Although the total number of PS5 shipments reaches 17.3 million units, Sony's game revenue has decreased by 8% from the previous year, and there is a high possibility that it will be dragged by the shortage of semiconductors in the future.
On February 2, 2022, Sony released its third-quarter earnings report through December 31, 2021. As a result, it was found that although the number of PlayStation 5 (PS5) shipments is on the rise, it is expected to be sluggish due to a prolonged shortage of semiconductors.
Sony Group Portal | 2021 Q3 Performance Briefing
According to Sony's announcement, sales in the third quarter of 2021 increased 13% year-on-year to 3,031.3 billion yen, a record high for the third quarter.
The strong performance this quarter was driven by significant increases in sales in the film, imaging & sensing solutions (S & SS), finance and music fields. On the other hand, the decline in sales in the games & network services (G & NS) and electronics products & solutions (EP & S) fields was a drag.
Sony analyzes that one of the reasons for the sluggish game business is the decline in sales of game hardware.
The transition of the sales volume of PS5 is as follows. PS5 will sell a total of 7.8 million units in 2020, and sales on a quarterly basis will grow steadily to 2.3 million units in the first quarter of 2021, 3.3 million units in the second quarter, and 3.9 million units in the third quarter. increase. As a result, PS5 has sold a total of 17.3 million units.
However, regarding the future development of PS5, 'Unfortunately, due to the restrictions on device supply centered on semiconductors and the prolonged lead time due to the turmoil in global logistics, the number of units sold this year is about 11.5 million units. It is expected that sales will drop to about 2 million units in the remaining fourth quarter. '
Hiroki Totoki, Vice President and CFO, said in the first quarter 2021 financial report, 'For PS5, we set a sales target for 2021 and secured enough chips to meet it. So I'm not so worried about the supply. '
'The supply of PS5 is almost unaffected by the shortage of semiconductors,' Sony's 2021 Q1 financial report reveals --GIGAZINE
In the financial report for the current term, CFO 10 o'clock said, 'The impact of device supply constraints is expected to continue, but we will continue to do our utmost to meet the strong demand for PS5. I commented.
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