Bloomberg Japan: PS5 Production cut by 4 million Units. Cites yield issues *update* Sony responds

[hanspampel]

@SheepDip

Hopefully tomorrow’s event has a teardown of the console or at least reveals it physically (not just a render). I’m really curious to see what’s going on under those curves.

Under the curves, nice Yeah I hope tomorrow is not just games. That would be the most disappointing for me.

[zhus (DrZee)]

@plink

An early 5nm die shrink means MS can potentially go with a 4 or 3mn process, which is why I’m skeptical they’d go to 5nm this early. I think both go for 4nm with slim versions in 2023.

3nm in 2023 will be very expensive. There is not a very large gain from 5nm to 4nm. If the power, yield from high frequency, then a 30% power improvement, or 20% clock improvements may be enough to justify the NRE. You will also have a smaller die, so there would be a overall small cost improvement.

[No-1HoloLens-Fan]

Will you pre order PS5 without sony giving confirmation on RT cores and VRS/Mesh shaders ?

Edit: Given that you are planning to buy it at sometime!

[WhiteDevilMan]

@No-1HoloLens-Fan

Will you pre order PS5 without sony giving confirmation on RT cores and VRS/Mesh shaders ?

No.

To be fair, I wasn’t planning to in any case. Not until the BC is clarified, a Xbox style controller is available, and long term reports show the PS5 is cooler and quieter then PS3 and PS4/Pro. Missing these items (particularly good BC), though, could mean I skip PS5 like I did PS4.

[Whistler]

@Reznik

Hi there,

I have a question, very simple, why games media aren’t investigating more about PS5?

How BC works?

How the 2.23ghz GPU is working? How is it cooled?

Why NOT ONE games media is even questioning this design?

I remember a thread on ERA, when the Github leaks happened, everybody was saying that PS5 with 36CU couldn’t be clocked more than 2ghz because of cooling and if that was the case, it would be bad design…

Guess what, that’s EXACTLY what happened, but now it’s not bad design anymore… for some it’s genius!

As I said, Xbox have shown EVERYTHING, I have no question about Serie X or S… but I have a lot about PS5…

Those sites just cater to the largest fanbase. I kinda take all of the negativity and concern trolling as a positive for myself regarding Xbox. I’ll know every last limitation of the XSX and XSS down to how “OMG the stand doesn’t come off!” so I don’t have to worry about not knowing about some major defect.

On the Sony side, things like the PS4 noise issues fly under the radar only until it is okay to discuss them after the generation is already in hand. So it is better to wait in this case.

[hanspampel]

@No-1HoloLens-Fan

Will you pre order PS5 without sony giving confirmation on RT cores and VRS/Mesh shaders ?

Edit: Given that you are planning to buy it at sometime!

Preorder? Yes! Buy and let the order get shipped? No!

Better be save than sorry. But here in Germany you can always resell your Playstation for a lot. So we’ll see.

[The_Xboxer (Adam)]

@TheScarecrow101

…e sure it is locked up tight. Generally, yields can have acceptable loss rates of 10% but the higher it goes, the more cost ends up per usable chip. Now, how it falls into the news today is that if the SoC has a yield of 50% but slowly improving, Then the SoC cost for this initial launch period will be higher. Sony have a few choices it can make.

Eat the cost and still launch at the target price. Make it up later. Hope that yields improve. Evaluate and raise your target price to cover the costs.

This information coming out today would have been known for months and plans would have adjusted to suit. I bet there is a warehouse somewhere full of motherboards, memory modules, UHD Blu Ray drives and the casing for the Playstation 5. 4 cigarettes and a can of diet coke went into this breakdown.

Wow big post ahead captain! Thanks for the really informative and detailled reply. They will lose money one way or another either way. But much more than they probably have anticipated. Pushing 2,2 on each chip and expecting it to be near perfect. There were huge levels of hope here. No wonder there were lots of stepping to try to push the clock as high as possible.

Doesn’t seem like a result of a carefully well thought and prepared design but a panicked and precipitated one…hm I wonder why…?

I’m sure we’ll know more soon

[peter42O]

Amazing and informative post Scarecrow.

I have a question though - would it be possible for Sony to just eliminate the variable speeds and just be a fixed 9.2TF instead of allowing developers to overclock it or is that not possible at this point?

[The_Xboxer (Adam)]

@hmqgg

That fits what TSMC insider’s leak iirc.

Which one exactly please?

[The_Xboxer (Adam)]

@LucasTaves

Back in 2013, one insider made a single post about how xbone yields were super bad. And it blew up, many of the tech related sites reported it, and it turned out to be complete BS, Ms even increased the clocks of the console.

The post in question was literally:

Esram yields are troubling to put it lightly. Ms will downclock the chip.

Now for ps5 there has been countless reports and leaks about production issues for months now and in general its whisper quiet.

I remember about that it was like Armageedon these days, doom and gloom everywhere. It is not a victim complex or anything like that, it is a true reality, the double standard hypocrisy, Xbox must face it and find a way to circulvent it ir destroy it. You can’t escape it.

[TavishHill]

@No-1HoloLens-Fan

Will you pre order PS5 without sony giving confirmation on RT cores and VRS/Mesh shaders ?

Edit: Given that you are planning to buy it at sometime!

PS5 has the same RT implementation as XSX does. VRS and ML and mesh shaders are another story though.

[TavishHill]

@LucasTaves

Back in 2013, one insider made a single post about how xbone yields were super bad. And it blew up, many of the tech related sites reported it, and it turned out to be complete BS, Ms even increased the clocks of the console.

The post in question was literally:

Esram yields are troubling to put it lightly. Ms will downclock the chip.

Now for ps5 there has been countless reports and leaks about production issues for months now and in general its whisper quiet.

Ha, I remember Thuway pulling that crap. At the time I actually had an inside source from the TXB forums who told me they were boosting clocks in the exact amount they were doing it so I guess I put Thuway’s FUD outta my mind. Was really odd since Thuway had literally no insider creds either iirc.

[LucasTaves]

@TavishHill

Ha, I remember Thuway pulling that crap. At the time I actually had an inside source from the TXB forums who told me they were boosting clocks in the exact amount they were doing it so I guess I put Thuway’s FUD outta my mind. Was really odd since Thuway had literally no insider creds either iirc.

Thuway was definitely one of the ones spreading BS like it was true. But that was cboat which was the biggest imo.

He leaked a few stuff that was real to gain credibility then become a complete BS spreader that every single of his “leaks” turned out to be incorrect.

[LifeForms]

@LucasTaves

Thuway was definitely one of the ones spreading BS like it was true. But that was cboat which was the biggest imo.

He leaked a few stuff that was real to gain credibility then become a complete BS spreader that every single of his “leaks” turned out to be incorrect.

I remember when thuway kept posting his little emojis because he thought PS5 would be the because it would be 12-14tflops and Xbox would be 10. Lol at how he completely changed his tune when the truth came out, he is the true definition of a fanboy, and only make things worse for himself.

[Troll (B̶a̶n̶n̶e̶d̶)]

Man sony really scrambled to try and close the power gap. It’s crazy how they were out engineered this Gen when you think about it.

[No-1HoloLens-Fan]

@TavishHill

PS5 has the same RT implementation as XSX does. VRS and ML and mesh shaders are another story though.

Not asking what is available or not!

Would you preorder without confirmation?

That’s what i asked

[Colbert]

@No-1HoloLens-Fan

Not asking what is available or not!

Would you preorder without confirmation?

That’s what i asked

Wou can hope for tomorrow if you need the info.

[LifeForms]

@Troll

Man sony really scrambled to try and close the power gap. It’s crazy how they were out engineered this Gen when you think about it.

Indeed, i give them credit if they overcome these challenges but when we look at this article and facts about the hardware they missed the mark. And this is not concern trolling, if the tables were turned I was say the same if it were xbox.

[No-1HoloLens-Fan]

@Colbert

Wou can hope for tomorrow if you need the info.

Again! Not asking for availability of info.

I basically know as much as Cerny has told about whats inside PS5.

The question was for those who didn’t care about this stuff and will buy the console regardless of the availability of these features.

[Swanlee]

I remember when CBOAT and Thuway talked about yield issues and down clocks at the start of last gen and it became a big issue that stuck and was a huge negative narrative against the Xbox one. Turns out it was all fake and xbox actually got an up clock and had no yield issues.

Funny to see a similar rumor start for the PS5 and the reaction is a spin in favor of Sony, “The PS5 is in such HUGE demand that Sony can’t make enough of them.” Or other non sense to play damage control.

It’s strange how the gaming world bends backwards to make sure everything appears great for Sony and also bends backwards to create FUD for Xbox.