索尼的PS5销量因价格上涨和内存危机骤降

Source: The Verge

Sony sold just 1.5 million PS5 consoles in its most recent fourth fiscal quarter, down 46 percent year over year. The slump follows two price hikes over the past year, pushing the regular PS5 from $499.99 to $649.99【1】【2】.

PS5 Sales Decline

• FY 2025 total sales: 16 million consoles, down from 18.5 million the previous year.
• Sony attributes the decline to “continued pressures in the global economic landscape,” including a memory‑chip shortage and geopolitical tensions such as the war in Iran.
• The company now forecasts a 6 percent drop in annual gaming revenue, noting that hardware profitability for FY 26 will depend on securing memory at reasonable prices.

Price Increases and Memory Shortage

• In February, Sony announced it had secured “the minimum quantity necessary” of memory to cover the year‑end shopping season and was working with suppliers to meet demand【3】.
• Ongoing memory‑cost pressures could further affect future hardware sales and margins.

Industry‑Wide Hardware Challenges

• Microsoft reported a 33 percent year‑over‑year decline in Xbox hardware revenue, alongside a 5 percent drop in Xbox content and services【4】.
• Nintendo is raising Switch 2 prices by $50 effective September 1 and expects a sales dip over the next year【5】.

Sony’s Bungie Impairment

• Sony recorded a $765 million impairment charge against Bungie, the studio behind Destiny 2 and Marathon【6】.
• The acquisition, announced in a $3.6 billion deal, followed Microsoft’s purchase of Activision Blizzard in 2022【7】.
• Since joining Sony, Bungie has faced:
  • layoffs affecting hundreds of employees【8】【9】,
  • a delayed Marathon shooter due to lackluster alpha feedback【10】,
  • and a resolved plagiarism claim【11】.