But isn't that figure offset somewhat with the Euro price? Given we are dumb enough to pay a wee bit more?
-
Hey, guest user. Hope you're enjoying NeoGAF! Have you considered registering for an account? Come join us and add your take to the daily discourse.
Andrew House: PS4 sold through 2.1 million units worldwide as of 12/1, 700K in EU/AU
- Thread starter Kagari
- Start date
But isn't that figure offset somewhat with the Euro price? Given we are dumb enough to pay a wee bit more?
zomgbbqftw
Banned
They will keep the Japanese production going for as long as there is a shortage in Europe. It also helps them to have non-Chinese production because the Chinese new year can really fuck with production schedules of in-demand products.
After April I expect Foxconn will bear the burden of producing extra units and Sony will be better able to gauge medium term sales trends, right now in China I believe they are geared for 12m units annually with a pressure release in Japan of up to 4m units annually. If the medium term trend is 16m per year then Sony will shift it over to China and shut down Japanese production as it eats into their already thin margins.
I don't think that will be enough to get to $199 with some level of profitability on the hardware (which is a necessity given that they will be selling a console that has probably been hacked by then in developing markets).
If Sony go big on IPTV then I could easily see subsidised boxes, not sure how MS will reconcile their cable box HDMI in with IPTV though, they will have to rely on their partners in the cable TV industry to sell their boxes at a subsidised rate.
250k PS4 week one vs 150k Bone week one + 20k in week two.
Sony are flooding the US and UK with stock because they are the two biggest battleground countries. MCVUK talked about air deliveries of PS4 for the UK which indicates Sony are really up for it here and want to pound MS into the ground while they have the initiative.
fuzzyreactor
Banned
Ok, thanks.
Dead Prince
Banned
Ok then. Let's say I expected a different allocation. But it makes sense to have more units in US, where the race is more on the edge, instead of Europe. do we have sales data for UK specifically? I would guess a good chunk of units were allocated there tro try and take the one real XBO euro stronghold.
enanogrande
Member
I expected a million in the EU, but seeing these numbers it's obvious Sony allocated more units to NA. Not bad. We'll have to wait till the end of the fiscal year at least to have a good idea of how the chips will fall in the end, but this is definitely a great start so far.
Dead Prince
Banned
what's next is the software sales of MP games. the split probably will determine what console they'll focus on more maybe?
I Think the only sales data we have for the Uk So far is 250k units sold in 48 hours, i think that might have been their entire stock in the UK. I might not be up-to-date so don't take my word for it.
I thought they would have had more units for EU launch but I guess they are right to make the US their main focus. They should have put those units from Brasil to better use imo.
QuickSilverD
Member
250K in UK in 48 hours
The supply chain in the EU is different though, probably more expensive, and US price doesn't include tax.
that's not how game consoles work, they have to stick with exactly the same hardware specs so games will run the same on every piece of hardware. they can't move to any other type of RAM.
That's exactly what happened. They made sure they had enough stock in MS key markets.
Coulomb_Barrier
Member
I think Sony prioritized US for Black Friday, which explains Europe minus UK only getting 400k. I expect all of Europe to get more stock in the 3 weeks before Xmas, when most sales here take place. They are being clever in their prioritization.
LunaticHigh
Member
I don't know what you mean. EU Seems extremely high.
The American market is larger than all of EU combined, so you would expect it to have less sales overall.
Sony can easily ship 3.5+million PS4 by the end of 2013.
The question is if MS is able to ship more than 3million Xbox One by the end of 2013.
For the record, Wii U was shipped 3.06millions by the end of 2012 with no next-gen console competitions, less expensive price and more launched countries.
If X1 < Wii U, then the trouble will be huge for MS.
The question is if MS is able to ship more than 3million Xbox One by the end of 2013.
For the record, Wii U was shipped 3.06millions by the end of 2012 with no next-gen console competitions, less expensive price and more launched countries.
If X1 < Wii U, then the trouble will be huge for MS.
shinra-bansho
Member
I'd assume, they'd be aiming to ship more than a million in December, and at least another million to the US production willing.
The number 3M for 2013 is floating around, but I'm not sure where that's come from, as I've only seen the 5M fiscal year target from Sony, and Jan-Mar is going to be much slower than this initial period I imagine.
Looks like UK gets the lions share of both volume for launch, and post-launch service (they'll get most/all of the air freighted consoles). Then the rest of Europe waits for the boat.
if zomg is correct, then Sony have a circa 1.3m per month capacity at the moment (1m from China, 300k from Japan). If so, then they could hit 3.4-3.5m by the end of the calendar year, and 8m by the end of March if they sell through everything they make.
the next big milestones are Asia launch and Japan launch. how many would they want to allocate for those?
KillerMan91
Member
For Sony it isn't. PS3, Vita and PSP all have sold more in Europe. PS2 and PS1 were pretty equal between NA and Europe.
zomgbbqftw
Banned
As long as they limit the new RAM to the old specification it won't really be a problem. Sony tends to build products with future cost reductions in mind so the possibility definitely exists that they have made this optimisation during their design process.
This wasn't a problem last time because GDDR3 is still in demand for low end parts and XDR is a specialist product. With the market moving towards homogeneous production to access lower price point Sony would have done well to build in compatibility to future GDDR standards. They should have learned with the PS3 that cost reduction is a key part of driving adoption. The PS3 not having access to the $199 price point has held up PS3 adoption rates for at least a year in the US and that is down to the Cell processor needing an expensive redesign to remove the analogue parts and stacking the XDR RAM directly on top at 22nm (see Sony's research into stacked RAM and the Vita SoC design). That move will cut $30 out of the PS3 build cost and make them profitable at $199, but it is a long time coming because the expense required to research it was high and the expense for IBM to develop it is high.
Sony seem to be all about learning from their mistakes lately so I find it unlikely that they will have a component in the PS4 that won't reduce in cost after 2016, and may eventually rise in cost once demand for GDDR5 drops off.
You have to take into account a slow down and ramp up for Chinese new year which will knock a significant amount off their production volume in China, and whether they will keep Japan running at full pelt as well. IMO, Sony are geared up for 6-6.5m units by the end of March with a minimum of 5m from China.
http://www.bloomberg.com/news/2013-...llion-playstation-4-consoles-by-year-end.html
Sho_Nuff82
Member
I'm thinking Sony intentionally flooded MS' two strongest markets to get out ahead early.
DragonSworne
Banned
Xbox 360 moved to different RAM. You can artifically limit the bandwidth provided by different RAM. Companies do this to keep compatibilty while at the same time benefit from the cost savings.
3.91 million Wii U's sold worldwide.
They will eclipse that number by the time the frost snaps for the winter.
I think so too.
LowEndTorque
Member
I expected at least 1 million for Europe and AU. Must be supply constrained. Crazy that the UK made up more than one third of the total Europe and AU sales, with another "significant" shipment promised before Christmas. Hopefully there is another big shipment to NA coming down the pipeline soon. I'm (perhaps unrealistically) hoping to get my hands on one to keep me busy during the Christmas break.
1 million+ as of Nov 22nd - nothing since then...
What's your source and when is that boat supposed to arrive? I'm in continental Europe, and just called a friend who works at a large electronics store and she was very confident that the next PS4s shipment is going to arrive here in 3 days (Friday 6th).
And it's a smart move too, especially in America. That's a lot of mind-share if they can take MS on their home turf especially with so much games media coverage being seemingly America-centric.
Hexa
Member
I believe MS did this with the 360 S. It was vastly changed from the regular 360 chip and had components put in specifically to make it slower so it wouldn't be more powerful than the regular 360.
And that was with weird as hell parts. With standard stuff like this, I think there is probably vast room for cost cutting technique.
It's been constantly cheaper here than anywhere in EU for months now. You could find them at 160-170 in april-may, you can find them at 120-130 now (someone reported 99 in a supermarket to get rid of stock).
The new bundles at 170 are the same everywhere I think, so maybe it improves now in other places.
open_mouth_
insert_foot_
They're probably at 1.6 to 1.75 mil.
They started with worldwide release [well... only 13 countries] a week ago. Give them time. And they had to mention 1mil @ start because that was a must-have PR move.
If their numbers are below PS4 [and they will be], we will most likely get numbers in 2013 Q4 financial results [for them that counts as Q2?] in early january.
Hard to tell - they sold 150k in the first week in UK and 20k the week after that which is and additional 13,3% of the original shipment. Extrapolate that for WW and it would put Xbox one at 1.13 million...
Compared to proportions of lifetime sales for the 360 and PS3, it looks pretty much on target. Europe was roughly half of North America for the 360, and the UK was roughly half of Europe. This suggests that sales are, if anything, a little low in the UK but are buoyed by other countries in Europe.
Randolph Freelander
Member
PS4 numbers about as expected, I think. The NA/Euro numbers are in line with the predicted strategy of flooding North America to gain as much early ground here, where Microsoft is strongest. I'll have to dig it up, but I think I said 600-750K for Europe in my prediction. (Edit: 500-750K. Should have gone with that tighter range.)
Im pretty sure thats not true, sony actually gains about 20$ per console sold since it costs 381$ to manufacture the ps4. Heres the article http://www.geek.com/games/the-xbox-one-cost-90-more-to-manufacture-than-the-ps4-1578405/
There are other costs outside of manufacturing
That is if Wii U stops/doesn't start selling. I think it will sell few hundred thousands units this holiday, and some more in the coming months. After that Mario Kart will provide a big boost, so the eclipse won't be that soon. I expect it to happen around June, when the world cup and the new FIFA make PS4 sales explode.
Randolph Freelander
Member
Shadowlink
Member
There are other costs other than manufacturing the console itself. I believe they make profit if a customer purchases software with the console.
Killing_Joke
Member
That's very generous. Their 2nd biggest market UK only sold 20k on week 2. That means MS would have sold 500-700k week 2 in NA to reach those numbers. I think 1.2 to 1.3 is more realistic.