Pitching my tent firmly in the 2019 camp:
- Sony issuing a lower than expected PS4 sales forecast for financial year 2018. This puzzled a lot of people because there was no obvious sign why and when sales would begin to flag. Rumor, ever increasing likelihood of leaks and an official invitation "to see the future" would have the desired effect.
This is a normal sales contraction that happens after the 3/4th year in essentially every generation. It didn't puzzle anyone that's been paying attention.
- Financial chart omitting 2019. Wall Street Journal conjecturing--with good reason--this might be negative spend in view of PS5. "The next step, to crouch down so that we can jump higher." Sony openly remarking that PS4 is entering the final phase of its life cycle. Don't say they didn't warn you.
It omitting 2019 gives us a lack of context for 2020's drop from 2018, meaning a launch could happen in either 2019 or 2020.
- Sony unwilling to increase production of PS4 Pro to meet demand. They know PS5 is around the corner and don't want the former to entirely cannibalize the latter.
They are literally announcing new Pro bundles for every promotional release. They just announced RDR2 this week.
- PS1 and PS2 were superseded after 6 years. PS3 only went 7 because of market downturn.
PS3 was delayed.
- Phil Spencer pre-emptively talking about next-generation Xbox hardware. Why do that. Why undermine the console you launched only 8 months prior for no good reason whatsoever? Spencer knows something large this way comes. A further intent to raise Xbox's profile during this phase (e.g. the unexpected return of X018).
This is a consideration for Xbox, not Playstation.
- Sony have been acting conservatively for 18 months. E3 2017 was anti climatic, PSX 2017 lacked punch, and E3 2018 focused on known knowns. Sony are loading their guns.
This I mostly agree with.
- No desire to match Xbox One price drop. What would be the point when (1) people are prepared to meet a higher asking price (2) Sony can use the extra revenue to help subsidize PS5.
Huh? They've been mostly lockstep in MSRP and bundle offering. Sony needs recurring revenue to subsidize PS5, not temporary windfalls. They get that by subscription revenues.
- There is no markedly new technology from AMD in 2020 that neither Sony or Microsoft with careful forethought cannot get from AMD in 2019. Therefore 2019 would be the perfect time to strike from a hardware point of view. If Microsoft delay, they would not be able to manufacture a significantly faster system one year after their competition without subsidizing the console to such a costly degree it would not be worth the investment. Sony can also obtain deeper component discount by being the only console manufacturer to guarantee their clients sales in excess of 100 million units.
This is supposition. Based on public roadmaps, Zen 3 is a 2020 product, and the very nature of semi-custom means any progress in next gen GPU architectures could be rolled into a prior generation GPU. Exactly what happened on PS4 and PS4 Pro. Sony is not negotiating 100 million worth of units at a time.
Launching in 2020 could also greatly affect the RAM speed, amount, and prices paid. The way SSD prices have been going, the market will be very different there as well.
The spoiler pic tweet was regarded as a joke.