Sony’s strategy stymied by shortages 

 May 17, 2022

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Sony sees a smart strategy – growing in gaming, smartphones and cars – that has been halted due to supply chain issues affecting its hardware.

Her meeting with investors, which ended today, was a mix of bold future goals and warnings that chip shortages and delivery delays would continue this year as well.

As Anthony Slodkowski reports in TokyoSony expects to provide imaging sensors – variations on those that have been so successful in smartphone camera modules – to 15 of the top 20 global automakers in 2025.

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It plans to spend about ¥ 900 billion ($ 7 billion) on developing such sensors in the period 2021-23, almost three times what it spent between 2015 and 2017.

Terushi Shimizu, head of imaging and sensing, said Sony had invested in a joint venture with Taiwan Semiconductor Manufacturing Company Build a $ 7 billion chip plant in Japan And wanted to deepen its collaboration to ensure a stable supply of logical semiconductors, used to control the operation of electronic devices.

On the gaming side, Jim Ryan, president of Sony Interactive Entertainment, said supply issues are a “top priority” and it is planned to increase PlayStation 5 production this year.

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Sony can sell as many of its latest consoles as it can produce, but it has succeeded Limited to 20 minute units So far since its launch in November 2020. Also there is still no release date for its VR2 virtual reality headset, although it has been stated in Investor presentation That more than 20 VR games will be available at launch.

Games and services can be developed without any component limitations and Ryan has announced that the company is diversifying with the release of almost half of its new games on mobile or PC by 2025.

“Ryan dropped a few small bombshells during his presentation,” said Tokyo games analyst Serkan Toto, adding that Sony’s move to mobile and computer games has been “extremely aggressive” given the company’s modest presence on these platforms so far.

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The Internet of (Five) Things

1. Twitter stays with Egon Durban
Twitter has Refused to remove Silver Lake co-CEO Egon Durban, of its board, even after investors voted against his re-election at this week’s shareholders’ meeting. The social media company said it had reached an agreement that Durban would reduce its board commitments to no more than five public company boards.

2. Shiomi’s struggle in India
Shiomi says it has sold more than 200 million smartphones in India, but the Chinese company’s meteoric rise is at risk from the country’s financial law enforcement authorities who accuse it of illegally transferring $ 725 million abroad. Reports Chloe Cornish That the case is being closely monitored in terms of the future of Chinese technology groups in India.

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3. China’s technological leap
Chinese technology stocks Jumped on Friday After the country’s largest Internet groups beat profit estimates in the first quarter, despite the damage caused by Beijing’s zero-cubid policy and extensive closures in the world’s second-largest economy. Says Lex More attention should be paid to Alibaba’s decision not to provide a forecast for the current fiscal year, which breaks a long-standing tradition.

4. Broadcom / VMware – The story of two billionaires
Broadcom’s Hawk Tan and computer maker Michael Dell, more than a dozen Wall Street veterans, were the key people behind the chipmaker’s $ 69.1 billion takeover of chips. our The transaction team has the tick About how two billionaires connect their heads to each other.

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5. Bull markets, Bitcoin and the FAAMGs
Bitcoin and FAAMGs (Facebook, Apple, Amazon, Microsoft and Google) are the latest example of a bull market – something new that can not be used in history to make it cheaper. Stock market boom and bustle occur and recur, Assists in voluntary suspension of mistrustCo-Founder and Co-Chairman of Oaktree Capital Management Howard Marks.

Technical tools – Microsoft Keystone

Keystone will not look like these full Xbox consoles

While Sony is trying to release more PS5s, Microsoft is developing a much simpler device to enable cloud games, According to Windows Central. Microsoft announced last year that it is working on a game streaming device, code-named Keystone, that can be connected to any TV or monitor without the need for a console. However, it seems to be in the midst of a redesign, when a spokesman told Windows Central: “We have made the decision to move away from the current iteration of the Keystone device.” Any HDMI dongle can also open up Microsoft, which will provide other content like Netflix-style streaming services. For now, Keystone’s looks and purpose remain under wraps.

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