PlayStation Ecosystem 2014-2020 Media Create Top 1000:
- 2014 - 16.067.673
- 2016 - 15.125.473
- 2015 - 14.810.407
- 2017 - 12.214.294
- 2018 - 11.764.786
- 2019 - 9.537.039
- 2020 - 8.018.518
Last year PlayStation was still doing alright in terms of software it had it's lowest result since 1994 but it's only 2021 where we are starting to see how low things can go.
PlayStation Ecosystem Top 50 Famitsu
- [PS4] Resident Evil Village (Capcom) - 191.983
- [PS4] Tales of Arise (Bandai Namco) - 184.444
- [PS4] NieR Replicant (Square Enix) - 158.265
- [PS4] Tsukihime (Aniplex) - 80.042
- [PS4] Samurai Warriors 5 (Koei Tecmo) - 72.727
- [PS5] Resident Evil Village (Capcom) - 67.000
- [PS5] Tales of Arise (Bandai Namco) - 56.913
- [PS4] Scarlet Nexus(Bandai Namco) - 31.665
- [PS4] Biomutant (THQ Nordic) - 30.292
- [PS4] Little Nightmares II (Bandai Namco) - 24.968
- [PS4] Judgment [New Price Edition] (Sega) - 24.271
- [PS5] Final Fantasy VII Remake Intergrade (Square Enix) - 23.491
- [PS4] Neptunia x Senran Kagura: Ninja Wars (Compile Heart) – 18.789
- [PS4] Disgaea 6 (Nippon Ichi) - 18.289
- [PS5] Ratchet & Clank: Rift Apart (Sony) - 17.850
- [PS5] Ghost of Tsushima - Director's Cut (Sony) - 17.271
- [PS4] Call of Duty: Black Ops - Cold War (Sony) - 16.454
- [PS4] Dragon Quest XI S (Square Enix) - 16.352
- [PS4] Sakuna: Of Rice and Ruin (Marvelous) - 16.235
- [PS5] Judgement: Remastered [New Price Edition] (Sega) - 14.749
- [PS4] Ninja Gaiden: Master Collection (Koei Tecmo) - 14.483
- [PS4] NieR: Automata - GotY Edition (Square Enix) - 13.712
- [PS4] Guilty Gear - Strive (Arc System) - 13.574
- [PS4] Winning Post 9 2021 (Koei Tecmo) - 13.221
- [PS5] Scarlet Nexus (Bandai Namco) - 12.785
- [PS4] The Legend of Nayuta: Boundless Trails (Falcom) - 11.230
- [PS4] The Quintessential Quintuplets (5pb.) - 10.378
- [PS4] Utawarerumono: ZAN 2 (Aqua Plus) - 10.241
- [PS4] Nioh 2 - Complete Edition (Koei Tecmo) - 9.969
- [PS4] NEO: The World Ends With You (Square Enix) - 9.248
- [PS5] Returnal (Sony) - 9.148
- [PS4] R-Type Final 2 (Granzella) - 8.693
- [PS4] The Caligula Effect 2 (FuRyu) - 8.454
- [PS4] Outriders (Square Enix) - 7.966
- [PS4] NBA 2K22 (Take-Two) - 6.291
- [PS4] Hitman 3 (H2 Interactive) - 5.132
- [PS4] Akiba's Trip: First Memory (Acquire) - 4.888
- [PS4] Sniper Ghost Warrior Contracts 2 (H2 Interactive) - 4.551
- [PS5] Utawarerumono: ZAN 2 (Aqua Plus) - 4.081
- [PS5] Hitman 3 (H2 Interactive) - 3.890
- [PS4] Rust (Koch Media) - 3.671
- [PS5] Guilty Gear - Strive (Arc System) - 3.547
- [PS4] Darius Cozmic Revelation (Taito) - 3.540
- [PS4] Fate/Extella - Celebration Box (Marvelous) - 3.498
- [PS4] The Great Ace Attorney Chronicles (Square Enix) - 3.470
- [PS4] Umineko no Naku Koro ni Saku (Entergram) - 3.361
- [PS5] Deathloop (Sony) – 3.158
- [PS4] Atelier Mysterious Trilogy (Koei Tecmo) - 3.074
- [PS4] Re:ZERO - Starting Life in Another World (Spike Chunsoft) - 2.868
- [PS5] Yakuza 7: Like a Dragon (Sega) - 2.861
TOTAL:
1.297.033
TOTAL PS4:
1.060.289 (81.7%)
TOTAL PS5:
236.744 (18.3%)
PS Ecosystem Top 10 Publishers
- Bandai Namco - 310.775
- Capcom - 258.983
- Square Enix - 232.504
- Sony/Aniplex - 143.923
- Koei Tecmo - 113.474
- Other - 108.390
- Sega - 41.881
- THQ Nordic - 30.292
- Marvelous - 19.733
- Compile Heart – 18.789
- Nippon Ichi - 18.289
Even if we give the PS Ecosystem a 20% additional physical sales via legs & generous digital share of 40% across all titles that's still be about
2.17 million across the Top 50 titles of 2021. Personally there is enough reasons to actually think digital is at most 30% but that's another matter that I would not like to discuss right now.
For the rest of the year there are a few games but nothing really is set to outsell
Resident Evil: Village, Tales of Arise or
Nier Replicant. The biggest titles remaining are
Lost Judgement &
Demon Slayer, nothing else is going to surpass
100K meaning that across the Top 50 PS4/PS5 titles we are likely going to end up with fewer than
3 million physical sales in 2021, if PS5 achieves 20% of the sales that's
600K physical sales in 2021 and PS4 at
2.4 million. So across the Media Create Top 1000 I think we are likely to witness a YoY drop of 50% and sales below
4 million.
With 2022 unlikely to fair any better due to rapid decline of the PS4, we are already seeing the system struggle to get titles that surpass
200K sales with
Tales of Arise being one of the last titles to achieve this milestone escaping niche status. PS6 unable to support big software sales due to the hardware being resold overseas the drop is likely to continue next year.
How low can the PS Ecosystem go in Japan is anyone's guess but the trend painted by prior years and known numbers in 2021 is pretty clear.
Nintendo & Pokemon focused on a single device while Sony abandoned the portable space has handed Nintendo the entire market. Rather than form-factor to me that is the key thing. Software for all audiences and no droughts with a bunch of smash hits. Switch being a hybrid has definitely helped as it was seen as the natural successor of the Vita by many Japanese Third Party AA games and indies across the World.
Simply put the line-up of the PS5 in terms of both first and third party efforts isn't enough for us to expect anything near the level of success PS4 achieved in Japan, especially as the PS4 had much greater number of exclusives from both small and large publishers. But that's the main thing, PS4 released at time where Wii U was bombing in all markets, while 3DS was only a market leader in Japan and that system was already past it's peak in the country. Switch is likely to be in its software peak for a while -
Splatoon 3, Pokemon Remakes, 3D Kirby, Arceus, Mario Party Superstars, Rise Expansion, New Horizon update & Breath of the Wild sequel combined with the strongest evergreen library Japan has ever seen will ensure this stays the case until the end of 2022.
Maybe in 2023 when chip shortages are solved and we get something like an exclusive
Monster Hunter World 2 we will see sales growth but nothing close to what they were managing before the Switch launch.
The solution is a major investment into Japan - at the very least two of the major publishers there like Square & Bandai and a few smaller studios pumping out PS exclusives focused on the home market and all audiences. Nintendo makes very few "mature" games across their first party studios. Without a major investment I can see PS5 fading into irrelevance in Japan within a few years, ensuring that what ever Nintendo decides to release in terms of hardware will gain the majority of Japanese third party support right out of the gate.