Companies like MS and Sony will indeed have less of a priority as Samsung and Apple will buy the bulk of what is available and will pay à lux higher price than Sony and MS to guarantee supply, and with the amounts they are buying they always manage to have a priority over the smaller buyers. PS5s and XSXs will be a drop in the see compared to iPhone 12s and Galaxy S20s, so it could definitely have an effect on component pricing. It's not just based on the earnings statement. YouThis article is just speculation based on the statements Sony made during their fiscal results conference a couple of weeks ago.
The author isn't adding anything factual, the BOM price is just a guess and things like DRAM prices going up because of smartphones having a sudden and unforeseen impact on the BOM do not quite add up. Sony has probably secured supply contracts to provide them with certain quantities of chips at a certain price months ago. Unless they're suddenly asking for more chips than anticipated and the suppliers are struggling to provide them with these extra chips so they're asking for more to renegotiate the contract, it's unlikely that these price fluctuations have an impact on well defined and already established supply contracts.
What Sony said during their fiscal results is that they haven't decided the final price and are looking at the marketplace to understand how much is going to cost them to price PS5 at the appropriate level.
That simpy means that different prices options are on the table and they are willing to take a loss on the hardware if necessary depending on what competition does.
And even here people are looking too much into it because it was just a way to divert questions that journalists were making about the price and PS5 in general. In the end it's obvious they have a plan and they will take their own decisions.
Also do people actually believe that if they are truly waiting for MS to announce their price...they would tell that to everyone?? Reminds me of when Kaz Hirai joked about not wanting to announce things first with PS4.
So unfortunately the waiting game continues :P