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The $449 was based on pure speculation anyway, there was never anything official behind it.
Actually it does indirectly deny those bad yields. The original report was that they had to reduce their expected number of playstations reduced by March from 15 mil to 11 mil due to bad yields.
Since they are denying the cut in production. There is no reason to still believe in the bad yields. Because how could they still make it to their forecast of 15 mil by March if they have such bad yields. Makes no sense.
I think it is implied since they say that "the information provided by Bloomberg is false". Also it would be crazy to manufacture so many units with so bad yields. As Mr. Panello said, it will increase a lot the cost...
Yeah that's actually clear from your post as well. I'm having a rough day and a bit of a persecution complex. Please don't take it personally.
Equally interesting that they've also never denied my report that the PS5 explodes when you press the power button, if they were denying false reports why not do all of them
Sorry it's a rough day. Hope it gets better and no bad feels here about the response
A major financial publication has not reported that they are exploding. There's a huge difference.
When did they announce 15m for end of fy? I always thought it was 10m. ?? I mean the more the merrier 🙂 but I missed that t apparently.
Never anything officially confirmed. The 10m was for the end of the year, the reported 15mil is for the end of the financial year which is March 31st.
Well lets wait and see what happens later this year. If the Stock price wasnt dipping they would have said nothing and Bloomberg are not video game journalists. Their sources are much more established in the supply chain
Lol bloomberg has had many joke articles over the years . U need to pay more attention . Anyways for time being all we can go by is the source. And source has denied
Chips that are don't meet clock or voltage targets would be listed as a yield problem. If they were a standard CPU or graphics chip they would be "binned" into different categories and only completely useless chips would be tossed. So if, as an example, a chip could only hit target CPU specs on six cores then AMD would bin it and use it for their 3600 series, but if it could hit a higher frequency on all six cores then it would be binned as a 3600 X or 3600XT. Sometimes they will even turn off cores that don't hit spec and use it for a lower end model, so an eight core chip becomes a six core or four core chip. Neither Sony or Microsoft have that luxury. They have nowhere to put parts that don't meet their minimum speeds, so they are just garbage, lowering yields even further from a wafer. As both of these chips push things in different ways I would expect that they would have lower yields than standard CPU or Graphics chips as well. Microsoft is using larger dies, so they have less SOCs per wafer to start with, and they are also only disabling 4 CU out of 56 possible, so they don't have as much room for error. They did go with a much more reasonable clock speed though. Sony went with smaller die and so they immediately get more chips on each wafer, and also they have 4 CU disabled out of 40, which means they have more room for error. Sony went with a really high clock speed though, so that is where I imagine yields are coming down.
U want to believe something that badly, then go ahead an believe it .nothing can change ur mind. As for me I trust the source more🤷♂️
Can they lie about this being a public traded company? I thought that was actually illegal.
yeah its bad to lie about this stuff as a company, but also carefully worded things can soften the blow. But this does sound like they had a number in mind since they started manufacturing and they have plausible deniablity since they never gave a number publicly so they are good.
ps5 using 36 out of 40cus is bigger leaway than the xsx of 52 out of 56. along with much smaller size in one of the reasons a much lower price can be achieved, if there are no problems. we will know all when price is revealed...
when sony is proven to be lying we should take them to court
It's not necessarily illegal if the increased production wasn't officially communicated. It was a Nikkei and Bloomberg report that Sony never commented on. You'd have to prove it somehow. Good luck with that.
Either way, Sony needs to get out in front of this because their stock was taking a beating from the news this morning. They have to say something about it, and they have an interest in denying the bad news. That's not to say they are lying, but the wording does conspicuously cover them either way.
I think it's pretty obvious from Sony's wording that they aren't lying...they can't be lying, they've never publicly announced their manufacturing numbers and they have not disclosed any yields. It's a very direct comment. No planes have changed. (We havent shared our plans so no one would know them anyway)
nope zero, and if they did have problems it would have to come from them they are obligated to inform shareholders. PS3 they came out and said there were issues due to blue diodes.
This information is so easily verifiable if an investigate journalist wanted to investigate, Sony can't lie about something this big move on and keep believing whatever you want to believe
we'll probally get some more information after their 1st Quarter Results then we will see who was right.
It fell, so not exactly good news for them.
it would be interesting if they do say how many they plan to have available. But price def will give a clear ass picture.
intraday stuff on the market isnt a big problem, they probally recover it all back if prices are in line with estimates.
ive been an investor when PS was only 20 bucks a share, im at like close to 80 Bucks now they are fine lol. and today its only a 1.62% today.
I don't think sony will say anything about production in a games showcase..
Well they can't lie about this kinda stuff as it effects investors.
