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Analysts mixed over Sony PS3 delay

DCharlie said:
i think everyone who doubted MassiveAttack should have aftershave rubbed into their freshly shorn nuts...

... even if it turns out he was wrong! :D

>:|

Something is up.....

>_>

2 DAYS TO GO
 
meltpotato said:
i think speculation is fair until they actually lock themselves into a date.
Yes ok I agree, but is incredible, the same day that sony re confirm, the analyst say the contrary.

Are they so stupid?
 
DCharlie said:
i think everyone who doubted MassiveAttack should have aftershave rubbed into their freshly shorn nuts...

... even if it turns out he was wrong! :D

Stop messing with their heads Charlie, some of them cant take much more.
 
Il Comodino said:
Yes ok I agree, but is incredible, the same day that sony re confirm, the analyst say the contrary.

Are they so stupid?

honestly, there is plenty of room for reasoning on both sides. we will just have to wait and see what develops. a lot of people have brought up great reasons why a delay will provide a benefit for early adopters so im happy no matter what happens.
 
meltpotato said:
i think speculation is fair until they actually lock themselves into a date.

Not to mention show something in the way of product...and I don't mean 8 month old E3 demos either.
 
meltpotato said:
honestly, there is plenty of room for reasoning on both sides. we will just have to wait and see what develops. a lot of people have brought up great reasons why a delay will provide a benefit for early adopters so im happy no matter what happens.
Ok, but why I must belive to the analyst, when the same sony confirm not deley?

I find all this speculation so stupid.

i prefer the speculation about the price, it's stipid too but anyone in sony speak about it!
 
soundwave05 said:
Didn't Sony already say that the system will only be availible in the silver color?

According to certain PR and press, it seems like the latest is that they will have three color choices from day one. *crosses fingers*
 
ok, i'm slow

DC, Hajiki can u explain teh thread to me, pls. r u having a go at massive attack or is something up??

This is getting to PS2 launch lunacy. and yes i was here then :lol
 
I don't think this deserves it's own thread but just a heads up. I saw this on Bloomberg.

Sony showcases PlayStation 3 at the Taipei Game Show

Sony will postpone the scheduled launch of its PlayStation 3 (PS3) game console from this spring until August, as the company is facing several issues with its production plans, especially its plans to include a Blu-ray Disc drive in the next-generation game console.

http://www.digitimes.com/photogallery/ShowPhoto.asp?ID=997


Nvidia unaffected by possible PS3 delay, say sources

Monica Chen and Shawn Chen, Taipei; Steve Shen, DigiTimes.com [Wednesday 22 February 2006]


Sales of Nvidia graphics chips should not be affected by a possible delay in the launch of Sony’s PlayStation 3 game console since the company is only licensing graphics technology to Sony instead of producing silicon for the Japanese console vendor, according to sources at Nvidia Taiwan.

Sony will postpone the launch of its PlayStation 3 (PS3) game console from this spring until August, as the company is facing issues with production plans, according to an earlier report.

Nvidia CEO Jen-Hsun Hwang, however, admitted in a conference call that the company would not receive any royalty payments during the current quarter (ending April) from Sony, despite the fact that Nvidia’s RSX graphics chip, the PS3’s graphics engine, is ready, according to a February 17 report by Realm Media Networks.

Sony is likely to outsource production of RSX chips to IBM or Taiwan Semiconductor Manufacturing Company (TSMC), according to sources at Taiwan contract makers.

On the other hand, ATI Technologies, Nvidia’s rival, seems to have gained an advantage in the PC gaming sector by supplying its R500 (Xenos) graphics chip for Microsoft’s Xbox 360, according to market sources.

With strong sales of the Xbox 360 plus chip orders for Nintendo’s upcoming Revolution game console, ATI is set to see revenues grow at a robust pace this year, the sources indicated.

http://www.digitimes.com/systems/a20060221A2006.html

I don't know who to believe but this sounds feasible.
 
Reilly said:
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Flapjacks FTW!!! :lol
 
Ponn01 said:
bad attempt to recreate Thursdayton.
This is more of a Februaryton, so you have to grade it on the overall scope of effort which extends across weeks and many threads. Overall thread tonnage generated thus far certainly holds its own against previous -tons. ;)
 
Il Comodino said:
Ok, but why I must belive to the analyst, when the same sony confirm not deley?

I think it is because when Sony reaffirmed a Spring launch, they also gave themselves a back door by saying something about manufacturing problems.
 
Not manufacturing problems, they mentioned the finalization of standards for the next gen optical media being the potential holdup. And that was an SCEA rep, while SCEI rep said they were still on track for Spring 2006 release.
 
kaching said:
Not manufacturing problems, they mentioned the finalization of standards for the next gen optical media being the potential holdup. And that was an SCEA rep, while SCEI rep said they were still on track for Spring 2006 release.

Sony will be making an announcement regarding finalization of the BRD standards and pricing and availability of standalone players around the middle of March.

From Business Week today:

Executives at Sony's PlayStation unit also risk testing the patience of their colleagues on the consumer electronics side of the company, who say plans for Blu-ray are on schedule. Members of the Blu-ray Disc Assn., including those at Sony's consumer electronics unit, are furious at what they call erroneous statements about Blu-ray delays.

Sony in mid-March is scheduled to release pricing and availability this summer of standalone machines, sources say. Meantime, both Samsung and Pioneer have said their machines will be on retailers' shelves in a few months. "We are pretty much on track to see initial Blu-ray products appear as early as May," says Pioneer Senior Vice-President Andy Parsons.
 
And the official re-unveiling of the PS3 will be when in relation to that? :)

Also, do you know whether that BD finalization announcement will have anything to do with the completion of HDMI 1.3, since that's been a point of contention as well?
 
kaching said:
Not manufacturing problems, they mentioned the finalization of standards for the next gen optical media being the potential holdup. And that was an SCEA rep, while SCEI rep said they were still on track for Spring 2006 release.

This is the same reason for hold-up I heard from a guy working for one of the key component (and cost driver) providers for PS3 in January, in a plane from Las Vegas after CES.
 
it's all a damn set-up!

Get everyone fired up and talking DELAY- then BOOM, in two days we'll all be able to get PS3 easily! 10 million units, worldwide, THIS WEEKEND! $299 for the works! 52 launch games that have been kept secret, including FFXIII, RE5, and Kid Icarus!

BERIEVE~
 
Kleegamefan said:
For the low, low price of $5, learn how to make $10K selling PS3s on ebay....

Only in America
You ain't kiddin', either.

lexy: That's very interesting...
Honestly, Sony can't lose as long as they get enough units out to North America for Holiday 2006. Really, that's the key...
If they miss that, MS is going to take so much advantage of the situation it'll be crazy.
 
Honestly, Sony can't lose as long as they get enough units out to North America for Holiday 2006. Really, that's the key...

indeed - that and the price.

it's all spicing up now, ladies!
 
Is there really a good reason to launch first in Japan other than tradition?

Why not launch in North America in September, and then bring the PS3 out in Japan in November or even December. As long as its before the year-end Japanese shopping rush, it really doesn't negatively affect Sony.
 
I dunno. They probably see launching in Japan as more of an assured thing.
Like a semi-test market. For example, if they find a critical flaw in the hardware, they may be able to get it fixed before NA production goes in full swing. I have no idea if that's why, just speculating.

Or it could be that they are loyal to Japanese gamers first and foremost because they are a Japanese company.
 
This is getting TOO stupid now.

The groaning erupted into a full roar over the weekend, as a report from Merrill Lynch states that the PlayStation 3 may cost as much as $800 when it hits retail.



When did ML state that the PS3 would cost $800 at retail? See this is the bullshit that people like me feared from this off-based report. Now we have Gamespot telling people that the PS3 will cost $800 at their local BestBuy and Wal-mart. *shakes head*



http://www.gamespot.com/ps2/action/black/news.html?sid=6144632
 
SONY, STOP THIS MADNESS!

Break the silence. PLEASE SAY SOMETHING! Before a thousand GAFers strangle ourselves on our controller cords (Xbox360 owners with wireless controllers, find yourselves an alternative method).

This is lunacy. Beyond ridiculous. It's not just stupid, it's Quasar Stupid.

Tell us something. Even if it's news we don't want to hear.

Because we do, dammit. WE DO!!!
 
With strong sales of the Xbox 360 plus chip orders for Nintendo’s upcoming Revolution game console, ATI is set to see revenues grow at a robust pace this year, the sources indicated.

Hmm. Buys ATI stock
 
soundwave05 said:
Is there really a good reason to launch first in Japan other than tradition?

Why not launch in North America in September, and then bring the PS3 out in Japan in November or even December. As long as its before the year-end Japanese shopping rush, it really doesn't negatively affect Sony.
In the U.S., you need to have software available at launch.
 
mckmas8808 said:
This is getting TOO stupid now
*looks at Kolgars post*
Its still funny. Because it just damn doesn't mean much in the end.

Edit; And Merrill Lynch is predicting 4million PS3s this year as opposed to 7million Xbox360s - its not even a big gap and certainly not a fact thats being represented by the media.
 
Well, it looks like people are taking Gamespot's article at face value now. Found this on thedigitalbits.com . It's a pretty trusted DVD media site so people are going to believing it if its posted there.

There's some interesting Blu-ray Disc news today. On Friday, Wall Street brokerage firm Merrill Lynch issued a report suggesting that the launch of Sony's Blu-ray compatible PlayStation 3 console could be delayed as much as a year from the company's initially anticipated Spring 2006 target date. We'd been hearing that the launch might be pushed back to November, but this could mean Spring 2007. What's worse, some cost estimates place the launch production cost of each PS3 unit as high as $900 ($230 for the Cell processor alone, along with another $350 for the Blu-ray Disc drive). That would mean a likely retail price for consumers at between $700-800. The news has set Sony's stock falling and actually impacted the entire Tokyo stock market on Monday. Sony has denied these reports, but has yet to announce official details on launch date and price. Ouch. You can read more here at Gamespot.
 
Nvidia unaffected by possible PS3 delay, say sources

Monica Chen and Shawn Chen, Taipei; Steve Shen, DigiTimes.com [Wednesday 22 February 2006]


Sales of Nvidia graphics chips should not be affected by a possible delay in the launch of Sony’s PlayStation 3 game console since the company is only licensing graphics technology to Sony instead of producing silicon for the Japanese console vendor, according to sources at Nvidia Taiwan.

Sony will postpone the launch of its PlayStation 3 (PS3) game console from this spring until August, as the company is facing issues with production plans, according to an earlier report.

Nvidia CEO Jen-Hsun Hwang, however, admitted in a conference call that the company would not receive any royalty payments during the current quarter (ending April) from Sony, despite the fact that Nvidia’s RSX graphics chip, the PS3’s graphics engine, is ready, according to a February 17 report by Realm Media Networks.

Sony is likely to outsource production of RSX chips to IBM or Taiwan Semiconductor Manufacturing Company (TSMC), according to sources at Taiwan contract makers.

On the other hand, ATI Technologies, Nvidia’s rival, seems to have gained an advantage in the PC gaming sector by supplying its R500 (Xenos) graphics chip for Microsoft’s Xbox 360, according to market sources.

With strong sales of the Xbox 360 plus chip orders for Nintendo’s upcoming Revolution game console, ATI is set to see revenues grow at a robust pace this year, the sources indicated.

This particular part is of interest to me. With the BoM already estimated to be where it is, was that under the assumption that RSX was going to be built inhouse at Sony?? If it indeed is going to be outsourced to TSMC (more likely than IBM imo), that would bring the price of RSX even higher as it would require additional charges to outsource and the cost of yields couldn't be absorbed by Sony, inevitably making the BoM go up even more. Along with that would be a slower decline in manufacturing cost compared with inhouse manufacturing, overall making RSX more expensive for a longer period of time.....
 
Tenacious-V said:
This particular part is of interest to me. With the BoM already estimated to be where it is, was that under the assumption that RSX was going to be built inhouse at Sony?? If it indeed is going to be outsourced to TSMC (more likely than IBM imo), that would bring the price of RSX even higher as it would require additional charges to outsource and the cost of yields couldn't be absorbed by Sony, inevitably making the BoM go up even more. Along with that would be a slower decline in manufacturing cost compared with inhouse manufacturing, overall making RSX more expensive for a longer period of time.....

That's the same 'source' who told digitimes that the PS3 was being delayed to August specifically. So I'm not sure whether it's blindingly accurate or a bit of FUD.

Anyway, I think this is likely to solve this mystery [thanks to one over at B3D]:
 
Mmmkay said:
That's the same 'source' who told digitimes that the PS3 was being delayed to August specifically. So I'm not sure whether it's blindingly accurate or a bit of FUD.

Anyway, I think this is likely to solve this mystery [thanks to one over at B3D]:

I'm kinda confused on what that's trying to say....
 
Tenacious-V said:
I'm kinda confused on what that's trying to say....

It's saying that SCEI has always outsourced to meet demand, because they have limited capacity. So news that RSX is being outsourced shouldn't come as a surprise, but perhaps when it starts is the key missing piece of the puzzle. I've half a mind to suspect that the 'August' date and RSX news being coupled would be in reference to Taiwanese contractors coming online to supply the extra demand what SCEI cannot meet.
 
Mmmkay said:
It's saying that SCEI has always outsourced to meet demand, because they have limited capacity. So news that RSX is being outsourced shouldn't come as a surprise, but perhaps when it starts is the key missing piece of the puzzle. I've half a mind to suspect that the 'August' date and RSX news being coupled would be in reference to Taiwanese contractors coming online to supply the extra demand what SCEI cannot meet.

So we're going under the assumption that RSX is being manufactured in house, but at capacity. So they're outsourcing as well?

But to what extent is the outsourcing? Aren't Sony making CELL in house as well? If so, how much space do they have for RSX at Sony in the first place?
 
Tenacious-V said:
So we're going under the assumption that RSX is being manufactured in house, but at capacity. So they're outsourcing as well?

But to what extent is the outsourcing? Aren't Sony making CELL in house as well? If so, how much space do they have for RSX at Sony in the first place?

It's not nearly clear enough yet to say with certainty. But I think we've always been under the assumption that RSX was being made in-house. CELL is initially being made at IBM with SCEI stepping in later to take over, so really they've not got much else to make.
 
Mmmkay said:
It's not nearly clear enough yet to say with certainty. But I think we've always been under the assumption that RSX was being made in-house. CELL is initially being made at IBM with SCEI stepping in later to take over, so really they've not got much else to make.

Oh okay. Thanks for clearing that up.
 
report from french JeuxVideo.fr translate by babelfish about PS3 delay in Europe. 2007 :(
:
"According to our sources, Sony Computer Entertainment would have communicated to several distributors of the Old Continent which the PS3 would not launch this year, with for objective a launching before March 2007. Sad news. Always according to our information, the delay evoked would be related to the quantities, in order not to reproduce the fiasco of Xbox 360."
 
Doom_Bringer said:
wow so they are basically handing out their marketshare to MS without a fight!! Awesome

What marketshare?

Next gen marketshare was 0% until X360 launched.

Now its 100% X360.

If you're talking about overall videogame marketshare then I'm sure PS2 will continue to keep a small foothold for them throughout this year :D
 
1. Who didn't see this coming?
2. I'm glad because games will be less rushed and hopefully, more of them.
 
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