While the deal is, logically, between AMD and SONY, the reality is that the former must have mustered admirable effort and persistence with TSMC. The Taiwanese company is booming in chip production under the current circumstances, but AMD has made a masterstroke that SONY is taking advantage of.
22 million chips for PS5 do not equal 22 million consoles
It was SONY CFO Hiroki Totoki who slipped the news during a company results meeting. This news is the announcement of the acquisition of no less than 22 million AMD chips which will logically be intended for your PlayStation 5 console.
This will allow SONY to comply with what it said not too many months ago in terms of forecasts until the end of the year, which in its absence is a measure to avoid a shortage of consoles until at least early 2022. What remains a The unknown in the midst of the semiconductor crisis is how the Japanese were able to achieve such exorbitant volume, but more importantly, how they managed to do it quickly.
We know from previous leaks that AMD was going to allocate a large number of available wafers from TSMC to SONY and Microsoft, where to be precise, there was talk of almost a 80% for them in front of a 20% for PC between GPU and CPU
NVIDIA has an advantage over AMD due to the small number of GPUs available
Rumors point higher and in various directions. In the first place, it is claimed that NVIDIA dominates the market with an iron fist because the number of GPU chips is very low, which means that in number of sales (as we have seen there is no so long) Lisa Su’s company cannot compete face to face in terms of revenue and units sold.
The second rumor is more a statistic or a forecast of some analysts, since they estimate that the supposed 22 million consoles that will have life thanks to these 22 million chips will be sold at such a rate that they will be insufficient. This is largely in line with SONY’s sales forecast, according to which supply and demand will not balance. until after 2022
However, neither SONY nor Totoki gives up, as Totoki assures that the company need to increase production With the aim that there will never be a shortage of stock in the stores, something really complicated given the shortage and the high demand that they have, not only in Europe, but in other parts of the world. Will SONY hit these numbers on AMD PS5 chips before the end of the year?