AI Race May Delay PS6 to 2029 and Make Switch 2 More Expensive This Year

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Bloomberg reports that the PlayStation 6 launch may be delayed until 2028 or 2029, and the Nintendo Switch 2 may see early price increases, due to growing demand for AI infrastructure impacting the consumer electronics sector. According to Bloomberg, pressure on the memory chip market, driven by large purchases of DRAM and high-bandwidth memory (HBM) by tech companies building AI data centers, has increased prices and limited the available supply for console and other device manufacturers, forcing them to reassess their hardware strategies. Citing sources familiar with the companies’ plans, Bloomberg reports that Sony is considering delaying the next-gen PlayStation launch to 2028 or 2029, extending the cycle up to two years beyond its previous seven-year maximum. Microsoft’s next Xbox console is still expected to launch in 2027.

Increased Component Costs Impact Potential Switch 2 Price Hikes and PS6 Delay Due to Memory Crisis

Nintendo president Shuntaro Furukawa has acknowledged the potential for increased Switch 2 prices due to rising component costs and their possible effects on profits. Furukawa stated that he does not anticipate any impact on hardware profitability in the third quarter, but the company will closely monitor market trends and react accordingly if conditions worsen. As of now, no decision has been made regarding a potential price increase for Nintendo Switch 2 hardware. This shift would result from memory supply constraints and rising component costs, making a launch in the current environment difficult. The Switch 2 currently costs $450 in the United States. The memory crisis stems from manufacturers redirecting their production capacity. Companies like Samsung, SK Hynix, and Micron Technology are prioritizing chips for AI applications over conventional memory components used in smartphones, PCs, and gaming consoles. This shift results in reduced supply and higher prices. Industry experts warn that this imbalance between supply and demand could persist for several years, directly impacting a wide range of electronic products. The possible delay of the PS6 and potential price hike for the Switch 2 reflect the severity of the supply chain disruption, though neither company has confirmed these outcomes.

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