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一機難求!索尼:我們芯片充足,問題是PS5太好賣
uSMART盈立智投 08-05 15:03

8月5日消息,在最近舉行的財報電話會議上,索尼首席財務官十時裕樹表示,儘管全球芯片供應短缺,但索尼公司保證“芯片數量能夠滿足本財年(截至2022年3月份)至少1480萬臺PS5遊戲機的生產目標”。十時裕樹在回答分析師提問時表示,“我們並不擔心芯片供應問題。”

截至今年6月底,索尼已經生產出1010萬臺PS5遊戲機,其中1000萬臺已經在7月18日之前賣給了消費者。十時裕樹的這一聲明暗示,索尼計劃本財年再生產至少1250萬臺PS5遊戲機。索尼互動娛樂總裁吉姆·瑞安(Jim Ryan)在今年2月份的一份聲明中曾表示,供應鏈的改善意味着“到2021年下半年,將能看到真正不錯的PS5生產數據。”

 

未來幾個月PS5遊戲機產量的小幅增長可能不足以緩解遊戲機市場短缺問題,PS5遊戲機一經上架後往往立即售罄。但十時裕樹的說法表明,造成PS5一機難求主要是因爲消費者需求旺盛,而不是索尼無法採購到遊戲機芯片。

索尼理論上可以通過大幅提高PS5遊戲機的產量來解決市場需求問題,但短期內公司不太可能生產更多遊戲機。一方面是芯片供應問題,另一方面是調整生產計劃隨之引發的供應鏈問題。

今年4月份十時裕樹警告稱,索尼“不太可能”在本財年結束前“大幅增加”PS5遊戲機的供應量。今年5月他又向投資者表示:“我認爲今年的市場需求不會平靜下來,即使我們明年能獲得更多的設備,生產更多PS5,我們的供應也無法滿足需求。”

儘管供應量不足,PS5遊戲機的成功還是爲索尼遊戲和網絡服務部門帶來了創紀錄營收,在截至今年6月份的2021財年第一季度中,該部門的營收達到了56億美元。索尼表示,PS遊戲機軟件銷量比2019年的同一季度增長了38%。十時裕樹表示:“我們相信,遊戲市場在過去兩年裏大幅增長。”與兩年前相比,用戶玩PS遊戲的時間也增加了18%,但這一數字低於去年消費者居家隔離時期的最高水平。

本季度PS遊戲機軟件營收中只有不到17%來自索尼獨家軟件。相比之下,任天堂Switch遊戲機絕大多數軟件銷售業務均來自任天堂自家遊戲。不過,索尼71%的遊戲銷售收入來自於數字下載,這反映出遊戲銷售不再依賴於實體光盤的長期趨勢。

 

總體而言,索尼第一財季營業利潤同比增長26%,達到創紀錄的25.7億美元。

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