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[SA] Sony Management Discusses Q1 2013 Results - Earnings Call Transcript

post #1 of 7
Thread Starter 
a long article listing what was being discussed in Sony's meeting with some investors and answering their questions

Quote:

Daniel Seth Loeb - Third Point LLC

Okay. So were it not for this onetime event, the Picture business would have -- would not have been profitable. I have one other question, if you don't mind. How do you see profitability of the PlayStation4 product cycle versus the PlayStation3 cycle? And any comments on a consumer response to the PlayStation4, any further comments with respect to timing and ability to meet demand?




Masaru Kato - Chief Financial Officer, Executive Vice President, Representative Corporate Executive Officer, Director, Member of Compensation Committee and Member of Nominating Committee


Okay. The comparison between the 2 platforms, PlayStation3 and PlayStation4, I think they are -- one big difference is in the amount of investment that we are making in the platform. PS3 was, at that time, the leading-edge product. We developed the LFIs, the CPU and the GPU, from the ground up, working together with our partners in Toshiba and IBM. We spent millions -- hundreds of millions of dollars in designing the chipset. We spent billions of dollars in semiconductor fabrication


the actual cost of PS3's 1st 60gb model


playstation_3_bill_of_materials.jpg



source
http://seekingalpha.com/article/1594282-sony-management-discusses-q1-2013-results-earnings-call-transcript?page=4&p=qanda&l=last
post #2 of 7
$241-308 loss per ps3 console during launch.. ouch.

I'm hoping the PS4 is actually profitable for them at launch this time around.
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post #3 of 7
Quote:
Originally Posted by Yvese View Post

$241-308 loss per ps3 console during launch.. ouch.

I'm hoping the PS4 is actually profitable for them at launch this time around.


It will be, they didn't have to spend a billion dollars developing a new arch for cell processing. x86 has been developed for a few decades. the second thing is that PS3 and 360 were running top of the line graphics solutions. Even better than what you could get for a PC when they were released. That is not the case this time. With their bulk order discounts they should be profitable on day 1 unit 1. Or damn close to it.
 
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post #4 of 7
Quote:
Originally Posted by Darkpriest667 View Post

It will be, they didn't have to spend a billion dollars developing a new arch for cell processing. x86 has been developed for a few decades. the second thing is that PS3 and 360 were running top of the line graphics solutions. Even better than what you could get for a PC when they were released. That is not the case this time. With their bulk order discounts they should be profitable on day 1 unit 1. Or damn close to it.
your trying totell me an xbox360 was better then a The GeForce 8800 GTX ?
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post #5 of 7
is the cost estimate regular people pricing or massive corporate whole sale costs? massive orders are way cheaper when you are ordering hundreds of thousands of parts at a time.
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post #6 of 7
I was expecting $50-100 loss per launch PS3...not $200-300

then again this says estimate cost...I clicked on the source and it didnt have the figure..are the figures straight from Sony?

Ouch $130 for the BD drive....Sony should be glad HD-DVD didn't win the format war or the PS3 would've flopped very hard

I'd have to say Cell Broadband processor was surprisingly cheap at $90 as a supercomputer chip...I was expecting $150 at least
     
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post #7 of 7
Thread Starter 
Quote:
Originally Posted by twitchyzero View Post

I was expecting $50-100 loss per launch PS3...not $200-300

then again this says estimate cost...I clicked on the source and it didnt have the figure..are the figures straight from Sony?

Ouch $130 for the BD drive....Sony should be glad HD-DVD didn't win the format war or the PS3 would've flopped very hard

I'd have to say Cell Broadband processor was surprisingly cheap at $90 as a supercomputer chip...I was expecting $150 at least

the actual link for that costs table


http://www.xbitlabs.com/news/multimedia/display/20061117130000.html
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