According to respected outlet Business Korea, Sony is set to start production on components that will be used in its forthcoming PlayStation 5 console when it releases during holiday 2020.
- Author Doh Hyun-woo, who is an analyst NH Investment & Securities, stated that Sony will begin production of components for the PlayStation 5 this week. In particular, it looks like that memory and SSD will be among the first components to be manufactured, as Hyun-woo notes that the NAND industry looks set to benefit massively in the near future thanks to Sony’s efforts.
You can see his comments below:
“Production of parts related to Sony’s PS5 starts this week. We expect the PS5 to contribute to semiconductor industry earnings improvement in 2H20. Within the memory industry, NAND demand improvement is to outpace that for DRAM. In 2020, the PS5 is anticipated to push up NAND demand by 5%.
Manufacturers of components (such as PCBs) and IC substrates are predicting that the PS5 will serve as an important growth driver in 2H20. In particular, the PS5 should contribute significantly to 2H20 earnings at AMD (the SoC manufacturer), who saw sluggish semi-custom chip earnings in 1H20 on a lull in demand ahead of the PS5 release. Backed by the PS5 launch, AMD’s semi-custom chip earnings should improve in 2H20.
In the memory industry, NAND demand improvement is likely to outpace that for DRAM, given that the PS5 is to be the first console in the series to be equipped with an SSD instead of an HDD. Assuming 825 GB of SSD per unit and sales of 20mn units pa, global NAND demand should increase by 5% pa.”
- So, it begins!
Source: Business Korea