With the recent global memory shortages have led to quite a few hardware launches being affected, including even Valve’s Steam Machine, Sony has confirmed that PS5 stocks won’t be affected for the time being. As caught by X user Genki_JPN, Sony CFO Lin Tao has revealed during a recent earnings call that the company has secured enough memory for PS5 manufacturing until at least the end of Holiday period of 2026.
While the future is still uncertain, Tao has said that Sony is continuing to negotiate with memory suppliers to ensure that it is able to meet demand. As for how potential losses will be mitigated, Sony plans on further monetizing the current PS5 install base, and expanding its revenue from network services and software offerings.
During the same earnings call, Sony has also confirmed that it has sold over 92 million units of the PS5 worldwide. Interestingly, this milestone also means that the company has achieved its goal of wanting to sell 90 million PS5s by the end of 2025. This goal was spoken about by Tao back in November.
“The game business for next year… First, we have to focus on the year-end season and try to expand the installed-based units so that we can have 90 million units by the time we start next year,” she said.
When it comes to software, Sony also announced that it had achieved over 97 million sales for games across PS4 and PS5. Of these, 13.2 million were first-party releases, which likely include this year’s Ghost of Yōtei and Death Stranding 2: On the Beach.
Back in January, a report revealed that around 13 percent of total PS5 sales in the US from throughout 2025 were the PS5 Pro. The same report also revealed that the PlayStation Portal has been quite successful, with around 2 million unit sales. Considering the PS5’s 27 million sales in the US for the year, this means that the PS Portal accounted for an attach rate of 7 percent.
While PS5 stocks might be safe for now, analysts have predicted that the next-generation console might be delayed by quite some time. Senior research analyst of MST Financial, David Gibson, has noted that the PS6 could be “delayed longer than many expected”.
Both Sony and Microsoft were reportedly aiming to launch their next-gen consoles in 2027. However, the memory shortage has led many to believe that the companies will be pushing these launches back by at least a year while they wait for RAM prices to stabilize.
A report from back in October indicated that Sony had finalized the hardware specs for the PS6. The console will run on an AMD chip, codenamed Orion, with a power draw of 160 watts. The chip will have 8 Zen 6C cores and 2 Zen 6 low-power cores handling CPU duties. The GPU will be powered by 54 RDNA5 compute units that will be clocked at between 2.6 and 3 GHz. The architecture of the chip will allow for developers to make full use of 7 of the 8 total cores, reserving one for the sake of redundancy.
