Both the PS5 and Xbox Series X could be delayed as key hardware supply chain facilities are impacted by China's coronavirus health risk.
Big chip-makers like Foxconn are closing shop due to the coronavirus outbreak, interrupting tech hardware production in games consoles, iPhones, DRAM, and more. Today Nintendo confirmed the temporary closures at Foxconn will impact Switch production and stall shipments to Japan. This could only be the beginning of the disruption; Sony and Microsoft also rely on Foxconn's fab facilities for chips in their respective PlayStation and Xbox systems.
If the situation doesn't improve, both the PlayStation 5 and Xbox Series X next-gen systems could be summarily impacted. This could eventually lead to a delay past Holiday 2020, which would tremendously shake-up the games industry.
According to Sony, Microsoft, and Nintendo, over 96% of console hardware is made and assembled in China, including the SoCs that power each system.
The following quote gives an idea of just how badly the coronavirus could affect next-gen timing (and pricing). Everything the companies spend on production, from the supply chain, manufacturing, and personnel costs, are all meticulously micro-managed and cataloged. The coronavirus outbreak is an unknown factor that could spill the precariously-balanced house of cards.
"In 2018, over 96% of video game consoles imported into the United States were made in China," the Big Three wrote in a joint warning letter to the U.S. government concerning the then-relevant Chinese trade tariffs.
"The video game console supply chain has developed in China over many years of investment by our companies and our partners. It would cause significant supply chain disruption to shift sourcing entirely to the United States or a third country, and it would increase costs-even beyond the cost of the proposed tariffs-on products that are already manufactured under tight margin conditions.
"Each video game console comprises dozens of complex components sourced from multiple countries. A change in even a single supplier must be vetted carefully to mitigate risks of product quality, unreliability and consumer safety issues."
This is something I talked about all along and haven't written about because the conclusion is more logical, but reports are breaking out about possible delays, so the time is right.
Luckily neither the PS5 nor Xbox SX are currently in mass hardware production--they're in pre-production prototype phases--but both companies are gearing up and starting to count costs and make plans.
Sony, in particular, has been extremely reticent on revealing key PlayStation 5 info. A new PS5 website was launched that asserts Sony "isn't quite ready to reveal details" just yet.
Pricing is one of these details. Sony Chief Financial Officer Hiroki Totoki said that PlayStation 5 pricing is difficult to determine for a number of reasons including total production costs, hinting the company is watching the outbreak like a hawk. Visibility on these costs is foggy for many reasons--marketing, manufacturing, shipping, R&D, component costs, assembly, and of course the cost of the competing Xbox Series X--but the coronavirus likely plays a part in this uncertainty.
The virus is already impacting Sony hardware: In the earnings call, Sony confirmed the coronavirus would affect camera sensor production.
There is one silver lining.
The specter of the U.S.-China trade tariffs could've inadvertently prepared the Big Three for this disruption. Microsoft, Sony, and Nintendo are said to have moved a portion of their console hardware production out of China to avoid the previous tariffs. Whether or not this actually happened--or to what extent--remains to be seen.
Right now the coronavirus is spreading across the world. There are now 28,000 confirmed cases across 28 countries all across the globe, including key parts of Asia, the United States, Europe, and even Australia. The outbreak is leading to delays of key gaming events, closures of facilities and stores of major tech titans like Apple, and major governments are issuing quarantines when cases are confirmed.
Both the PlayStation 5 and Xbox Series X are due out by Holiday 2020. Whether or not they actually will release then remains to be seen.
Check below for more info on everything we know about the PlayStation 5 so far:
PlayStation 5 specs and details:
- Custom SoC with second-gen Navi GPU, Zen 2 CPU
- 8-Core, 16-thread Zen 2 CPU at 3.2GHz
- Navi GPU at 2.0GHz with 36 Compute Units
- Navi, Zen SoC uses new AMD RDNA 2.0 architecture
- Ultra-fast SSD
- Support for 4K 120 Hz TVs
- Ray-tracing enabled
- 8K output support (for gaming)
- Plays all PS4 games
- Separate games that ship on BD-XL Blu-ray discs
- New controller with extensive haptic and tactile feedback
PlayStation 5 Coverage:
- PlayStation 5 could use Samsung's 980 QVO SSDs
- PlayStation 5 is beating Xbox Series X in dev kit form right now
- Hardly any devs are making next-gen PS5, Xbox Series X games
- Sony working on new horror IP for PlayStation 5
- PlayStation 5 devkit UI possibly leaked
- Leaked PlayStation 5 concepts show weird X-shaped case
- Sony's first-party PS4 exclusives are coming to PC
- PlayStation 5's new DualShock 5 may be usable on PS4
- Sony skips E3 2020, has two major events planned for February
- Next-gen console exclusives will be few and far between through 2021
- PlayStation 5's biggest features have yet to be announced, Sony says
- PS4 has sold over 1 billion games and 106 million consoles
- PlayStation 5 backward compatibility should support every PS4 game
- Sony reveals the PlayStation 5...logo
- New trapezoidal PS5 render is an expensive accident waiting to happen
- A $399 PlayStation 5 will conquer next-gen
- PlayStation 5 to outsell Xbox Series X in 2020, analyst predicts
- PS5 may only enhance PS4 games, legacy PS1, PS2 and PS3 games unlikely
- PlayStation 5 prototype dev kit console gets V-shaped clean
- Sony: The future is coming at CES 2020
- PlayStation 5 GPU: 9.2 TFLOPs with 36 custom Navi compute units
- PlayStation 5 GPU emulates PS4, PS4 Pro with special modes
- PS5, Xbox Series X SSD may use software-defined flash to boost speeds
- PS5's SSD is 'exceptionally powerful,' may beat Xbox Series X speeds
- DualShock 5 renders show new trigger design, USB-C, ergonomic shell
- PlayStation 5 to support 8K gaming, Sony confirms
- New PlayStation 5 renders show off radical different design, again
- Leaked PlayStation 5 ad prices console at $1,000, is totally fake
- Sony seeks a new Head of Strategy for Worldwide Studios
- Leaked PlayStation 5 devkit photos show new DualShock controller
- PS5, Xbox Scarlett SSD may use Optane-like ReRAM to supercharge speeds
- NVIDIA G-Sync monitors to improve PlayStation 5 and Xbox Scarlett
- PlayStation 5: Everything We Know So Far
- PlayStation 5 confirmed to have 8C/16T Zen 2 CPU from AMD
- PS5, Project Scarlett may use Samsung's 6th gen V-NAND NVMe SSDs
- PS5 backward compatibility confirmed, will play PS4 games
- Sony's next-gen PlayStation 5 has 4K 120Hz output support
- PS5, Project Scarlett to hit over 10TFLOPs of power, sources say
- PS4 will be supported into 2022, to live alongside PS5
- Sony: ultra-high-speed SSD is 'the key' to next-gen PS5
- PS5 dev kit rumor: 'ultra-fast RAM', Navi GPU with 13 TFLOPs
- PlayStation 5 rumored to ship with 2TB of super-fast SSD for $499
- Insider: PlayStation 5 dev kit faster than Xbox Scarlett right now
- PS5 cartridges aren't real, patents are for Sony kids toys
- PS5's SSD may benefit PS4 games the most
- PS5 powered by Navi in 2020, AMD making Navi with Sony input
- Cloud-powered PlayStation controller may let you play free game demos
- Gran Turismo 7 is a PlayStation 5 launch title: launches Nov 20, 2020
- PS5 confirmed to support 8K video, ray tracing, all on Navi
- PlayStation 5 rumored to cost $499, launches November 20, 2020
- PlayStation game demos are coming back with Sony's ambitious new plan
- PS5 controller: Built-in mic, USB-C, no lightbar, ergonomic design
- PlayStation 5 concept video shows totally new design
- Sony solves PS5's biggest issue
- Sony: PS5 development going according to plan
- New Viking Assassin's Creed may be next-gen console launch game
- AMD working on 'secret sauce' for next-gen Xbox/PlayStation
- The first real photo of a PlayStation 5 dev kit appears
- Next-gen PS5/Xbox Scarlett open-world game: 'best real-time graphics'
- Sony restructures workforce to prepare for PS5
- PlayStation VR 2: built-in cameras, wireless, ready for PS5
- PS5 games will ship on 100GB Blu-ray BDXL discs
- PS5 and Xbox Scarlett will both handle ray tracing differently
- PlayStation 5 could feature AI-powered 'PlayStation Assist'
- Sony won't abandon singleplayer story-driven games on PS5
- PS5 rumor: GPU is nearly as powerful as RTX 2080, GPU clocked at 2GHz
- PlayStation 5 rumored to be unveiled on February 12, 2020
- Sony to raise PS5 cost thanks to U.S. tariffs
Xbox Series X is due out by Holiday 2020. No pricing has been announced.
Check below for confirmed specs and details, and a huge content listing of everything we've heard about Xbox Series X so far:
Xbox Series X confirmed details (Formerly Project Scarlett):
- 8-core, 16-thread Zen 2 CPU
- Navi GPU on RDNA architecture
- Highly customized 7nm SoC from AMD
- GDDR6 memory
- 2x Xbox One X's 6TFLOPs of GPU perf
- 4x CPU power of Xbox One generation
- Can deliver up to 40x more performance than Xbox One in specific use cases
- Adaptive sync supported
- Super-fast SSD that can be used as VRAM
- Supports 8K resolution (likely media playback)
- 120FPS gaming
- Variable refresh rate (adaptive sync/FreeSync)
- Variable Rate Shading
- Raytracing confirmed with dedicated raytracing cores
- Backward compatible with thousands of Xbox, Xbox 360, and Xbox One games
- New controller with a dedicated share button
- Compatible with Xbox One accessories
Lockhart (Unconfirmed lower-end Xbox Series hardware)
- 1440p 60FPS
- No disc drive
- Super-fast SSD that can be used as VRAM
- 7nm AMD SoC w/ scaled-down 8-core, 16 thread Zen 2 CPU at 3.5GHZ and Navi GPU
- Lower GDDR6 memory pool (Possibly 12GB)
- ~6-8 TFLOPs of power?
- Aims to rival PS4 Pro/Replace Xbox One S
- Full backward compatibility with all Xbox One games
- Cheaper MSRP
Anaconda/Xbox Series X/Project Scarlett
- 4K 60FPS
- Disc drive with 4K UHD playback
- Super-fast SSD that can be used as VRAM
- 7nm AMD SoC with 8-core, 16 thread Zen 2 CPU at 3.5GHz and Navi GPU
- 16GB GDDR6 RAM
- 12 TFLOPs of power
- 2x GPU power as Xbox One X/aims to replace Xbox One X
- Full backward compatibility with all Xbox One games
- More expensive MSRP
Xbox Series X coverage:
- AMD unknown APU: is this the mid-range Xbox Series S chip?
- Xbox Series X SSD: DRAM-less PCIe 4.0 NVMe with up to 3.7GB/sec speeds
- First photo of an Xbox Series X prototype has leaked
- Next-gen console exclusives will be few and far between through 2021
- No, Xbox Series X won't run Steam or the Epic Store
- Ex-Xbox VP won't buy next-gen Xbox, will play exclusives on PC instead
- Xbox Series X HDMI pass-through currently not supported
- New Xbox Series X renders show ventilation and back ports
- Xbox Series X new die shot teases beautiful AMD custom 7nm APU
- Analyst: $500 Xbox Series X will take wind out of Microsoft's sails
- PlayStation 5 to outsell Xbox Series X in 2020, analyst predicts
- Xbox Lockhart going digital-only at launch would be a mistake
- Xbox Series X new die shot teases beautiful AMD custom 7nm APU
- Xbox Series X will destroy PlayStation 5 with its MUCH faster GPU
- Xbox Series X rumor: launching November 22 for $499
- Xbox Series X GPU is better than any Navi GPU released so far
- Xbox Series X may be more powerful, but will third-party devs use it?
- Xbox Series X will boost performance of previous gen Xbox games
- PS5, Xbox Series X SSD may use software-defined flash to boost speeds
- Microsoft to 'virtually eliminate' loading times on Xbox Series X
- How the Xbox Series X will look in your living room
- Clarifying the Xbox Series X name
- Xbox Series X's custom SoC built with backward compatibility in mind
- Next-gen Forza is playable on Xbox Series X, is 'vastly different'
- Xbox Series X size comparison vs Xbox One, PS4 Pro, Switch
- Next-gen Xbox controller has a share button
- Xbox Series X naming scheme leaves door open for Lockhart
- Xbox Series X may allow suspend and resume for multiple games at once
- Microsoft reveals next-gen Xbox console, the Xbox Series X
- Xbox Series X may allow suspend and resume for multiple games at once
- Next-gen Xbox Lockhart has 'significantly less RAM' for 1440p gaming
- Next-gen Xbox Scarlett specs: 12TFLOPs, 16GB RAM, 3.5GHz Zen 2 CPU
- Cheaper next-gen Xbox Lockhart targets 1440p 60FPS
- Cheaper next-gen Xbox Lockhart targets 1440p 60FPS
- Project Scarlett devkits aren't widely available yet
- PS5, Xbox Scarlett SSD may use Optane-like ReRAM to supercharge speeds
- NVIDIA G-Sync monitors to improve PlayStation 5 and Xbox Scarlett
- Project Scarlett won't get VR gaming, Microsoft doesn't care about VR
- Next-gen Xbox Scarlett plays four generations of Xbox games
- Microsoft teases next-gen Xbox: 8K, 120FPS, super-fast SSD
- Xbox Scarlett CPU: 'no compromises', allows for 4K 120FPS gaming
- Microsoft: Xbox Scarlett will kick PlayStation 5's ass in perf/price
- Next-gen Xbox may hit 4K 60FPS in every game
- Project Scarlett to hit 1080p 120FPS gaming
- Project Scarlett trade-in program announced, but there's a big catch
- New Viking Assassin's Creed may be next-gen console launch game
- Next-gen Xbox may get room-scale VR gaming
- PS5 and Xbox Scarlett will both handle ray tracing differently
- Gears 5 developer says Xbox Scarlett has dedicated ray tracing cores
- GTA 6 on PS5, Project Scarlett to have insane hyper-realistic visuals
- AMD 'Flute': Xbox Scarlett SoC: Zen 2 8C/16T @ 3.2GHz on 7nm
- Project Scarlett's price isn't locked in yet
- Project Scarlett isn't the last Xbox console