Sony expects the November launch of Grand Theft Auto VI to drive significant PlayStation 5 hardware sales. Analysts predict the majority of new users for the console-exclusive title will adopt the PS5 platform. The release will boost high-margin software revenue as the current console cycle slows.
Rising memory chip prices driven by AI sector demand are squeezing Sony’s hardware profitability. These increased component costs contributed to recent price hikes for the PS5 console. Sony secured its memory supply for the current financial year. The company expects component prices to remain high, challenging future hardware margins.