Overview
- An Embracer investor report published Thursday, June 18, 2026, quotes “some analysts” who say Sony may move the PS6 launch out of 2027 into 2028 or 2029 rather than proceed next year.
- Report authors and industry coverage point to rising memory prices, volatile NAND supply and stronger competition for custom chips from AI systems as the main reasons parts are more expensive now.
- Coverage stresses that the Embracer text relays analyst views and does not represent an official Sony announcement, so the suggested delay remains speculative.
- Wider signs of stress include higher PS5 retail prices, reported cost pressure on Switch 2 and Steam Deck, and signals that Microsoft under new Xbox leadership is rethinking its next‑gen hardware plans.
- Delaying would be costly: console production uses long‑lead manufacturing contracts that are expensive to change, so any hold could leave hardware dated, push retail prices higher for buyers, and keep Sony reliant on the PS5 installed base while component markets stabilize.