FalsettoVibe
Member
When Takashi has been constantly proven wrong, and having heard the opposite directly from Sony themselves, why do you believe any part of this story?
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Sony: We have not cut PS VR 2 production numbers The platform holder refutes Bloomberg report
- Thread starter jm89
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When Takashi has been constantly proven wrong, and having heard the opposite directly from Sony themselves, why do you believe any part of this story?
MasterCornholio
Member
Depends on who is writing the article. Just curious which Bloomberg articles did Microsoft debunk?
His report was complete bullshit. Read the first line
"Sony Corp. has cut its estimated PlayStation 5 production for this fiscal year by 4 million units, down to around 11 million"
He blamed yield issues and aggressive xbox pricing.
That fiscal year ending March 2021.
Sony denied this bogus report.
The fact that Sony coincidentally ran into COVID supply issues in the next fiscal year to miss a different target doesn't make the initial report any less bullshit.
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SlimySnake
Flashless at the Golden Globes
Production. He didnt say anything about sales.
James Sawyer Ford
Gold Member
They were selling all they could make, lol
Dr. Wilkinson
Member
That... doesn't mean his information wasn't accurate.
Makes no sense still. Sales and production were not off by a year. They weren't even off by a month due to it being air frieghted and sold within hours in fiscal 2020.
James Sawyer Ford
Gold Member
You can easily tell it’s false by aligning it with sales data of subsequent quarters
It wasn't. Production didn't hit a snag until the next year to due to a completely different issue. They met their production targets for that fiscal year mentioned in the report.
midnightAI
Member
Yeh, get those game development teams off the VR hardware production lines.
SlimySnake
Flashless at the Golden Globes
Read the report again. He said they cut down production of these units to 11 million. they sold 7 million by March 2021. We know they didnt hit their targets of actually SELLING these consoles because it took them forever to hit 20 million.
We have talked about this several times. The pandemic affected supply issues but the chip shortage? Especially for these consoles that had started production well before the pandemic hit was and will always remain weird. Sony had contracts for COD going till 2025. FIVE years into the future. Why wouldnt they sign similar contracts for chips needed for their PS5s? i find it very hard that they were impacted by the chip shortage because they shouldve had the contract already signed and ready to go by 2019. Even if PS5s didnt begin assembly by spring 2020, the actual chips Bloomberg is talking about here shouldve been produced well before that.
R6Rider
Gold Member
He believes him because he's one of the biggest "Sony bad, Microsoft good" users on this forum.
Dr. Wilkinson
Member
Or it could be that at the time of the report, the information he had was true, insofar as with his sources who were giving him this information, he had no reason to think it wasn’t true. It’s not his job to know if it would turn out to be true in the future, and to not run a story because something that hasn’t happened yet *might not happen. Lol. That’s not how news reporting works.
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thicc_girls_are_teh_best
Member
I'm not saying a reporter's job is to protect a company or its product. In this specific case with Takashi, the problem is he has been wrong massively TWICE now. The first time WRT PS5 (he blamed yield issues and "aggressive Xbox pricing", neither of which ended up being the reason shipments reduced a little while later), and now he's wrong as to his reason here.
For all we know, Sony HAVE reduced forecasts and production numbers for PSVR2 but that could easily be due to costs for sourcing specific components, or reducing them internally in preparation for a potential economic recession. Takashi's specific reason was due to "slow preorder numbers" relating to VR and the high price. However, that is HIS speculation as to why, and it's probably the speculation in particular why it's been officially refuted.
It's not hard to see a common pattern with FUD surrounding Sony hardware when new ones are ready to release or milestones are hit. We JUST got through the "liquid metal fighting gravity" BS earlier this month; now close to PSVR2's release comes a "report" that production numbers are down SPECIFICALLY due to slow demand and the high price? It's a pattern at this point and in Takashi's case he got called out publicly (yet again).
SmokedMeat
Gamer™
None that know of, but a debunking could easily be damage control. You don’t want word getting out that your new device is receiving a lukewarm reception. Especially in this day and age.
I’m just amused at the way people react to the articles.
Dr. Wilkinson
Member
Yeah, I mean, we'll see how the sales for this thing go when Sony reports on the numbers after the quarter ends. It's not like it's a super wild suggestion to say the pre-order numbers are low. The buzz around the games media is a lot of chatter about that exact topic. So if the sales are indeed way under Sony's targets (and based on what a lot of people are saying, very likely they will be), does he get exonerated, or is he just permanently black-balled in your eyes, and nothing he ever says ever again could possibly be true?
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What are you trying to say here? Are you saying PS5 wasn't selling in its first 2 launch quarters?
I read the report. He was saying Sony cut their production forcast for FY20 (ending March 2021) . This was completely false. Selling vs production has nothing to do with this. They weren't even that different anyway and they wouldn't have been out by a whole year. They didn't hit 20M because of the supply issue in FY21 which was irrelevant to the incorrect report.
Depends on how they thought prices would behave prior to COVID. You wouldn't want a long term one if you believed prices would become more competitive before. Long contracts or not the supply issue hit everyone and was unrelated to what was in the Bloomberg report and for a completely different period.
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FalsettoVibe
Member
People in this thread trying to figure out a way to make Takashi right:
Huh? but it wasn't true.
It's like saying there is going to be a hurricane this week so baseball is cancelled. Baseball isn't cancelled that week but a year later a flood cancels baseball and you say I told you so, it was cancelled.
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Dr. Wilkinson
Member
Sony's obviously not going to confirm the report. Clearly, PSVR 2 is not going to sell out of the gate like hotcakes. The buzz around the industry is people are just not super jazzed about the thing. Some people are, but for the majority of us, clearly it's not coming in out of the gate guns a'blazing. Whether they're going to admit it 3 weeks before launch... well, obviously they're going to do what a platform holder does, and spin everything in a positive light. Which is their right to do. But we'll see what the numbers are vs their targets, come April. Sony will have to report on the sales of PSVR 2 during the launch period, warts and all. And based on this thread, it looks like a lot of people will be eating crow.
Sony denied the report, saying they're not cutting production. But it's also probably not untrue that they're planning on cutting production once first week sales come in. Perhaps it is technically true that production hasn't officially yet been cut, but no doubt production will be cut in the near future.
Sony denied the report, saying they're not cutting production. But it's also probably not untrue that they're planning on cutting production once first week sales come in. Perhaps it is technically true that production hasn't officially yet been cut, but no doubt production will be cut in the near future.
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Shakka43
Member
MasterCornholio
Member
Well to be honest Sony can't lie to their shareholders. Usually when they say something it's to debunk something that might cause their stock prices to drop.
James Sawyer Ford
Gold Member
What buzz would that be?
Dr. Wilkinson
Member
Do you... listen to podcasts from people in the games media? IGN Game Scoop, Minnmax, etc? Lol. I'm not just pulling things out of my ass. The lack of excitement and buzz for PSVR 2 is pretty widespread. Clearly a lot of people here on GAF wish it wasn't so, but I'm just stating things as I hear them. I like PS just fine, but I do not feel the need to have a pro-PS bias. I call it like I see it
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demigod
Member
SlimySnake
you are mixing up 2020 fiscal year with 2021. Takashi is wrong in his reports. Sony’s forecast for 2020 fiscal year was 7mil, not 14mil. You could also ask why car makers didn’t order enough chips knowing that they make cars yearly, lol.
Dick Jones
Gold Member
Dr. Wilkinson
Member
Meet me here in this thread in April when Sony reports their quarterly results and talks about how the launch of PSVR 2 went. I'll put it in my calendar!
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Edmund
is waiting for Starfield 7
I find it weird that there's a very high number of FUD regarding the PS5 this gen.
1) RDNA 1.5
2) Liquid Metal spilling all over when placed vertical
3) Austin Evans claim that newer revisions of PS5s run hotter.
And now this. I'm sure there's more FUDs out there but I can't remember all
1) RDNA 1.5
2) Liquid Metal spilling all over when placed vertical
3) Austin Evans claim that newer revisions of PS5s run hotter.
And now this. I'm sure there's more FUDs out there but I can't remember all
SlimySnake
Flashless at the Golden Globes
Again, you are looking at Sonys SALES forecast which was 7 million. He is talking about the Production forecast. They are two different things. We know Sony sold every console they produced in FY 2020. We also know they struggled to produce enough consoles for FY 2021. They blamed it on the pandemic but I am saying they were impacted by the low yields well before coronavirus was a thing.
You could also ask why car makers didn’t order enough chips knowing that they make cars yearly, lol.
MasterCornholio
Member
Are talking about production or sales?
Dr. Wilkinson
Member
"(Bloomberg) -- Sony Group Corp. reduced projections for the initial launch of its PlayStation VR2 headset dramatically after early pre-orders disappointed, signaling little improvement for the hyped-but-unproven virtual reality sector.
The company halved its forecast for shipments of the PSVR2, which is set for a Feb. 22 release, this quarter to about a million units, said people familiar with its deliberations. Sony had previously aimed to have 2 million headsets ready for the launch quarter and leverage its second-generation headset to drive user growth and adoption for VR.
The Tokyo-based electronics giant has told a supply partner to expect reduced display panel orders, according to the people, who asked not to be named as the information is not public. The company now plans to ship around 1.5 million units between this April and March next year, they added, though that figure may be adjusted further in response to demand."
FalsettoVibe
Member
What? Almost everyone who has tried PSVR2 is excited for it.
Great job deflecting and not answering the question.....
Explain how they are spinning this TOTALLY UNPROVEN article in a positive light..............I mean we would have to to have 100% proof that the article is true for it to be spin, so help me out here
I get that your entire vibe is that you want it to fail.......but under what conclusion do you have that people will eat crow? What is leading you to think that PSVR2 will underperform Sony's expectations?
Please explain how you know have many units are set for production in the "near future" and why they will have to cut that back.
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MasterCornholio
Member
OK so Sony is claiming BS on the production being cut.
Dr. Wilkinson
Member
Yep. I remember seeing the same reporting back in 2020. It's not all COVID-related. Sony did indeed have issues with low yields in 2020 while they were working to have enough PS5s to meet early demand around launch and beyond. Yields were reportedly as low as 50%.
Crayon
Member
Everything coming out of vr outlets has been very positive. It's $550 and I'm more inclined to listen to people who are actually interested in vr at large because I'm looking at buying vr. We are talking about something that is going to do 10 million over like 5 years on the very high end. I'm not sure what anyone is supposed to take from anecdotes of ign podcasts.
demigod
Member
How can production forecast be missed if they met their sales target? Are you telling me they planned to make 14mil consoles for FY2020 and only sold 7mil? lol ok. Bloomberg's report has nothing to do with FY2021, it was for FY2020.
James Sawyer Ford
Gold Member
So two podcasts nobody listens to?
If you read psvr2 impressions you will find tons of positive buzz from people that have actually played it
midnightAI
Member
And who was it who reported that yields were as low as 50%?
SlimySnake
Flashless at the Golden Globes
Because they met their sales target for FY March. The sales dropped off a cliff the next year. So any delay in production would surely impact the next year no?
Dr. Wilkinson
Member
1) I literally couldn't care less if PSVR 2 sells well or not. I just am baffled by so many people needing the report to not be true because of some odd attachment to a giant corporation. If you listen and read the buzz around the games media, the word is essentially that there isn't a whole lot of excitement for PSVR 2, and people really aren't expecting it to do very well. At least for now, until something changes.
2) I was literally quoting the Bloomberg article, as MasterConholio was asking if the report was talking specifically production or sales. So...I went to the original source (Bloomberg) and just quoted the information word-for-word.
3) The article isn't "totally unproven". It's reporting done by an *actual reporter*, who has sources that they vet and corroborate. And then give the story to their News editor, and then based on whether it's deemed newsworthy or not, is published. This wasn't published by some know-nothing YouTuber who needs the views and subscribes, but has no formal education in journalism.
4) I don't work for you, so why would you think I would need to "explain how I know how many units are set for production".
5) I have no "vibe", I just call it like I see it. And again, I am baffled by so many people needing the report to not be true because of some odd attachment to a giant corporation.
You can't "100% prove an article is true". The only people that know are Sony, and obviously they're not going to confirm they have internally cut back internal targets on PSVR 2 before the launch. The plan for launch is set in stone, it's 3 weeks out, there's no changing it. Their reaction to the launch will happen some time after the launch, and then I'm sure we'll have a thread about that.
James Sawyer Ford
Gold Member
You were spreading FUD about negative buzz or some such nonsense
Those that have played it are extremely excited
Swift_Star
Banned
It'll be one of the best experiences on the peripheral.Still using Resident Evil village to promote PSVR?
Dr. Wilkinson
Member
I was doing absolutely nothing of the sort. And "those that have played it and are excited" means basically nothing in regards to sales. Not my opinion, just stating a fact.
So, feel free to meet me back here when Sony reports their results and PSVR 2 launch sales are released! Looking forward to it.
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Swift_Star
Banned
Why are you so desperate for a fake article to be true?
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Dr. Wilkinson
Member
Wrong. My only point throughout all of this is just being genuinely baffled as to why are people so desperate for needing to be validated by a giant corporation that it can't possibly be true that PSVR 2 isn't going to sell as well as Sony has told you it will?
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ShadyAcshuns
Member
This is not a good sign, this early on.
