Ampere Analysis
Ampere Analysis business and news from across the web.- "This is all about control" - industry experts speak on Sony's move away from discs, and what this means for the PlayStation 6 and the cost of gamesSony has announced it will cease production of physical game discs in January 2028, a move industry experts believe signals a disc-less PlayStation 6 likely launching in 2028. This decision is expected to reduce console manufacturing costs and shift the market further towards digital distribution, impacting game pricing and consumer ownership. While some see it as a necessary evolution, concerns remain about preservation and the second-hand market.
- PS6 "won't arrive until 2028 at the earliest," analyst predicts following Sony's decision to kill physical games, and the base model won't have a disc driveAn analyst predicts the PlayStation 6 will not launch until at least 2028, with the base model likely omitting a physical disc drive. This prediction follows Sony's decision to discontinue physical games by 2028, driven by a desire to manufacture consoles more cheaply. The trend towards digital distribution is further supported by major releases like Grand Theft Auto 6 opting for digital-only releases.
- Why Sony Is Killing Disc-Based PlayStation Games And The Implications For PS6 And BeyondSony will cease releasing PlayStation games on physical discs starting in 2028, a move industry expert Piers Harding-Rolls suggests will likely delay the PlayStation 6's launch until at least that year and will result in a disc-less base model. This transition to all-digital is driven by shifting consumer preferences towards digital downloads, which now account for 80% of PlayStation game sales, and aims to streamline retail and improve profit margins by reducing costs associated with disc manufacturing and physical distribution.
- PlayStation Ending Physical Games in 2028 Hints at PS6’s Features, Says AnalystAnalyst Piers Harding-Rolls suggests Sony will end physical PlayStation game releases in 2028, indicating the PlayStation 6 will launch that year without a disc drive. This move aims to cut manufacturing costs and licensing fees, though a separate add-on drive might be offered. Publishers could also benefit from reduced production expenses and inventory risk.
- "Nobody's making games for the retired people" – The growing yet underserved market for grey gamersThe video game industry is largely overlooking the growing market of older players, often referred to as 'grey gamers.' Despite an aging global population and increasing numbers of individuals over 40, 50, and 60 playing games, developers are slow to cater to this demographic, who possess disposable income and long-term gaming literacy. Experts suggest a shift in industry mindset is needed to capture this substantial and expanding market, which is currently underserved by game design and marketing efforts.
- Why Xbox took Call of Duty out of Game PassXbox has announced that Call of Duty titles will now be added to Game Pass Ultimate approximately one year after launch, rather than at launch. Data from Newzoo suggests that while Call of Duty: Black Ops 6 saw a temporary increase in Xbox engagement, it did not translate to sustained sales, indicating that Game Pass may be cannibalizing premium purchases.
- Game Pass Might Lose More Day One Game Releases Than Call of Duty, Says AnalystIndustry analyst Piers Harding-Rolls suggests that Microsoft's decision to remove Call of Duty from day-one Game Pass releases is a strategic move to increase revenue through staggered releases and sales on other platforms. This shift may indicate a broader trend of windowing other first-party titles on the subscription service. Microsoft is also reportedly exploring new Game Pass tiers, including a cheaper option focused on first-party games with cloud gaming limits and a customizable "pick your own plan" model.
- Ubisoft reportedly cancels life-simulator project AlterraUbisoft has reportedly cancelled its life simulator project, codenamed Alterra, with affected employees being reassigned to other projects. The game, described as an Animal Crossing-style title with voxel creation, had been in development for about 18 months at Ubisoft Montréal. This cancellation follows Ubisoft's recent introduction of a Creative House structure and other cost-cutting measures, including the discontinuation of three other games and studio closures.
- Xbox Series X/S and Nintendo Switch 2 Could Follow PS5 and Increase Prices, Says AnalystSony has increased the prices of the PlayStation 5 and PlayStation 5 Pro due to rising component costs, a move that analyst Piers Harding-Rolls of Ampere Analysis suggests Microsoft and Nintendo may follow for their respective consoles. These price hikes, coupled with inflation, could negatively impact new game sales, despite anticipated major releases like Grand Theft Auto 6.
- "It wouldn't be a surprise if Microsoft and Nintendo followed suit" - Analyst reacts to PlayStation's shock price rise as industry braces for more uncertaintySony has announced a significant price increase for the PlayStation 5, citing global economic pressures and component cost increases. Industry analyst Piers Harding-Rolls suggests Microsoft and Nintendo may follow suit. This price hike comes at an awkward time with the highly anticipated Grand Theft Auto 6 expected later this year.
- New Research Proves What We Already Knew: Women Are Underserved By Game IndustryNew research from Ampere Analysis indicates that women constitute 48% of the gaming market, yet often cite a lack of suitable games and toxic communities as barriers. While games like The Sims 4 and Animal Crossing: New Horizons are popular for their customization options, they can also feature expensive DLC and monetization schemes. Despite slow progress, some titles like Apex Legends have shown improvements in inclusivity, though challenges with player communities and business practices persist.