AMD CEO talks about PS5 and Xbox Series X/S supply issues
Among the next-generation game consoles, Sony’s PlayStation 5 and Microsoft’s Xbox Series X/S both use AMD’s custom SoC. Since its release, due to the COVID-19 epidemic and the shortage of supply in the semiconductor industry, these game consoles have been in short supply, and game players have to increase prices to buy them.
Recently, SeekingAlpha reports that AMD CEO Dr. Lisa Su was asked about the current and seasonal supply situation during the financial earnings conference call with investors. Dr. Lisa Su said that PlayStation 5 and Xbox Series X/S are both great gaming platforms. Next year AMD will increase the supply of chips. It is expected that the market will still have strong demand for Sony and Microsoft products in 2022, which also shows that the functions provided by these products are in line with the needs of gamers. Although she believes that based on the life cycle sales of past game consoles, the peak should be in the fourth year after launch. From this perspective, 2023 will be the “peak year” for these next-generation game consoles.
Dr. Lisa Su admitted that the COVID-19 epidemic still continues to affect the supply chain, and seasonal adjustments have become more “muted”. Under the current general environment, the annual supply cycle rules and forecasts may change unexpectedly. You need to wait for the environment to stabilize before returning to normal. This means that under the influence of additional factors, some past supply laws of the semiconductor industry may not be applicable at this stage. Although PlayStation 5 and Xbox Series X/S have been on sale globally for more than a year, the supply is still insufficient for gamers.
Dr. Lisa Su admitted that the COVID-19 epidemic still continues to affect the supply chain, and seasonal adjustments have become more “muted”. Under the current general environment, the annual supply cycle rules and forecasts may change unexpectedly. You need to wait for the environment to stabilize before returning to normal. This means that under the influence of additional factors, some past supply laws of the semiconductor industry may not be applicable at this stage. Although PlayStation 5 and Xbox Series X/S have been on sale globally for more than a year, the supply is still insufficient for gamers.
