Edit - I've responded to your individual questions below, but thought it helpful for the discussion for me to summarise my position here:
- Software sells hardware. The PS2 and DS sold well because they had popular ganes. This is why the Switch is doing well.
- Having the right price and attractive hardware features does also help.
- Right now, the PS5 lacks popular packaged software outside of FF (and that franchise is less popular than it was on PS3).
- The games that are pushing PS5 hardware sales are mostly F2P. Hence why PS5 total software sales are likely below those of other platforms with similar or smaller userbases.
- A lower price or portability would help PS5. But having more popular games would help it even more.
Breath of the Wild did pretty underwhelming on Wii U. Same game, but did demonstrably better on Switch. This continues to go to my point. The Switch itself drove software sales. Switch has the same franchises that Nintendo always had and yet all of a sudden like magic it sells significantly better, even with some of these franchises like Pokemon not having the quality it had before.
Switch hardware is driven by software, and that big userbase allows software sales to be better. Its not magic.
It wasn't that Switch was always destined to do well in 2017. It was BOTW, Mario Kart 8, Splatoon 2 and Odyssey all coming out in the first few months that made Switch a success. Without those and other games, the system would have been a failure.
Fewer popular games leads to lower hardware sales. BOTW sold better on Switch than Wii U, because Switch has a much stronger lineup of games than Wii U. Let's say that Breath of the Wild was the only Switch game that Nintendo ever released. How do you think that would have affected the game's sales figures?
PS5 if it was selling better, i.e. was cheaper, would be driving software sales better than it is now and again that is the challenge sony has in selling the PS5 in Japan and why a game like FF16 or FF7 Rebirth has a taller hill to climb.
I agree that higher install base helps, but the PS5 userbase is growing faster than the platforms I am comparing it to. Not slower.
This is the key point in your argument that I'm trying to understand. How can software be facing a "taller hill" on PS5 than PS3, PS4, Wii U or Vita, when the PS5 userbase is growing faster than those platforms?
If we were to say "PS5 software is selling less than PS4/Wii U software because the hardware is more expensive and therefore there's a lower userbase", then that would make perfect sense. But that's not what we are seeing.
Sony put plenty of effort into the first Uncharted games, God of War, and Last of Us.
Last of Us Remastered might have sold more than the actual game on PS4. Uncharted 4 sold significantly better than the previous entries, and God of War 2018 outsold the entire franchise combined.
We haven't seen the impact in Japan because there are significantly cheaper options for gaming at a high level (even if its not as high a level).
Agree with all of this. This is precisely the type of investment I was talking about.
The PS2 had a lot of software in its first year, but the games individually struggled to sell particularly well. It wasn't until Onimusha and then FFX that any games really hit it out of the park. Limited hardware sales of people actually playing games will have an impact on software sales.
I agree that limited hardware sales has an impact on software sales. But how does that apply to PS2 when both hardware and software sales were fairly good?
"Time until release of first game that will sell 1 million lifetime" is a very bad metric to use to judge software selling power. Using that metric would mean that the Wii U was one of the best software selling systems in gaming history. We can both agree that is not true right?
Where are you getting 40/60? What was it during the PS4? Has it increased or decreased?
Well we have the data on the digital splits for PlayStation globally, and for Sony's first party games across Asia.
As we see from Europe, single player games tend to have lower splits that multiplayer games. Therefore the average digital split for PS4 and PS5 as a whole in Asia is likely higher than it is for just Sony first party games. But its very unlikely to reach 70% or 80%, since that would be noticeably above PlayStation's global average.
Ghost of Tsushima was supply contained at launch in Japan, and had a digital split in that country of around 50%.
So I think it is reasonable for the digital split % for PS5 to be in that 40-60 area, and for that to be higher than what it was on the PS4.
Because my point is that the most popular PS5 game at the moment is a digital game, suggests that digital is in fact a strong method for people and that maybe you're ignoring how prevalent digital is when the top 2 best selling games at this time are both digital that aren't at all tracked in famitsu.
I'm not ignoring it, that is my argument. On PS5 people are largely playing F2P games, rather than buying games. It it those F2P games that are currently driving sales of the PS5.
If the system were to get more popular games (both F2P and non-FP2) then the hardware will do even better. Monster Hunter Wilds and Ghost of Tsushima 2 will help the PS5, so hopefully we see more games with that level of popularity come to the system.
To compare any games even Switch which we know has a large bent towards physical to PS5 software sales and ignore the fact that there is a major unknown in terms of what the actual split is and just assuming that PS5 has a software sales problem when there is a massive void of data I think reveals a problem in your equation.
The reality is that the dataset of Famitsu is entirely broken for comparisons without knowing how much digital has grown in Japan. And the answer isn't to pretend like digital doesn't exist. We already know that at least 13.6% of the PS5 owning population has no ability to play physical games, where that was not the case with the PS4 that did not have a digital only version. Does this mean there was an uptick by at least 13.6 percent? No, it doesn't. Those people may have already been digital only. We just don't know the actual splits.
I'm not comparing PS5 software to Switch and I'm not pretending digital doesn't exist.
I'm comparing PS5 software to PS3, PS4, Wii U and Vita and taking reasonable digital splits into account.