AMD has allocated a total of 22 million PS5 SoCs for Sony for the FY2022 which is quite impressive considering the ongoing semiconductor shortages. In comparison, the chipmaker won’t sell more than 10 million Ryzen CPUs in the same year, alongside a few million Radeon graphics cards. This was revealed by the Sony CFO during the company’s Q2 earnings call. According to him, although the shortage of semiconductors has affected every technology company, Sony has managed to secure its supply of chips to achieve the set target for the year.
The shortage of semiconductors has impacts in various areas and through various measures, we have been taking some action. For PS5, the target has been set for the number of units to be sold this year, and we have secured the number of chips that is necessary to achieve that. Regarding the supply of semiconductors, we are not concerned.
Sony has already sold over 7 million PS5 consoles in the first half of 2021, despite severe shortages and it being near impossible to find one in retail. The company further expects to sell another 14.8 million units in this fiscal year, bringing the total figure to 22 million units.
For PC gamers, this isn’t exactly pleasant news. This means that AMD is presently dedicated the bulk of its wafer supply to the consoles, with the PlayStation 5 alone accounting for nearly twice as much the 7nm wafer capacity set aside for the latest Ryzen CPUs and Radeon GPUs combined.
This explains why the supply of the Radeon RX 6000 graphics cards has been lagging so far behind their GeForce counterparts. Don’t expect the situation to change this generation. ( ) Only when the demand for the next-gen consoles vanes (by 2023) will we see the supply of Radeon GPUs return to normal. By then, the RDNA 3 graphics cards with the first MCM GPU (Navi 31) should also have arrived. The supply of the Ryzen 5000 CPUs, however, should continue to improve as it’s a much more important market for AMD, especially the mobile segment.