AMD CEO: '2022 to be Another Strong Growth Year' for PS5 and Xbox Series X|S - News
by William D'Angelo , posted on 02 April 2022 / 2,631 Views
AMD CEO Lisa Su in a recent Q&A with investors and transcribed by Wccftech discussed the high demand for the PlayStation 5 and Xbox Series X|S. She expects sales for the next-generation consoles to grow in 2022, before hitting a peak year in "maybe 2023."
"Well, I think -- first of all, I think the console business, this console cycle and all when you look at it in totality, has been amazing," Su said. "I mean if you think about the strength of the cycle, now we're sort of deep into the second year and the fact that the demand is so high.
"I mean we've been shipping a lot of product. So the fact that the demand is still high says something about just sort of the product capability that's been captured by both Microsoft and Sony in this console cycle. We're continuing to ramp up production.
"We expect 2022 to be another strong growth year for consoles. If you look at the typical console cycle, the peak year is actually the fourth year typically. And so you would expect maybe 2023 would be the peak year."
The PS5 and Xbox Series X|S consoles launched in November 2020 and due to shortages demand has far outstripped supply.
A life-long and avid gamer, William D'Angelo was first introduced to VGChartz in 2007. After years of supporting the site, he was brought on in 2010 as a junior analyst, working his way up to lead analyst in 2012. He has expanded his involvement in the gaming community by producing content on his own YouTube channel and Twitch channel dedicated to gaming Let's Plays and tutorials. You can contact the author at wdangelo@vgchartz.com or on Twitter @TrunksWD.
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With the way chip shortages are going, I highly doubt 2023 will be the peak year for the PS5 or Xbox Series consoles.
Yeah 2024 seems about right. It probably would have peaked in 2023 without the shortages.
A lot of products at 7nm are either getting new generations at 5nm and some products are being transferred to 6nm so that could mean more consoles since they use the same process. If yields also improve slightly it could indeed mean a couple million more PS5/Series consoles for 2022 working towards a 2023/2024 Peak where we will probably see a refresh on a smaller node and thus needing a smaller footprint of die to make the same performant chip.
I know manufacturing will get more efficient but I think it will take a long time to catch up to demand.
Lower end parts... Think Chipsets, Controllers, Audio, Networking, Low-End and Mid-Range ARM SoC's will likely transition to 7nm to fill that void.
So that demand will likely continue.
It won't be until TSMC's, Global Foundry, Intel and Samsung 10's of Billions of fab investments come online (Around 2024 it should be full swing) that the chip shortage will be alleviated.
I mean, Nintendo Switch is using 16nm TSMC and yet still suffers from shortages as it still has to compete with over components.
Not to mention TSMC retools older fabs to smaller nodes as well, reducing the amount of production available anyway on older nodes.
Sure, would be pretty terrible if they'd be down already in their second year. :-P
Considering we are still supply constrained I'm pretty sure 2022 will have more HW shipped than 2021.
Such a profound thought! Few people are brave enough to go out on a limb like that.
