Supply Constraints on New Game Consoles Due to Semiconductor Shortages
First written in FY2022-Q1. 5 of 11 entries say "Mitigated", first in FY2023-Q2. Latest entry: 2026-10-26.
The whole theme swung hardest in 2024: 1 of 7 companies on the "Worse" side.
4 other companies' latest entry also says "Mitigated".
- FY2026-H1The risk has shifted from semiconductor supply constraints to the impact of higher prices on production and sales.Annual report
「There are concerns about the impact of soaring semiconductor memory prices on the future production and sales of home-use game consoles.」
The form of the risk has changed from supply constraints caused by the previous semiconductor shortage to the impact of soaring semiconductor memory prices on future production and sales of home-use game consoles. - FY2024MitigatedAnnual report
「Demand for game software development is expected to remain firm, led by software for PlayStation 5, whose installed base has expanded.」
The explanation has changed from the previous focus on PlayStation 5 shortages and supply constraints to the expansion of its installed base, and the company states that the supply-constraint risk has diminished. - FY2023MitigatedAnnual report
「Demand for game software development is expected to remain firm, led by software for Nintendo Switch, where sales remain strong, and PlayStation 5, whose installed base has expanded.」
The explanation regarding PlayStation 5 has changed from the previous focus on shortages and supply constraints to the expansion of its installed base. - FY2023-Q2MitigatedAnnual report
「The supply shortage of PlayStation 5 that had continued since its launch has eased, and sales have been increasing in Japan and overseas. The company also expects releases and sales of compatible game software to increase.」
The company explained that the PlayStation 5 supply shortage has eased and that sales have increased in Japan and overseas. - FY2022RestatedAnnual report
「Although supply has been constrained by semiconductor shortages and logistics congestion, demand from users for both Nintendo Switch and PlayStation 5 remained high.」
While supply constraints caused by the semiconductor shortage and logistics congestion continue, the company explained that demand for Nintendo Switch and PlayStation 5 remains high. - FY2022-Q3WorsenedAnnual report
「Cumulative sales of the Nintendo Switch series exceeded 100 million units. Although sales are expected to decline going forward due to the semiconductor shortage and other factors, the series remains highly popular in Japan.」
The company explicitly stated that sales of the Nintendo Switch series are expected to decline going forward due to the semiconductor shortage and other factors, specifying concerns about supply constraints affecting sales. - FY2022-Q2WorsenedAnnual report
「Although demand for PlayStation 5 and Xbox Series X/S remained high one year after their launch, there was still no sign of an end to the semiconductor shortage, and supply continued to fall short of demand.」
Although demand for new game consoles remains high, there is no sign that the semiconductor shortage will be resolved, and supply continues to fall short of demand. - FY2022-Q1First statedAnnual report
「New game consoles such as PlayStation 5 and Xbox Series X/S have been affected by semiconductor supply shortages, but their installed base continues to expand.」
The company began tracking, as a business-environment risk, the actual impact of semiconductor shortages on new game consoles.