking on my part.
    23 Mar 2014, 06:17 AM Reply Like
  • 20796
    , contributor
    Comments (2) | Send Message
     
    Global Foundries.....
    23 Mar 2014, 02:18 PM Reply Like
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