Analyst Says Sony Likely to Delay PS6 as PS5 Cycle Extends

Overview

• MST Financial’s David Gibson reports Sony expects to extend the PS5 lifecycle and push the PS6 later than earlier forecasts.
• His note cites robust first- and third-party game performance, with PlayStation’s games segment expected to beat third-quarter market expectations.
• Industry coverage links a potential delay to steeper DRAM and SSD prices as AI demand tightens supply and manufacturers prioritize data centers.
• Several outlets now suggest a window as late as 2029–2030 instead of 2027–2028, but Sony has not announced timing for a new console.
• PlayStation architect Mark Cerny has discussed experimental technologies for a future system, signaling ongoing R&D without a launch date.