in the end the question of console delays will not be about production because production in china is going back to normal, it will likely fall down to:
1) are the games on schedule despite covid19? its especially a big problem if mocap and VA is still not finished.
2) are the distribution lines working again?
I will say that now thanks to the TLOU2 delay they do have a "plan B" in the case that launch games are not done (although i wouldnt like it if they just launch with cross gen games)
Yet again, the problem is the same for both consoles.
So impact will be the same on both consoles.
It's basically the same distribution line (same factories, same retailers...)
And development teams are facing the same problem.
Here, TLOU is only delayed for logistical issues, same for Iron Man VR.
But the game is finished and it will be finished as planned for the May 29th release.
Of course some games will unfortunately be delayed for development issue due to the situation. But that will be a problem for both consoles.
And now let's be clear : if console production is Okay, but games have issues.
If one decided to release the console even with the lack of games at launch.
The other will do the same.
No way that one will take the risk to delay his console if the production are OK but the games not all ready if the other launch his console no matter what.
So, how over you look at the situation. It could only be both releases this year or both will be postponed.
But no way 1 release and the other no.
For TLOU, the game is finished, they will require the 3 weeks / 1 month production of the copy to release it.
They not give any date because they clearly want to release it as soon as possible.
I see some people talking about movie delays, but the problem is not the same.
Movies needs to have people to come together in one close place. And the problem is that even if the pandemic situation is solved in May for exemple.
People risk to be afraid on going in a theater during a couple of months.
Or, games don't have this issue. They can release as soon as the situation is okay.
So the TLOU delay could be not long at all.