Phison CEO Claims DRAM/NAND Pricing and Supply Issues Will Lead to the End of Many System Integrators and Consumer Electronics Companies

Meanwhile, for now, no more Steam Deck OLED because of the memory shortage.

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Sony considering PlayStation 6 delay to 2029, while Nintendo could hike Switch 2 price, according to report — memory and storage chip shortage now impacting products outside of RAM, storage, and GPUs​

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By Jowi Morales published 5 hours ago
Is this just the tip of the iceberg?


Valve has recently announced that Steam Deck availability is now intermittent due to the current situation, and Bloomberg now reports that Sony and Nintendo are considering taking drastic actions, too.

“Sony Group Corp. is now considering pushing back the debut of its next PlayStation console to 2028 or even 2029, according to people familiar with the company’s thinking.


We’re unsure how long the memory chip shortage will last, with some estimates pointing out that it could go on for as long as a decade. Nevertheless, some believe that the memory chip fabs would’ve caught up with the demand by 2028 or 2029, meaning prices would’ve stabilized by then, even if they do not return to pre-shortage levels.

The news of chip shortages has been circulating among PC enthusiasts since the last quarter of 2025, but it seems that that is just the beginning. Gaming consoles and handhelds are now feeling the pinch, with mobile phones expected to follow suit. Even cars will be hit by the shortage, especially as nearly every modern feature found in automobiles requires DRAM and NAND.

https://www.tomshardware.com/video-...ting-products-outside-of-ram-storage-and-gpus
 
While we've have some pretty reliable leakers over the years I'm begging to wonder how many will keep making claims that new consoles will arrive before 2028 just to keep getting their clicks. This due the growing list of official statements from industry execs stating the same thing over and over regarding the supply is already pre-ordered through 2028 and the majority is not for consumer products. NVIDIA and AMD are the only ones mainly keeping silent when it comes to consumer products, and no news is bad news when it comes to this stuff,
 
Peter_Brosdahl said:
While we've have some pretty reliable leakers over the years I'm begging to wonder how many will keep making claims that new consoles will arrive before 2028 just to keep getting their clicks. This due the growing list of official statements from industry execs stating the same thing over and over regarding the supply is already pre-ordered through 2028 and the majority is not for consumer products. NVIDIA and AMD are the only ones mainly keeping silent when it comes to consumer products, and no news is bad news when it comes to this stuff,
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ps6 handheld could buck this trend. as this handheld is primarily for playing PS5 games & not PS6 games

plus unlike the main console, Sony may not be under a budget constraint for the handheld — although ideally it would be priced competitive to the switch 2
 
Totally agree, except who knows what price it will be at given the same problems with the memory shortage. Not sure how many are going to be willing to pay $1K plus for such a device and I really doubt it'll be any cheaper with whats going on. We're already starting to see gaming handhelds getting upwards and over of $2K for the more powerful models.

I had to laugh, there's a link in the post with a transcription (you'll have to use browser translate functions unless you can read Chinese) from the Phison Exec, and towards the end it mentions some new things on the horizon. Basically a redesign of some AI chips featuring less DDR4 memory so that all PCs can be cloud-based AI PCs. I can't facepalm hard enough to express my dismay with that news.
 
I have to wonder when it comes to any new hardware how much consideration a company will go through when weighing the idea of trying to launch in 2026. Should they hold off or risk investing in producing products which might completely flop due to prices being so high nobody will buy them? For those who need to maintain consumer driven revenue that's going to be a hard decision while any who can survive and profit from enterprise sales are taking the easy route.
 
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