Overview
- MST Financial’s David Gibson reports Sony expects to extend the PS5 lifecycle and push the PS6 later than earlier forecasts.
- His note cites robust first- and third-party game performance, with PlayStation’s games segment expected to beat third-quarter market expectations.
- Industry coverage links a potential delay to steeper DRAM and SSD prices as AI demand tightens supply and manufacturers prioritize data centers.
- Several outlets now suggest a window as late as 2029–2030 instead of 2027–2028, but Sony has not announced timing for a new console.
- PlayStation architect Mark Cerny has discussed experimental technologies for a future system, signaling ongoing R&D without a launch date.